The Analysis of Meridiem Capital Partners LP's Holdings
Currently, Meridiem Capital Partners LP holds 66 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in NVDA (+349.7K shares, valued at $65.2M), AMAT (+242.0K shares, valued at $62.2M), AMZN (+257.0K shares, valued at $59.3M); decreased their positions in CRM (-117.5K shares, valued at $31.1M), TSLA (-41.5K shares, valued at $18.6M), N/A (-117.1K shares, valued at $11.2M); initiated new positions in NVDA (+349.7K shares, valued at $65.2M), AMAT (+242.0K shares, valued at $62.2M), EBAY (+529.4K shares, valued at $46.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC414.6K shares162.98%2025-12-312026-02-17
TSM TAIWAN SEMICONDUCTOR MFG LTD250.2K shares29.31%2025-12-312026-02-17 NVDA NVIDIA CORPORATION349.7K sharesnew addition2025-12-312026-02-17 MCO MOODYS CORP125.5K shares177.71%2025-12-312026-02-17 AMAT APPLIED MATLS INC242.0K sharesnew addition2025-12-312026-02-17 BSX BOSTON SCIENTIFIC CORP608.8K shares-15.46%2025-12-312026-02-17 EBAY EBAY INC.529.4K sharesnew addition2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC8.6K shares-16.89%2025-12-312026-02-17 META META PLATFORMS INC62.4K sharesnew addition2025-12-312026-02-17 SNPS SYNOPSYS INC84.2K sharesnew addition2025-12-312026-02-17 MPWR MONOLITHIC PWR SYS INC42.7K sharesnew addition2025-12-312026-02-17 NOW SERVICENOW INC252.1K sharesnew addition2025-12-312026-02-17 DHR DANAHER CORPORATION165.1K sharesnew addition2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC833.5K sharesnew addition2025-12-312026-02-17 XYZ BLOCK INC513.8K shares82.71%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC58.5K sharesnew addition2025-12-312026-02-17 NXPI NXP SEMICONDUCTORS N V148.3K shares10.59%2025-12-312026-02-17 SNOW SNOWFLAKE INC145.0K shares1.52%2025-12-312026-02-17 WU WESTERN UN CO3.4M shares-25.46%2025-12-312026-02-17 ORCL ORACLE CORP157.1K shares74.23%2025-12-312026-02-17 A AGILENT TECHNOLOGIES INC222.2K sharesnew addition2025-12-312026-02-17 EXPE EXPEDIA GROUP INC104.5K sharesnew addition2025-12-312026-02-17 MA MASTERCARD INCORPORATED50.0K shares8.86%2025-12-312026-02-17 CNC CENTENE CORP DEL667.1K sharesnew addition2025-12-312026-02-17 ETSY ETSY INC486.0K shares74.27%2025-12-312026-02-17 CRL CHARLES RIV LABS INTL INC132.9K shares88.57%2025-12-312026-02-17 ON ON SEMICONDUCTOR CORP482.3K sharesnew addition2025-12-312026-02-17 TWLO TWILIO INC162.8K sharesnew addition2025-12-312026-02-17 MDB MONGODB INC52.0K sharesnew addition2025-12-312026-02-17 CMCSA COMCAST CORP NEW707.1K sharesnew addition2025-12-312026-02-17 CRM SALESFORCE INC78.3K shares-60.01%2025-12-312026-02-17 TTWO TAKE-TWO INTERACTIVE SOFTWAR80.9K shares175.74%2025-12-312026-02-17 MEDTRONIC PLC MEDTRONIC PLC208.7K shares-35.94%2025-12-312026-02-17 CRWV COREWEAVE INC244.4K sharesnew addition2025-12-312026-02-17 WDC WESTERN DIGITAL CORP87.5K sharesnew addition2025-12-312026-02-17 TECH BIO-TECHNE CORP254.4K shares20.58%2025-12-312026-02-17 FTNT FORTINET INC186.9K sharesnew addition2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS48.6K shares465.75%2025-12-312026-02-17 ADSK AUTODESK INC47.2K sharesnew addition2025-12-312026-02-17 NET CLOUDFLARE INC68.6K sharesnew addition2025-12-312026-02-17 ILMN ILLUMINA INC102.9K sharesnew addition2025-12-312026-02-17 PEN PENUMBRA INC43.2K sharesnew addition2025-12-312026-02-17 LYFT LYFT INC688.1K shares-26.08%2025-12-312026-02-17 CHTR CHARTER COMMUNICATIONS INC N56.9K shares75.55%2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC101.7K sharesnew addition2025-12-312026-02-17 CRDO CREDO TECHNOLOGY GROUP HOLDI78.9K shares48.79%2025-12-312026-02-17 ENTG ENTEGRIS INC133.5K shares-44.17%2025-12-312026-02-17 SAP SAP SE42.7K sharesnew addition2025-12-312026-02-17 CORPAY INC CORPAY INC32.9K sharesnew addition2025-12-312026-02-17 EW EDWARDS LIFESCIENCES CORP114.8K sharesnew addition2025-12-312026-02-17 TSLA TESLA INC20.7K shares-66.74%2025-12-312026-02-17 RBRK RUBRIK INC.118.6K sharesnew addition2025-12-312026-02-17 ROKU ROKU INC76.3K sharesnew addition2025-12-312026-02-17 NTRA NATERA INC36.0K shares-51.28%2025-12-312026-02-17 CAI CARIS LIFE SCIENCES INC278.1K sharesnew addition2025-12-312026-02-17 CHYM CHIME FINL INC243.4K sharesnew addition2025-12-312026-02-17 ABT ABBOTT LABS45.8K shares-51.26%2025-12-312026-02-17 THC TENET HEALTHCARE CORP25.9K sharesnew addition2025-12-312026-02-17 VRNS VARONIS SYS INC154.6K sharesnew addition2025-12-312026-02-17 TMDX TRANSMEDICS GROUP INC36.7K sharesnew addition2025-12-312026-02-17 CRCL CIRCLE INTERNET GROUP INC45.9K shares-62.01%2025-12-312026-02-17 WGS GENEDX HOLDINGS CORP20.8K sharesnew addition2025-12-312026-02-17 AZTA AZENTA INC57.7K sharesnew addition2025-12-312026-02-17 TWST TWIST BIOSCIENCE CORP21.2K sharesnew addition2025-12-312026-02-17 Call Option Holdings
AMZN Call CallAMAZON COM INC150.0K sharesnew addition2025-12-312026-02-17 BABA Call CallALIBABA GROUP HLDG LTD50.0K sharesnew addition2025-12-312026-02-17 CRWV Call CallCOREWEAVE INC100.0K sharesnew addition2025-12-312026-02-17 ALAB Call CallASTERA LABS INC15.0K sharesnew addition2025-12-312026-02-17 Put Option Holdings
No put option holdings data available