The Analysis of Meridiem Capital Partners LP's Holdings
Currently, Meridiem Capital Partners LP holds 59 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in AVGO (+170.2K shares, valued at $56.1M), BKNG (+10.3K shares, valued at $55.6M), TSM (+193.5K shares, valued at $54.0M); decreased their positions in AMZN (-249.8K shares, valued at $54.8M), TMUS (-88.7K shares, valued at $21.2M), ABT (-153.2K shares, valued at $20.5M); initiated new positions in AVGO (+170.2K shares, valued at $56.1M), BKNG (+10.3K shares, valued at $55.6M), TSM (+193.5K shares, valued at $54.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMD ADVANCED MICRO DEVICES INC466.2K shares75.29%2025-09-302025-11-13
BSX BOSTON SCIENTIFIC CORP720.1K shares68.90%2025-09-302025-11-13 NFLX NETFLIX INC53.6K shares326.97%2025-09-302025-11-13 TMUS T-MOBILE US INC251.8K shares-26.05%2025-09-302025-11-13 AVGO BROADCOM INC170.2K sharesnew addition2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC10.3K sharesnew addition2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD193.5K sharesnew addition2025-09-302025-11-13 MSFT MICROSOFT CORP98.2K shares624.92%2025-09-302025-11-13 CRM SALESFORCE INC195.8K sharesnew addition2025-09-302025-11-13 FOXA FOX CORP689.8K shares3.84%2025-09-302025-11-13 AAPL APPLE INC167.0K sharesnew addition2025-09-302025-11-13 WU WESTERN UN CO4.5M shares190.69%2025-09-302025-11-13 AMZN AMAZON COM INC157.7K shares-61.31%2025-09-302025-11-13 SNOW SNOWFLAKE INC142.9K sharesnew addition2025-09-302025-11-13 MRVL MARVELL TECHNOLOGY INC374.6K sharesnew addition2025-09-302025-11-13 MDT MEDTRONIC PLC325.8K shares82.52%2025-09-302025-11-13 NXPI NXP SEMICONDUCTORS N V134.1K shares-3.68%2025-09-302025-11-13 WMG WARNER MUSIC GROUP CORP871.8K sharesnew addition2025-09-302025-11-13 SPOT SPOTIFY TECHNOLOGY S A40.2K sharesnew addition2025-09-302025-11-13 TSLA TESLA INC62.1K sharesnew addition2025-09-302025-11-13 MA MASTERCARD INCORPORATED46.0K shares-29.80%2025-09-302025-11-13 ORCL ORACLE CORP90.2K shares109.88%2025-09-302025-11-13 INTU INTUIT36.0K sharesnew addition2025-09-302025-11-13 QRVO QORVO INC254.2K shares-11.40%2025-09-302025-11-13 GPN GLOBAL PMTS INC271.6K sharesnew addition2025-09-302025-11-13 ENTG ENTEGRIS INC239.2K shares-1.60%2025-09-302025-11-13 MCO MOODYS CORP45.2K sharesnew addition2025-09-302025-11-13 WAT WATERS CORP68.8K sharesnew addition2025-09-302025-11-13 LYFT LYFT INC930.8K sharesnew addition2025-09-302025-11-13 XYZ BLOCK INC281.2K shares-24.49%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC38.6K sharesnew addition2025-09-302025-11-13 ETSY ETSY INC278.9K sharesnew addition2025-09-302025-11-13 DXCM DEXCOM INC269.9K shares38.18%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC88.6K shares114.07%2025-09-302025-11-13 SNAP SNAP INC2.2M sharesnew addition2025-09-302025-11-13 GFS GLOBALFOUNDRIES INC466.6K shares-8.93%2025-09-302025-11-13 CRCL CIRCLE INTERNET GROUP INC120.9K sharesnew addition2025-09-302025-11-13 QCOM QUALCOMM INC90.2K shares-43.93%2025-09-302025-11-13 MSCI MSCI INC26.4K sharesnew addition2025-09-302025-11-13 HPE HEWLETT PACKARD ENTERPRISE C598.3K sharesnew addition2025-09-302025-11-13 ABT ABBOTT LABS94.0K shares-61.96%2025-09-302025-11-13 EFX EQUIFAX INC48.6K sharesnew addition2025-09-302025-11-13 V VISA INC35.3K sharesnew addition2025-09-302025-11-13 NTRA NATERA INC73.9K sharesnew addition2025-09-302025-11-13 RDDT REDDIT INC51.3K shares-38.98%2025-09-302025-11-13 TECH BIO-TECHNE CORP210.9K sharesnew addition2025-09-302025-11-13 CRL CHARLES RIV LABS INTL INC70.5K shares-41.29%2025-09-302025-11-13 CVNA CARVANA CO27.6K shares-1.32%2025-09-302025-11-13 CHTR CHARTER COMMUNICATIONS INC N32.4K sharesnew addition2025-09-302025-11-13 RBLX ROBLOX CORP63.5K sharesnew addition2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC17.0K sharesnew addition2025-09-302025-11-13 CRDO CREDO TECHNOLOGY GROUP HOLDI53.1K shares1565.41%2025-09-302025-11-13 TTWO TAKE-TWO INTERACTIVE SOFTWAR29.3K sharesnew addition2025-09-302025-11-13 S SENTINELONE INC400.1K shares239.78%2025-09-302025-11-13 APP APPLOVIN CORP7.1K shares-77.87%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS8.6K sharesnew addition2025-09-302025-11-13 GH GUARDANT HEALTH INC36.7K shares-27.77%2025-09-302025-11-13 RXST RXSIGHT INC174.0K sharesnew addition2025-09-302025-11-13 BBNX BETA BIONICS INC73.4K sharesnew addition2025-09-302025-11-13 Call Option Holdings
SNOW Call CallSNOWFLAKE INC322.5K sharesnew addition2025-09-302025-11-13 BSX Call CallBOSTON SCIENTIFIC CORP100.0K sharesnew addition2025-09-302025-11-13 MSFT Call CallMICROSOFT CORP15.0K sharesnew addition2025-09-302025-11-13 AMD Call CallADVANCED MICRO DEVICES INC25.0K sharesnew addition2025-09-302025-11-13 CFLT Call CallCONFLUENT INC200.0K sharesnew addition2025-09-302025-11-13 Put Option Holdings
No put option holdings data available