13F-HR filed by Meridiem Capital Partners LP
Meridiem Capital Partners LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 72 holding rows worth $1,416,662,059.
- Accession
- 0001085146-25-005138
- Filer
- CIK 2026798
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 72 entries on the cover page, a total value of $1,416,662,059 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,416,662,059 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 | 407,457 | $89,391,991 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 558,121 | $88,177,537 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 340,500 | $81,127,530 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 426,319 | $45,790,924 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 1,501,636 | $43,457,346 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 265,973 | $37,741,569 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 156,970 | $37,361,999 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 664,238 | $37,223,898 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 65,464 | $36,786,840 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 247,189 | $33,620,176 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 519,813 | $33,262,834 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 407,126 | $33,144,128 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 139,231 | $30,420,581 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 88,466 | $29,354,788 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 296,553 | $28,866,469 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 154,917 | $26,131,400 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 211,176 | $26,027,442 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 217,255 | $25,638,263 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 160,944 | $25,631,941 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 47,149 | $25,621,238 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 372,372 | $25,295,230 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 279,066 | $24,557,808 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 286,925 | $24,362,802 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 133,028 | $24,353,436 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 238,735 | $23,090,449 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 482,168 | $21,813,280 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 306,838 | $21,592,190 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 283,299 | $21,094,444 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 17,726 | $20,823,087 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 836,065 | $20,450,150 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 382,424 | $20,322,011 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 243,104 | $19,606,338 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 512,335 | $19,571,197 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 120,034 | $18,212,759 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 190,294 | $18,089,348 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 195,349 | $17,052,014 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 12,555 | $16,812,777 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 178,476 | $15,557,753 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 28,792 | $14,761,083 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 354,281 | $14,596,377 | dollars as filed | |
| WESTERN UN CO COM | 959802109 | Stock | 1,563,783 | $13,167,053 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 84,004 | $12,648,482 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 32,098 | $11,236,868 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 154,396 | $11,114,968 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 15,100 | $11,043,838 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 13,556 | $10,005,548 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 27,972 | $9,425,445 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 42,958 | $9,391,908 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 50,000 | $9,064,500 | dollars as filed | call |
| Amazon.com, Inc | 023135106 | COM | 40,000 | $8,775,600 | dollars as filed | call |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 120,000 | $8,638,800 | dollars as filed | call |
| PALO ALTO NETWORKS INC | 697435105 | COM | 41,396 | $8,471,277 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 170,401 | $8,347,945 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,541 | $6,735,429 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 66,767 | $6,617,277 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 59,470 | $5,327,917 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 16,933 | $5,315,946 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 20,619 | $4,953,096 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 33,727 | $4,530,548 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 33,188 | $4,392,100 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 12,634 | $3,969,350 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 18,603 | $3,906,444 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 14,845 | $3,284,456 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 10,000 | $3,176,600 | dollars as filed | call |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 50,782 | $2,642,695 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 84,870 | $2,612,299 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 20,954 | $2,606,259 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 123,390 | $2,411,041 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 117,754 | $2,152,543 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 41,437 | $2,102,928 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 9,945 | $1,504,480 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 3,186 | $294,992 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-005138 | this filing | 2025-08-14 | acceptance time not in the bulk data set |