Meridiem Capital Partners Lp Top Holdings and 13F Report (2025) About Meridiem Capital Partners LpInvestment ActivityMeridiem Capital Partners Lp has $1.42 billion in total holdings as of June 30, 2025.Meridiem Capital Partners Lp owns shares of 70 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 57.36% of the portfolio was purchased this quarter.About 33.62% of the portfolio was sold this quarter.This quarter, Meridiem Capital Partners Lp has purchased 55 new stocks and bought additional shares in 20 stocks.Meridiem Capital Partners Lp sold shares of 8 stocks and completely divested from 27 stocks this quarter.Largest Holdings Amazon.com $98,167,591NVIDIA $88,177,537T-Mobile US $81,127,530Boston Scientific $45,790,924AT&T $43,457,346 Largest New Holdings this Quarter 872590104 - T-Mobile US $81,127,530 Holding032654105 - Analog Devices $37,361,999 Holding57636Q104 - Mastercard $36,786,840 Holding002824100 - Abbott Laboratories $33,620,176 Holding30212P303 - Expedia Group $26,131,400 Holding Largest Purchases this Quarter T-Mobile US 340,500 shares (about $81.13M)Analog Devices 156,970 shares (about $37.36M)Mastercard 65,464 shares (about $36.79M)Abbott Laboratories 247,189 shares (about $33.62M)Boston Scientific 296,129 shares (about $31.81M) Largest Sales this Quarter Netflix 29,750 shares (about $39.84M)Micron Technology 202,642 shares (about $24.98M)Carvana 41,681 shares (about $14.04M)eBay 137,872 shares (about $10.27M)Intuitive Surgical 9,672 shares (about $5.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridiem Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$98,167,591$13,840,438 ▲16.4%447,4576.9%Retail/WholesaleNVDANVIDIA$88,177,537$20,454,649 ▲30.2%558,1216.2%Computer and TechnologyTMUST-Mobile US$81,127,530$81,127,530 ▲New Holding340,5005.7%Computer and TechnologyBSXBoston Scientific$45,790,924$31,807,216 ▲227.5%426,3193.2%MedicalTAT&T$43,457,346$2,442,796 ▼-5.3%1,501,6363.1%Computer and TechnologyAMDAdvanced Micro Devices$37,741,569$16,851,335 ▲80.7%265,9732.7%Computer and TechnologyADIAnalog Devices$37,361,999$37,361,999 ▲New Holding156,9702.6%Computer and TechnologyFOXAFOX$37,223,898$10,067,362 ▲37.1%664,2382.6%Consumer DiscretionaryMAMastercard$36,786,840$36,786,840 ▲New Holding65,4642.6%Business ServicesABTAbbott Laboratories$33,620,176$33,620,176 ▲New Holding247,1892.4%MedicalWDCWestern Digital$33,262,834$4,530,236 ▲15.8%519,8132.3%Computer and TechnologyFISFidelity National Information Services$33,144,128$10,655,674 ▲47.4%407,1262.3%Business ServicesNXPINXP Semiconductors$30,420,581$18,135,762 ▲147.6%139,2312.1%Computer and TechnologyCORPAY INC$29,354,788$20,439,448 ▲229.3%88,4662.1%COM SHSLAM RESEARCH CORP$28,866,469$22,181,547 ▲331.8%296,5532.0%COM NEWEXPEExpedia Group$26,131,400$26,131,400 ▲New Holding154,9171.8%Retail/WholesaleMUMicron Technology$26,027,442$24,975,627 ▼-49.0%211,1761.8%Computer and TechnologyAAgilent Technologies$25,638,263$4,844,901 ▲23.3%217,2551.8%MedicalQCOMQUALCOMM$25,631,941$25,631,941 ▲New Holding160,9441.8%Computer and TechnologyISRGIntuitive Surgical$25,621,238$5,255,862 ▼-17.0%47,1491.8%MedicalBLOCK INC$25,295,230$656,611 ▲2.7%372,3721.8%CL ATRUTransUnion$24,557,808$24,557,808 ▲New Holding279,0661.7%Business ServicesQRVOQorvo$24,362,802$11,157,344 ▲84.5%286,9251.7%Computer and TechnologyAMATApplied Materials$24,353,436$24,353,436 ▲New Holding133,0281.7%Computer and TechnologyRVTYRevvity$23,090,449$12,946,455 ▲127.6%238,7351.6%MedicalMAPLEBEAR INC$21,813,280$8,038,198 ▲58.4%482,1681.5%COMMCHPMicrochip Technology$21,592,190$870,195 ▼-3.9%306,8381.5%Computer and TechnologyEBAYeBay$21,094,444$10,265,949 ▼-32.7%283,2991.5%Retail/WholesaleMTDMettler-Toledo International$20,823,087$10,173,075 ▲95.5%17,7261.5%MedicalHPQHP$20,450,150$20,450,150 ▲New Holding836,0651.4%Computer and TechnologyEXASExact Sciences$20,322,011$20,322,011 ▲New Holding382,4241.4%MedicalTTDTrade Desk$19,753,768$15,134,962 ▲327.7%274,3961.4%Computer and TechnologyENTGEntegris$19,606,338$19,606,338 ▲New Holding243,1041.4%Computer and TechnologyGFSGlobalFoundries$19,571,197$41,905 ▲0.2%512,3351.4%Computer and TechnologyCRLCharles River Laboratories International$18,212,759$18,212,759 ▲New Holding120,0341.3%MedicalLITELumentum$18,089,348$18,089,348 ▲New Holding190,2941.3%Computer and TechnologyDXCMDexCom$17,052,014$17,052,014 ▲New Holding195,3491.2%MedicalNFLXNetflix$16,812,777$39,839,117 ▼-70.3%12,5551.2%Consumer DiscretionaryMDTMedtronic$15,557,753$15,557,753 ▲New Holding178,4761.1%MedicalSNPSSynopsys$14,761,083$14,761,083 ▲New Holding28,7921.0%Computer and TechnologyBRKRBruker$14,596,377$14,596,377 ▲New Holding354,2811.0%Computer and TechnologyWUWestern Union$13,167,053$3,631,512 ▲38.1%1,563,7830.9%Business ServicesREDDIT INC$12,648,482$12,648,482 ▲New Holding84,0040.9%CL AAPPLOVIN CORP$11,236,868$4,002,115 ▼-26.3%32,0980.8%COM CL AMPWRMonolithic Power Systems$11,043,838$2,278,980 ▲26.0%15,1000.8%Computer and TechnologyMETAMeta Platforms$10,005,548$10,005,548 ▲New Holding13,5560.7%Computer and TechnologyCVNACarvana$9,425,445$14,044,830 ▼-59.8%27,9720.7%Retail/WholesaleORCLOracle$9,391,908$9,391,908 ▲New Holding42,9580.7%Computer and TechnologyCIRCLE INTERNET GROUP INC$9,064,500$9,064,500 ▲New Holding50,0000.6%COM CL APANWPalo Alto Networks$8,471,277$8,471,277 ▲New Holding41,3960.6%Computer and TechnologyLSCCLattice Semiconductor$8,347,945$8,347,945 ▲New Holding170,4010.6%Computer and TechnologyMSFTMicrosoft$6,735,429$6,735,429 ▲New Holding13,5410.5%Computer and TechnologyFOURShift4 Payments$6,617,277$6,617,277 ▲New Holding66,7670.5%Business ServicesRUBRIK INC.$5,327,917$5,327,917 ▲New Holding59,4700.4%CL AZSZscaler$5,315,946$5,315,946 ▲New Holding16,9330.4%Computer and TechnologySTESTERIS$4,953,096$4,953,096 ▲New Holding20,6190.3%MedicalDDOGDatadog$4,530,548$4,530,548 ▲New Holding33,7270.3%Computer and TechnologyABNBAirbnb$4,392,100$4,392,100 ▲New Holding33,1880.3%Consumer DiscretionaryPODDInsulet$3,969,350$3,969,350 ▲New Holding12,6340.3%MedicalMDBMongoDB$3,906,444$3,906,444 ▲New Holding18,6030.3%Computer and TechnologyCHKPCheck Point Software Technologies$3,284,456$3,284,456 ▲New Holding14,8450.2%Computer and TechnologyTSLATesla$3,176,600$3,176,600 ▲New Holding10,0000.2%Auto/Tires/TrucksGHGuardant Health$2,642,695$2,642,695 ▲New Holding50,7820.2%MedicalAZTAAzenta$2,612,299$2,612,299 ▲New Holding84,8700.2%MedicalRGENRepligen$2,606,259$2,606,259 ▲New Holding20,9540.2%MedicalCDNACareDx$2,411,041$2,411,041 ▲New Holding123,3900.2%MedicalSSentinelOne$2,152,543$2,152,543 ▲New Holding117,7540.2%Computer and TechnologyVRNSVaronis Systems$2,102,928$2,102,928 ▲New Holding41,4370.1%Computer and TechnologyLYVLive Nation Entertainment$1,504,480$1,504,480 ▲New Holding9,9450.1%Consumer DiscretionaryCRDOCredo Technology Group$294,992$294,992 ▲New Holding3,1860.0%Computer and TechnologyTTWOTake-Two Interactive Software$0$58,565,949 ▼-100.0%00.0%Consumer DiscretionaryDHRDanaher$0$38,512,735 ▼-100.0%00.0%MedicalGOOGLAlphabet$0$38,226,853 ▼-100.0%00.0%Computer and TechnologyEWEdwards Lifesciences$0$27,022,139 ▼-100.0%00.0%MedicalZBHZimmer Biomet$0$26,931,181 ▼-100.0%00.0%MedicalSPOTSpotify Technology$0$19,725,726 ▼-100.0%00.0%Computer and TechnologyDELLDell Technologies$0$19,681,290 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$17,194,778 ▼-100.0%00.0%Computer and TechnologyTECHBio-Techne$0$17,013,253 ▼-100.0%00.0%MedicalGPNGlobal Payments$0$15,278,751 ▼-100.0%00.0%Business ServicesLYFTLyft$0$12,382,606 ▼-100.0%00.0%Computer and TechnologyVVisa$0$11,008,650 ▼-100.0%00.0%Business ServicesBDXBecton, Dickinson and Company$0$8,757,880 ▼-100.0%00.0%MedicalBKNGBooking$0$7,965,347 ▼-100.0%00.0%Retail/WholesaleALGMAllegro MicroSystems$0$6,280,490 ▼-100.0%00.0%Computer and TechnologySTXSeagate Technology$0$6,255,888 ▼-100.0%00.0%Computer and TechnologyMRVLMarvell Technology$0$5,934,424 ▼-100.0%00.0%Computer and TechnologyPENPenumbra$0$5,846,652 ▼-100.0%00.0%MedicalNVMINova$0$5,551,098 ▼-100.0%00.0%Computer and TechnologyWWayfair$0$4,806,838 ▼-100.0%00.0%Retail/WholesaleAMBAAmbarella$0$4,515,608 ▼-100.0%00.0%Computer and TechnologyAVDXAvidXchange$0$4,305,822 ▼-100.0%00.0%Computer and TechnologyCOREWEAVE INC$0$3,557,789 ▼-100.0%00.0%COM CL ANTRANatera$0$3,525,210 ▼-100.0%00.0%MedicalTWSTTwist Bioscience$0$3,095,455 ▼-100.0%00.0%MedicalWGSGeneDx$0$1,706,736 ▼-100.0%00.0%MedicalGLBEGlobal-e Online$0$917,738 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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