Meridiem Capital Partners LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Meridiem Capital Partners LP reported 62 stock positions worth $1.5 billion. Its top holding was Amazon.com (AMZN) at 5.7% of the portfolio, followed by Stryker (SYK, 5.0%) and Charles River Laboratories (CRL, 4.1%). Compared with Q4 2025, it opened 33 new positions, sold out of 37, added to 19 and reduced 10. The biggest buy was a new position in Stryker (SYK) and the biggest sale an exit from Taiwan Semiconductor-SP ADR (TSM).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0002026798
Portfolio Value
$1.5B (Q1 2026)
SEC Filing
0002026798-26-000003 ↗ filed May 15, 2026

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 Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.5B $1.5B Q1 2026 Q2 2026: $2.2B Q2 2026

Holdings 62 stocks · $1.5B
AMZN Amazon.com Inc. 5.69% 415,407 $86.5M Add +0.2%
SYK Stryker Corp. 5.01% 231,496 $76.1M New
CRL Charles River Laboratories 4.11% 362,098 $62.5M Add +172.5%
WAT Waters Corp. 4.07% 207,814 $61.9M New
TRU Transunion 3.86% 848,343 $58.7M New
T AT&T Inc. 3.57% 1,872,354 $54.3M New
TSLA Tesla Inc. 3.55% 144,946 $53.9M Add +601.5%
AAPL Apple Inc. 3.28% 196,131 $49.8M New
MA Mastercard Inc. Class A 2.91% 88,646 $44.3M Add +77.2%
XYZ Block Inc. 2.89% 730,706 $44.0M Add +42.2%
NFLX Netflix Inc. 2.81% 444,812 $42.8M New
META Meta Platforms Inc. Class A 2.63% 69,883 $40.0M Add +12.0%
ILMN Illumina Inc. 2.54% 313,272 $38.6M Add +204.5%
FFIV F5 Inc. 2.48% 130,139 $37.7M New
THC Tenet Healthcare Corp. 2.24% 180,483 $34.1M Add +598.2%
PYPL PayPal Holdings Inc. 2.13% 714,109 $32.3M New
CRM Salesforce Inc. 2.12% 172,272 $32.2M Add +120.0%
TMUS T-Mobile US Inc. 2.11% 152,812 $32.1M New
AMD Advanced Micro Devices 1.98% 148,192 $30.1M New
INTC Intel Corp. 1.78% 612,064 $27.0M New
MSCI MSCI Inc. 1.76% 49,692 $26.8M New
INTU Intuit Inc. 1.71% 60,053 $26.0M New
ELV Elevance Health Inc. 1.69% 87,947 $25.7M New
CAH Cardinal Health Inc. 1.62% 116,256 $24.6M New
CPAY Corpay Inc. 1.52% 79,509 $23.1M Add +141.7%
NET Cloudflare Inc. Class A 1.48% 109,062 $22.5M Add +58.9%
A Agilent Technologies Inc. 1.39% 184,897 $21.1M Reduce -16.8%
TECH Bio-Techne Corp. 1.38% 402,227 $21.0M Add +58.1%
ROKU Roku Inc. 1.38% 221,159 $20.9M Add +189.8%
HPE Hewlett Packard Enterprise 1.35% 858,995 $20.5M New
CRWV Coreweave Inc. Class A 1.27% 249,636 $19.3M Add +2.1%
EW Edwards Lifesciences Corp. 1.23% 233,189 $18.7M Add +103.2%
PANW Palo Alto Networks Inc. 1.15% 108,952 $17.5M New
CHYM Chime Financial Inc. Class A 1.04% 844,528 $15.8M Add +247.0%
CDNS Cadence Design SYS Inc. 0.94% 51,397 $14.3M New
CSCO Cisco Systems Inc. 0.93% 182,570 $14.2M New
CHTR Charter Communications Inc. Class A 0.93% 65,340 $14.1M Add +14.9%
COIN Coinbase Global Inc. Class A 0.91% 79,450 $13.9M New
DDOG Datadog Inc. Class A 0.91% 117,437 $13.9M New
AKAM Akamai Technologies Inc. 0.88% 116,508 $13.4M New
ZM Zoom Communications Inc. 0.82% 154,262 $12.4M New
W Wayfair Inc. Class A 0.79% 160,118 $12.0M New
CTSH Cognizant Tech Solutions-A 0.78% 192,947 $11.8M New
EBAY eBay Inc. 0.75% 125,856 $11.5M Reduce -76.2%
TWST Twist Bioscience Corp. 0.75% 239,669 $11.4M Add +1030.3%
TXG 10X Genomics Inc. Class A 0.73% 523,998 $11.1M New
MRVL Marvell Technology Inc. 0.70% 106,656 $10.6M Reduce -59.8%
ISRG Intuitive Surgical Inc. 0.69% 22,747 $10.5M Reduce -61.1%
ICLR Icon PLC 0.68% 93,878 $10.4M New
SNPS Synopsys Inc. 0.68% 26,184 $10.4M Reduce -68.9%
TWLO Twilio Inc. Class A 0.67% 81,244 $10.2M Reduce -50.1%
SPOT Spotify Technology SA 0.59% 18,552 $9.0M New
FTNT Fortinet Inc. 0.54% 100,000 $8.2M Reduce -46.5%
BILL Bill Holdings Inc. 0.49% 195,333 $7.5M Reduce -28.7%
DXCM Dexcom Inc. 0.49% 118,345 $7.4M New
EXPE Expedia Group Inc. 0.48% 31,408 $7.3M Reduce -69.9%
PLTR Palantir Technologies Inc. Class A 0.43% 44,972 $6.6M New
DT Dynatrace Inc. 0.42% 171,652 $6.3M New
BKNG Booking Holdings Inc. 0.41% 1,473 $6.2M Reduce -82.8%
CDNA Caredx Inc. 0.36% 316,950 $5.5M New
CHKP Check Point Software Tech 0.27% 29,251 $4.2M New
WGS Genedx Holdings Corp. 0.23% 55,585 $3.6M Add +167.2%

Options reported separately and not counted above: CRWV calls ($11.6M), ANET calls ($3.1M).

Portfolio Sells Q4 2025 → Q1 2026
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −4.77
NVDA Nvidia Corp. Sold out 0.00% −4.09
MCO Moody's Corp. Sold out 0.00% −4.02
AMAT Applied Materials Inc. Sold out 0.00% −3.90
BSX Boston Scientific Corp. Sold out 0.00% −3.64
BKNG Booking Holdings Inc. Reduce -82.8% 0.41% −2.47
MPWR Monolithic Power Systems Inc. Sold out 0.00% −2.43
NOW ServiceNow Inc. Sold out 0.00% −2.42
DHR Danaher Corp. Sold out 0.00% −2.37
EBAY eBay Inc. Reduce -76.2% 0.75% −2.14
VZ Verizon Communications Inc. Sold out 0.00% −2.13
NXPI NXP Semiconductors NV Sold out 0.00% −2.02
SNOW Snowflake Inc. Sold out 0.00% −1.99
WU Western Union Co. Sold out 0.00% −1.98
ORCL Oracle Corp. Sold out 0.00% −1.92
SNPS Synopsys Inc. Reduce -68.9% 0.68% −1.80
CNC Centene Corp. Sold out 0.00% −1.72
ETSY Etsy Inc. Sold out 0.00% −1.69
ON On Semiconductor Sold out 0.00% −1.64
ISRG Intuitive Surgical Inc. Reduce -61.1% 0.69% −1.39
EXPE Expedia Group Inc. Reduce -69.9% 0.48% −1.38
MDB Mongodb Inc. Sold out 0.00% −1.37
CMCSA Comcast Corp. Class A Sold out 0.00% −1.33
TTWO Take-Two Interactive Softwre Sold out 0.00% −1.30
MDT Medtronic PLC Sold out 0.00% −1.26
WDC Western Digital Corp. Sold out 0.00% −0.95
IBM Intl Business Machines Corp. Sold out 0.00% −0.90
ADSK Autodesk Inc. Sold out 0.00% −0.88
PEN Penumbra Inc. Sold out 0.00% −0.84
LYFT LYFT Inc. Class A Sold out 0.00% −0.84
TWLO Twilio Inc. Class A Reduce -50.1% 0.67% −0.78
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.72
MRVL Marvell Technology Inc. Reduce -59.8% 0.70% −0.72
CRDO Credo Technology Group Holdi Sold out 0.00% −0.71
ENTG Entegris Inc. Sold out 0.00% −0.71
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.65
RBRK Rubrik Inc. Class A Sold out 0.00% −0.57
NTRA Natera Inc. Sold out 0.00% −0.52
A Agilent Technologies Inc. Reduce -16.8% 1.39% −0.51
CAI Caris Life Sciences Inc. Sold out 0.00% −0.47
BILL Bill Holdings Inc. Reduce -28.7% 0.49% −0.44
FTNT Fortinet Inc. Reduce -46.5% 0.54% −0.39
ABT Abbott Laboratories Sold out 0.00% −0.36
VRNS Varonis Systems Inc. Sold out 0.00% −0.32
TMDX Transmedics Group Inc. Sold out 0.00% −0.28
CRCL Circle Internet Group Inc. Sold out 0.00% −0.23
AZTA Azenta Inc. Sold out 0.00% −0.12

Portfolio Buys Q4 2025 → Q1 2026
SYK Stryker Corp. New 5.01% +5.01
WAT Waters Corp. New 4.07% +4.07
TRU Transunion New 3.86% +3.86
T AT&T Inc. New 3.57% +3.57
AAPL Apple Inc. New 3.28% +3.28
TSLA Tesla Inc. Add +601.5% 3.55% +2.96
NFLX Netflix Inc. New 2.81% +2.81
FFIV F5 Inc. New 2.48% +2.48
CRL Charles River Laboratories Add +172.5% 4.11% +2.45
PYPL PayPal Holdings Inc. New 2.13% +2.13
TMUS T-Mobile US Inc. New 2.11% +2.11
AMD Advanced Micro Devices New 1.98% +1.98
THC Tenet Healthcare Corp. Add +598.2% 2.24% +1.92
INTC Intel Corp. New 1.78% +1.78
MSCI MSCI Inc. New 1.76% +1.76
INTU Intuit Inc. New 1.71% +1.71
ILMN Illumina Inc. Add +204.5% 2.54% +1.69
ELV Elevance Health Inc. New 1.69% +1.69
CAH Cardinal Health Inc. New 1.62% +1.62
HPE Hewlett Packard Enterprise New 1.35% +1.35
PANW Palo Alto Networks Inc. New 1.15% +1.15
MA Mastercard Inc. Class A Add +77.2% 2.91% +1.12
CDNS Cadence Design SYS Inc. New 0.94% +0.94
CSCO Cisco Systems Inc. New 0.93% +0.93
COIN Coinbase Global Inc. Class A New 0.91% +0.91
DDOG Datadog Inc. Class A New 0.91% +0.91
CPAY Corpay Inc. Add +141.7% 1.52% +0.90
AKAM Akamai Technologies Inc. New 0.88% +0.88
ROKU Roku Inc. Add +189.8% 1.38% +0.86
ZM Zoom Communications Inc. New 0.82% +0.82
CRM Salesforce Inc. Add +120.0% 2.12% +0.82
XYZ Block Inc. Add +42.2% 2.89% +0.80
W Wayfair Inc. Class A New 0.79% +0.79
CTSH Cognizant Tech Solutions-A New 0.78% +0.78
TXG 10X Genomics Inc. Class A New 0.73% +0.73
TWST Twist Bioscience Corp. Add +1030.3% 0.75% +0.71
ICLR Icon PLC New 0.68% +0.68
CHYM Chime Financial Inc. Class A Add +247.0% 1.04% +0.66
NET Cloudflare Inc. Class A Add +58.9% 1.48% +0.63
EW Edwards Lifesciences Corp. Add +103.2% 1.23% +0.62
SPOT Spotify Technology SA New 0.59% +0.59
DXCM Dexcom Inc. New 0.49% +0.49
TECH Bio-Techne Corp. Add +58.1% 1.38% +0.45
PLTR Palantir Technologies Inc. Class A New 0.43% +0.43
DT Dynatrace Inc. New 0.42% +0.42
CDNA Caredx Inc. New 0.36% +0.36
CHKP Check Point Software Tech New 0.27% +0.27
CHTR Charter Communications Inc. Class A Add +14.9% 0.93% +0.18
CRWV Coreweave Inc. Class A Add +2.1% 1.27% +0.17
WGS Genedx Holdings Corp. Add +167.2% 0.23% +0.07

Options Activity Q4 2025 → Q1 2026
AMZN Amazon.com Inc. call Sold out 150,000 $34.6Mbefore exit
CRWV Coreweave Inc. Class A call Add +50.0% 150,000 $11.6M
ETSY Etsy Inc. call Sold out 200,000 $11.1Mbefore exit
BABA Alibaba Group Holding-SP ADR call Sold out 50,000 $7.3Mbefore exit
ANET Arista Networks Inc. call New 25,000 $3.1M
ALAB Astera Labs Inc. call Sold out 15,000 $2.5Mbefore 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