Institutional Fund
Meridiem Capital Partners LP
Dallas, TXCIK 20267985 filings on record
Portfolio Value
$1.52B
Q1 2026
Holdings
62
Reported positions
New Buys
33
Opened this quarter
QoQ Change
-4.7%
from $1.59B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc5.7%
- Stryker Corporation5.0%
- Charles Riv Labs Intl Inc4.1%
- Waters Corp4.1%
- Transunion3.9%
- At&T Inc3.6%
- Other73.7%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 415.4K | $86.52M | 5.7% | +794 | Added |
| 2 | Stryker Corporation | 231.5K | $76.07M | 5.0% | +231.5K | New |
| 3 | Charles Riv Labs Intl Inc | 362.1K | $62.46M | 4.1% | +229.2K | Added |
| 4 | Waters Corp | 207.8K | $61.89M | 4.1% | +207.8K | New |
| 5 | Transunion | 848.3K | $58.70M | 3.9% | +848.3K | New |
| 6 | At&T Inc | 1.87M | $54.28M | 3.6% | +1.87M | New |
| 7 | Tesla Inc | 144.9K | $53.88M | 3.5% | +124.3K | Added |
| 8 | Apple Inc | 196.1K | $49.78M | 3.3% | +196.1K | New |
| 9 | Mastercard Incorporated | 88.6K | $44.29M | 2.9% | +38.6K | Added |
| 10 | Block Inc | 730.7K | $43.97M | 2.9% | +216.9K | Added |
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