Meridiem Capital Partners LP 13F Holdings

CIK 0002026798 · DALLAS, TX

As of Sep 30, 2025, Meridiem Capital Partners LP reported 61 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SNOWFLAKE INCSNOWTechnology465,364 05.0M6.71%
BOSTON SCIENTIFIC CORPBSXHealthcare820,071$80.1M5.12%
ADVANCED MICRO DEVICES INCAMDEquity491,227$79.5M5.08%
NETFLIX INCNFLXCommunication Services53,606$64.3M4.11%
T-MOBILE US INCTMUSCommunication Services251,792$60.3M3.85%
MICROSOFT CORPMSFTTechnology113,161$58.6M3.75%
BROADCOM INCAVGOTechnology170,173$56.1M3.59%
BOOKING HOLDINGS INCBKNGIndustrials10,306$55.6M3.56%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology193,455$54.0M3.45%
SALESFORCE INCCRMTechnology195,823$46.4M2.97%
FOX CORPFOXACommunication Services689,777$43.5M2.78%
APPLE INCAAPLTechnology166,965$42.5M2.72%
WESTERN UNION COWUFinancial Services4,545,827$36.3M2.32%
AMAZON.COM INCAMZNEquity157,657$34.6M2.21%
MARVELL TECHNOLOGY INCMRVLTechnology374,579$31.5M2.01%
MEDTRONIC PLCMDTHealthcare325,751$31.0M1.98%
NXP SEMICONDUCTORS NVNXPITechnology134,114$30.5M1.95%
WARNER MUSIC GROUP CORPWMGCommunication Services871,831$29.7M1.90%
SPOTIFY TECHNOLOGY SASPOTCommunication Services40,246$28.1M1.80%
TESLA INCTSLAConsumer Cyclical62,116$27.6M1.77%
SNAP INCSNAPCommunication Services3,442,590$26.5M1.70%
MASTERCARD INCMAFinancial Services45,959$26.1M1.67%
ORACLE CORPORCLTechnology90,161$25.4M1.62%
INTUIT INCINTUTechnology35,987$24.6M1.57%
QORVO INCQRVOTechnology254,208$23.2M1.48%