13F HOLDINGS REPORT
Meridiem Capital Partners LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003223
Total Value
$959.0M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 384,371 | $73.1M | 7.63% |
| 2 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 225,000 | $46.6M | 4.86% |
| 3 | NVIDIA CORPORATION | NVDA | 428,653 | $46.5M | 4.84% |
| 4 | AT&T INC | T-PC | 1,586,045 | $44.9M | 4.68% |
| 5 | NETFLIX INC | NFLX | 42,305 | $39.5M | 4.11% |
| 6 | DANAHER CORPORATION | 235851102 | 187,867 | $38.5M | 4.02% |
| 7 | ALPHABET INC | GOOG | 247,199 | $38.2M | 3.99% |
| 8 | MICRON TECHNOLOGY INC | MU | 413,818 | $36.0M | 3.75% |
| 9 | EBAY INC. | EBAY | 421,171 | $28.5M | 2.97% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 56,821 | $28.1M | 2.93% |
| 11 | FOX CORP | FOX | 484,592 | $27.4M | 2.86% |
| 12 | EDWARDS LIFESCIENCES CORP | EW | 372,822 | $27.0M | 2.82% |
| 13 | ZIMMER BIOMET HOLDINGS INC | ZBH | 237,950 | $26.9M | 2.81% |
| 14 | FIDELITY NATL INFORMATION SV | 31620M106 | 276,237 | $20.6M | 2.15% |
| 15 | AGILENT TECHNOLOGIES INC | A | 176,200 | $20.6M | 2.15% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 35,863 | $19.7M | 2.06% |
| 17 | BLOCK INC | BSQKZ | 362,706 | $19.7M | 2.05% |
| 18 | DELL TECHNOLOGIES INC | DELL | 215,922 | $19.7M | 2.05% |
| 19 | GLOBALFOUNDRIES INC | GFS | 511,238 | $18.9M | 1.97% |
| 20 | WESTERN DIGITAL CORP | WDC | 449,017 | $18.2M | 1.89% |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 103,583 | $17.2M | 1.79% |
| 22 | BIO-TECHNE CORP | TECH | 290,180 | $17.0M | 1.77% |
| 23 | MICROCHIP TECHNOLOGY INC. | MCHPP | 319,204 | $15.5M | 1.61% |
| 24 | GLOBAL PMTS INC | 37940X102 | 156,033 | $15.3M | 1.59% |
| 25 | ADVANCED MICRO DEVICES INC | AMD | 147,218 | $15.1M | 1.58% |
| 26 | CARVANA CO | CVNA | 69,653 | $14.6M | 1.52% |
| 27 | BOSTON SCIENTIFIC CORP | BSX | 130,190 | $13.1M | 1.37% |
| 28 | LYFT INC | LYFT | 1,043,185 | $12.4M | 1.29% |
| 29 | MAPLEBEAR INC | CART | 304,489 | $12.1M | 1.27% |
| 30 | WESTERN UN CO | WU | 1,132,487 | $12.0M | 1.25% |
| 31 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 57,586 | $11.9M | 1.24% |
| 32 | APPLOVIN CORP | APP | 43,530 | $11.5M | 1.20% |
| 33 | QORVO INC | QRVO | 155,523 | $11.3M | 1.17% |
| 34 | REVVITY INC | RVTY | 104,880 | $11.1M | 1.16% |
| 35 | VISA INC | V | 31,412 | $11.0M | 1.15% |
| 36 | METTLER TOLEDO INTERNATIONAL | MTD | 9,066 | $10.7M | 1.12% |
| 37 | NXP SEMICONDUCTORS N V | NXPI | 56,226 | $10.7M | 1.11% |
| 38 | CORPAY INC | CPAY | 26,868 | $9.4M | 0.98% |
| 39 | BECTON DICKINSON & CO | BDX | 38,234 | $8.8M | 0.91% |
| 40 | BOOKING HOLDINGS INC | BKNG | 1,729 | $8.0M | 0.83% |
| 41 | MONOLITHIC PWR SYS INC | 609839105 | 11,984 | $7.0M | 0.72% |
| 42 | ALLEGRO MICROSYSTEMS INC | ALGM | 249,920 | $6.3M | 0.65% |
| 43 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 73,642 | $6.3M | 0.65% |
| 44 | MARVELL TECHNOLOGY INC | MRVL | 96,385 | $5.9M | 0.62% |
| 45 | PENUMBRA INC | PEN | 21,864 | $5.8M | 0.61% |
| 46 | NOVA LTD | NVMI | 30,115 | $5.6M | 0.58% |
| 47 | LAM RESEARCH CORP | LRCX | 68,676 | $5.0M | 0.52% |
| 48 | WAYFAIR INC | W | 150,073 | $4.8M | 0.50% |
| 49 | AMBARELLA INC | AMBA | 89,720 | $4.5M | 0.47% |
| 50 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 507,762 | $4.3M | 0.45% |
| 51 | COREWEAVE INC | CRWV | 95,949 | $3.6M | 0.37% |
| 52 | NATERA INC | NTRA | 24,929 | $3.5M | 0.37% |
| 53 | THE TRADE DESK INC | 88339J105 | 64,159 | $3.5M | 0.37% |
| 54 | TWIST BIOSCIENCE CORP | TWST | 78,845 | $3.1M | 0.32% |
| 55 | GENEDX HOLDINGS CORP | WGSWW | 19,271 | $1.7M | 0.18% |
| 56 | GLOBAL E ONLINE LTD | GLBE | 25,743 | $917,738 | 0.10% |