Meridiem Capital Partners LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Meridiem Capital Partners LP reported 68 stock positions worth $1.4 billion. Its top holding was Amazon.com (AMZN) at 6.4% of the portfolio, followed by Nvidia (NVDA, 6.4%) and T-Mobile US (TMUS, 5.8%). Compared with Q1 2025, it opened 40 new positions, sold out of 27, added to 20 and reduced 8. The biggest buy was a new position in T-Mobile US (TMUS) and the biggest sale an exit from Danaher (DHR).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002026798
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0001085146-25-005138 ↗ filed Aug 14, 2025
Holdings Value
Holdings 68 stocks · $1.4B
| AMZN Amazon.com Inc. | 6.45% | 407,457 | $89.4M | Add +6.0% |
| NVDA Nvidia Corp. | 6.36% | 558,121 | $88.2M | Add +30.2% |
| TMUS T-Mobile US Inc. | 5.85% | 340,500 | $81.1M | New |
| BSX Boston Scientific Corp. | 3.30% | 426,319 | $45.8M | Add +227.5% |
| T AT&T Inc. | 3.13% | 1,501,636 | $43.5M | Reduce -5.3% |
| AMD Advanced Micro Devices | 2.72% | 265,973 | $37.7M | Add +80.7% |
| ADI Analog Devices Inc. | 2.69% | 156,970 | $37.4M | New |
| FOXA Fox Corp. Class A | 2.68% | 664,238 | $37.2M | Add +37.1% |
| MA Mastercard Inc. Class A | 2.65% | 65,464 | $36.8M | New |
| ABT Abbott Laboratories | 2.42% | 247,189 | $33.6M | New |
| WDC Western Digital Corp. | 2.40% | 519,813 | $33.3M | Add +15.8% |
| FIS Fidelity National Info Serv | 2.39% | 407,126 | $33.1M | Add +47.4% |
| NXPI NXP Semiconductors NV | 2.19% | 139,231 | $30.4M | Add +147.6% |
| CPAY Corpay Inc. | 2.12% | 88,466 | $29.4M | Add +229.3% |
| LRCX Lam Research Corp. | 2.08% | 296,553 | $28.9M | Add +331.8% |
| EXPE Expedia Group Inc. | 1.88% | 154,917 | $26.1M | New |
| MU Micron Technology Inc. | 1.88% | 211,176 | $26.0M | Reduce -49.0% |
| A Agilent Technologies Inc. | 1.85% | 217,255 | $25.6M | Add +23.3% |
| QCOM Qualcomm Inc. | 1.85% | 160,944 | $25.6M | New |
| ISRG Intuitive Surgical Inc. | 1.85% | 47,149 | $25.6M | Reduce -17.0% |
| XYZ Block Inc. | 1.82% | 372,372 | $25.3M | Add +2.7% |
| TRU Transunion | 1.77% | 279,066 | $24.6M | New |
| QRVO Qorvo Inc. | 1.76% | 286,925 | $24.4M | Add +84.5% |
| AMAT Applied Materials Inc. | 1.76% | 133,028 | $24.4M | New |
| RVTY Revvity Inc. | 1.66% | 238,735 | $23.1M | Add +127.6% |
| CART Maplebear Inc. | 1.57% | 482,168 | $21.8M | Add +58.4% |
| MCHP Microchip Technology Inc. | 1.56% | 306,838 | $21.6M | Reduce -3.9% |
| EBAY eBay Inc. | 1.52% | 283,299 | $21.1M | Reduce -32.7% |
| MTD Mettler-Toledo International | 1.50% | 17,726 | $20.8M | Add +95.5% |
| HPQ HP Inc. | 1.47% | 836,065 | $20.5M | New |
| EXAS Exact Sciences Corp. | 1.47% | 382,424 | $20.3M | New |
| ENTG Entegris Inc. | 1.41% | 243,104 | $19.6M | New |
| GFS Globalfoundries Inc. | 1.41% | 512,335 | $19.6M | Add +0.2% |
| CRL Charles River Laboratories | 1.31% | 120,034 | $18.2M | New |
| LITE Lumentum Holdings Inc. | 1.30% | 190,294 | $18.1M | New |
| DXCM Dexcom Inc. | 1.23% | 195,349 | $17.1M | New |
| NFLX Netflix Inc. | 1.21% | 12,555 | $16.8M | Reduce -70.3% |
| MDT Medtronic PLC | 1.12% | 178,476 | $15.6M | New |
| SNPS Synopsys Inc. | 1.06% | 28,792 | $14.8M | New |
| BRKR Bruker Corp. | 1.05% | 354,281 | $14.6M | New |
| WU Western Union Co. | 0.95% | 1,563,783 | $13.2M | Add +38.1% |
| RDDT Reddit Inc. Class A | 0.91% | 84,004 | $12.6M | New |
| APP AppLovin Corp. Class A | 0.81% | 32,098 | $11.2M | Reduce -26.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.80% | 154,396 | $11.1M | Add +140.7% |
| MPWR Monolithic Power Systems Inc. | 0.80% | 15,100 | $11.0M | Add +26.0% |
| META Meta Platforms Inc. Class A | 0.72% | 13,556 | $10.0M | New |
| CVNA Carvana Co. | 0.68% | 27,972 | $9.4M | Reduce -59.8% |
| ORCL Oracle Corp. | 0.68% | 42,958 | $9.4M | New |
| PANW Palo Alto Networks Inc. | 0.61% | 41,396 | $8.5M | New |
| LSCC Lattice Semiconductor Corp. | 0.60% | 170,401 | $8.3M | New |
| MSFT Microsoft Corp. | 0.49% | 13,541 | $6.7M | New |
| FOUR SHIFT4 Payments Inc. Class A | 0.48% | 66,767 | $6.6M | New |
| RBRK Rubrik Inc. Class A | 0.38% | 59,470 | $5.3M | New |
| ZS Zscaler Inc. | 0.38% | 16,933 | $5.3M | New |
| STE Steris PLC | 0.36% | 20,619 | $5.0M | New |
| DDOG Datadog Inc. Class A | 0.33% | 33,727 | $4.5M | New |
| ABNB Airbnb Inc. Class A | 0.32% | 33,188 | $4.4M | New |
| PODD Insulet Corp. | 0.29% | 12,634 | $4.0M | New |
| MDB Mongodb Inc. | 0.28% | 18,603 | $3.9M | New |
| CHKP Check Point Software Tech | 0.24% | 14,845 | $3.3M | New |
| GH Guardant Health Inc. | 0.19% | 50,782 | $2.6M | New |
| AZTA Azenta Inc. | 0.19% | 84,870 | $2.6M | New |
| RGEN Repligen Corp. | 0.19% | 20,954 | $2.6M | New |
| CDNA Caredx Inc. | 0.17% | 123,390 | $2.4M | New |
| S Sentinelone Inc. Class A | 0.16% | 117,754 | $2.2M | New |
| VRNS Varonis Systems Inc. | 0.15% | 41,437 | $2.1M | New |
| LYV Live Nation Entertainment Inc. | 0.11% | 9,945 | $1.5M | New |
| CRDO Credo Technology Group Holdi | 0.02% | 3,186 | $295K | New |
Options reported separately and not counted above: CRCL calls ($9.1M), AMZN calls ($8.8M), TTD calls ($8.6M), TSLA calls ($3.2M).
Portfolio Sells Q1 2025 → Q2 2025
| DHR Danaher Corp. | Sold out | 0.00% | −4.22 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −4.19 |
| NFLX Netflix Inc. | Reduce -70.3% | 1.21% | −3.11 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −2.96 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −2.95 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −2.16 |
| DELL Dell Technologies -C | Sold out | 0.00% | −2.16 |
| MU Micron Technology Inc. | Reduce -49.0% | 1.88% | −2.06 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −1.88 |
| TECH Bio-Techne Corp. | Sold out | 0.00% | −1.86 |
| T AT&T Inc. | Reduce -5.3% | 3.13% | −1.78 |
| GPN Global Payments Inc. | Sold out | 0.00% | −1.67 |
| EBAY eBay Inc. | Reduce -32.7% | 1.52% | −1.61 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −1.36 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −1.31 |
| ISRG Intuitive Surgical Inc. | Reduce -17.0% | 1.85% | −1.24 |
| V Visa Inc. Class A | Sold out | 0.00% | −1.21 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.96 |
| CVNA Carvana Co. | Reduce -59.8% | 0.68% | −0.92 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.87 |
| ALGM Allegro Microsystems Inc. | Sold out | 0.00% | −0.69 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.69 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.65 |
| PEN Penumbra Inc. | Sold out | 0.00% | −0.64 |
| NVMI Nova Ltd. | Sold out | 0.00% | −0.61 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.53 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −0.49 |
| AVDX Avidxchange Holdings Inc. | Sold out | 0.00% | −0.47 |
| APP AppLovin Corp. Class A | Reduce -26.3% | 0.81% | −0.45 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.39 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.39 |
| TWST Twist Bioscience Corp. | Sold out | 0.00% | −0.34 |
| WGS Genedx Holdings Corp. | Sold out | 0.00% | −0.19 |
| MCHP Microchip Technology Inc. | Reduce -3.9% | 1.56% | −0.14 |
| GLBE Global-E Online Ltd. | Sold out | 0.00% | −0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| TMUS T-Mobile US Inc. | New | 5.85% | +5.85 |
| ADI Analog Devices Inc. | New | 2.69% | +2.69 |
| MA Mastercard Inc. Class A | New | 2.65% | +2.65 |
| ABT Abbott Laboratories | New | 2.42% | +2.42 |
| EXPE Expedia Group Inc. | New | 1.88% | +1.88 |
| BSX Boston Scientific Corp. | Add +227.5% | 3.30% | +1.86 |
| QCOM Qualcomm Inc. | New | 1.85% | +1.85 |
| TRU Transunion | New | 1.77% | +1.77 |
| AMAT Applied Materials Inc. | New | 1.76% | +1.76 |
| LRCX Lam Research Corp. | Add +331.8% | 2.08% | +1.53 |
| HPQ HP Inc. | New | 1.47% | +1.47 |
| EXAS Exact Sciences Corp. | New | 1.47% | +1.47 |
| ENTG Entegris Inc. | New | 1.41% | +1.41 |
| CRL Charles River Laboratories | New | 1.31% | +1.31 |
| LITE Lumentum Holdings Inc. | New | 1.30% | +1.30 |
| NVDA Nvidia Corp. | Add +30.2% | 6.36% | +1.27 |
| DXCM Dexcom Inc. | New | 1.23% | +1.23 |
| MDT Medtronic PLC | New | 1.12% | +1.12 |
| CPAY Corpay Inc. | Add +229.3% | 2.12% | +1.09 |
| SNPS Synopsys Inc. | New | 1.06% | +1.06 |
| AMD Advanced Micro Devices | Add +80.7% | 2.72% | +1.06 |
| BRKR Bruker Corp. | New | 1.05% | +1.05 |
| NXPI NXP Semiconductors NV | Add +147.6% | 2.19% | +1.02 |
| RDDT Reddit Inc. Class A | New | 0.91% | +0.91 |
| META Meta Platforms Inc. Class A | New | 0.72% | +0.72 |
| ORCL Oracle Corp. | New | 0.68% | +0.68 |
| PANW Palo Alto Networks Inc. | New | 0.61% | +0.61 |
| LSCC Lattice Semiconductor Corp. | New | 0.60% | +0.60 |
| QRVO Qorvo Inc. | Add +84.5% | 1.76% | +0.52 |
| MSFT Microsoft Corp. | New | 0.49% | +0.49 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.48% | +0.48 |
| RVTY Revvity Inc. | Add +127.6% | 1.66% | +0.45 |
| TTD Trade Desk Inc./the Class A | Add +140.7% | 0.80% | +0.42 |
| WDC Western Digital Corp. | Add +15.8% | 2.40% | +0.41 |
| RBRK Rubrik Inc. Class A | New | 0.38% | +0.38 |
| ZS Zscaler Inc. | New | 0.38% | +0.38 |
| STE Steris PLC | New | 0.36% | +0.36 |
| MTD Mettler-Toledo International | Add +95.5% | 1.50% | +0.33 |
| DDOG Datadog Inc. Class A | New | 0.33% | +0.33 |
| ABNB Airbnb Inc. Class A | New | 0.32% | +0.32 |
| PODD Insulet Corp. | New | 0.29% | +0.29 |
| MDB Mongodb Inc. | New | 0.28% | +0.28 |
| CART Maplebear Inc. | Add +58.4% | 1.57% | +0.24 |
| CHKP Check Point Software Tech | New | 0.24% | +0.24 |
| GH Guardant Health Inc. | New | 0.19% | +0.19 |
| AZTA Azenta Inc. | New | 0.19% | +0.19 |
| RGEN Repligen Corp. | New | 0.19% | +0.19 |
| CDNA Caredx Inc. | New | 0.17% | +0.17 |
| S Sentinelone Inc. Class A | New | 0.16% | +0.16 |
| VRNS Varonis Systems Inc. | New | 0.15% | +0.15 |
Options Activity Q1 2025 → Q2 2025
| TTWO Take-Two Interactive Softwre | call | Sold out | 225,000 | $46.6Mbefore exit |
| CRCL Circle Internet Group Inc. | call | New | 50,000 | $9.1M |
| AMZN Amazon.com Inc. | call | New | 40,000 | $8.8M |
| TTD Trade Desk Inc./the Class A | call | New | 120,000 | $8.6M |
| TSLA Tesla Inc. | call | New | 10,000 | $3.2M |
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 |