Meridiem Capital Partners Lp Top Holdings and 13F Report (2025) About Meridiem Capital Partners LpInvestment ActivityMeridiem Capital Partners Lp has $1.14 billion in total holdings as of December 31, 2024.Meridiem Capital Partners Lp owns shares of 67 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings Unity Software $50,419,736Alphabet $47,722,341BLOCK INC $44,321,860NVIDIA $41,695,165FactSet Research Systems $41,240,683 Sector AllocationMap of 500 Largest Holdings ofMeridiem Capital Partners Lp Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUUnity Software$50,419,7362,243,8694.4%Computer and TechnologyGOOGLAlphabet$47,722,341252,0994.2%Computer and TechnologyBLOCK INC$44,321,860521,4953.9%CL ANVDANVIDIA$41,695,165310,4863.7%Computer and TechnologyFDSFactSet Research Systems$41,240,68385,8683.6%Business ServicesETSYEtsy$36,624,685692,4693.2%Retail/WholesaleCSCOCisco Systems$34,301,072579,4103.0%Computer and TechnologyNXPINXP Semiconductors$33,503,342161,1902.9%Computer and TechnologyDISWalt Disney$33,095,781297,2232.9%Consumer DiscretionaryDXCMDexCom$32,157,739413,4982.8%MedicalAVGOBroadcom$31,504,274135,8882.8%Computer and TechnologyGPNGlobal Payments$31,228,545278,6772.7%Business ServicesFOURShift4 Payments$31,134,000300,0002.7%Business ServicesBDXBecton, Dickinson and Company$30,573,455134,7622.7%MedicalASMLASML$30,425,51943,8992.7%Computer and TechnologyMTDMettler-Toledo International$29,499,25424,1072.6%MedicalAAgilent Technologies$29,491,660219,5302.6%MedicalTSMTaiwan Semiconductor Manufacturing$27,884,008141,1922.5%Computer and TechnologyFISFidelity National Information Services$26,993,092334,1972.4%Business ServicesALGMAllegro MicroSystems$25,140,4431,150,0662.2%Computer and TechnologyTAT&T$24,089,8631,057,9652.1%Computer and TechnologyADIAnalog Devices$22,993,908108,2272.0%Computer and TechnologyUNHUnitedHealth Group$22,778,87645,0302.0%MedicalLAM RESEARCH CORP$21,736,896300,9401.9%COM NEWTTWOTake-Two Interactive Software$20,244,382109,9761.8%Consumer DiscretionaryVVisa$17,254,20454,5951.5%Business ServicesAMZNAmazon.com$16,648,19175,8841.5%Retail/WholesaleWUWestern Union$16,347,0871,542,1781.4%Business ServicesBILLBILL$14,590,874172,2451.3%Computer and TechnologyBKNGBooking$13,479,3232,7131.2%Retail/WholesaleILMNIllumina$12,712,22295,1301.1%MedicalMDTMedtronic$12,579,582157,4811.1%MedicalCAHCardinal Health$12,017,296101,6091.1%MedicalENTGEntegris$11,986,062120,9981.1%Computer and TechnologyAVTRAvantor$11,829,267561,4271.0%MedicalLYFTLyft$11,571,416897,0091.0%Computer and TechnologyZBHZimmer Biomet$11,506,487108,9321.0%MedicalEXASExact Sciences$11,358,190202,1391.0%MedicalMPWRMonolithic Power Systems$10,149,43017,1530.9%Computer and TechnologyWDCWestern Digital$9,736,088163,2750.9%Computer and TechnologyAPHAmphenol$9,719,666139,9520.9%Computer and TechnologyHUMHumana$9,263,71336,5130.8%MedicalINTCIntel$9,081,507452,9430.8%Computer and TechnologyPINSPinterest$8,961,551309,0190.8%Computer and TechnologyAMDAdvanced Micro Devices$8,398,16669,5270.7%Computer and TechnologySNAPSnap$8,096,584751,7720.7%Computer and TechnologyONOnsemi$7,912,964125,5030.7%Computer and TechnologyLSCCLattice Semiconductor$7,315,271129,1310.6%Computer and TechnologyLABCORP HOLDINGS INC$7,299,48531,8310.6%COM SHSPENPenumbra$7,155,03530,1290.6%MedicalHPQHP$6,040,694185,1270.5%Computer and TechnologySYKStryker$5,900,13916,3870.5%MedicalSTXSeagate Technology$5,178,60060,0000.5%Computer and TechnologyTXG10x Genomics$4,923,613342,8700.4%MedicalMCKMcKesson$4,727,4038,2950.4%MedicalELANElanco Animal Health$4,547,499375,5160.4%MedicalFOXAFOX$3,920,35780,6990.3%Consumer DiscretionaryEWEdwards Lifesciences$3,171,66742,8430.3%MedicalICLRICON Public$3,090,91614,7390.3%MedicalVEEVVeeva Systems$3,057,87614,5440.3%MedicalTHCTenet Healthcare$2,957,19023,4270.3%MedicalEHCEncompass Health$2,383,73825,8120.2%MedicalCIThe Cigna Group$2,366,2448,5690.2%MedicalCHTRCharter Communications$2,184,4736,3730.2%Consumer DiscretionaryALGNAlign Technology$2,118,25310,1590.2%MedicalADUSAddus HomeCare$1,475,87111,7740.1%MedicalDGXQuest Diagnostics$1,180,0277,8220.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
