13F HOLDINGS REPORT
Meridiem Capital Partners LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002026798-25-000007
Total Value
$1.56B
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 466,227 | $75.4M | 4.82% |
| 2 | SNOWFLAKE INC | SNOW | 322,500 | $72.7M | 4.65% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 720,071 | $70.3M | 4.49% |
| 4 | NETFLIX INC | NFLX | 53,606 | $64.3M | 4.11% |
| 5 | T-MOBILE US INC | TMUSZ | 251,792 | $60.3M | 3.85% |
| 6 | BROADCOM INC | AVGO | 170,173 | $56.1M | 3.59% |
| 7 | BOOKING HOLDINGS INC | BKNG | 10,306 | $55.6M | 3.56% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 193,455 | $54.0M | 3.45% |
| 9 | MICROSOFT CORP | MSFT | 98,161 | $50.8M | 3.25% |
| 10 | SALESFORCE INC | CRM | 195,823 | $46.4M | 2.97% |
| 11 | FOX CORP | FOX | 689,777 | $43.5M | 2.78% |
| 12 | APPLE INC | AAPL | 166,965 | $42.5M | 2.72% |
| 13 | WESTERN UN CO | WU | 4,545,827 | $36.3M | 2.32% |
| 14 | AMAZON COM INC | AMZN | 157,657 | $34.6M | 2.21% |
| 15 | SNOWFLAKE INC | SNOW | 142,864 | $32.2M | 2.06% |
| 16 | MARVELL TECHNOLOGY INC | MRVL | 374,579 | $31.5M | 2.01% |
| 17 | MEDTRONIC PLC | MDT | 325,751 | $31.0M | 1.98% |
| 18 | NXP SEMICONDUCTORS N V | NXPI | 134,114 | $30.5M | 1.95% |
| 19 | WARNER MUSIC GROUP CORP | WMG | 871,831 | $29.7M | 1.90% |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | 40,246 | $28.1M | 1.80% |
| 21 | TESLA INC | TSLA | 62,116 | $27.6M | 1.77% |
| 22 | MASTERCARD INCORPORATED | MA | 45,959 | $26.1M | 1.67% |
| 23 | ORACLE CORP | ORCL-PD | 90,161 | $25.4M | 1.62% |
| 24 | INTUIT | INTU | 35,987 | $24.6M | 1.57% |
| 25 | QORVO INC | QRVO | 254,208 | $23.2M | 1.48% |
| 26 | GLOBAL PMTS INC | 37940X102 | 271,622 | $22.6M | 1.44% |
| 27 | ENTEGRIS INC | ENTG | 239,208 | $22.1M | 1.41% |
| 28 | MOODYS CORP | MCO | 45,197 | $21.5M | 1.38% |
| 29 | WATERS CORP | 941848103 | 68,788 | $20.6M | 1.32% |
| 30 | LYFT INC | LYFT | 930,831 | $20.5M | 1.31% |
| 31 | BLOCK INC | BSQKZ | 281,195 | $20.3M | 1.30% |
| 32 | THERMO FISHER SCIENTIFIC INC | TMO | 38,635 | $18.7M | 1.20% |
| 33 | ETSY INC | ETSY | 278,876 | $18.5M | 1.18% |
| 34 | DEXCOM INC | DXCM | 269,926 | $18.2M | 1.16% |
| 35 | PALO ALTO NETWORKS INC | PANW | 88,616 | $18.0M | 1.15% |
| 36 | SNAP INC | SNAP | 2,242,590 | $17.3M | 1.11% |
| 37 | GLOBALFOUNDRIES INC | GFS | 466,563 | $16.7M | 1.07% |
| 38 | CIRCLE INTERNET GROUP INC | CRCL | 120,854 | $16.0M | 1.02% |
| 39 | QUALCOMM INC | QCOM | 90,247 | $15.0M | 0.96% |
| 40 | MSCI INC | MSCI | 26,407 | $15.0M | 0.96% |
| 41 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 598,325 | $14.7M | 0.94% |
| 42 | ABBOTT LABS | ABLZF | 94,027 | $12.6M | 0.80% |
| 43 | EQUIFAX INC | EFX | 48,621 | $12.5M | 0.80% |
| 44 | VISA INC | V | 35,278 | $12.0M | 0.77% |
| 45 | NATERA INC | NTRA | 73,929 | $11.9M | 0.76% |
| 46 | REDDIT INC | RDDT | 51,256 | $11.8M | 0.75% |
| 47 | BIO-TECHNE CORP | TECH | 210,947 | $11.7M | 0.75% |
| 48 | CHARLES RIV LABS INTL INC | 159864107 | 70,467 | $11.0M | 0.70% |
| 49 | CARVANA CO | CVNA | 27,602 | $10.4M | 0.67% |
| 50 | BOSTON SCIENTIFIC CORP | BSX | 100,000 | $9.8M | 0.62% |
| 51 | SNAP INC | SNAP | 1,200,000 | $9.3M | 0.59% |
| 52 | CHARTER COMMUNICATIONS INC N | 16119P108 | 32,402 | $8.9M | 0.57% |
| 53 | ROBLOX CORP | RBLX | 63,459 | $8.8M | 0.56% |
| 54 | CROWDSTRIKE HLDGS INC | CRWD | 17,009 | $8.3M | 0.53% |
| 55 | MICROSOFT CORP | MSFT | 15,000 | $7.8M | 0.50% |
| 56 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 53,060 | $7.7M | 0.49% |
| 57 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 29,340 | $7.6M | 0.48% |
| 58 | SENTINELONE INC | S | 400,107 | $7.0M | 0.45% |
| 59 | ELASTIC N V | ESTC | 70,000 | $5.9M | 0.38% |
| 60 | APPLOVIN CORP | APP | 7,104 | $5.1M | 0.33% |
| 61 | ADVANCED MICRO DEVICES INC | AMD | 25,000 | $4.0M | 0.26% |
| 62 | CONFLUENT INC | 20717M103 | 200,000 | $4.0M | 0.25% |
| 63 | INTERNATIONAL BUSINESS MACHS | INTR | 8,586 | $2.4M | 0.15% |
| 64 | GUARDANT HEALTH INC | GH | 36,681 | $2.3M | 0.15% |
| 65 | RXSIGHT INC | RXST | 174,014 | $1.6M | 0.10% |
| 66 | BETA BIONICS INC | BBNX | 73,386 | $1.5M | 0.09% |