Meridiem Capital Partners LP

CIK 0002026798 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Meridiem Capital Partners LP reported 85 positions worth $2.23B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DHR (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.23B
2026 Q2
Positions
85
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.9%
Est. Net Flow (Q)
2026 Q2
10 / 85 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DHRDANAHER CORP DELSH$102.4M4.59%537,437
2UNHUNITEDHEALTH GROUP INCSH$87.7M3.93%211,050
3EWEDWARDS LIFESCIENCES CORPSH$77.7M3.48%858,921
4VVISA INCSH$68.1M3.05%198,553
5MCOMOODYS CORPSH$65.6M2.94%144,783
6MTDMETTLER TOLEDO INTERNATIONALSH$64.1M2.87%50,157
7INTCINTEL CORPSH$58.4M2.62%418,425
8CRLCHARLES RIV LABS INTL INCSH$56.0M2.51%246,979
9ZBHZIMMER BIOMET HOLDINGS INCSH$55.0M2.46%638,555
10SNOWSNOWFLAKE INCSH$53.6M2.40%210,452

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Meridiem Capital Partners LP hold as of Q2 2026?

Meridiem Capital Partners LP reported 85 positions worth $2.23B in its Q2 2026 13F filing. Largest positions: DHR (4.6%), UNH (3.9%), EW (3.5%), V (3.1%) and MCO (2.9%).

What did Meridiem Capital Partners LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Meridiem Capital Partners LP sell in Q2 2026?

No previous quarter is available yet.

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.