Sponsored

The Analysis of Meridiem Capital Partners LP's Holdings & P&L

Currently, Meridiem Capital Partners LP holds 62 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in SYK (+231.5K shares, valued at $76.1M), WAT (+207.8K shares, valued at $61.9M), TRU (+848.3K shares, valued at $58.7M); decreased their positions in EBAY (-403.6K shares, valued at $36.7M), BKNG (-7.1K shares, valued at $29.9M), SNPS (-58.0K shares, valued at $23.0M); initiated new positions in SYK (+231.5K shares, valued at $76.1M), WAT (+207.8K shares, valued at $61.9M), TRU (+848.3K shares, valued at $58.7M).

1M P&L

+74.5M+4.73%

3M P&L

+172.7M+11.69%

HY P&L

+190.3M+13.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors249.6M

16.3%

2Software - Infrastructure208.6M

13.7%

3Internet Retail168.8M

11.0%

Top Industries by Stock Count

1Software - Infrastructure10 stocks

16.1%

2Diagnostics & Research7 stocks

11.3%

3Software - Application7 stocks

11.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC415.4K shares0.19%2026-03-312026-05-15

SYK STRYKER CORPORATION231.5K sharesnew addition2026-03-312026-05-15

CRL CHARLES RIV LABS INTL INC362.1K shares172.49%2026-03-312026-05-15

WAT WATERS CORP207.8K sharesnew addition2026-03-312026-05-15

TRU TRANSUNION848.3K sharesnew addition2026-03-312026-05-15

T AT&T INC1.9M sharesnew addition2026-03-312026-05-15

TSLA TESLA INC144.9K shares601.54%2026-03-312026-05-15

AAPL APPLE INC196.1K sharesnew addition2026-03-312026-05-15

Sponsored

MA MASTERCARD INCORPORATED88.6K shares77.18%2026-03-312026-05-15

XYZ BLOCK INC730.7K shares42.22%2026-03-312026-05-15

NFLX NETFLIX INC.444.8K sharesnew addition2026-03-312026-05-15

META META PLATFORMS INC69.9K shares11.97%2026-03-312026-05-15

ILMN ILLUMINA INC313.3K shares204.51%2026-03-312026-05-15

FFIV F5 INC130.1K sharesnew addition2026-03-312026-05-15

THC TENET HEALTHCARE CORP180.5K shares598.17%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC714.1K sharesnew addition2026-03-312026-05-15

Sponsored

CRM SALESFORCE INC172.3K shares120.00%2026-03-312026-05-15

TMUS T-MOBILE US INC152.8K sharesnew addition2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC148.2K sharesnew addition2026-03-312026-05-15

INTC INTEL CORP612.1K sharesnew addition2026-03-312026-05-15

MSCI MSCI INC49.7K sharesnew addition2026-03-312026-05-15

INTU INTUIT60.1K sharesnew addition2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY87.9K sharesnew addition2026-03-312026-05-15

CAH CARDINAL HEALTH INC116.3K sharesnew addition2026-03-312026-05-15

Sponsored

CORPAY INC CORPAY INC79.5K shares141.74%2026-03-312026-05-15

NET CLOUDFLARE INC109.1K shares58.90%2026-03-312026-05-15

A AGILENT TECHNOLOGIES INC184.9K shares-16.79%2026-03-312026-05-15

TECH BIO-TECHNE CORP402.2K shares58.13%2026-03-312026-05-15

ROKU ROKU INC221.2K shares189.84%2026-03-312026-05-15

HPE HEWLETT PACKARD ENTERPRISE C859.0K sharesnew addition2026-03-312026-05-15

CRWV COREWEAVE INC249.6K shares2.12%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP233.2K shares103.19%2026-03-312026-05-15

Sponsored

PANW PALO ALTO NETWORKS INC109.0K sharesnew addition2026-03-312026-05-15

CHYM CHIME FINL INC844.5K shares246.97%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC51.4K sharesnew addition2026-03-312026-05-15

CSCO CISCO SYS INC182.6K sharesnew addition2026-03-312026-05-15

CHTR CHARTER COMMUNICATIONS INC65.3K shares14.87%2026-03-312026-05-15

COIN COINBASE GLOBAL INC79.5K sharesnew addition2026-03-312026-05-15

DDOG DATADOG INC117.4K sharesnew addition2026-03-312026-05-15

AKAM AKAMAI TECHNOLOGIES INC116.5K sharesnew addition2026-03-312026-05-15

Sponsored

ZM ZOOM COMMUNICATIONS INC154.3K sharesnew addition2026-03-312026-05-15

W WAYFAIR INC160.1K sharesnew addition2026-03-312026-05-15

CTSH COGNIZANT TECHNOLOGY SOLUTIO192.9K sharesnew addition2026-03-312026-05-15

EBAY EBAY INC.125.9K shares-76.23%2026-03-312026-05-15

TWST TWIST BIOSCIENCE CORP239.7K shares1030.25%2026-03-312026-05-15

TXG 10X GENOMICS INC524.0K sharesnew addition2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC106.7K shares-59.82%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC22.7K shares-61.13%2026-03-312026-05-15

Sponsored

ICLR ICON PLC93.9K sharesnew addition2026-03-312026-05-15

SNPS SYNOPSYS INC26.2K shares-68.90%2026-03-312026-05-15

TWLO TWILIO INC81.2K shares-50.10%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A18.6K sharesnew addition2026-03-312026-05-15

FTNT FORTINET INC100.0K shares-46.51%2026-03-312026-05-15

BILL HOLDINGS INC BILL HOLDINGS INC195.3K shares-28.66%2026-03-312026-05-15

DXCM DEXCOM INC118.3K sharesnew addition2026-03-312026-05-15

EXPE EXPEDIA GROUP INC31.4K shares-69.94%2026-03-312026-05-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC45.0K sharesnew addition2026-03-312026-05-15

DT DYNATRACE INC171.7K sharesnew addition2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC1.5K shares-82.80%2026-03-312026-05-15

CDNA CAREDX INC316.9K sharesnew addition2026-03-312026-05-15

CHKP CHECK POINT SOFTWARE TECH LT29.3K sharesnew addition2026-03-312026-05-15

WGS GENEDX HOLDINGS CORP55.6K shares167.15%2026-03-312026-05-15

AMZN

AMAZON COM INC

0.19%

Shares415.4K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

New

Shares231.5K

Event2026-03-31

Filed2026-05-15

CRL

CHARLES RIV LABS INTL INC

172.49%

Shares362.1K

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP

New

Shares207.8K

Event2026-03-31

Filed2026-05-15

TRU

TRANSUNION

New

Shares848.3K

Event2026-03-31

Filed2026-05-15

AT&T INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

601.54%

Shares144.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

New

Shares196.1K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

77.18%

Shares88.6K

Event2026-03-31

Filed2026-05-15

XYZ

BLOCK INC

42.22%

Shares730.7K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

New

Shares444.8K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

11.97%

Shares69.9K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

204.51%

Shares313.3K

Event2026-03-31

Filed2026-05-15

FFIV

F5 INC

New

Shares130.1K

Event2026-03-31

Filed2026-05-15

THC

TENET HEALTHCARE CORP

598.17%

Shares180.5K

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HLDGS INC

New

Shares714.1K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

120.00%

Shares172.3K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

New

Shares152.8K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

New

Shares148.2K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

New

Shares612.1K

Event2026-03-31

Filed2026-05-15

MSCI

MSCI INC

New

Shares49.7K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

New

Shares60.1K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares87.9K

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

New

Shares116.3K

Event2026-03-31

Filed2026-05-15

CORPAY INC

141.74%

Shares79.5K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

58.90%

Shares109.1K

Event2026-03-31

Filed2026-05-15

AGILENT TECHNOLOGIES INC

-16.79%

Shares184.9K

Event2026-03-31

Filed2026-05-15

TECH

BIO-TECHNE CORP

58.13%

Shares402.2K

Event2026-03-31

Filed2026-05-15

ROKU

ROKU INC

189.84%

Shares221.2K

Event2026-03-31

Filed2026-05-15

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares859.0K

Event2026-03-31

Filed2026-05-15

CRWV

COREWEAVE INC

2.12%

Shares249.6K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

103.19%

Shares233.2K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

New

Shares109.0K

Event2026-03-31

Filed2026-05-15

CHYM

CHIME FINL INC

246.97%

Shares844.5K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares51.4K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

New

Shares182.6K

Event2026-03-31

Filed2026-05-15

CHTR

CHARTER COMMUNICATIONS INC

14.87%

Shares65.3K

Event2026-03-31

Filed2026-05-15

COIN

COINBASE GLOBAL INC

New

Shares79.5K

Event2026-03-31

Filed2026-05-15

DDOG

DATADOG INC

New

Shares117.4K

Event2026-03-31

Filed2026-05-15

AKAM

AKAMAI TECHNOLOGIES INC

New

Shares116.5K

Event2026-03-31

Filed2026-05-15

ZOOM COMMUNICATIONS INC

New

Shares154.3K

Event2026-03-31

Filed2026-05-15

WAYFAIR INC

New

Shares160.1K

Event2026-03-31

Filed2026-05-15

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

New

Shares192.9K

Event2026-03-31

Filed2026-05-15

EBAY

EBAY INC.

-76.23%

Shares125.9K

Event2026-03-31

Filed2026-05-15

TWST

TWIST BIOSCIENCE CORP

1030.25%

Shares239.7K

Event2026-03-31

Filed2026-05-15

TXG

10X GENOMICS INC

New

Shares524.0K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

-59.82%

Shares106.7K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-61.13%

Shares22.7K

Event2026-03-31

Filed2026-05-15

ICLR

ICON PLC

New

Shares93.9K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

-68.90%

Shares26.2K

Event2026-03-31

Filed2026-05-15

TWLO

TWILIO INC

-50.10%

Shares81.2K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

New

Shares18.6K

Event2026-03-31

Filed2026-05-15

FTNT

FORTINET INC

-46.51%

Shares100.0K

Event2026-03-31

Filed2026-05-15

BILL HOLDINGS INC

-28.66%

Shares195.3K

Event2026-03-31

Filed2026-05-15

DXCM

DEXCOM INC

New

Shares118.3K

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP INC

-69.94%

Shares31.4K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares45.0K

Event2026-03-31

Filed2026-05-15

DYNATRACE INC

New

Shares171.7K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-82.80%

Shares1.5K

Event2026-03-31

Filed2026-05-15

CDNA

CAREDX INC

New

Shares316.9K

Event2026-03-31

Filed2026-05-15

CHKP

CHECK POINT SOFTWARE TECH LT

New

Shares29.3K

Event2026-03-31

Filed2026-05-15

WGS

GENEDX HOLDINGS CORP

167.15%

Shares55.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

CRWV Call CallCOREWEAVE INC150.0K shares50.00%2026-03-312026-05-15

ARISTA NETWORKS INC Call CallARISTA NETWORKS INC25.0K sharesnew addition2026-03-312026-05-15

CRWV Call

COREWEAVE INC

50.00%

Shares150.0K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC Call

ARISTA NETWORKS INC

New

Shares25.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available