13F HOLDINGS REPORT
Meridiem Capital Partners LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005138
Total Value
$1.42B
Positions
72
Other Managers
0
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 407,457 | $89.4M | 6.31% |
| 2 | NVIDIA CORPORATION | NVDA | 558,121 | $88.2M | 6.22% |
| 3 | T-MOBILE US INC | TMUSZ | 340,500 | $81.1M | 5.73% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 426,319 | $45.8M | 3.23% |
| 5 | AT&T INC | T-PC | 1,501,636 | $43.5M | 3.07% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 265,973 | $37.7M | 2.66% |
| 7 | ANALOG DEVICES INC | ADI | 156,970 | $37.4M | 2.64% |
| 8 | FOX CORP | FOX | 664,238 | $37.2M | 2.63% |
| 9 | MASTERCARD INCORPORATED | MA | 65,464 | $36.8M | 2.60% |
| 10 | ABBOTT LABS | ABLZF | 247,189 | $33.6M | 2.37% |
| 11 | WESTERN DIGITAL CORP | WDC | 519,813 | $33.3M | 2.35% |
| 12 | FIDELITY NATL INFORMATION SV | 31620M106 | 407,126 | $33.1M | 2.34% |
| 13 | NXP SEMICONDUCTORS N V | NXPI | 139,231 | $30.4M | 2.15% |
| 14 | CORPAY INC | CPAY | 88,466 | $29.4M | 2.07% |
| 15 | LAM RESEARCH CORP | LRCX | 296,553 | $28.9M | 2.04% |
| 16 | EXPEDIA GROUP INC | EXPE | 154,917 | $26.1M | 1.84% |
| 17 | MICRON TECHNOLOGY INC | MU | 211,176 | $26.0M | 1.84% |
| 18 | AGILENT TECHNOLOGIES INC | A | 217,255 | $25.6M | 1.81% |
| 19 | QUALCOMM INC | QCOM | 160,944 | $25.6M | 1.81% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 47,149 | $25.6M | 1.81% |
| 21 | BLOCK INC | BSQKZ | 372,372 | $25.3M | 1.79% |
| 22 | TRANSUNION | TRU | 279,066 | $24.6M | 1.73% |
| 23 | QORVO INC | QRVO | 286,925 | $24.4M | 1.72% |
| 24 | APPLIED MATLS INC | 038222105 | 133,028 | $24.4M | 1.72% |
| 25 | REVVITY INC | RVTY | 238,735 | $23.1M | 1.63% |
| 26 | MAPLEBEAR INC | CART | 482,168 | $21.8M | 1.54% |
| 27 | MICROCHIP TECHNOLOGY INC. | MCHPP | 306,838 | $21.6M | 1.52% |
| 28 | EBAY INC. | EBAY | 283,299 | $21.1M | 1.49% |
| 29 | METTLER TOLEDO INTERNATIONAL | MTD | 17,726 | $20.8M | 1.47% |
| 30 | HP INC | HPQ | 836,065 | $20.5M | 1.44% |
| 31 | EXACT SCIENCES CORP | 30063P105 | 382,424 | $20.3M | 1.43% |
| 32 | ENTEGRIS INC | ENTG | 243,104 | $19.6M | 1.38% |
| 33 | GLOBALFOUNDRIES INC | GFS | 512,335 | $19.6M | 1.38% |
| 34 | CHARLES RIV LABS INTL INC | 159864107 | 120,034 | $18.2M | 1.29% |
| 35 | LUMENTUM HLDGS INC | LITE | 190,294 | $18.1M | 1.28% |
| 36 | DEXCOM INC | DXCM | 195,349 | $17.1M | 1.20% |
| 37 | NETFLIX INC | NFLX | 12,555 | $16.8M | 1.19% |
| 38 | MEDTRONIC PLC | MDT | 178,476 | $15.6M | 1.10% |
| 39 | SYNOPSYS INC | SNPS | 28,792 | $14.8M | 1.04% |
| 40 | BRUKER CORP | BRKRP | 354,281 | $14.6M | 1.03% |
| 41 | WESTERN UN CO | WU | 1,563,783 | $13.2M | 0.93% |
| 42 | REDDIT INC | RDDT | 84,004 | $12.6M | 0.89% |
| 43 | APPLOVIN CORP | APP | 32,098 | $11.2M | 0.79% |
| 44 | THE TRADE DESK INC | 88339J105 | 154,396 | $11.1M | 0.78% |
| 45 | MONOLITHIC PWR SYS INC | 609839105 | 15,100 | $11.0M | 0.78% |
| 46 | META PLATFORMS INC | META | 13,556 | $10.0M | 0.71% |
| 47 | CARVANA CO | CVNA | 27,972 | $9.4M | 0.67% |
| 48 | ORACLE CORP | ORCL-PD | 42,958 | $9.4M | 0.66% |
| 49 | CIRCLE INTERNET GROUP INC | CRCL | 50,000 | $9.1M | 0.64% |
| 50 | AMAZON COM INC | AMZN | 40,000 | $8.8M | 0.62% |
| 51 | THE TRADE DESK INC | 88339J105 | 120,000 | $8.6M | 0.61% |
| 52 | PALO ALTO NETWORKS INC | PANW | 41,396 | $8.5M | 0.60% |
| 53 | LATTICE SEMICONDUCTOR CORP | LSCC | 170,401 | $8.3M | 0.59% |
| 54 | MICROSOFT CORP | MSFT | 13,541 | $6.7M | 0.48% |
| 55 | SHIFT4 PMTS INC | 82452J109 | 66,767 | $6.6M | 0.47% |
| 56 | RUBRIK INC. | RBRK | 59,470 | $5.3M | 0.38% |
| 57 | ZSCALER INC | ZS | 16,933 | $5.3M | 0.38% |
| 58 | STERIS PLC | STE | 20,619 | $5.0M | 0.35% |
| 59 | DATADOG INC | DDOG | 33,727 | $4.5M | 0.32% |
| 60 | AIRBNB INC | ABNB | 33,188 | $4.4M | 0.31% |
| 61 | INSULET CORP | PODD | 12,634 | $4.0M | 0.28% |
| 62 | MONGODB INC | MDB | 18,603 | $3.9M | 0.28% |
| 63 | CHECK POINT SOFTWARE TECH LT | M22465104 | 14,845 | $3.3M | 0.23% |
| 64 | TESLA INC | TSLA | 10,000 | $3.2M | 0.22% |
| 65 | GUARDANT HEALTH INC | GH | 50,782 | $2.6M | 0.19% |
| 66 | AZENTA INC | AZTA | 84,870 | $2.6M | 0.18% |
| 67 | REPLIGEN CORP | RGEN | 20,954 | $2.6M | 0.18% |
| 68 | CAREDX INC | CDNA | 123,390 | $2.4M | 0.17% |
| 69 | SENTINELONE INC | S | 117,754 | $2.2M | 0.15% |
| 70 | VARONIS SYS INC | VRNS | 41,437 | $2.1M | 0.15% |
| 71 | LIVE NATION ENTERTAINMENT IN | LYV | 9,945 | $1.5M | 0.11% |
| 72 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 3,186 | $294,992 | 0.02% |