13F HOLDINGS REPORT
Meridiem Capital Partners LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002026798-26-000001
Total Value
$1.66B
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 414,613 | $95.7M | 5.77% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 250,152 | $76.0M | 4.59% |
| 3 | NVIDIA CORPORATION | NVDA | 349,668 | $65.2M | 3.93% |
| 4 | MOODYS CORP | MCO | 125,516 | $64.1M | 3.87% |
| 5 | APPLIED MATLS INC | 038222105 | 242,022 | $62.2M | 3.75% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 608,758 | $58.0M | 3.50% |
| 7 | EBAY INC. | EBAY | 529,430 | $46.1M | 2.78% |
| 8 | BOOKING HOLDINGS INC | BKNG | 8,565 | $45.9M | 2.77% |
| 9 | META PLATFORMS INC | META | 62,415 | $41.2M | 2.49% |
| 10 | SYNOPSYS INC | SNPS | 84,205 | $39.6M | 2.39% |
| 11 | MONOLITHIC PWR SYS INC | 609839105 | 42,723 | $38.7M | 2.34% |
| 12 | SERVICENOW INC | NOW | 252,115 | $38.6M | 2.33% |
| 13 | DANAHER CORPORATION | 235851102 | 165,145 | $37.8M | 2.28% |
| 14 | AMAZON COM INC | AMZN | 150,000 | $34.6M | 2.09% |
| 15 | VERIZON COMMUNICATIONS INC | VZ | 833,497 | $33.9M | 2.05% |
| 16 | BLOCK INC | BSQKZ | 513,770 | $33.4M | 2.02% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 58,528 | $33.1M | 2.00% |
| 18 | NXP SEMICONDUCTORS N V | NXPI | 148,311 | $32.2M | 1.94% |
| 19 | SNOWFLAKE INC | SNOW | 145,035 | $31.8M | 1.92% |
| 20 | WESTERN UN CO | WU | 3,388,600 | $31.5M | 1.90% |
| 21 | ORACLE CORP | ORCL-PD | 157,088 | $30.6M | 1.85% |
| 22 | AGILENT TECHNOLOGIES INC | A | 222,216 | $30.2M | 1.82% |
| 23 | EXPEDIA GROUP INC | EXPE | 104,491 | $29.6M | 1.79% |
| 24 | MASTERCARD INCORPORATED | MA | 50,031 | $28.6M | 1.72% |
| 25 | CENTENE CORP DEL | CNC | 667,094 | $27.5M | 1.66% |
| 26 | ETSY INC | ETSY | 485,995 | $26.9M | 1.63% |
| 27 | CHARLES RIV LABS INTL INC | 159864107 | 132,883 | $26.5M | 1.60% |
| 28 | ON SEMICONDUCTOR CORP | ON | 482,271 | $26.1M | 1.58% |
| 29 | TWILIO INC | TWLO | 162,812 | $23.2M | 1.40% |
| 30 | MARVELL TECHNOLOGY INC | MRVL | 265,446 | $22.6M | 1.36% |
| 31 | MONGODB INC | MDB | 52,009 | $21.8M | 1.32% |
| 32 | COMCAST CORP NEW | CCZ | 707,054 | $21.1M | 1.27% |
| 33 | SALESFORCE INC | CRM | 78,304 | $20.7M | 1.25% |
| 34 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 80,903 | $20.7M | 1.25% |
| 35 | MEDTRONIC PLC | MDT | 208,685 | $20.0M | 1.21% |
| 36 | COREWEAVE INC | CRWV | 244,450 | $17.5M | 1.06% |
| 37 | WESTERN DIGITAL CORP | WDC | 87,524 | $15.1M | 0.91% |
| 38 | BIO-TECHNE CORP | TECH | 254,359 | $15.0M | 0.90% |
| 39 | BILL HOLDINGS INC | BILL | 273,792 | $14.9M | 0.90% |
| 40 | FORTINET INC | FTNT | 186,940 | $14.8M | 0.90% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 48,575 | $14.4M | 0.87% |
| 42 | AUTODESK INC | ADSK | 47,199 | $14.0M | 0.84% |
| 43 | CLOUDFLARE INC | NET | 68,634 | $13.5M | 0.82% |
| 44 | ILLUMINA INC | ILMN | 102,878 | $13.5M | 0.81% |
| 45 | PENUMBRA INC | PEN | 43,249 | $13.4M | 0.81% |
| 46 | LYFT INC | LYFT | 688,052 | $13.3M | 0.80% |
| 47 | CHARTER COMMUNICATIONS INC N | 16119P108 | 56,883 | $11.9M | 0.72% |
| 48 | ROBINHOOD MKTS INC | 770700102 | 101,717 | $11.5M | 0.69% |
| 49 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 78,948 | $11.4M | 0.69% |
| 50 | ENTEGRIS INC | ENTG | 133,548 | $11.3M | 0.68% |
| 51 | ETSY INC | ETSY | 200,000 | $11.1M | 0.67% |
| 52 | SAP SE | SAPGF | 42,728 | $10.4M | 0.63% |
| 53 | CORPAY INC | CPAY | 32,890 | $9.9M | 0.60% |
| 54 | EDWARDS LIFESCIENCES CORP | EW | 114,765 | $9.8M | 0.59% |
| 55 | TESLA INC | TSLA | 20,661 | $9.3M | 0.56% |
| 56 | RUBRIK INC. | RBRK | 118,564 | $9.1M | 0.55% |
| 57 | ROKU INC | ROKU | 76,304 | $8.3M | 0.50% |
| 58 | NATERA INC | NTRA | 36,017 | $8.3M | 0.50% |
| 59 | CARIS LIFE SCIENCES INC | CAI | 278,063 | $7.5M | 0.45% |
| 60 | ALIBABA GROUP HLDG LTD | BBAAY | 50,000 | $7.3M | 0.44% |
| 61 | COREWEAVE INC | CRWV | 100,000 | $7.2M | 0.43% |
| 62 | CHIME FINL INC | 16935C109 | 243,403 | $6.1M | 0.37% |
| 63 | ABBOTT LABS | ABLZF | 45,830 | $5.7M | 0.35% |
| 64 | TENET HEALTHCARE CORP | THC | 25,851 | $5.1M | 0.31% |
| 65 | VARONIS SYS INC | VRNS | 154,638 | $5.1M | 0.31% |
| 66 | TRANSMEDICS GROUP INC | TMDX | 36,668 | $4.5M | 0.27% |
| 67 | CIRCLE INTERNET GROUP INC | CRCL | 45,909 | $3.6M | 0.22% |
| 68 | GENEDX HOLDINGS CORP | WGSWW | 20,807 | $2.7M | 0.16% |
| 69 | ASTERA LABS INC | ALAB | 15,000 | $2.5M | 0.15% |
| 70 | AZENTA INC | AZTA | 57,695 | $1.9M | 0.12% |
| 71 | TWIST BIOSCIENCE CORP | TWST | 21,205 | $672,623 | 0.04% |