Meridiem Capital Partners LP 13F Holdings · Q2 2026
Meridiem Capital Partners LP reported 80 securities worth $2.23B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DHR (4.59%), UNH (3.93%), EW (3.48%). Among its top 25 positions this quarter: 13 new, 5 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP DEL | $102.4M | 4.59% | 537,437 | New |
| 2 | UNH | UNITEDHEALTH GROUP INC | $87.7M | 3.93% | 211,050 | New |
| 3 | EW | EDWARDS LIFESCIENCES CORP | $77.7M | 3.48% | 858,921 | Added |
| 4 | V | VISA INC | $68.1M | 3.05% | 198,553 | New |
| 5 | CBRS | CEREBRAS SYSTEMS INC | $66.6M | 2.99% | 301,522 | New |
| 6 | MCO | MOODYS CORP | $65.6M | 2.94% | 144,783 | New |
| 7 | MTD | METTLER TOLEDO INTERNATIONAL | $64.1M | 2.87% | 50,157 | New |
| 8 | INTC | INTEL CORP | $58.4M | 2.62% | 418,425 | Trimmed |
| 9 | CRL | CHARLES RIV LABS INTL INC | $56.0M | 2.51% | 246,979 | Trimmed |
| 10 | ZBH | ZIMMER BIOMET HOLDINGS INC | $55.0M | 2.46% | 638,555 | New |
| 11 | SNOW | SNOWFLAKE INC | $53.6M | 2.40% | 210,452 | New |
| 12 | XYZ | BLOCK INC | $52.3M | 2.34% | 687,662 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $51.7M | 2.32% | 144,678 | New |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $46.0M | 2.06% | 163,461 | New |
| 15 | THC | TENET HEALTHCARE CORP | $42.4M | 1.90% | 226,542 | Added |
| 16 | NET | CLOUDFLARE INC | $41.7M | 1.87% | 169,946 | Added |
| 17 | ANET | ARISTA NETWORKS INC | $37.2M | 1.67% | 219,098 | Added |
| 18 | WAT | WATERS CORP | $37.2M | 1.67% | 99,260 | Trimmed |
| 19 | AAPL | APPLE INC | $35.6M | 1.59% | 122,941 | Trimmed |
| 20 | HPE | HEWLETT PACKARD ENTERPRISE C | $34.2M | 1.53% | 757,731 | Trimmed |
| 21 | CPAY | CORPAY INC | $33.9M | 1.52% | 101,815 | Added |
| 22 | MDT | MEDTRONIC PLC | $33.7M | 1.51% | 431,042 | New |
| 23 | MU | MICRON TECHNOLOGY INC | $33.7M | 1.51% | 29,178 | New |
| 24 | META | META PLATFORMS INC | $33.1M | 1.49% | 58,846 | Trimmed |
| 25 | BE | BLOOM ENERGY CORP | $32.4M | 1.45% | 107,035 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR