13F-HR filed by Meridiem Capital Partners LP
Meridiem Capital Partners LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 56 holding rows worth $958,991,548.
- Accession
- 0001085146-25-003223
- Filer
- CIK 2026798
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 56 entries on the cover page, a total value of $958,991,548 stated on the cover page (in dollars after the unit check, H1), rows summing to $958,991,548 with VALUE read as dollars as filed, 13F file number 028-25246. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 384,371 | $73,130,426 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 225,000 | $46,631,250 | dollars as filed | call |
| NVIDIA Corp | 67066G104 | COM | 428,653 | $46,457,412 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 1,586,045 | $44,853,353 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 42,305 | $39,450,682 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 187,867 | $38,512,735 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 247,199 | $38,226,853 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 413,818 | $35,956,646 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 421,171 | $28,525,912 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 56,821 | $28,141,737 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 484,592 | $27,427,907 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 372,822 | $27,022,139 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 237,950 | $26,931,181 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 276,237 | $20,629,379 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 176,200 | $20,611,876 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 35,863 | $19,725,726 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 362,706 | $19,705,817 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 215,922 | $19,681,290 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 511,238 | $18,869,795 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 449,017 | $18,153,757 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 103,583 | $17,194,778 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 290,180 | $17,013,253 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 319,204 | $15,452,666 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 156,033 | $15,278,751 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 147,218 | $15,125,177 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 69,653 | $14,563,049 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 130,190 | $13,133,567 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 1,043,185 | $12,382,606 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 304,489 | $12,146,066 | dollars as filed | |
| WESTERN UN CO COM | 959802109 | Stock | 1,132,487 | $11,981,712 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 57,586 | $11,934,699 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 43,530 | $11,534,144 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 155,523 | $11,261,420 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 104,880 | $11,096,304 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 31,412 | $11,008,650 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 9,066 | $10,706,130 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 56,226 | $10,686,314 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 26,868 | $9,369,409 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 38,234 | $8,757,880 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,729 | $7,965,347 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 11,984 | $6,950,480 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 249,920 | $6,280,490 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 73,642 | $6,255,888 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 96,385 | $5,934,424 | dollars as filed | |
| PENUMBRA INC COM | 70975L107 | Stock | 21,864 | $5,846,652 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 30,115 | $5,551,098 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 68,676 | $4,992,745 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 150,073 | $4,806,838 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 89,720 | $4,515,608 | dollars as filed | |
| AVIDXCHANGE HOLDINGS INC | 05368X102 | COM | 507,762 | $4,305,822 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 95,949 | $3,557,789 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 24,929 | $3,525,210 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 64,159 | $3,510,780 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 78,845 | $3,095,455 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 19,271 | $1,706,736 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 25,743 | $917,738 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-003223 | this filing | 2025-05-15 | acceptance time not in the bulk data set |