Dsc Meridian Capital Lp Top Holdings and 13F Report (2026) About Dsc Meridian Capital LpInvestment ActivityDsc Meridian Capital Lp has $427.16 million in total holdings as of June 30, 2026.Dsc Meridian Capital Lp owns shares of 15 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 47.44% of the portfolio was purchased this quarter.About 35.47% of the portfolio was sold this quarter.This quarter, Dsc Meridian Capital Lp has purchased 17 new stocks and bought additional shares in 5 stocks.Dsc Meridian Capital Lp sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings GRUPO AEROMEXICO SAB DE CV $51,334,110AZUL S A $49,218,875CORE SCIENTIFIC INC NEW $48,755,399iShares Broad USD High Yield Corporate Bond ETF $43,737,464Invesco Senior Loan ETF $43,443,955 Largest New Holdings this Quarter 05501U601 - AZUL S A $49,218,875 Holding46138G508 - Invesco Senior Loan ETF $43,443,955 Holding62886HBT7 - NCL CORP LTD $38,194,726 Holding86800UAF1 - SUPER MICRO COMPUTER INC $13,334,025 Holding12769G100 - Caesars Entertainment $4,979,700 Holding Largest Purchases this Quarter AZUL S A 5,474,847 shares (about $49.22M)Invesco Senior Loan ETF 2,132,742 shares (about $43.44M)NCL CORP LTD 34,217,000 shares (about $38.19M)SUPER MICRO COMPUTER INC 20,000,000 shares (about $19.64M)SUNRUN INC 11,500,000 shares (about $13.65M) Largest Sales this Quarter CORE SCIENTIFIC INC NEW 1,375,000 shares (about $35.19M)Rocket Companies 2,000 shares (about $31.50K)Teck Resources 200 shares (about $11.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDsc Meridian Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGRUPO AEROMEXICO SAB DE CV$51,334,1100.0%2,851,89512.0%SPONSORED ADSAZUL S A$49,218,875$49,218,875 â–²New Holding5,474,84711.5%SPONSORED ADSCORE SCIENTIFIC INC NEW$48,755,399$35,186,250 â–¼-41.9%1,905,25211.4%COMUSHYiShares Broad USD High Yield Corporate Bond ETF$43,737,464$3,572,541 â–²8.9%1,181,45510.2%ETFBKLNInvesco Senior Loan ETF$43,443,955$43,443,955 â–²New Holding2,132,74210.2%ETFNCL CORP LTD$38,194,726$38,194,726 â–²New Holding34,217,0008.9%NOTE 0.875% 4/1SUNRUN INC$37,386,763$13,649,136 â–²57.5%31,500,0008.8%NOTE 4.000% 3/0SUPER MICRO COMPUTER INC$34,364,750$19,637,000 â–²133.3%35,000,0008.0%NOTE 2.250% 7/1VSTVistra$23,429,492$7,669,760 â–²48.7%147,6995.5%UtilitiesSUPER MICRO COMPUTER INC$13,334,025$13,334,025 â–²New Holding15,000,0003.1%NOTE 6/1EAElectronic Arts$13,171,975$8,927,647 â–²210.3%64,2413.1%Communication ServicesTECKTeck Resources$11,727,890$11,892 â–¼-0.1%197,2402.7%MaterialsRKTRocket Companies$10,354,050$31,500 â–¼-0.3%657,4002.4%FinanceCZRCaesars Entertainment$4,979,700$4,979,700 â–²New Holding165,0001.2%Consumer DiscretionaryGTNGray Media$3,730,6650.0%939,7140.9%Communication ServicesHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$32,009,295 â–¼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$29,265,300 â–¼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$25,420,000 â–¼-100.0%00.0%ETFWULFTeraWulf$0$12,987,000 â–¼-100.0%00.0%TechnologyMARA HOLDINGS INC$0$10,602,779 â–¼-100.0%00.0%NOTE 6/0SUPER MICRO COMPUTER INC$0$3,415,500 â–¼-100.0%00.0%COM NEWCIFRCipher Mining$0$2,574,000 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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