Meridiem Capital Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Meridiem Capital Partners LP reported 80 stock positions worth $2.2 billion. Its top holding was Danaher (DHR) at 4.7% of the portfolio, followed by Unitedhealth (UNH, 4.0%) and Edwards Lifesciences (EW, 3.6%). Compared with Q1 2026, it opened 52 new positions, sold out of 34, added to 12 and reduced 16. The biggest buy was a new position in Danaher (DHR) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002026798
- Portfolio Value
- $2.2B (Q2 2026)
- SEC Filing
- 0002026798-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 80 stocks · $2.2B
| DHR Danaher Corp. | 4.71% | 537,437 | $102.4M | New |
| UNH Unitedhealth Group Inc. | 4.03% | 211,050 | $87.7M | New |
| EW Edwards Lifesciences Corp. | 3.57% | 858,921 | $77.7M | Add +268.3% |
| V Visa Inc. Class A | 3.13% | 198,553 | $68.1M | New |
| MCO Moody's Corp. | 3.02% | 144,783 | $65.6M | New |
| MTD Mettler-Toledo International | 2.95% | 50,157 | $64.1M | New |
| INTC Intel Corp. | 2.69% | 418,425 | $58.4M | Reduce -31.6% |
| CRL Charles River Laboratories | 2.58% | 246,979 | $56.0M | Reduce -31.8% |
| ZBH Zimmer Biomet Holdings Inc. | 2.53% | 638,555 | $55.0M | New |
| SNOW Snowflake Inc. | 2.46% | 210,452 | $53.6M | New |
| XYZ Block Inc. | 2.40% | 687,662 | $52.3M | Reduce -5.9% |
| GOOGL Alphabet Inc. Class A | 2.38% | 144,678 | $51.7M | New |
| CBRS Cerebras Systems Inc. Class A | 2.25% | 221,522 | $49.0M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.11% | 163,461 | $46.0M | New |
| THC Tenet Healthcare Corp. | 1.95% | 226,542 | $42.4M | Add +25.5% |
| NET Cloudflare Inc. Class A | 1.92% | 169,946 | $41.7M | Add +55.8% |
| WAT Waters Corp. | 1.71% | 99,260 | $37.2M | Reduce -52.2% |
| ANET Arista Networks Inc. | 1.71% | 219,098 | $37.2M | New |
| AAPL Apple Inc. | 1.64% | 122,941 | $35.6M | Reduce -37.3% |
| HPE Hewlett Packard Enterprise | 1.57% | 757,731 | $34.2M | Reduce -11.8% |
| CPAY Corpay Inc. | 1.56% | 101,815 | $33.9M | Add +28.1% |
| MDT Medtronic PLC | 1.55% | 431,042 | $33.7M | New |
| MU Micron Technology Inc. | 1.55% | 29,178 | $33.7M | New |
| META Meta Platforms Inc. Class A | 1.52% | 58,846 | $33.1M | Reduce -15.8% |
| BE Bloom Energy Corp. Class A | 1.49% | 107,035 | $32.4M | New |
| DELL Dell Technologies -C | 1.39% | 70,074 | $30.2M | New |
| RDDT Reddit Inc. Class A | 1.36% | 170,572 | $29.6M | New |
| IQV Iqvia Holdings Inc. | 1.29% | 144,630 | $27.9M | New |
| SNPS Synopsys Inc. | 1.27% | 61,695 | $27.5M | Add +135.6% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.18% | 187,038 | $25.8M | New |
| SPOT Spotify Technology SA | 1.15% | 54,460 | $25.0M | Add +193.6% |
| TRU Transunion | 1.11% | 333,919 | $24.1M | Reduce -60.6% |
| CCI Crown Castle Inc. | 1.08% | 309,322 | $23.4M | New |
| ALAB Astera Labs Inc. | 1.06% | 47,891 | $23.1M | New |
| LYFT LYFT Inc. Class A | 1.04% | 1,554,443 | $22.7M | New |
| WEX Wex Inc. | 1.04% | 160,776 | $22.7M | New |
| RVTY Revvity Inc. | 0.99% | 193,094 | $21.5M | New |
| EHC Encompass Health Corp. | 0.97% | 207,713 | $21.0M | New |
| ZS Zscaler Inc. | 0.94% | 144,497 | $20.4M | New |
| PANW Palo Alto Networks Inc. | 0.91% | 58,016 | $19.8M | Reduce -46.8% |
| DT Dynatrace Inc. | 0.87% | 433,110 | $19.0M | Add +152.3% |
| HOOD Robinhood Markets Inc. Class A | 0.87% | 189,399 | $19.0M | New |
| ADBE Adobe Inc. | 0.87% | 92,233 | $18.9M | New |
| EXPE Expedia Group Inc. | 0.85% | 72,598 | $18.6M | Add +131.1% |
| BDX Becton Dickinson and Co. | 0.85% | 122,440 | $18.5M | New |
| CRM Salesforce Inc. | 0.84% | 117,295 | $18.4M | Reduce -31.9% |
| BKNG Booking Holdings Inc. | 0.83% | 101,045 | $18.0M | Add +174.4% |
| MDB Mongodb Inc. | 0.82% | 53,226 | $17.9M | New |
| ROKU Roku Inc. | 0.82% | 129,183 | $17.8M | Reduce -41.6% |
| GLW Corning Inc. | 0.80% | 67,830 | $17.3M | New |
| TWLO Twilio Inc. Class A | 0.77% | 81,500 | $16.8M | Add +0.3% |
| OKTA Okta Inc. | 0.77% | 123,107 | $16.8M | New |
| AFRM Affirm Holdings Inc. | 0.75% | 201,047 | $16.4M | New |
| CVS CVS Health Corp. | 0.75% | 158,028 | $16.3M | New |
| TXG 10X Genomics Inc. Class A | 0.74% | 422,219 | $16.2M | Reduce -19.4% |
| HUM Humana Inc. | 0.74% | 40,421 | $16.1M | New |
| SPCX Space Exploration Techn Class A | 0.69% | 87,833 | $15.0M | New |
| IREN Iren Ltd. filed as IREN LIMITED | 0.69% | 327,869 | $15.0M | New |
| NTNX Nutanix Inc. Class A | 0.68% | 289,623 | $14.8M | New |
| GH Guardant Health Inc. | 0.67% | 97,088 | $14.6M | New |
| ORCL Oracle Corp. | 0.67% | 99,135 | $14.5M | New |
| QGEN Qiagen N.V. | 0.66% | 369,740 | $14.5M | New |
| VRSK Verisk Analytics Inc. | 0.65% | 79,120 | $14.2M | New |
| CDNA Caredx Inc. | 0.59% | 451,493 | $12.9M | Add +42.5% |
| DOCN Digitalocean Holdings Inc. | 0.55% | 75,793 | $11.9M | New |
| SAP Sap SE-Sponsored ADR | 0.51% | 72,235 | $11.1M | New |
| CVNA Carvana Co. | 0.50% | 166,332 | $10.9M | New |
| TSLA Tesla Inc. | 0.47% | 24,252 | $10.2M | Reduce -83.3% |
| CAH Cardinal Health Inc. | 0.45% | 40,741 | $9.7M | Reduce -65.0% |
| ZM Zoom Communications Inc. | 0.43% | 108,530 | $9.4M | Reduce -29.6% |
| NAVN Navan Inc. Class A | 0.42% | 401,404 | $9.2M | New |
| COR Cencora Inc. | 0.42% | 32,205 | $9.1M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 11,823 | $9.0M | New |
| ABT Abbott Laboratories | 0.37% | 88,519 | $8.0M | New |
| NBIS Nebius Group NV | 0.36% | 28,014 | $7.7M | New |
| CHKP Check Point Software Tech | 0.35% | 57,627 | $7.6M | Add +97.0% |
| PINS Pinterest Inc. Class A | 0.26% | 266,601 | $5.6M | New |
| TNDM Tandem Diabetes Care Inc. | 0.21% | 298,255 | $4.5M | New |
| WGS Genedx Holdings Corp. | 0.15% | 46,764 | $3.2M | Reduce -15.9% |
| PODD Insulet Corp. | 0.12% | 17,200 | $2.6M | New |
Options reported separately and not counted above: SPY puts ($29.9M), CBRS calls ($17.7M), EBAY calls ($5.6M), MCHP calls ($2.3M), IREN calls ($1.1M).
Portfolio Sells Q1 2026 → Q2 2026
| AMZN Amazon.com Inc. | Sold out | 0.00% | −5.69 |
| SYK Stryker Corp. | Sold out | 0.00% | −5.01 |
| T AT&T Inc. | Sold out | 0.00% | −3.57 |
| TSLA Tesla Inc. | Reduce -83.3% | 0.47% | −3.08 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −2.91 |
| NFLX Netflix Inc. | Sold out | 0.00% | −2.81 |
| TRU Transunion | Reduce -60.6% | 1.11% | −2.75 |
| ILMN Illumina Inc. | Sold out | 0.00% | −2.54 |
| FFIV F5 Inc. | Sold out | 0.00% | −2.48 |
| WAT Waters Corp. | Reduce -52.2% | 1.71% | −2.36 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −2.13 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −2.11 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.98 |
| MSCI MSCI Inc. | Sold out | 0.00% | −1.76 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.71 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −1.69 |
| AAPL Apple Inc. | Reduce -37.3% | 1.64% | −1.64 |
| CRL Charles River Laboratories | Reduce -31.8% | 2.58% | −1.53 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −1.39 |
| TECH Bio-Techne Corp. | Sold out | 0.00% | −1.38 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −1.27 |
| CRM Salesforce Inc. | Reduce -31.9% | 0.84% | −1.27 |
| CAH Cardinal Health Inc. | Reduce -65.0% | 0.45% | −1.17 |
| META Meta Platforms Inc. Class A | Reduce -15.8% | 1.52% | −1.11 |
| CHYM Chime Financial Inc. Class A | Sold out | 0.00% | −1.04 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.94 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.93 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.93 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.91 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.91 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.88 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.79 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.78 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.75 |
| TWST Twist Bioscience Corp. | Sold out | 0.00% | −0.75 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.70 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.69 |
| ICLR Icon PLC | Sold out | 0.00% | −0.68 |
| ROKU Roku Inc. | Reduce -41.6% | 0.82% | −0.56 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.54 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.49 |
| XYZ Block Inc. | Reduce -5.9% | 2.40% | −0.49 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.49 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.43 |
| ZM Zoom Communications Inc. | Reduce -29.6% | 0.43% | −0.39 |
| PANW Palo Alto Networks Inc. | Reduce -46.8% | 0.91% | −0.24 |
| WGS Genedx Holdings Corp. | Reduce -15.9% | 0.15% | −0.09 |
| TXG 10X Genomics Inc. Class A | Reduce -19.4% | 0.74% | +0.01 |
| HPE Hewlett Packard Enterprise | Reduce -11.8% | 1.57% | +0.23 |
| INTC Intel Corp. | Reduce -31.6% | 2.69% | +0.91 |
Portfolio Buys Q1 2026 → Q2 2026
| DHR Danaher Corp. | New | 4.71% | +4.71 |
| UNH Unitedhealth Group Inc. | New | 4.03% | +4.03 |
| V Visa Inc. Class A | New | 3.13% | +3.13 |
| MCO Moody's Corp. | New | 3.02% | +3.02 |
| MTD Mettler-Toledo International | New | 2.95% | +2.95 |
| ZBH Zimmer Biomet Holdings Inc. | New | 2.53% | +2.53 |
| SNOW Snowflake Inc. | New | 2.46% | +2.46 |
| GOOGL Alphabet Inc. Class A | New | 2.38% | +2.38 |
| EW Edwards Lifesciences Corp. | Add +268.3% | 3.57% | +2.34 |
| CBRS Cerebras Systems Inc. Class A | New | 2.25% | +2.25 |
| IBM Intl Business Machines Corp. | New | 2.11% | +2.11 |
| ANET Arista Networks Inc. | New | 1.71% | +1.71 |
| MDT Medtronic PLC | New | 1.55% | +1.55 |
| MU Micron Technology Inc. | New | 1.55% | +1.55 |
| BE Bloom Energy Corp. Class A | New | 1.49% | +1.49 |
| DELL Dell Technologies -C | New | 1.39% | +1.39 |
| RDDT Reddit Inc. Class A | New | 1.36% | +1.36 |
| IQV Iqvia Holdings Inc. | New | 1.29% | +1.29 |
| JKHY Jack Henry & Associates Inc. | New | 1.18% | +1.18 |
| CCI Crown Castle Inc. | New | 1.08% | +1.08 |
| ALAB Astera Labs Inc. | New | 1.06% | +1.06 |
| LYFT LYFT Inc. Class A | New | 1.04% | +1.04 |
| WEX Wex Inc. | New | 1.04% | +1.04 |
| RVTY Revvity Inc. | New | 0.99% | +0.99 |
| EHC Encompass Health Corp. | New | 0.97% | +0.97 |
| ZS Zscaler Inc. | New | 0.94% | +0.94 |
| HOOD Robinhood Markets Inc. Class A | New | 0.87% | +0.87 |
| ADBE Adobe Inc. | New | 0.87% | +0.87 |
| BDX Becton Dickinson and Co. | New | 0.85% | +0.85 |
| MDB Mongodb Inc. | New | 0.82% | +0.82 |
| GLW Corning Inc. | New | 0.80% | +0.80 |
| OKTA Okta Inc. | New | 0.77% | +0.77 |
| AFRM Affirm Holdings Inc. | New | 0.75% | +0.75 |
| CVS CVS Health Corp. | New | 0.75% | +0.75 |
| HUM Humana Inc. | New | 0.74% | +0.74 |
| SPCX Space Exploration Techn Class A | New | 0.69% | +0.69 |
| IREN Iren Ltd. | New | 0.69% | +0.69 |
| NTNX Nutanix Inc. Class A | New | 0.68% | +0.68 |
| GH Guardant Health Inc. | New | 0.67% | +0.67 |
| ORCL Oracle Corp. | New | 0.67% | +0.67 |
| QGEN Qiagen N.V. | New | 0.66% | +0.66 |
| VRSK Verisk Analytics Inc. | New | 0.65% | +0.65 |
| SNPS Synopsys Inc. | Add +135.6% | 1.27% | +0.58 |
| SPOT Spotify Technology SA | Add +193.6% | 1.15% | +0.56 |
| DOCN Digitalocean Holdings Inc. | New | 0.55% | +0.55 |
| SAP Sap SE-Sponsored ADR | New | 0.51% | +0.51 |
| CVNA Carvana Co. | New | 0.50% | +0.50 |
| DT Dynatrace Inc. | Add +152.3% | 0.87% | +0.46 |
| NET Cloudflare Inc. Class A | Add +55.8% | 1.92% | +0.44 |
| NAVN Navan Inc. Class A | New | 0.42% | +0.42 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 40,000 | $29.9M |
| CBRS Cerebras Systems Inc. Class A | call | New | 80,000 | $17.7M |
| CRWV Coreweave Inc. Class A | call | Sold out | 150,000 | $11.6Mbefore exit |
| EBAY eBay Inc. | call | New | 50,000 | $5.6M |
| ANET Arista Networks Inc. | call | Sold out | 25,000 | $3.1Mbefore exit |
| MCHP Microchip Technology Inc. | call | New | 25,000 | $2.3M |
| IREN Iren Ltd. | call | New | 25,000 | $1.1M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 80 | $2.2B | DHR, UNH, EW, V, MCO |
| Q1 2026 | 62 | $1.5B | AMZN, SYK, CRL, WAT, TRU |
| Q4 2025 | 66 | $1.6B | AMZN, TSM, NVDA, MCO, AMAT |
| Q3 2025 | 59 | $1.5B | AMD, BSX, NFLX, TMUS, AVGO |
| Q2 2025 | 68 | $1.4B | AMZN, NVDA, TMUS, BSX, T |
| Q1 2025 | 55 | $912.4M | AMZN, NVDA, T, NFLX, DHR |
| Q4 2024 | 66 | $1.1B | GOOGL, XYZ, NVDA, FDS, CSCO |