§ 13F · FUND PROFILE
DSC Meridian Capital LP.
AUM · $427M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$149M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AERO | GRUPO AEROMEXICO SAB DE CV | 2.85M | $51M | 12.0% | ±0% |
| 2 | AZUL | AZUL S A | 5.47M | $49M | 11.5% | NEW |
| 3 | CORZ | CORE SCIENTIFIC INC NEW | 1.91M | $49M | 11.4% | −42% |
| 4 | USHY | ISHARES TR | 1.18M | $44M | 10.2% | +9% |
| 5 | BKLN | INVESCO EXCH TRADED FD TR II | 2.13M | $43M | 10.2% | NEW |
| 6 | NCLH 0.875 04/15/30 | NCL CORP LTD | 34.22M | $38M | 8.9% | NEW |
| 7 | RUN 4 03/01/30 | SUNRUN INC | 31.50M | $37M | 8.8% | +58% |
| 8 | SMCI 2.25 07/15/28 | SUPER MICRO COMPUTER INC | 35.00M | $34M | 8.0% | +133% |
| 9 | VST | VISTRA CORP | 148K | $23M | 5.5% | +49% |
| 10 | SMCI 0 06/15/30 | SUPER MICRO COMPUTER INC | 15.00M | $13M | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DSC SIGNAL
AC read
DSC Meridian Capital LP is a Other fund managing $427 million in assets. The fund runs a focused portfolio of just 15 positions.
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