DSC Meridian Capital LP
CIK 0001970572 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$427.2M
2026 Q2
Positions
15
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AERO
GRUPO AEROMEXICO SAB DE CV
12.0%
AZUL
AZUL S A
11.5%
CORZ
CORE SCIENTIFIC INC NEW
11.4%
USHY
ISHARES TR
10.2%
BKLN
INVESCO EXCH TRADED FD TR II
10.2%
NCLH 0.875 04-15-30
NCL CORP LTD
8.9%
RUN 4 03-01-30
SUNRUN INC
8.8%
SMCI 2.25 07-15-28
SUPER MICRO COMPUTER INC
8.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.