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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 2025-12-31, filed 2026-02-17, with 71 holding rows worth $1,657,580,267.

Accession
0002026798-26-000001
Filer
CIK 2026798
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 71 entries on the cover page, a total value of $1,657,580,267 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,657,580,267 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
Amazon.com, Inc023135106COM414,613$95,700,973dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS250,152$76,018,691dollars as filed
NVIDIA Corp67066G104COM349,668$65,213,082dollars as filed
MOODYS CORP COM615369105Stock125,516$64,119,849dollars as filed
Applied Materials,Inc.038222105COM242,022$62,197,234dollars as filed
Boston Scientific Corporation101137107COM608,758$58,045,075dollars as filed
EBAY INC. COM278642103Stock529,430$46,113,353dollars as filed
Booking Holdings Inc.09857L108COM8,565$45,868,401dollars as filed
META PLATFORMS INC CL A30303M102COM62,415$41,199,517dollars as filed
SYNOPSYS INC COM871607107Stock84,205$39,552,773dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock42,723$38,722,418dollars as filed
ServiceNow,Inc.81762P102COM252,115$38,621,497dollars as filed
Danaher Corporation235851102COM165,145$37,804,993dollars as filed
Amazon.com, Inc023135106COM150,000$34,623,000dollars as filedcall
Verizon Communications Inc92343V104COM833,497$33,948,333dollars as filed
BLOCK INC CL A852234103Stock513,770$33,441,289dollars as filed
Intuitive Surgical,Inc.46120E602COM58,528$33,147,918dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock148,311$32,192,386dollars as filed
SNOWFLAKE INC COM SHS833445109Stock145,035$31,814,878dollars as filed
WESTERN UN CO COM959802109Stock3,388,600$31,547,866dollars as filed
Oracle Corporation68389X105COM157,088$30,618,022dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock222,216$30,236,931dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock104,491$29,603,345dollars as filed
MasterCard, Inc57636Q104COM50,031$28,561,697dollars as filed
CENTENE CORP DEL COM15135B101Stock667,094$27,450,918dollars as filed
ETSY INC29786A106COM485,995$26,943,563dollars as filed
CHARLES RIV LABS INTL INC159864107COM132,883$26,507,501dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock482,271$26,114,975dollars as filed
TWILIO INC CL A90138F102Stock162,812$23,158,379dollars as filed
MARVELL TECHNOLOGY INC573874104COM265,446$22,557,601dollars as filed
MONGODB INC CL A60937P106Stock52,009$21,827,657dollars as filed
Comcast Corp20030N101COM707,054$21,133,844dollars as filed
Salesforce.com, Inc79466L302COM78,304$20,743,513dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock80,903$20,713,595dollars as filed
Medtronic PlcG5960L103COM208,685$20,046,281dollars as filed
COREWEAVE INC COM CL A21873S108COM244,450$17,505,065dollars as filed
WESTERN DIGITAL CORP958102105COM87,524$15,077,759dollars as filed
BIO-TECHNE CORP09073M104COM254,359$14,958,853dollars as filed
BILL HOLDINGS INC090043100COM273,792$14,932,616dollars as filed
FORTINET INC COM34959E109Stock186,940$14,844,905dollars as filed
International Business Machines Corporation459200101COM48,575$14,388,401dollars as filed
AUTODESK INC COM052769106Stock47,199$13,971,376dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock68,634$13,531,193dollars as filed
ILLUMINA INC452327109COM102,878$13,493,478dollars as filed
PENUMBRA INC COM70975L107Stock43,249$13,446,547dollars as filed
LYFT INC55087P104CL A COM688,052$13,327,567dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM56,883$11,874,326dollars as filed
ROBINHOOD MKTS INC770700102COM101,717$11,504,193dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock78,948$11,359,828dollars as filed
ENTEGRIS INC COM29362U104Stock133,548$11,251,419dollars as filed
ETSY INC29786A106COM200,000$11,088,000dollars as filedcall
SAP SE SPON ADR803054204ADR42,728$10,379,058dollars as filed
CORPAY INC COM SHS219948106Stock32,890$9,897,588dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock114,765$9,783,716dollars as filed
Tesla Motors, Inc88160R101COM20,661$9,291,665dollars as filed
RUBRIK INC.781154109CL A118,564$9,067,775dollars as filed
ROKU INC COM CL A77543R102Stock76,304$8,278,221dollars as filed
NATERA INC COM632307104Stock36,017$8,251,135dollars as filed
CARIS LIFE SCIENCES INC142152107COMMON STOCK278,063$7,502,140dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS50,000$7,329,000dollars as filedcall
COREWEAVE INC COM CL A21873S108COM100,000$7,161,000dollars as filedcall
CHIME FINL INC COM SHS CL A16935C109Stock243,403$6,126,454dollars as filed
Abbott Laboratories002824100COM45,830$5,742,041dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock25,851$5,137,111dollars as filed
VARONIS SYS INC922280102COM154,638$5,072,126dollars as filed
TRANSMEDICS GROUP INC89377M109COM36,668$4,460,662dollars as filed
CIRCLE INTERNET GROUP INC172573107COM CL A45,909$3,640,584dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A20,807$2,706,158dollars as filed
ASTERA LABS INC COM04626A103COM15,000$2,495,400dollars as filedcall
AZENTA INC114340102COM57,695$1,918,936dollars as filed
TWIST BIOSCIENCE CORP90184D100COM21,205$672,623dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002026798-26-000001this filing2026-02-17acceptance time not in the bulk data set