Meridiem Capital Partners LP
Meridiem Capital Partners LP reported 80 US-listed holdings worth $2.17 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Danaher Corp. (4.7%), UnitedHealth Group Inc. (4.0%) and Edwards Lifesciences Corp. (3.6%). Against the quarter before, it opened 52 positions, added to 12, trimmed 16 and sold out of 34.
Reported holdings$2.17B+43.1% on Q1 2026
Positions80+18 on Q1 2026
The largest ten31.7%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 80 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 52Added 12Trimmed 16Sold out 34
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 52
- Danaher Corp. DHR$102.4 million
- UnitedHealth Group Inc. UNH$87.7 million
- Visa Inc. V$68.1 million
- Moody's Corp. MCO$65.6 million
- Mettler Toledo International Inc. MTD$64.1 million
- Zimmer Biomet Holdings, Inc. ZBH$55.0 million
- Snowflake Inc. SNOW$53.6 million
- Alphabet Inc. GOOGL$51.7 million
and 44 more in the table below
Added to 12
- Edwards Lifesciences Corp. EW+625,732 shares · +268%
- Booking Holdings Inc. BKNG+99,572 shares · +6760%
- Spotify Technology S.A. SPOT+35,908 shares · +194%
- Synopsys Inc. SNPS+35,511 shares · +136%
- Cloudflare Inc. NET+60,884 shares · +56%
- Dynatrace, Inc. DT+261,458 shares · +152%
- Expedia Group, Inc. EXPE+41,190 shares · +131%
- Tenet Healthcare Corp. THC+46,059 shares · +26%
and 4 more in the table below
Trimmed 16
- Tesla, Inc. TSLA-120,694 shares · -83%
- Waters Corp. WAT-108,554 shares · -52%
- TransUnion TRU-514,424 shares · -61%
- Intel Corp. INTC-193,639 shares · -32%
- Charles River Laboratories International, Inc. CRL-115,119 shares · -32%
- Apple Inc. AAPL-73,190 shares · -37%
- Cardinal Health Inc. CAH-75,515 shares · -65%
- Palo Alto Networks Inc. PANW-50,936 shares · -47%
and 8 more in the table below
Sold out of 34
- Amazon.com Inc. AMZN$86.5 million last quarter
- Stryker Corp. SYK$76.1 million last quarter
- AT&T Inc. T$54.3 million last quarter
- Mastercard Inc. MA$44.3 million last quarter
- Netflix Inc. NFLX$42.8 million last quarter
- Illumina, Inc. ILMN$38.6 million last quarter
- F5, Inc. FFIV$37.7 million last quarter
- PayPal Holdings, Inc. PYPL$32.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Danaher Corp. DHR | 537,437 | $102.4 million | 4.71% | new |
| UnitedHealth Group Inc. UNH | 211,050 | $87.7 million | 4.03% | new |
| Edwards Lifesciences Corp. EW | 858,921 | $77.7 million | 3.57% | +625,732 |
| Visa Inc. V | 198,553 | $68.1 million | 3.13% | new |
| Moody's Corp. MCO | 144,783 | $65.6 million | 3.02% | new |
| Mettler Toledo International Inc. MTD | 50,157 | $64.1 million | 2.95% | new |
| Intel Corp. INTC | 418,425 | $58.4 million | 2.69% | -193,639 |
| Charles River Laboratories International, Inc. CRL | 246,979 | $56.0 million | 2.58% | -115,119 |
| Zimmer Biomet Holdings, Inc. ZBH | 638,555 | $55.0 million | 2.53% | new |
| Snowflake Inc. SNOW | 210,452 | $53.6 million | 2.46% | new |
| Block, Inc. XYZ | 687,662 | $52.3 million | 2.40% | -43,044 |
| Alphabet Inc. GOOGL | 144,678 | $51.7 million | 2.38% | new |
| Cerebras Systems Inc. Com Class A CBRS | 221,522 | $49.0 million | 2.25% | new |
| International Business Machines Corp. IBM | 163,461 | $46.0 million | 2.11% | new |
| Tenet Healthcare Corp. THC | 226,542 | $42.4 million | 1.95% | +46,059 |
| Cloudflare Inc. NET | 169,946 | $41.7 million | 1.92% | +60,884 |
| Waters Corp. WAT | 99,260 | $37.2 million | 1.71% | -108,554 |
| Arista Networks, Inc. ANET | 219,098 | $37.2 million | 1.71% | new |
| Apple Inc. AAPL | 122,941 | $35.6 million | 1.64% | -73,190 |
| Hewlett Packard Enterprise Co. HPE | 757,731 | $34.2 million | 1.57% | -101,264 |
| Corpay, Inc. CPAY | 101,815 | $33.9 million | 1.56% | +22,306 |
| Medtronic plc MDT | 431,042 | $33.7 million | 1.55% | new |
| Micron Technology Inc. MU | 29,178 | $33.7 million | 1.55% | new |
| Meta Platforms, Inc. META | 58,846 | $33.1 million | 1.52% | -11,037 |
| Bloom Energy Corp. BE | 107,035 | $32.4 million | 1.49% | new |
| Dell Technologies Inc. DELL | 70,074 | $30.2 million | 1.39% | new |
| Reddit, Inc. RDDT | 170,572 | $29.6 million | 1.36% | new |
| IQVIA Holdings Inc. IQV | 144,630 | $27.9 million | 1.29% | new |
| Synopsys Inc. SNPS | 61,695 | $27.5 million | 1.27% | +35,511 |
| Jack Henry & Associates Inc. JKHY | 187,038 | $25.8 million | 1.18% | new |
| Spotify Technology S.A. SPOT | 54,460 | $25.0 million | 1.15% | +35,908 |
| TransUnion TRU | 333,919 | $24.1 million | 1.11% | -514,424 |
| Crown Castle Inc. CCI | 309,322 | $23.4 million | 1.08% | new |
| Astera Labs Inc. ALAB | 47,891 | $23.1 million | 1.06% | new |
| Lyft, Inc. LYFT | 1,554,443 | $22.7 million | 1.04% | new |
| WEX Inc. WEX | 160,776 | $22.7 million | 1.04% | new |
| Revvity, Inc. RVTY | 193,094 | $21.5 million | 0.99% | new |
| Encompass Health Corp. EHC | 207,713 | $21.0 million | 0.97% | new |
| Zscaler Inc. ZS | 144,497 | $20.4 million | 0.94% | new |
| Palo Alto Networks Inc. PANW | 58,016 | $19.8 million | 0.91% | -50,936 |
| Dynatrace, Inc. DT | 433,110 | $19.0 million | 0.87% | +261,458 |
| Robinhood Markets, Inc. HOOD | 189,399 | $19.0 million | 0.87% | new |
| Adobe Inc. ADBE | 92,233 | $18.9 million | 0.87% | new |
| Expedia Group, Inc. EXPE | 72,598 | $18.6 million | 0.85% | +41,190 |
| Becton Dickinson & Co. BDX | 122,440 | $18.5 million | 0.85% | new |
| Salesforce, Inc. CRM | 117,295 | $18.4 million | 0.84% | -54,977 |
| Booking Holdings Inc. BKNG | 101,045 | $18.0 million | 0.83% | +99,572 |
| Mongodb Inc. MDB | 53,226 | $17.9 million | 0.82% | new |
| Roku, Inc. ROKU | 129,183 | $17.8 million | 0.82% | -91,976 |
| Corning Inc. GLW | 67,830 | $17.3 million | 0.80% | new |
| Twilio Inc. TWLO | 81,500 | $16.8 million | 0.77% | +256 |
| Okta, Inc. OKTA | 123,107 | $16.8 million | 0.77% | new |
| Affirm Hldgs Inc. AFRM | 201,047 | $16.4 million | 0.75% | new |
| CVS Health Corp. CVS | 158,028 | $16.3 million | 0.75% | new |
| 10X Genomics Inc. TXG | 422,219 | $16.2 million | 0.74% | -101,779 |
| Humana Inc. HUM | 40,421 | $16.1 million | 0.74% | new |
| Space Exploration Techn Corp. Class A Com STK SPCX | 87,833 | $15.0 million | 0.69% | new |
| Iris Energy Ltd IREN | 327,869 | $15.0 million | 0.69% | new |
| Nutanix, Inc. NTNX | 289,623 | $14.8 million | 0.68% | new |
| Guardant Health Inc. GH | 97,088 | $14.6 million | 0.67% | new |
| Oracle Corp. ORCL | 99,135 | $14.5 million | 0.67% | new |
| Qiagen NV Ord Shares QGEN | 369,740 | $14.5 million | 0.66% | new |
| Verisk Analytics, Inc. VRSK | 79,120 | $14.2 million | 0.65% | new |
| Caredx Inc. CDNA | 451,493 | $12.9 million | 0.59% | +134,543 |
| DigitalOcean Holdings, Inc. DOCN | 75,793 | $11.9 million | 0.55% | new |
| SAP SE SAP | 72,235 | $11.1 million | 0.51% | new |
| Carvana Co. CVNA | 166,332 | $10.9 million | 0.50% | new |
| Tesla, Inc. TSLA | 24,252 | $10.2 million | 0.47% | -120,694 |
| Cardinal Health Inc. CAH | 40,741 | $9.7 million | 0.45% | -75,515 |
| Zoom Video Communications in ZM | 108,530 | $9.4 million | 0.43% | -45,732 |
| Navan Inc. NAVN | 401,404 | $9.2 million | 0.42% | new |
| Cencora, Inc. COR | 32,205 | $9.1 million | 0.42% | new |
| CrowdStrike Holdings, Inc. CRWD | 11,823 | $9.0 million | 0.41% | new |
| Abbott Laboratories ABT | 88,519 | $8.0 million | 0.37% | new |
| Yandex N V NBIS | 28,014 | $7.7 million | 0.36% | new |
| Check Point Software Technologies Ltd. CHKP | 57,627 | $7.6 million | 0.35% | +28,376 |
| Pinterest, Inc. PINS | 266,601 | $5.6 million | 0.26% | new |
| Tandem Diabetes Care Inc. TNDM | 298,255 | $4.5 million | 0.21% | new |
| Genedx Holdings Corp. WGS | 46,764 | $3.2 million | 0.15% | -8,821 |
| Insulet Corp. PODD | 17,200 | $2.6 million | 0.12% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 34 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| SPDR S&P 500 SPY | Puts | 40,000 | $29.9 million |
| Cerebras Systems Inc. Com Class A CBRS | Calls | 80,000 | $17.7 million |
| Ebay Inc. EBAY | Calls | 50,000 | $5.6 million |
| Microchip Technology Inc. MCHP | Calls | 25,000 | $2.3 million |
| Iris Energy Ltd IREN | Calls | 25,000 | $1.1 million |
5 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.