2026 Q2 Portfolio Activity
In 2026 Q2, Meridiem Capital Partners LP maintained a portfolio of 121 distinct positions. The most significant new addition was DANAHER CORP DEL, now representing 4.59% of the total fund value. They heavily accumulated shares in EDWARDS LIFESCIENCES CORP, increasing the position by 268.3%. Conversely, Meridiem Capital Partners LP completely exited their position in AMAZON COM INC.
Position History
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Total Positions
121
Quarter
2026 Q2
Top Holding
DHR (4.6%)
Top 10 Concentration
30.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 121
Meridiem Capital Partners LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DHR
DANAHER CORP DE...
|
Healthcare | 4.59% | — |
#1
Prev: #—
|
7.3 |
—
|
537,437 | — |
NEW
|
537,437 | $102,371,000 |
$194.74
+11.0%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 3.93% | — |
#2
Prev: #—
|
6.6 |
—
|
211,050 | — |
NEW
|
211,050 | $87,718,712 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 3.48% | 1.22% |
#3
29
Prev: #32
|
5.4 |
—
|
625,732 | 268.3% |
P
S
|
858,921 | $77,697,994 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 3.05% | — |
#4
Prev: #—
|
5.2 |
—
|
198,553 | — |
NEW
|
198,553 | $68,121,549 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MCO
MOODYS CORP
|
Financial Services | 2.94% | — |
#5
Prev: #—
|
5.2 |
—
|
144,783 | — |
NEW
|
144,783 | $65,575,116 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MTD
METTLER TOLEDO ...
|
Healthcare | 2.87% | — |
#6
Prev: #—
|
4.6 |
—
|
50,157 | — |
NEW
|
50,157 | $64,076,069 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 2.62% | 1.76% |
#7
13
Prev: #20
|
1.0 |
—
|
-193,639 | -31.6% |
P
S
|
418,425 | $58,424,683 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRL
CHARLES RIV LAB...
|
Healthcare | 2.51% | 4.07% |
#8
5
Prev: #3
|
1.0 |
—
|
-115,119 | -31.8% |
P
S
|
246,979 | $56,012,367 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZBH
ZIMMER BIOMET H...
|
Healthcare | 2.46% | — |
#9
Prev: #—
|
4.5 |
—
|
638,555 | — |
NEW
|
638,555 | $54,973,200 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 2.40% | — |
#10
Prev: #—
|
4.5 |
—
|
210,452 | — |
NEW
|
210,452 | $53,560,034 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XYZ
BLOCK INC
|
Technology | 2.34% | 2.87% |
#11
1
Prev: #10
|
1.4 |
—
|
-43,044 | -5.9% |
P
S
|
687,662 | $52,262,312 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.32% | — |
#12
Prev: #—
|
4.4 |
—
|
144,678 | — |
NEW
|
144,678 | $51,703,577 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CEREBRAS SYSTEM...
|
|
Unknown | 2.19% | — |
#13
Prev: #—
|
4.4 |
—
|
221,522 | — |
NEW
|
221,522 | $48,956,362 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
IBM
INTERNATIONAL B...
|
Technology | 2.06% | — |
#14
Prev: #—
|
4.3 |
—
|
163,461 | — |
NEW
|
163,461 | $45,966,868 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
THC
TENET HEALTHCAR...
|
Healthcare | 1.90% | 2.22% |
#15
Prev: #15
|
3.3 |
—
|
46,059 | 25.5% |
P
S
|
226,542 | $42,381,477 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NET
CLOUDFLARE INC
|
Technology | 1.87% | 1.47% |
#16
10
Prev: #26
|
3.7 |
—
|
60,884 | 55.8% |
P
S
|
169,946 | $41,684,355 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WAT
WATERS CORP
|
Healthcare | 1.67% | 4.03% |
#17
13
Prev: #4
|
0.7 |
—
|
-108,554 | -52.2% |
P
S
|
99,260 | $37,226,470 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.67% | — |
#18
Prev: #—
|
4.2 |
—
|
219,098 | — |
NEW
|
219,098 | $37,220,368 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.59% | 3.24% |
#19
11
Prev: #8
|
0.6 |
—
|
-73,190 | -37.3% |
P
S
|
122,941 | $35,574,208 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 1.53% | 1.33% |
#20
10
Prev: #30
|
1.1 |
—
|
-101,264 | -11.8% |
P
S
|
757,731 | $34,181,245 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPAY
CORPAY INC
|
Technology | 1.52% | 1.51% |
#21
4
Prev: #25
|
3.1 |
—
|
22,306 | 28.1% |
P
S
|
101,815 | $33,931,885 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 1.51% | — |
#22
Prev: #—
|
4.1 |
—
|
431,042 | — |
NEW
|
431,042 | $33,720,416 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.51% | — |
#23
Prev: #—
|
4.1 |
—
|
29,178 | — |
NEW
|
29,178 | $33,679,874 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.49% | 2.61% |
#24
12
Prev: #12
|
1.1 |
—
|
-11,037 | -15.8% |
P
S
|
58,846 | $33,147,363 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 1.45% | — |
#25
Prev: #—
|
4.1 |
—
|
107,035 | — |
NEW
|
107,035 | $32,399,495 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 1.36% | — |
#26
Prev: #—
|
4.0 |
—
|
70,074 | — |
NEW
|
70,074 | $30,234,128 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
PUT
STATE STR SPDR ...
|
PUT Option | 1.34% | — |
#27
Prev: #—
|
4.0 |
—
|
40,000 | — |
NEW
|
40,000 | $29,870,800 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RDDT
REDDIT INC
|
Communication Services | 1.33% | — |
#28
Prev: #—
|
4.0 |
—
|
170,572 | — |
NEW
|
170,572 | $29,607,888 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 1.25% | — |
#29
Prev: #—
|
4.0 |
—
|
144,630 | — |
NEW
|
144,630 | $27,945,409 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 1.23% | 0.68% |
#30
21
Prev: #51
|
3.5 |
—
|
35,511 | 135.6% |
P
S
|
61,695 | $27,520,289 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JKHY
HENRY JACK & AS...
|
Technology | 1.15% | — |
#31
Prev: #—
|
4.0 |
—
|
187,038 | — |
NEW
|
187,038 | $25,762,614 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 1.12% | 0.59% |
#32
21
Prev: #53
|
3.4 |
—
|
35,908 | 193.6% |
P
S
|
54,460 | $25,004,220 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRU
TRANSUNION
|
Financial Services | 1.08% | 3.83% |
#33
28
Prev: #5
|
0.4 |
—
|
-514,424 | -60.6% |
P
S
|
333,919 | $24,088,917 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CCI
CROWN CASTLE IN...
|
Real Estate | 1.05% | — |
#34
Prev: #—
|
3.9 |
—
|
309,322 | — |
NEW
|
309,322 | $23,424,955 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALAB
ASTERA LABS INC
|
Technology | 1.04% | — |
#35
Prev: #—
|
3.9 |
—
|
47,891 | — |
NEW
|
47,891 | $23,132,311 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LYFT
LYFT INC
|
Technology | 1.02% | — |
#36
Prev: #—
|
3.9 |
—
|
1,554,443 | — |
NEW
|
1,554,443 | $22,710,412 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WEX
WEX INC
|
Technology | 1.02% | — |
#37
Prev: #—
|
3.9 |
—
|
160,776 | — |
NEW
|
160,776 | $22,683,886 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVTY
REVVITY INC
|
Healthcare | 0.96% | — |
#38
Prev: #—
|
3.9 |
—
|
193,094 | — |
NEW
|
193,094 | $21,483,638 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EHC
ENCOMPASS HEALT...
|
Healthcare | 0.94% | — |
#39
Prev: #—
|
3.9 |
—
|
207,713 | — |
NEW
|
207,713 | $20,995,630 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZS
ZSCALER INC
|
Technology | 0.91% | — |
#40
Prev: #—
|
3.9 |
—
|
144,497 | — |
NEW
|
144,497 | $20,395,752 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.89% | 1.14% |
#41
8
Prev: #33
|
0.4 |
—
|
-50,936 | -46.8% |
P
S
|
58,016 | $19,784,616 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DT
DYNATRACE INC
|
Technology | 0.85% | 0.41% |
#42
17
Prev: #59
|
3.3 |
—
|
261,458 | 152.3% |
P
S
|
433,110 | $19,017,860 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.85% | — |
#43
Prev: #—
|
3.8 |
—
|
189,399 | — |
NEW
|
189,399 | $18,992,932 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADBE
ADOBE INC
|
Technology | 0.85% | — |
#44
Prev: #—
|
3.8 |
—
|
92,233 | — |
NEW
|
92,233 | $18,909,610 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 0.83% | 0.47% |
#45
12
Prev: #57
|
3.3 |
—
|
41,190 | 131.1% |
P
S
|
72,598 | $18,576,376 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 0.83% | — |
#46
Prev: #—
|
3.8 |
—
|
122,440 | — |
NEW
|
122,440 | $18,528,845 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.82% | 2.10% |
#47
30
Prev: #17
|
0.3 |
—
|
-54,977 | -31.9% |
P
S
|
117,295 | $18,375,435 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.81% | 0.40% |
#48
12
Prev: #60
|
3.3 |
—
|
99,572 | 6759.8% |
P
S
|
101,045 | $18,010,261 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDB
MONGODB INC
|
Technology | 0.80% | — |
#49
Prev: #—
|
3.8 |
—
|
53,226 | — |
NEW
|
53,226 | $17,878,613 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ROKU
ROKU INC
|
Communication Services | 0.80% | 1.36% |
#50
21
Prev: #29
|
0.3 |
—
|
-91,976 | -41.6% |
P
S
|
129,183 | $17,845,340 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 121 holdings