13F-HR filed by Meridiem Capital Partners LP
Meridiem Capital Partners LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 85 holding rows worth $2,231,171,470.
- Accession
- 0002026798-26-000004
- Filer
- CIK 2026798
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 85 entries on the cover page, a total value of $2,231,171,470 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,231,171,470 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 |
|---|---|---|---|---|---|---|
| Danaher Corporation | 235851102 | COM | 537,437 | $102,371,000 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 211,050 | $87,718,712 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 858,921 | $77,697,994 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 198,553 | $68,121,549 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 144,783 | $65,575,116 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 50,157 | $64,076,069 | dollars as filed | |
| Intel Corp | 458140100 | COM | 418,425 | $58,424,683 | dollars as filed | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 246,979 | $56,012,367 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 638,555 | $54,973,200 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 210,452 | $53,560,034 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 687,662 | $52,262,312 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 144,678 | $51,703,577 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 221,522 | $48,956,362 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 163,461 | $45,966,868 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 226,542 | $42,381,477 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 169,946 | $41,684,355 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 99,260 | $37,226,470 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 219,098 | $37,220,368 | dollars as filed | |
| Apple Inc | 037833100 | COM | 122,941 | $35,574,208 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 757,731 | $34,181,245 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 101,815 | $33,931,885 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 431,042 | $33,720,416 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 29,178 | $33,679,874 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 58,846 | $33,147,363 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 107,035 | $32,399,495 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 70,074 | $30,234,128 | dollars as filed | |
| SPY | 78462F103 | SHS | 40,000 | $29,870,800 | dollars as filed | put |
| REDDIT INC CL A | 75734B100 | Stock | 170,572 | $29,607,888 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 144,630 | $27,945,409 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 61,695 | $27,520,289 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 187,038 | $25,762,614 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 54,460 | $25,004,220 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 333,919 | $24,088,917 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 309,322 | $23,424,955 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 47,891 | $23,132,311 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 1,554,443 | $22,710,412 | dollars as filed | |
| WEX INC | 96208T104 | COM | 160,776 | $22,683,886 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 193,094 | $21,483,638 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 207,713 | $20,995,630 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 144,497 | $20,395,752 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 58,016 | $19,784,616 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 433,110 | $19,017,860 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 189,399 | $18,992,932 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 92,233 | $18,909,610 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 72,598 | $18,576,376 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 122,440 | $18,528,845 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 117,295 | $18,375,435 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 101,045 | $18,010,261 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 53,226 | $17,878,613 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 129,183 | $17,845,340 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 80,000 | $17,680,000 | dollars as filed | call |
| CORNING INC | 219350105 | COM | 67,830 | $17,325,817 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 81,500 | $16,815,895 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 123,107 | $16,797,950 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 201,047 | $16,395,383 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 158,028 | $16,347,997 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 422,219 | $16,187,876 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 40,421 | $16,056,030 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 87,833 | $15,007,146 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 327,869 | $14,993,449 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 289,623 | $14,759,188 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 97,088 | $14,566,113 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 99,135 | $14,528,234 | dollars as filed | |
| QIAGEN NV ORD SHARES | N72482156 | Stock | 369,740 | $14,456,834 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 79,120 | $14,204,414 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 451,493 | $12,867,551 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 75,793 | $11,901,775 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 72,235 | $11,132,136 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 166,332 | $10,947,972 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 24,252 | $10,200,391 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 40,741 | $9,678,432 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 108,530 | $9,367,224 | dollars as filed | |
| NAVAN INC CL A | 639193101 | Stock | 401,404 | $9,180,109 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 32,205 | $9,113,371 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 11,823 | $9,022,604 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 88,519 | $8,032,214 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 28,014 | $7,736,626 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 57,627 | $7,573,917 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 266,601 | $5,606,619 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 50,000 | $5,587,500 | dollars as filed | call |
| TANDEM DIABETES CARE INC | 875372203 | COM NEW | 298,255 | $4,500,668 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 46,764 | $3,210,349 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 17,200 | $2,618,700 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 25,000 | $2,280,000 | dollars as filed | call |
| IRENLTDF | Q4982L109 | STOK | 25,000 | $1,143,250 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002026798-26-000004 | this filing | 2026-08-14 | acceptance time not in the bulk data set |