13F-HR filed by Meridiem Capital Partners LP
Meridiem Capital Partners LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 64 holding rows worth $1,534,460,913.
- Accession
- 0002026798-26-000003
- Filer
- CIK 2026798
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 64 entries on the cover page, a total value of $1,534,460,913 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,534,460,913 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 | 415,407 | $86,516,816 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 231,496 | $76,067,271 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 362,098 | $62,461,905 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 207,814 | $61,887,009 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 848,343 | $58,696,852 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 1,872,354 | $54,279,542 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 144,946 | $53,883,676 | dollars as filed | |
| Apple Inc | 037833100 | COM | 196,131 | $49,776,086 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 88,646 | $44,292,860 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 730,706 | $43,973,887 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 444,812 | $42,768,674 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 69,883 | $39,982,161 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 313,272 | $38,613,907 | dollars as filed | |
| F5 INC COM | 315616102 | Stock | 130,139 | $37,653,117 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 180,483 | $34,058,947 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 714,109 | $32,299,150 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 172,272 | $32,158,014 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 152,812 | $32,095,104 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 148,192 | $30,146,699 | dollars as filed | |
| Intel Corp | 458140100 | COM | 612,064 | $27,010,384 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 49,692 | $26,784,485 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 60,053 | $25,965,716 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 87,947 | $25,746,484 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 116,256 | $24,566,055 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 79,509 | $23,136,324 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 109,062 | $22,503,853 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 184,897 | $21,074,560 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 402,227 | $21,020,383 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 221,159 | $20,926,065 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 858,995 | $20,452,671 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 249,636 | $19,339,301 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 233,189 | $18,673,775 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 108,952 | $17,467,185 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 844,528 | $15,818,009 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 51,397 | $14,281,684 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 182,570 | $14,165,606 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 65,340 | $14,105,599 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 79,450 | $13,872,765 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 117,437 | $13,863,438 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 116,508 | $13,380,944 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 154,262 | $12,401,122 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 160,118 | $12,042,475 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 192,947 | $11,837,298 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 150,000 | $11,620,500 | dollars as filed | call |
| EBAY INC. COM | 278642103 | Stock | 125,856 | $11,455,413 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 239,669 | $11,389,071 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 523,998 | $11,124,478 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 106,656 | $10,564,277 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 22,747 | $10,486,140 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 93,878 | $10,388,539 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 26,184 | $10,381,432 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 81,244 | $10,222,120 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 18,552 | $8,996,050 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 100,000 | $8,172,000 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 195,333 | $7,481,254 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 118,345 | $7,432,066 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 31,408 | $7,251,793 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 44,972 | $6,578,504 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 171,652 | $6,347,691 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,473 | $6,201,801 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 316,950 | $5,502,252 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 29,251 | $4,178,505 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 55,585 | $3,569,669 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 25,000 | $3,069,500 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002026798-26-000003 | this filing | 2026-05-15 | acceptance time not in the bulk data set |