Meridiem Capital Partners LP
CIK 2026798
13F filing for Q2 2026・No. 1,530
- Holdings
- US$2.23B
- Quarter change
- +US$696.71M
- Entries
- 85
- Net bought (estimate)
- +US$479.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 52
- Sold out 34
- Cut 15
- Added 13
- Corporate actions 0
- Unchanged 0
Largest holdings
80 stocks worth US$2.17B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DHRDANAHER CORP DELCOM | New | 537,437 | US$102.37M | 4.71% |
| UNHUNITEDHEALTH GROUP INCCOM | New | 211,050 | US$87.72M | 4.03% |
| EWEDWARDS LIFESCIENCES CORPCOM | Added | 858,921 | US$77.7M | 3.57% |
| VVISA INCCOM CL A | New | 198,553 | US$68.12M | 3.13% |
| MCOMOODYS CORPCOM | New | 144,783 | US$65.58M | 3.02% |
| MTDMETTLER TOLEDO INTERNATIONALCOM | New | 50,157 | US$64.08M | 2.95% |
| INTCINTEL CORPCOM | Cut | 418,425 | US$58.42M | 2.69% |
| CRLCHARLES RIV LABS INTL INCCOM | Cut | 246,979 | US$56.01M | 2.58% |
| ZBHZIMMER BIOMET HOLDINGS INCCOM | New | 638,555 | US$54.97M | 2.53% |
| SNOWSNOWFLAKE INCCOM SHS | New | 210,452 | US$53.56M | 2.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.