Meridiem Capital Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Meridiem Capital Partners LP reported 66 stock positions worth $1.1 billion. Its top holding was Alphabet Class A (GOOGL) at 4.5% of the portfolio, followed by Block (XYZ, 4.2%) and Nvidia (NVDA, 3.9%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002026798
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0001085146-25-001556 ↗ filed Feb 14, 2025
Holdings Value
Holdings 66 stocks · $1.1B
| GOOGL Alphabet Inc. Class A | 4.49% | 252,099 | $47.7M | — |
| XYZ Block Inc. | 4.17% | 521,495 | $44.3M | — |
| NVDA Nvidia Corp. | 3.92% | 310,486 | $41.7M | — |
| FDS Factset Research Systems Inc. | 3.88% | 85,868 | $41.2M | — |
| CSCO Cisco Systems Inc. | 3.22% | 579,410 | $34.3M | — |
| NXPI NXP Semiconductors NV | 3.15% | 161,190 | $33.5M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.11% | 297,223 | $33.1M | — |
| DXCM Dexcom Inc. | 3.02% | 413,498 | $32.2M | — |
| AVGO Broadcom Inc. | 2.96% | 135,888 | $31.5M | — |
| GPN Global Payments Inc. | 2.94% | 278,677 | $31.2M | — |
| BDX Becton Dickinson and Co. | 2.87% | 134,762 | $30.6M | — |
| ASML ASML Holding NV-NY Reg SHS | 2.86% | 43,899 | $30.4M | — |
| MTD Mettler-Toledo International | 2.77% | 24,107 | $29.5M | — |
| A Agilent Technologies Inc. | 2.77% | 219,530 | $29.5M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.62% | 141,192 | $27.9M | — |
| FIS Fidelity National Info Serv | 2.54% | 334,197 | $27.0M | — |
| ALGM Allegro Microsystems Inc. | 2.36% | 1,150,066 | $25.1M | — |
| T AT&T Inc. | 2.26% | 1,057,965 | $24.1M | — |
| ADI Analog Devices Inc. | 2.16% | 108,227 | $23.0M | — |
| ETSY Etsy Inc. | 2.15% | 432,469 | $22.9M | — |
| UNH Unitedhealth Group Inc. | 2.14% | 45,030 | $22.8M | — |
| U Unity Software Inc. | 2.10% | 993,869 | $22.3M | — |
| LRCX Lam Research Corp. | 2.04% | 300,940 | $21.7M | — |
| TTWO Take-Two Interactive Softwre | 1.90% | 109,976 | $20.2M | — |
| V Visa Inc. Class A | 1.62% | 54,595 | $17.3M | — |
| AMZN Amazon.com Inc. | 1.56% | 75,884 | $16.6M | — |
| WU Western Union Co. | 1.54% | 1,542,178 | $16.3M | — |
| BILL Bill Holdings Inc. | 1.37% | 172,245 | $14.6M | — |
| BKNG Booking Holdings Inc. | 1.27% | 2,713 | $13.5M | — |
| ILMN Illumina Inc. | 1.19% | 95,130 | $12.7M | — |
| MDT Medtronic PLC | 1.18% | 157,481 | $12.6M | — |
| CAH Cardinal Health Inc. | 1.13% | 101,609 | $12.0M | — |
| ENTG Entegris Inc. | 1.13% | 120,998 | $12.0M | — |
| AVTR Avantor Inc. | 1.11% | 561,427 | $11.8M | — |
| LYFT LYFT Inc. Class A | 1.09% | 897,009 | $11.6M | — |
| ZBH Zimmer Biomet Holdings Inc. | 1.08% | 108,932 | $11.5M | — |
| EXAS Exact Sciences Corp. | 1.07% | 202,139 | $11.4M | — |
| MPWR Monolithic Power Systems Inc. | 0.95% | 17,153 | $10.1M | — |
| WDC Western Digital Corp. | 0.92% | 163,275 | $9.7M | — |
| APH Amphenol Corp. Class A | 0.91% | 139,952 | $9.7M | — |
| HUM Humana Inc. | 0.87% | 36,513 | $9.3M | — |
| INTC Intel Corp. | 0.85% | 452,943 | $9.1M | — |
| PINS Pinterest Inc. Class A | 0.84% | 309,019 | $9.0M | — |
| AMD Advanced Micro Devices | 0.79% | 69,527 | $8.4M | — |
| SNAP Snap Inc. Class A | 0.76% | 751,772 | $8.1M | — |
| ON On Semiconductor | 0.74% | 125,503 | $7.9M | — |
| LSCC Lattice Semiconductor Corp. | 0.69% | 129,131 | $7.3M | — |
| LH Labcorp Holdings Inc. | 0.69% | 31,831 | $7.3M | — |
| PEN Penumbra Inc. | 0.67% | 30,129 | $7.2M | — |
| HPQ HP Inc. | 0.57% | 185,127 | $6.0M | — |
| SYK Stryker Corp. | 0.55% | 16,387 | $5.9M | — |
| STX Seagate Technology Holdings | 0.49% | 60,000 | $5.2M | — |
| TXG 10X Genomics Inc. Class A | 0.46% | 342,870 | $4.9M | — |
| MCK McKesson Corp. | 0.44% | 8,295 | $4.7M | — |
| ELAN Elanco Animal Health Inc. | 0.43% | 375,516 | $4.5M | — |
| FOXA Fox Corp. Class A | 0.37% | 80,699 | $3.9M | — |
| EW Edwards Lifesciences Corp. | 0.30% | 42,843 | $3.2M | — |
| ICLR Icon PLC | 0.29% | 14,739 | $3.1M | — |
| VEEV Veeva Systems Inc. Class A | 0.29% | 14,544 | $3.1M | — |
| THC Tenet Healthcare Corp. | 0.28% | 23,427 | $3.0M | — |
| EHC Encompass Health Corp. | 0.22% | 25,812 | $2.4M | — |
| CI The Cigna Group | 0.22% | 8,569 | $2.4M | — |
| CHTR Charter Communications Inc. Class A | 0.21% | 6,373 | $2.2M | — |
| ALGN Align Technology Inc. | 0.20% | 10,159 | $2.1M | — |
| ADUS Addus Homecare Corp. | 0.14% | 11,774 | $1.5M | — |
| DGX Quest Diagnostics Inc. | 0.11% | 7,822 | $1.2M | — |
Options reported separately and not counted above: FOUR puts ($31.1M), U calls ($28.1M), ETSY calls ($13.8M).
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |