# Meridiem Capital Partners LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2026798. Source: https://holderbook.com/funds/2026798-meridiem-capital-partners-lp/

- Reported value: $2.2B
- Positions: 83
- Weight of the ten largest: 31.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $102.4M | 537,437 | 4.6% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $87.7M | 211,050 | 3.9% | 1 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $77.7M | 858,921 | 3.5% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $68.1M | 198,553 | 3.1% | 1 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $66.6M | 221,522 | 3.0% | 1 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $65.6M | 144,783 | 2.9% | 1 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $64.1M | 50,157 | 2.9% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $58.4M | 418,425 | 2.6% | 2 |
| CHARLES RIV LABS INTL INC | [CRL](https://holderbook.com/stocks/CRL/) | $56.0M | 246,979 | 2.5% | 5 |
| ZIMMER BIOMET HOLDINGS INC | [ZBH](https://holderbook.com/stocks/ZBH/) | $55.0M | 638,555 | 2.5% | 1 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $53.6M | 210,452 | 2.4% | 1 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $52.3M | 687,662 | 2.3% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $51.7M | 144,678 | 2.3% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $46.0M | 163,461 | 2.1% | 1 |
| TENET HEALTHCARE CORP | [THC](https://holderbook.com/stocks/THC/) | $42.4M | 226,542 | 1.9% | 3 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $41.7M | 169,946 | 1.9% | 3 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $37.2M | 99,260 | 1.7% | 2 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $37.2M | 219,098 | 1.7% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $35.6M | 122,941 | 1.6% | 2 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $34.2M | 757,731 | 1.5% | 2 |
| CORPAY INC | [CPAY](https://holderbook.com/stocks/CPAY/) | $33.9M | 101,815 | 1.5% | 3 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $33.7M | 431,042 | 1.5% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $33.7M | 29,178 | 1.5% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $33.1M | 58,846 | 1.5% | 3 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $32.4M | 107,035 | 1.5% | 1 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $30.2M | 70,074 | 1.4% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $29.9M | 0 | 1.3% | 1 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $29.6M | 170,572 | 1.3% | 1 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $27.9M | 144,630 | 1.3% | 1 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $27.5M | 61,695 | 1.2% | 3 |
| HENRY JACK & ASSOC INC | [JKHY](https://holderbook.com/stocks/JKHY/) | $25.8M | 187,038 | 1.2% | 1 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $25.0M | 54,460 | 1.1% | 2 |
| TRANSUNION | [TRU](https://holderbook.com/stocks/TRU/) | $24.1M | 333,919 | 1.1% | 2 |
| CROWN CASTLE INC | [CCI](https://holderbook.com/stocks/CCI/) | $23.4M | 309,322 | 1.0% | 1 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $23.1M | 47,891 | 1.0% | 1 |
| LYFT INC | [LYFT](https://holderbook.com/stocks/LYFT/) | $22.7M | 1,554,443 | 1.0% | 1 |
| WEX INC | [WEX](https://holderbook.com/stocks/WEX/) | $22.7M | 160,776 | 1.0% | 1 |
| REVVITY INC | [RVTY](https://holderbook.com/stocks/RVTY/) | $21.5M | 193,094 | 1.0% | 1 |
| ENCOMPASS HEALTH CORP | [EHC](https://holderbook.com/stocks/EHC/) | $21.0M | 207,713 | 0.9% | 1 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $20.4M | 144,497 | 0.9% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $19.8M | 58,016 | 0.9% | 2 |
| DYNATRACE INC | [DT](https://holderbook.com/stocks/DT/) | $19.0M | 433,110 | 0.9% | 2 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $19.0M | 189,399 | 0.9% | 1 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $18.9M | 92,233 | 0.8% | 1 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $18.6M | 72,598 | 0.8% | 3 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $18.5M | 122,440 | 0.8% | 1 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $18.4M | 117,295 | 0.8% | 4 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $18.0M | 101,045 | 0.8% | 4 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $17.9M | 53,226 | 0.8% | 1 |
| ROKU INC | [ROKU](https://holderbook.com/stocks/ROKU/) | $17.8M | 129,183 | 0.8% | 3 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $17.3M | 67,830 | 0.8% | 1 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $16.8M | 81,500 | 0.8% | 3 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $16.8M | 123,107 | 0.8% | 1 |
| AFFIRM HLDGS INC | [AFRM](https://holderbook.com/stocks/AFRM/) | $16.4M | 201,047 | 0.7% | 1 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $16.3M | 158,028 | 0.7% | 1 |
| 10X GENOMICS INC | [TXG](https://holderbook.com/stocks/TXG/) | $16.2M | 422,219 | 0.7% | 2 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $16.1M | 327,869 | 0.7% | 1 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $16.1M | 40,421 | 0.7% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $15.0M | 87,833 | 0.7% | 1 |
| NUTANIX INC | [NTNX](https://holderbook.com/stocks/NTNX/) | $14.8M | 289,623 | 0.7% | 1 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $14.6M | 97,088 | 0.7% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $14.5M | 99,135 | 0.7% | 1 |
| QIAGEN NV | [QGEN](https://holderbook.com/stocks/QGEN/) | $14.5M | 369,740 | 0.6% | 1 |
| VERISK ANALYTICS INC | [VRSK](https://holderbook.com/stocks/VRSK/) | $14.2M | 79,120 | 0.6% | 1 |
| CAREDX INC | [CDNA](https://holderbook.com/stocks/CDNA/) | $12.9M | 451,493 | 0.6% | 2 |
| DIGITALOCEAN HLDGS INC | [DOCN](https://holderbook.com/stocks/DOCN/) | $11.9M | 75,793 | 0.5% | 1 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $11.1M | 72,235 | 0.5% | 1 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $10.9M | 166,332 | 0.5% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $10.2M | 24,252 | 0.5% | 5 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $9.7M | 40,741 | 0.4% | 2 |
| ZOOM COMMUNICATIONS INC | [ZM](https://holderbook.com/stocks/ZM/) | $9.4M | 108,530 | 0.4% | 2 |
| NAVAN INC | [NAVN](https://holderbook.com/stocks/NAVN/) | $9.2M | 401,404 | 0.4% | 1 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $9.1M | 32,205 | 0.4% | 1 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $9.0M | 11,823 | 0.4% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $8.0M | 88,519 | 0.4% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $7.7M | 28,014 | 0.3% | 1 |
| CHECK POINT SOFTWARE TECH LT | [CHKP](https://holderbook.com/stocks/CHKP/) | $7.6M | 57,627 | 0.3% | 2 |
| PINTEREST INC | [PINS](https://holderbook.com/stocks/PINS/) | $5.6M | 266,601 | 0.3% | 1 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $5.6M | 0 | 0.3% | 3 |
| TANDEM DIABETES CARE INC | [TNDM](https://holderbook.com/stocks/TNDM/) | $4.5M | 298,255 | 0.2% | 1 |
| GENEDX HOLDINGS CORP | [WGS](https://holderbook.com/stocks/WGS/) | $3.2M | 46,764 | 0.1% | 3 |
| INSULET CORP | [PODD](https://holderbook.com/stocks/PODD/) | $2.6M | 17,200 | 0.1% | 1 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $2.3M | 0 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +23.0% | +14.8% | +8.2% | 99% |
| Q1 2026 | -8.7% | -4.6% | -4.1% | 97% |
| Q4 2025 | +0.1% | +2.4% | -2.3% | 93% |
| Q3 2025 | +7.7% | +7.8% | -0.1% | 99% |
| Q2 2025 | +18.9% | +10.5% | +8.5% | 95% |
| Q1 2025 | -8.2% | -4.6% | -3.7% | 96% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.2B | 83 |
| Q1 2026 | $1.5B | 63 |
| Q4 2025 | $1.7B | 68 |
| Q3 2025 | $1.6B | 61 |
| Q2 2025 | $1.4B | 70 |
| Q1 2025 | $959.0M | 55 |
| Q4 2024 | $1.1B | 67 |