Institutional Manager · CIK 0002026798
Meridiem Capital Partners LP
DALLAS, TX · File #028-25246
Latest AUM
$1.66B
Positions
71
Top-10 Concentration
39.0%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 414,613 | $95.7M | 6.29% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 250,152 | $76.0M | 5.00% |
| 3 | NVIDIA CORPORATION | NVDA | 349,668 | $65.2M | 4.29% |
| 4 | MOODYS CORP | MCO | 125,516 | $64.1M | 4.21% |
| 5 | APPLIED MATLS INC | 038222105 | 242,022 | $62.2M | 4.09% |
| 6 | BOSTON SCIENTIFIC CORP | BSX | 608,758 | $58.0M | 3.81% |
| 7 | EBAY INC. | EBAY | 529,430 | $46.1M | 3.03% |
| 8 | BOOKING HOLDINGS INC | BKNG | 8,565 | $45.9M | 3.01% |
| 9 | META PLATFORMS INC | META | 62,415 | $41.2M | 2.71% |
| 10 | SYNOPSYS INC | SNPS | 84,205 | $39.6M | 2.60% |
| 11 | MONOLITHIC PWR SYS INC | 609839105 | 42,723 | $38.7M | 2.54% |
| 12 | SERVICENOW INC | NOW | 252,115 | $38.6M | 2.54% |
| 13 | DANAHER CORPORATION | 235851102 | 165,145 | $37.8M | 2.48% |
| 14 | AMAZON COM INC | AMZN | 150,000 | $34.6M | 2.28% |
| 15 | VERIZON COMMUNICATIONS INC | VZ | 833,497 | $33.9M | 2.23% |
| 16 | BLOCK INC | BSQKZ | 513,770 | $33.4M | 2.20% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 58,528 | $33.1M | 2.18% |
| 18 | NXP SEMICONDUCTORS N V | NXPI | 148,311 | $32.2M | 2.12% |
| 19 | SNOWFLAKE INC | SNOW | 145,035 | $31.8M | 2.09% |
| 20 | WESTERN UN CO | WU | 3,388,600 | $31.5M | 2.07% |