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Meridiem Capital Partners LP13F | |
| Meridiem Capital Partners LP | |
| Last update 2025-05-15 | 56 Stocks (28 new) |
| Value $959.00 Mil | Turnover 58 % |
Meridiem Capital Partners LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 384,371 | 73,130.4 | +406.52% | 7.630 | +6.12% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
TTWO
CALL
| Take-Two Interactive Software Inc | 225,000 | 46,631.3 | 0% | 4.860 | 0% | 0.130 | +14.92% | +30.44% | 43,913.1 | Interactive Media | |
NVDA | NVIDIA Corp | 428,653 | 46,457.4 | +38.06% | 4.840 | +1.33% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
T | AT&T Inc | 1,586,045 | 44,853.3 | +49.91% | 4.680 | +1.56% | 0.020 | +0.21% | +27.46% | 204,067.3 | Telecommunication Services | |
NFLX | Netflix Inc | 42,305 | 39,450.7 | New Holding | 4.110 | +4.11% | 0.010 | +41.45% | +45.53% | 552,042.5 | Media - Diversified | |
DHR | Danaher Corp | 187,867 | 38,512.7 | New Holding | 4.020 | +4.02% | 0.030 | +2.84% | -11.20% | 145,424.1 | Medical Diagnostics & Research | |
GOOGL | Alphabet Inc | 247,199 | 38,226.8 | -1.94% | 3.990 | -0.08% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
MU | Micron Technology Inc | 413,818 | 35,956.7 | New Holding | 3.750 | +3.75% | 0.040 | +64.50% | +45.50% | 136,857.8 | Semiconductors | |
EBAY | eBay Inc | 421,171 | 28,525.9 | New Holding | 2.970 | +2.97% | 0.090 | +15.53% | +24.32% | 35,190.0 | Retail - Cyclical | |
ISRG | Intuitive Surgical Inc | 56,821 | 28,141.7 | New Holding | 2.930 | +2.93% | 0.020 | +10.08% | +4.31% | 195,148.0 | Medical Devices & Instruments |
Meridiem Capital Partners LP's Historical Top Holdings Breakdowns
Meridiem Capital Partners LP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +6.12% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Add 406.52% | 384,371 | 308,487 | |
NFLX | Netflix Inc | 2025-03-31 | New Buy New Buy | +4.11% | 828.4 ($951.01) 1058.6 | $1,297.18 | 36.40% | New holding | 42,305 | 42,305 | |
DHR | Danaher Corp | 2025-03-31 | New Buy New Buy | +4.02% | 201.62 ($218.33) 250.59 | $203.20 | -6.93% | New holding | 187,867 | 187,867 | |
MU | Micron Technology Inc | 2025-03-31 | New Buy New Buy | +3.75% | 86.89 ($96.05) 109.38 | $122.29 | 27.32% | New holding | 413,818 | 413,818 | |
FDS | FactSet Research Systems Inc | 2025-03-31 | Sold Out Sold Out | -3.63% | 427.5 ($455.27) 476.51 | $447.94 | -1.61% | Sold Out | 0 | -85,868 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Sold Out Sold Out | -3.02% | 58.74 ($61.57) 64.87 | $69.37 | 12.67% | Sold Out | 0 | -579,410 | |
EBAY | eBay Inc | 2025-03-31 | New Buy New Buy | +2.97% | 61.61 ($66.65) 70.93 | $76.36 | 14.57% | New holding | 421,171 | 421,171 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | New Buy New Buy | +2.93% | 476.78 ($553.02) 610.45 | $544.47 | -1.55% | New holding | 56,821 | 56,821 | |
DIS | The Walt Disney Co | 2025-03-31 | Sold Out Sold Out | -2.91% | 96.87 ($107.47) 114 | $124.00 | 15.38% | Sold Out | 0 | -297,223 | |
DXCM | DexCom Inc | 2025-03-31 | Sold Out Sold Out | -2.83% | 67.74 ($81.6) 90.75 | $82.93 | 1.63% | Sold Out | 0 | -413,498 |
Meridiem Capital Partners LP Total Holding History ($B)
Meridiem Capital Partners LP's Asset Allocation
Meridiem Capital Partners LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Meridiem Capital Partners LP's Hypothetical Growth since 2025-03-31
Meridiem Capital Partners LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meridiem Capital Partners LP's Holdings Heat Map
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Meridiem Capital Partners LP's Holdings Bubble Chart
Meridiem Capital Partners LP News
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