Meridiem Capital Partners Lp Portfolio Stock Holdings
Meridiem Capital Partners Lp disclosed 62 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, STRYKER CORPORATION, and CHARLES RIV LABS INTL INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 62
- Portfolio Value
- $1.5B
Holdings by Sector
Meridiem Capital Partners Lp Portfolio Holdings in Q1 2026
61 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.69% | 415,407 | +794 | +0.19% | $86,516,816 |
| STRYKER CORPORATION | SYK | Healthcare | 5.01% | 231,496 | +231,496 | +100.00% | $76,067,271 |
| CHARLES RIV LABS INTL INC | CRL | Healthcare | 4.11% | 362,098 | +229,215 | +172.49% | $62,461,905 |
| WATERS CORP | WAT | Healthcare | 4.07% | 207,814 | +207,814 | +100.00% | $61,887,009 |
| TRANSUNION | TRU | Financial Services | 3.86% | 848,343 | +848,343 | +100.00% | $58,696,852 |
| AT&T INC | T | Communication Services | 3.57% | 1,872,354 | +1,872,354 | +100.00% | $54,279,542 |
| TESLA INC | TSLA | Consumer Cyclical | 3.55% | 144,946 | +124,285 | +601.54% | $53,883,676 |
| APPLE INC | AAPL | Technology | 3.28% | 196,131 | +196,131 | +100.00% | $49,776,086 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.91% | 88,646 | +38,615 | +77.18% | $44,292,860 |
| BLOCK INC | SQ | Technology | 2.89% | 730,706 | +216,936 | +42.22% | $43,973,887 |
| NETFLIX INC. | NFLX | Communication Services | 2.81% | 444,812 | +444,812 | +100.00% | $42,768,674 |
| META PLATFORMS INC | META | Communication Services | 2.63% | 69,883 | +7,468 | +11.97% | $39,982,161 |
| ILLUMINA INC | ILMN | Healthcare | 2.54% | 313,272 | +210,394 | +204.51% | $38,613,907 |
| F5 INC | FFIV | Technology | 2.48% | 130,139 | +130,139 | +100.00% | $37,653,117 |
| TENET HEALTHCARE CORP | THC | Healthcare | 2.24% | 180,483 | +154,632 | +598.17% | $34,058,947 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 2.13% | 714,109 | +714,109 | +100.00% | $32,299,150 |
| SALESFORCE INC | CRM | Technology | 2.12% | 172,272 | +93,968 | +120.00% | $32,158,014 |
| T-MOBILE US INC | TMUS | Communication Services | 2.11% | 152,812 | +152,812 | +100.00% | $32,095,104 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.98% | 148,192 | +148,192 | +100.00% | $30,146,699 |
| INTEL CORP | INTC | Technology | 1.78% | 612,064 | +612,064 | +100.00% | $27,010,384 |
| MSCI INC | MSCI | Financial Services | 1.76% | 49,692 | +49,692 | +100.00% | $26,784,485 |
| INTUIT | INTU | Technology | 1.71% | 60,053 | +60,053 | +100.00% | $25,965,716 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 1.69% | 87,947 | +87,947 | +100.00% | $25,746,484 |
| CARDINAL HEALTH INC | CAH | Healthcare | 1.62% | 116,256 | +116,256 | +100.00% | $24,566,055 |
| CORPAY INC | CPAY | Technology | 1.52% | 79,509 | +46,619 | +141.74% | $23,136,324 |
| CLOUDFLARE INC | NET | Technology | 1.48% | 109,062 | +40,428 | +58.90% | $22,503,853 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 1.39% | 184,897 | -37,319 | -16.79% | $21,074,560 |
| BIO-TECHNE CORP | TECH | Healthcare | 1.38% | 402,227 | +147,868 | +58.13% | $21,020,383 |
| ROKU INC | ROKU | Communication Services | 1.38% | 221,159 | +144,855 | +189.84% | $20,926,065 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 1.35% | 858,995 | +858,995 | +100.00% | $20,452,671 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 1.23% | 233,189 | +118,424 | +103.19% | $18,673,775 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.15% | 108,952 | +108,952 | +100.00% | $17,467,185 |
| CHIME FINL INC | CHYM | Other | 1.04% | 844,528 | +601,125 | +246.97% | $15,818,009 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.94% | 51,397 | +51,397 | +100.00% | $14,281,684 |
| CISCO SYS INC | CSCO | Technology | 0.93% | 182,570 | +182,570 | +100.00% | $14,165,606 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 0.93% | 65,340 | +8,457 | +14.87% | $14,105,599 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.91% | 79,450 | +79,450 | +100.00% | $13,872,765 |
| DATADOG INC | DDOG | Technology | 0.91% | 117,437 | +117,437 | +100.00% | $13,863,438 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 0.88% | 116,508 | +116,508 | +100.00% | $13,380,944 |
| ZOOM COMMUNICATIONS INC | ZM | Technology | 0.82% | 154,262 | +154,262 | +100.00% | $12,401,122 |
| WAYFAIR INC | W | Consumer Cyclical | 0.79% | 160,118 | +160,118 | +100.00% | $12,042,475 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.78% | 192,947 | +192,947 | +100.00% | $11,837,298 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.75% | 125,856 | -403,574 | -76.23% | $11,455,413 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 0.75% | 239,669 | +218,464 | +1030.25% | $11,389,071 |
| 10X GENOMICS INC | TXG | Healthcare | 0.73% | 523,998 | +523,998 | +100.00% | $11,124,478 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.70% | 106,656 | -158,790 | -59.82% | $10,564,277 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.69% | 22,747 | -35,781 | -61.13% | $10,486,140 |
| ICON PLC | ICLR | Other | 0.68% | 93,878 | +93,878 | +100.00% | $10,388,539 |
| SYNOPSYS INC | SNPS | Technology | 0.68% | 26,184 | -58,021 | -68.90% | $10,381,432 |
| TWILIO INC | TWLO | Technology | 0.67% | 81,244 | -81,568 | -50.10% | $10,222,120 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.59% | 18,552 | +18,552 | +100.00% | $8,996,050 |
| FORTINET INC | FTNT | Technology | 0.54% | 100,000 | -86,940 | -46.51% | $8,172,000 |
| BILL HOLDINGS INC | BILL | Technology | 0.49% | 195,333 | -78,459 | -28.66% | $7,481,254 |
| DEXCOM INC | DXCM | Healthcare | 0.49% | 118,345 | +118,345 | +100.00% | $7,432,066 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.48% | 31,408 | -73,083 | -69.94% | $7,251,793 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.43% | 44,972 | +44,972 | +100.00% | $6,578,504 |
| DYNATRACE INC | DT | Technology | 0.42% | 171,652 | +171,652 | +100.00% | $6,347,691 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.41% | 1,473 | -7,092 | -82.80% | $6,201,801 |
| CAREDX INC | CDNA | Healthcare | 0.36% | 316,950 | +316,950 | +100.00% | $5,502,252 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.27% | 29,251 | +29,251 | +100.00% | $4,178,505 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 0.23% | 55,585 | +34,778 | +167.15% | $3,569,669 |
Meridiem Capital Partners Lp Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | ANET | Arista Networks | CALL | 25,000 | $3,069,500 |
Notional value represents the total exposure of the options position.