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Disclosery

13F-HR filed by Meridiem Capital Partners LP

Meridiem Capital Partners LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 66 holding rows worth $1,564,704,904.

Accession
0002026798-25-000007
Filer
CIK 2026798
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 66 entries on the cover page, a total value of $1,564,704,904 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,564,704,904 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 filedCUSIPClassAmountValueValue read asType
Advanced Micro Devices,Inc.007903107COM466,227$75,430,866dollars as filed
SNOWFLAKE INC COM SHS833445109Stock322,500$72,739,875dollars as filedcall
Boston Scientific Corporation101137107COM720,071$70,300,532dollars as filed
Netflix, Inc64110L106COM53,606$64,269,306dollars as filed
T-Mobile US,Inc.872590104COM251,792$60,273,969dollars as filed
Broadcom Inc.11135F101COM170,173$56,141,774dollars as filed
Booking Holdings Inc.09857L108COM10,306$55,644,877dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS193,455$54,030,047dollars as filed
Microsoft Corp594918104COM98,161$50,842,490dollars as filed
Salesforce.com, Inc79466L302COM195,823$46,410,051dollars as filed
FOX CORP CL A COM35137L105Stock689,777$43,497,338dollars as filed
Apple Inc037833100COM166,965$42,514,298dollars as filed
WESTERN UN CO COM959802109Stock4,545,827$36,321,158dollars as filed
Amazon.com, Inc023135106COM157,657$34,616,747dollars as filed
SNOWFLAKE INC COM SHS833445109Stock142,864$32,222,975dollars as filed
MARVELL TECHNOLOGY INC573874104COM374,579$31,490,857dollars as filed
Medtronic PlcG5960L103COM325,751$31,024,525dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock134,114$30,541,781dollars as filed
WARNER MUSIC GROUP CORP934550203COM CL A871,831$29,694,564dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK40,246$28,091,708dollars as filed
Tesla Motors, Inc88160R101COM62,116$27,624,228dollars as filed
MasterCard, Inc57636Q104COM45,959$26,141,939dollars as filed
Oracle Corporation68389X105COM90,161$25,356,880dollars as filed
Intuit Inc.461202103COM35,987$24,575,882dollars as filed
QORVO INC COM74736K101Stock254,208$23,153,265dollars as filed
GLOBAL PMTS INC37940X102COM271,622$22,566,356dollars as filed
ENTEGRIS INC COM29362U104Stock239,208$22,117,172dollars as filed
MOODYS CORP COM615369105Stock45,197$21,535,467dollars as filed
WATERS CORP COM941848103Stock68,788$20,623,330dollars as filed
LYFT INC55087P104CL A COM930,831$20,487,590dollars as filed
BLOCK INC CL A852234103Stock281,195$20,321,963dollars as filed
Thermo Fisher Scientific Inc.883556102COM38,635$18,738,748dollars as filed
ETSY INC29786A106COM278,876$18,514,578dollars as filed
DEXCOM INC COM252131107Stock269,926$18,163,321dollars as filed
PALO ALTO NETWORKS INC697435105COM88,616$18,043,990dollars as filed
SNAP INC83304A106CL A2,242,590$17,290,369dollars as filed
GLOBALFOUNDRIES INCG39387108ORDINARY SHARES466,563$16,721,618dollars as filed
CIRCLE INTERNET GROUP INC172573107COM CL A120,854$16,022,823dollars as filed
Qualcomm Incorporated747525103COM90,247$15,013,491dollars as filed
MSCI INC COM55354G100Stock26,407$14,983,596dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock598,325$14,694,862dollars as filed
Abbott Laboratories002824100COM94,027$12,593,976dollars as filed
EQUIFAX INC COM294429105Stock48,621$12,472,745dollars as filed
Visa Inc92826C839COM35,278$12,043,204dollars as filed
NATERA INC COM632307104Stock73,929$11,900,351dollars as filed
REDDIT INC CL A75734B100Stock51,256$11,788,367dollars as filed
BIO-TECHNE CORP09073M104COM210,947$11,734,982dollars as filed
CHARLES RIV LABS INTL INC159864107COM70,467$11,025,267dollars as filed
CARVANA CO CL A146869102Stock27,602$10,412,578dollars as filed
Boston Scientific Corporation101137107COM100,000$9,763,000dollars as filedcall
SNAP INC83304A106CL A1,200,000$9,252,000dollars as filedcall
CHARTER COMMUNICATIONS INC N16119P108COM32,402$8,913,952dollars as filed
ROBLOX CORP CL A771049103Stock63,459$8,790,341dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM17,009$8,340,873dollars as filed
Microsoft Corp594918104COM15,000$7,769,250dollars as filedcall
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock53,060$7,726,067dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock29,340$7,580,282dollars as filed
SENTINELONE INC81730H109CL A400,107$7,045,884dollars as filed
ELASTIC N V ORD SHSN14506104Stock70,000$5,914,300dollars as filedcall
APPLOVIN CORP COM CL A03831W108Stock7,104$5,104,508dollars as filed
Advanced Micro Devices,Inc.007903107COM25,000$4,044,750dollars as filedcall
CONFLUENT INC20717M103CLASS A COM200,000$3,960,000dollars as filedcall
International Business Machines Corporation459200101COM8,586$2,422,626dollars as filed
GUARDANT HEALTH INC COM40131M109Stock36,681$2,291,829dollars as filed
RXSIGHT INC78349D107COM174,014$1,564,386dollars as filed
BETA BIONICS INC08659B102COMMON STOCK73,386$1,458,180dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002026798-25-000007this filing2025-11-13acceptance time not in the bulk data set