Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meridiem Capital Partners LP (CIK 2026798) reported $1.53B across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($86.5M, 5.64%), SYK ($76.1M, 4.96%), CRL ($62.5M, 4.07%), WAT ($61.9M, 4.03%), TRU ($58.7M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $86.5M | 5.64% | 415,407 | Trimmed |
| 2 | SYK | STRYKER CORPORATION | $76.1M | 4.96% | 231,496 | New |
| 3 | CRL | CHARLES RIV LABS INTL INC | $62.5M | 4.07% | 362,098 | Added |
| 4 | WAT | WATERS CORP | $61.9M | 4.03% | 207,814 | New |
| 5 | TRU | TRANSUNION | $58.7M | 3.83% | 848,343 | New |
| 6 | T | AT&T INC | $54.3M | 3.54% | 1.9M | New |
| 7 | TSLA | TESLA INC | $53.9M | 3.51% | 144,946 | Added |
| 8 | AAPL | APPLE INC | $49.8M | 3.24% | 196,131 | New |
| 9 | MA | MASTERCARD INCORPORATED | $44.3M | 2.89% | 88,646 | Added |
| 10 | SQ | BLOCK INC | $44.0M | 2.87% | 730,706 | Added |
| 11 | NFLX | NETFLIX INC. | $42.8M | 2.79% | 444,812 | New |
| 12 | META | META PLATFORMS INC | $40.0M | 2.61% | 69,883 | Added |
| 13 | ILMN | ILLUMINA INC | $38.6M | 2.52% | 313,272 | Added |
| 14 | FFIV | F5 INC | $37.7M | 2.45% | 130,139 | New |
| 15 | THC | TENET HEALTHCARE CORP | $34.1M | 2.22% | 180,483 | Added |
| 16 | PYPL | PAYPAL HLDGS INC | $32.3M | 2.10% | 714,109 | New |
| 17 | CRM | SALESFORCE INC | $32.2M | 2.10% | 172,272 | Added |
| 18 | TMUS | T-MOBILE US INC | $32.1M | 2.09% | 152,812 | New |
| 19 | CRWV | COREWEAVE INC | $31.0M | 2.02% | 399,636 | Added |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $30.1M | 1.96% | 148,192 | New |
| 21 | INTC | INTEL CORP | $27.0M | 1.76% | 612,064 | New |
| 22 | MSCI | MSCI INC | $26.8M | 1.75% | 49,692 | New |
| 23 | INTU | INTUIT | $26.0M | 1.69% | 60,053 | New |
| 24 | ELV | ELEVANCE HEALTH INC FORMERLY | $25.7M | 1.68% | 87,947 | New |
| 25 | CAH | CARDINAL HEALTH INC | $24.6M | 1.60% | 116,256 | New |
Source: SEC Form 13F filings · as of 2026-03-31