§ 13F · FUND PROFILE
Meridiem Capital Partners LP.
AUM · $2.2B (13F)Positions · 85Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.4B 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 | DHR | DANAHER CORP DEL | 537K | $102M | 4.6% | NEW |
| 2 | UNH | UNITEDHEALTH GROUP INC | 211K | $88M | 3.9% | NEW |
| 3 | EW | EDWARDS LIFESCIENCES CORP | 859K | $78M | 3.5% | +268% |
| 4 | V | VISA INC | 199K | $68M | 3.1% | NEW |
| 5 | MCO | MOODYS CORP | 145K | $66M | 2.9% | NEW |
| 6 | MTD | METTLER TOLEDO INTERNATIONAL | 50K | $64M | 2.9% | NEW |
| 7 | INTC | INTEL CORP | 418K | $58M | 2.6% | −32% |
| 8 | CRL | CHARLES RIV LABS INTL INC | 247K | $56M | 2.5% | −32% |
| 9 | ZBH | ZIMMER BIOMET HOLDINGS INC | 639K | $55M | 2.5% | NEW |
| 10 | SNOW | SNOWFLAKE INC | 210K | $54M | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIDIEM SIGNAL
AC read
Meridiem Capital Partners LP is a Other fund managing $2.2 billion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →