Meridiem Capital Partners Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Meridiem Capital Partners Lp disclosed 75 stock positions valued at approximately $2.17B as of quarter-end June 30, 2026. The largest holdings include DANAHER CORP DEL, UNITEDHEALTH GROUP INC, and EDWARDS LIFESCIENCES CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $2.17B
Holdings by Sector
Meridiem Capital Partners Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DANAHER CORP DEL | DHR | Healthcare | 4.71% | 537,437 | +372,292 | +225.43% | $102,371,000 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 4.03% | 211,050 | +211,050 | +100.00% | $87,718,712 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 3.57% | 858,921 | +625,732 | +268.34% | $77,697,994 |
| VISA INC | V | Financial Services | 3.13% | 198,553 | +198,553 | +100.00% | $68,121,549 |
| MOODYS CORP | MCO | Financial Services | 3.02% | 144,783 | +19,267 | +15.35% | $65,575,116 |
| METTLER TOLEDO INTERNATIONAL | MTD | Healthcare | 2.95% | 50,157 | +50,157 | +100.00% | $64,076,069 |
| INTEL CORP | INTC | Technology | 2.69% | 418,425 | -193,639 | -31.64% | $58,424,683 |
| CHARLES RIV LABS INTL INC | CRL | Healthcare | 2.58% | 246,979 | -115,119 | -31.79% | $56,012,367 |
| ZIMMER BIOMET HOLDINGS INC | ZBH | Healthcare | 2.53% | 638,555 | +638,555 | +100.00% | $54,973,200 |
| SNOWFLAKE INC | SNOW | Technology | 2.46% | 210,452 | +65,417 | +45.10% | $53,560,034 |
| BLOCK INC | SQ | Technology | 2.40% | 687,662 | -43,044 | -5.89% | $52,262,312 |
| ALPHABET INC | GOOGL | Communication Services | 2.38% | 144,678 | +144,678 | +100.00% | $51,703,577 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 2.11% | 163,461 | +114,886 | +236.51% | $45,966,868 |
| TENET HEALTHCARE CORP | THC | Healthcare | 1.95% | 226,542 | +46,059 | +25.52% | $42,381,477 |
| CLOUDFLARE INC | NET | Technology | 1.92% | 169,946 | +60,884 | +55.83% | $41,684,355 |
| WATERS CORP | WAT | Healthcare | 1.71% | 99,260 | -108,554 | -52.24% | $37,226,470 |
| ARISTA NETWORKS INC | ANET | Other | 1.71% | 219,098 | +219,098 | +100.00% | $37,220,368 |
| APPLE INC | AAPL | Technology | 1.64% | 122,941 | -73,190 | -37.32% | $35,574,208 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 1.57% | 757,731 | -101,264 | -11.79% | $34,181,245 |
| CORPAY INC | CPAY | Technology | 1.56% | 101,815 | +22,306 | +28.05% | $33,931,885 |
| MEDTRONIC PLC | MDT | Other | 1.55% | 431,042 | +222,357 | +106.55% | $33,720,416 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.55% | 29,178 | +29,178 | +100.00% | $33,679,874 |
| META PLATFORMS INC | META | Communication Services | 1.52% | 58,846 | -11,037 | -15.79% | $33,147,363 |
| BLOOM ENERGY CORP | BE | Industrials | 1.49% | 107,035 | +107,035 | +100.00% | $32,399,495 |
| DELL TECHNOLOGIES INC | DELL | Technology | 1.39% | 70,074 | +70,074 | +100.00% | $30,234,128 |
| REDDIT INC | RDDT | Communication Services | 1.36% | 170,572 | +170,572 | +100.00% | $29,607,888 |
| IQVIA HLDGS INC | IQV | Healthcare | 1.29% | 144,630 | +144,630 | +100.00% | $27,945,409 |
| SYNOPSYS INC | SNPS | Technology | 1.27% | 61,695 | +35,511 | +135.62% | $27,520,289 |
| HENRY JACK & ASSOC INC | JKHY | Technology | 1.18% | 187,038 | +187,038 | +100.00% | $25,762,614 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.15% | 54,460 | +35,908 | +193.55% | $25,004,220 |
Showing 30 of 75 holdings in the latest reporting period.
Meridiem Capital Partners Lp Options Holdings in Q2 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.