Meridiem Capital Partners LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Meridiem Capital Partners LP reported 59 stock positions worth $1.5 billion. Its top holding was Advanced Micro Devices (AMD) at 5.2% of the portfolio, followed by Boston Scientific (BSX, 4.8%) and Netflix (NFLX, 4.4%). Compared with Q2 2025, it opened 32 new positions, sold out of 41, added to 12 and reduced 15. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale an exit from Nvidia (NVDA).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0002026798
Portfolio Value
$1.5B (Q3 2025)
SEC Filing
0002026798-25-000007 ↗ filed Nov 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q4 2024: $1.1B Q4 2024 Q1 2025: $912.4M Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.5B $1.5B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $2.2B Q2 2026

Holdings 59 stocks · $1.5B
AMD Advanced Micro Devices 5.20% 466,227 $75.4M Add +75.3%
BSX Boston Scientific Corp. 4.84% 720,071 $70.3M Add +68.9%
NFLX Netflix Inc. 4.43% 53,606 $64.3M Add +327.0%
TMUS T-Mobile US Inc. 4.15% 251,792 $60.3M Reduce -26.1%
AVGO Broadcom Inc. 3.87% 170,173 $56.1M New
BKNG Booking Holdings Inc. 3.83% 10,306 $55.6M New
TSM Taiwan Semiconductor-SP ADR 3.72% 193,455 $54.0M New
MSFT Microsoft Corp. 3.50% 98,161 $50.8M Add +624.9%
CRM Salesforce Inc. 3.20% 195,823 $46.4M New
FOXA Fox Corp. Class A 3.00% 689,777 $43.5M Add +3.8%
AAPL Apple Inc. 2.93% 166,965 $42.5M New
WU Western Union Co. 2.50% 4,545,827 $36.3M Add +190.7%
AMZN Amazon.com Inc. 2.39% 157,657 $34.6M Reduce -61.3%
SNOW Snowflake Inc. 2.22% 142,864 $32.2M New
MRVL Marvell Technology Inc. 2.17% 374,579 $31.5M New
MDT Medtronic PLC 2.14% 325,751 $31.0M Add +82.5%
NXPI NXP Semiconductors NV 2.10% 134,114 $30.5M Reduce -3.7%
WMG Warner Music Group Corp. Class A 2.05% 871,831 $29.7M New
SPOT Spotify Technology SA 1.94% 40,246 $28.1M New
TSLA Tesla Inc. 1.90% 62,116 $27.6M New
MA Mastercard Inc. Class A 1.80% 45,959 $26.1M Reduce -29.8%
ORCL Oracle Corp. 1.75% 90,161 $25.4M Add +109.9%
INTU Intuit Inc. 1.69% 35,987 $24.6M New
QRVO Qorvo Inc. 1.60% 254,208 $23.2M Reduce -11.4%
GPN Global Payments Inc. 1.55% 271,622 $22.6M New
ENTG Entegris Inc. 1.52% 239,208 $22.1M Reduce -1.6%
MCO Moody's Corp. 1.48% 45,197 $21.5M New
WAT Waters Corp. 1.42% 68,788 $20.6M New
LYFT LYFT Inc. Class A 1.41% 930,831 $20.5M New
XYZ Block Inc. 1.40% 281,195 $20.3M Reduce -24.5%
TMO Thermo Fisher Scientific Inc. 1.29% 38,635 $18.7M New
ETSY Etsy Inc. 1.28% 278,876 $18.5M New
DXCM Dexcom Inc. 1.25% 269,926 $18.2M Add +38.2%
PANW Palo Alto Networks Inc. 1.24% 88,616 $18.0M Add +114.1%
SNAP Snap Inc. Class A 1.19% 2,242,590 $17.3M New
GFS Globalfoundries Inc. 1.15% 466,563 $16.7M Reduce -8.9%
CRCL Circle Internet Group Inc. 1.10% 120,854 $16.0M New
QCOM Qualcomm Inc. 1.03% 90,247 $15.0M Reduce -43.9%
MSCI MSCI Inc. 1.03% 26,407 $15.0M New
HPE Hewlett Packard Enterprise 1.01% 598,325 $14.7M New
ABT Abbott Laboratories 0.87% 94,027 $12.6M Reduce -62.0%
EFX Equifax Inc. 0.86% 48,621 $12.5M New
V Visa Inc. Class A 0.83% 35,278 $12.0M New
NTRA Natera Inc. 0.82% 73,929 $11.9M New
RDDT Reddit Inc. Class A 0.81% 51,256 $11.8M Reduce -39.0%
TECH Bio-Techne Corp. 0.81% 210,947 $11.7M New
CRL Charles River Laboratories 0.76% 70,467 $11.0M Reduce -41.3%
CVNA Carvana Co. 0.72% 27,602 $10.4M Reduce -1.3%
CHTR Charter Communications Inc. Class A 0.61% 32,402 $8.9M New
RBLX Roblox Corp. Class A 0.61% 63,459 $8.8M New
CRWD CrowdStrike Holdings Inc. Class A 0.57% 17,009 $8.3M New
CRDO Credo Technology Group Holdi 0.53% 53,060 $7.7M Add +1565.4%
TTWO Take-Two Interactive Softwre 0.52% 29,340 $7.6M New
S Sentinelone Inc. Class A 0.49% 400,107 $7.0M Add +239.8%
APP AppLovin Corp. Class A 0.35% 7,104 $5.1M Reduce -77.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 8,586 $2.4M New
GH Guardant Health Inc. 0.16% 36,681 $2.3M Reduce -27.8%
RXST Rxsight Inc. 0.11% 174,014 $1.6M New
BBNX Beta Bionics Inc. 0.10% 73,386 $1.5M New

Options reported separately and not counted above: SNOW calls ($72.7M), BSX calls ($9.8M), SNAP calls ($9.3M), MSFT calls ($7.8M), ESTC calls ($5.9M), AMD calls ($4.0M), CFLT calls ($4.0M).

Portfolio Sells Q2 2025 → Q3 2025
NVDA Nvidia Corp. Sold out 0.00% −6.36
AMZN Amazon.com Inc. Reduce -61.3% 2.39% −4.06
T AT&T Inc. Sold out 0.00% −3.13
ADI Analog Devices Inc. Sold out 0.00% −2.69
WDC Western Digital Corp. Sold out 0.00% −2.40
FIS Fidelity National Info Serv Sold out 0.00% −2.39
CPAY Corpay Inc. Sold out 0.00% −2.12
LRCX Lam Research Corp. Sold out 0.00% −2.08
EXPE Expedia Group Inc. Sold out 0.00% −1.88
MU Micron Technology Inc. Sold out 0.00% −1.88
A Agilent Technologies Inc. Sold out 0.00% −1.85
ISRG Intuitive Surgical Inc. Sold out 0.00% −1.85
TRU Transunion Sold out 0.00% −1.77
AMAT Applied Materials Inc. Sold out 0.00% −1.76
TMUS T-Mobile US Inc. Reduce -26.1% 4.15% −1.70
RVTY Revvity Inc. Sold out 0.00% −1.66
CART Maplebear Inc. Sold out 0.00% −1.57
MCHP Microchip Technology Inc. Sold out 0.00% −1.56
ABT Abbott Laboratories Reduce -62.0% 0.87% −1.56
EBAY eBay Inc. Sold out 0.00% −1.52
MTD Mettler-Toledo International Sold out 0.00% −1.50
HPQ HP Inc. Sold out 0.00% −1.47
EXAS Exact Sciences Corp. Sold out 0.00% −1.47
LITE Lumentum Holdings Inc. Sold out 0.00% −1.30
SNPS Synopsys Inc. Sold out 0.00% −1.06
BRKR Bruker Corp. Sold out 0.00% −1.05
MA Mastercard Inc. Class A Reduce -29.8% 1.80% −0.85
QCOM Qualcomm Inc. Reduce -43.9% 1.03% −0.81
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.80
MPWR Monolithic Power Systems Inc. Sold out 0.00% −0.80
META Meta Platforms Inc. Class A Sold out 0.00% −0.72
LSCC Lattice Semiconductor Corp. Sold out 0.00% −0.60
CRL Charles River Laboratories Reduce -41.3% 0.76% −0.55
FOUR SHIFT4 Payments Inc. Class A Sold out 0.00% −0.48
APP AppLovin Corp. Class A Reduce -77.9% 0.35% −0.46
XYZ Block Inc. Reduce -24.5% 1.40% −0.42
RBRK Rubrik Inc. Class A Sold out 0.00% −0.38
ZS Zscaler Inc. Sold out 0.00% −0.38
STE Steris PLC Sold out 0.00% −0.36
DDOG Datadog Inc. Class A Sold out 0.00% −0.33
ABNB Airbnb Inc. Class A Sold out 0.00% −0.32
PODD Insulet Corp. Sold out 0.00% −0.29
MDB Mongodb Inc. Sold out 0.00% −0.28
GFS Globalfoundries Inc. Reduce -8.9% 1.15% −0.26
CHKP Check Point Software Tech Sold out 0.00% −0.24
AZTA Azenta Inc. Sold out 0.00% −0.19
RGEN Repligen Corp. Sold out 0.00% −0.19
CDNA Caredx Inc. Sold out 0.00% −0.17
QRVO Qorvo Inc. Reduce -11.4% 1.60% −0.16
VRNS Varonis Systems Inc. Sold out 0.00% −0.15

Portfolio Buys Q2 2025 → Q3 2025
AVGO Broadcom Inc. New 3.87% +3.87
BKNG Booking Holdings Inc. New 3.83% +3.83
TSM Taiwan Semiconductor-SP ADR New 3.72% +3.72
NFLX Netflix Inc. Add +327.0% 4.43% +3.22
CRM Salesforce Inc. New 3.20% +3.20
MSFT Microsoft Corp. Add +624.9% 3.50% +3.02
AAPL Apple Inc. New 2.93% +2.93
AMD Advanced Micro Devices Add +75.3% 5.20% +2.48
SNOW Snowflake Inc. New 2.22% +2.22
MRVL Marvell Technology Inc. New 2.17% +2.17
WMG Warner Music Group Corp. Class A New 2.05% +2.05
SPOT Spotify Technology SA New 1.94% +1.94
TSLA Tesla Inc. New 1.90% +1.90
INTU Intuit Inc. New 1.69% +1.69
GPN Global Payments Inc. New 1.55% +1.55
WU Western Union Co. Add +190.7% 2.50% +1.55
BSX Boston Scientific Corp. Add +68.9% 4.84% +1.54
MCO Moody's Corp. New 1.48% +1.48
WAT Waters Corp. New 1.42% +1.42
LYFT LYFT Inc. Class A New 1.41% +1.41
TMO Thermo Fisher Scientific Inc. New 1.29% +1.29
ETSY Etsy Inc. New 1.28% +1.28
SNAP Snap Inc. Class A New 1.19% +1.19
CRCL Circle Internet Group Inc. New 1.10% +1.10
ORCL Oracle Corp. Add +109.9% 1.75% +1.07
MSCI MSCI Inc. New 1.03% +1.03
MDT Medtronic PLC Add +82.5% 2.14% +1.02
HPE Hewlett Packard Enterprise New 1.01% +1.01
EFX Equifax Inc. New 0.86% +0.86
V Visa Inc. Class A New 0.83% +0.83
NTRA Natera Inc. New 0.82% +0.82
TECH Bio-Techne Corp. New 0.81% +0.81
PANW Palo Alto Networks Inc. Add +114.1% 1.24% +0.63
CHTR Charter Communications Inc. Class A New 0.61% +0.61
RBLX Roblox Corp. Class A New 0.61% +0.61
CRWD CrowdStrike Holdings Inc. Class A New 0.57% +0.57
TTWO Take-Two Interactive Softwre New 0.52% +0.52
CRDO Credo Technology Group Holdi Add +1565.4% 0.53% +0.51
S Sentinelone Inc. Class A Add +239.8% 0.49% +0.33
FOXA Fox Corp. Class A Add +3.8% 3.00% +0.31
IBM Intl Business Machines Corp. New 0.17% +0.17
RXST Rxsight Inc. New 0.11% +0.11
BBNX Beta Bionics Inc. New 0.10% +0.10
DXCM Dexcom Inc. Add +38.2% 1.25% +0.02

Options Activity Q2 2025 → Q3 2025
SNOW Snowflake Inc. call New 322,500 $72.7M
BSX Boston Scientific Corp. call New 100,000 $9.8M
SNAP Snap Inc. Class A call New 1,200,000 $9.3M
CRCL Circle Internet Group Inc. call Sold out 50,000 $9.1Mbefore exit
AMZN Amazon.com Inc. call Sold out 40,000 $8.8Mbefore exit
TTD Trade Desk Inc./the Class A call Sold out 120,000 $8.6Mbefore exit
MSFT Microsoft Corp. call New 15,000 $7.8M
ESTC Elastic NV call New 70,000 $5.9M
AMD Advanced Micro Devices call New 25,000 $4.0M
CFLT Confluent Inc. Class A call New 200,000 $4.0M
TSLA Tesla Inc. call Sold out 10,000 $3.2Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 80$2.2BDHR, UNH, EW, V, MCO
Q1 2026 62$1.5BAMZN, SYK, CRL, WAT, TRU
Q4 2025 66$1.6BAMZN, TSM, NVDA, MCO, AMAT
Q3 2025 59$1.5BAMD, BSX, NFLX, TMUS, AVGO
Q2 2025 68$1.4BAMZN, NVDA, TMUS, BSX, T
Q1 2025 55$912.4MAMZN, NVDA, T, NFLX, DHR
Q4 2024 66$1.1BGOOGL, XYZ, NVDA, FDS, CSCO