Meridiem Capital Partners LP 13F 持仓 · 2026年Q2
Meridiem Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 22.31 亿美元。前几大持仓：DHR（4.59%）、UNH（3.93%）、EW（3.48%）。本季前 25 大持仓中：新建仓 13 只、增持 5 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP DEL | $102.4M | 4.59% | 537,437 | 新建仓 |
| 2 | UNH | UNITEDHEALTH GROUP INC | $87.7M | 3.93% | 211,050 | 新建仓 |
| 3 | EW | EDWARDS LIFESCIENCES CORP | $77.7M | 3.48% | 858,921 | 增持 |
| 4 | V | VISA INC | $68.1M | 3.05% | 198,553 | 新建仓 |
| 5 | CBRS | CEREBRAS SYSTEMS INC | $66.6M | 2.99% | 301,522 | 新建仓 |
| 6 | MCO | MOODYS CORP | $65.6M | 2.94% | 144,783 | 新建仓 |
| 7 | MTD | METTLER TOLEDO INTERNATIONAL | $64.1M | 2.87% | 50,157 | 新建仓 |
| 8 | INTC | INTEL CORP | $58.4M | 2.62% | 418,425 | 减持 |
| 9 | CRL | CHARLES RIV LABS INTL INC | $56.0M | 2.51% | 246,979 | 减持 |
| 10 | ZBH | ZIMMER BIOMET HOLDINGS INC | $55.0M | 2.46% | 638,555 | 新建仓 |
| 11 | SNOW | SNOWFLAKE INC | $53.6M | 2.40% | 210,452 | 新建仓 |
| 12 | XYZ | BLOCK INC | $52.3M | 2.34% | 687,662 | 减持 |
| 13 | GOOGL | ALPHABET INC | $51.7M | 2.32% | 144,678 | 新建仓 |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $46.0M | 2.06% | 163,461 | 新建仓 |
| 15 | THC | TENET HEALTHCARE CORP | $42.4M | 1.90% | 226,542 | 增持 |
| 16 | NET | CLOUDFLARE INC | $41.7M | 1.87% | 169,946 | 增持 |
| 17 | ANET | ARISTA NETWORKS INC | $37.2M | 1.67% | 219,098 | 增持 |
| 18 | WAT | WATERS CORP | $37.2M | 1.67% | 99,260 | 减持 |
| 19 | AAPL | APPLE INC | $35.6M | 1.59% | 122,941 | 减持 |
| 20 | HPE | HEWLETT PACKARD ENTERPRISE C | $34.2M | 1.53% | 757,731 | 减持 |
| 21 | CPAY | CORPAY INC | $33.9M | 1.52% | 101,815 | 增持 |
| 22 | MDT | MEDTRONIC PLC | $33.7M | 1.51% | 431,042 | 新建仓 |
| 23 | MU | MICRON TECHNOLOGY INC | $33.7M | 1.51% | 29,178 | 新建仓 |
| 24 | META | META PLATFORMS INC | $33.1M | 1.49% | 58,846 | 减持 |
| 25 | BE | BLOOM ENERGY CORP | $32.4M | 1.45% | 107,035 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR