Meridiem Capital Partners LP
Meridiem Capital Partners LP reported 85 holdings worth US$2.23B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Meridiem Capital Partners LP reported 85 holdings worth US$2.23B as of Jun 30, 2026. Largest: Danaher Corporation, Unitedhealth Group Incorporated and Edwards Lifesciences Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$2.23B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Danaher Corporation | 537K | US$102M | 4.6% |
| Unitedhealth Group Incorporated | 211K | US$87.7M | 3.9% |
| Edwards Lifesciences Corporation | 859K | US$77.7M | 3.5% |
| Visa Inc. | 199K | US$68.1M | 3.1% |
| Moody's Corporation | 145K | US$65.6M | 2.9% |
| Mettler-toledo International, Inc. | 50,157 | US$64.1M | 2.9% |
| Intel Corporation | 418K | US$58.4M | 2.6% |
| Charles River Laboratories International, Inc. | 247K | US$56M | 2.5% |
| Zimmer Biomet Holdings, Inc. | 639K | US$55M | 2.5% |
| Snowflake Inc. | 210K | US$53.6M | 2.4% |
| Block, Inc. | 688K | US$52.3M | 2.3% |
| Alphabet Inc (google) Class C | 145K | US$51.7M | 2.3% |
| Cerebras Systems Inc. | 222K | US$49M | 2.2% |
| International Business Machines Corporation | 163K | US$46M | 2.1% |
| Tenet Healthcare Corporation | 227K | US$42.4M | 1.9% |
| Cloudflare, Inc. | 170K | US$41.7M | 1.9% |
| Waters Corporation | 99,260 | US$37.2M | 1.7% |
| Arista Networks, Inc. | 219K | US$37.2M | 1.7% |
| Apple Inc | 123K | US$35.6M | 1.6% |
| Hewlett Packard Enterprise Company | 758K | US$34.2M | 1.5% |
| Corpay, Inc. | 102K | US$33.9M | 1.5% |
| Micron Technology, Inc. | 29,178 | US$33.7M | 1.5% |
| Meta Platforms, Inc. | 58,846 | US$33.1M | 1.5% |
| Bloom Energy Corporation | 107K | US$32.4M | 1.5% |
| Dell Technologies Inc. | 70,074 | US$30.2M | 1.4% |
| Reddit, Inc. | 171K | US$29.6M | 1.3% |
| Iqvia Holdings, Inc. | 145K | US$27.9M | 1.3% |
| Synopsys, Inc. | 61,695 | US$27.5M | 1.2% |
| Jack Henry & Associates, Inc. | 187K | US$25.8M | 1.2% |
| Transunion | 334K | US$24.1M | 1.1% |
| Crown Castle Inc. | 309K | US$23.4M | 1.0% |
| Astera Labs, Inc. | 47,891 | US$23.1M | 1.0% |
| Lyft, Inc. | 1.55M | US$22.7M | 1.0% |
| Wex Inc. | 161K | US$22.7M | 1.0% |
| Revvity, Inc. | 193K | US$21.5M | 0.96% |
| Encompass Health Corporation | 208K | US$21M | 0.94% |
| Zscaler Inc | 144K | US$20.4M | 0.91% |
| Palo Alto Networks, Inc. | 58,016 | US$19.8M | 0.89% |
| Dynatrace, Inc. | 433K | US$19M | 0.85% |
| Robinhood Markets, Inc. | 189K | US$19M | 0.85% |
| Adobe Inc. | 92,233 | US$18.9M | 0.85% |
| Expedia Group, Inc. | 72,598 | US$18.6M | 0.83% |
| Becton, Dickinson And Company | 122K | US$18.5M | 0.83% |
| Salesforce, Inc. | 117K | US$18.4M | 0.82% |
| Booking Holdings Inc. Common Stock | 101K | US$18M | 0.81% |
| Mongodb, Inc. | 53,226 | US$17.9M | 0.80% |
| Roku, Inc. | 129K | US$17.8M | 0.80% |
| Corning Incorporated | 67,830 | US$17.3M | 0.78% |
| Twilio Inc. | 81,500 | US$16.8M | 0.75% |
| Okta, Inc. | 123K | US$16.8M | 0.75% |
| Affirm Holdings, Inc. | 201K | US$16.4M | 0.73% |
| Cvs Health Corporation | 158K | US$16.3M | 0.73% |
| 10x Genomics, Inc. | 422K | US$16.2M | 0.73% |
| Humana Inc. | 40,421 | US$16.1M | 0.72% |
| Space Exploration Technologies Corp | 87,833 | US$15M | 0.67% |
| Nutanix, Inc. | 290K | US$14.8M | 0.66% |
| Guardant Health, Inc. | 97,088 | US$14.6M | 0.65% |
| Oracle Corporation | 99,135 | US$14.5M | 0.65% |
| Verisk Analytics, Inc. | 79,120 | US$14.2M | 0.64% |
| Caredx, Inc. | 451K | US$12.9M | 0.58% |
| Digitalocean Holdings, Inc. | 75,793 | US$11.9M | 0.53% |
| Sap Se | 72,235 | US$11.1M | 0.50% |
| Carvana Co. | 166K | US$10.9M | 0.49% |
| Tesla, Inc. | 24,252 | US$10.2M | 0.46% |
| Cardinal Health, Inc. | 40,741 | US$9.68M | 0.43% |
| Zoom Communications, Inc. | 109K | US$9.37M | 0.42% |
| Navan, Inc. | 401K | US$9.18M | 0.41% |
| Cencora, Inc. | 32,205 | US$9.11M | 0.41% |
| Crowdstrike Holdings, Inc. | 11,823 | US$9.02M | 0.40% |
| Abbott Laboratories | 88,519 | US$8.03M | 0.36% |
| Pinterest, Inc. | 267K | US$5.61M | 0.25% |
| Tandem Diabetes Care, Inc. | 298K | US$4.5M | 0.20% |
| Genedx Holdings Corp. | 46,764 | US$3.21M | 0.14% |
| Insulet Corporation | 17,200 | US$2.62M | 0.12% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |
| Twist Bioscience Corporation | 0 | US$0 | 0.00% |
| Wayfair Inc. | 0 | US$0 | 0.00% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Agilent Technologies, Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Bill Holdings, Inc. | 0 | US$0 | 0.00% |
| Bio-techne Corp | 0 | US$0 | 0.00% |
| Cadence Design Systems, Inc. | 0 | US$0 | 0.00% |
| Charter Communications, Inc. | 0 | US$0 | 0.00% |
| Chime Financial, Inc. | 0 | US$0 | 0.00% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Cognizant Technology Solutions Corporation | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Coreweave, Inc. | 0 | US$0 | 0.00% |
| Datadog, Inc. | 0 | US$0 | 0.00% |
| Dexcom, Inc. | 0 | US$0 | 0.00% |
| Ebay Inc. | 0 | US$0 | 0.00% |
| Elevance Health, Inc. | 0 | US$0 | 0.00% |
| F5, Inc. | 0 | US$0 | 0.00% |
| Fortinet, Inc. | 0 | US$0 | 0.00% |
| Illumina, Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
Every holding of Meridiem Capital Partners LP
Source
View original at SEC
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