MI

Meridiem Investment Management Ltd.

13F
Meridiem Investment Management Ltd.
Last update 2025-05-12 57 Stocks (0 new)
Value $5.47 Bil Turnover 3 %
Countries:
Top Holdings: FI(7.33%)MA(7.16%)MMC(6.75%)TMO(6.02%)UNH(5.46%)
Summary Stock Picks Current Portfolio
Meridiem Investment Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FI
Fiserv Inc
1,812,953
400,492.7
-3.36%
7.330
-0.23%
0.330
-19.06%
-14.54%
97,330.9
Software
MA
Mastercard Inc
713,779
391,212.8
+4.40%
7.160
+0.30%
0.080
+7.46%
+8.43%
516,916.7
Credit Services
MMC
Marsh & McLennan Companies Inc
1,511,296
368,796.5
+4.99%
6.750
+0.32%
0.310
-11.95%
+1.98%
105,975.9
Insurance
TMO
Thermo Fisher Scientific Inc
661,218
329,059.4
+4.65%
6.020
+0.27%
0.180
-8.56%
-17.32%
162,069.5
Medical Diagnostics & Research
UNH
UnitedHealth Group Inc
569,934
298,489.6
+2.04%
5.460
+0.11%
0.060
-42.50%
-38.31%
279,898.2
Healthcare Plans
TSCO
Tractor Supply Co
5,358,519
295,201.5
+4.68%
5.400
+0.24%
1.010
-1.59%
+3.85%
28,965.0
Retail - Cyclical
LH
Labcorp Holdings Inc
1,266,688
294,728.9
+4.57%
5.390
+0.24%
1.510
+12.51%
+14.86%
21,920.2
Medical Diagnostics & Research
MSFT
Microsoft Corp
779,461
292,322.7
+2.76%
5.350
+0.14%
0.010
+33.94%
+18.80%
3,707,650.2
Software
BR
Broadridge Financial Solutions Inc
1,123,865
272,425.1
+5.11%
4.980
+0.24%
0.960
+1.29%
+7.91%
28,441.4
Software
ISRG
Intuitive Surgical Inc
531,225
263,075.3
-6.99%
4.810
-0.37%
0.150
+10.08%
+4.31%
195,148.0
Medical Devices & Instruments

Meridiem Investment Management Ltd.'s Historical Top Holdings Breakdowns

Meridiem Investment Management Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APH
Amphenol Corp
2025-03-31
Reduce
Reduce
-0.78%
●
61.62 ($68.22) 78.55
$99.46
45.79%
Reduce -19.37%
2,614,513
-627,962
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-0.62%
●
190.26 ($217) 242.06
$223.41
2.95%
Reduce -13.04%
1,052,759
-157,852
ISRG
Intuitive Surgical Inc
2025-03-31
Reduce
Reduce
-0.37%
●
476.78 ($553.02) 610.45
$544.47
-1.55%
Reduce -6.99%
531,225
-39,894
MMC
Marsh & McLennan Companies Inc
2025-03-31
Add
Add
+0.32%
●
208.48 ($226.88) 244.03
$215.08
-5.20%
Add 4.99%
1,511,296
71,853
MA
Mastercard Inc
2025-03-31
Add
Add
+0.30%
●
504.67 ($544.39) 576.31
$569.24
4.56%
Add 4.4%
713,779
30,083
TMO
Thermo Fisher Scientific Inc
2025-03-31
Add
Add
+0.27%
●
497.6 ($541.6) 606.74
$429.33
-20.73%
Add 4.65%
661,218
29,362
BR
Broadridge Financial Solutions Inc
2025-03-31
Add
Add
+0.24%
●
221.46 ($235.33) 244.83
$242.13
2.89%
Add 5.11%
1,123,865
54,669
LH
Labcorp Holdings Inc
2025-03-31
Add
Add
+0.24%
●
228.19 ($242.67) 256.81
$261.89
7.92%
Add 4.57%
1,266,688
55,374
TSCO
Tractor Supply Co
2025-03-31
Add
Add
+0.24%
●
51.66 ($54.74) 57.94
$54.63
-0.20%
Add 4.68%
5,358,519
239,734
FI
Fiserv Inc
2025-03-31
Reduce
Reduce
-0.23%
●
200.51 ($218.93) 237.79
$175.55
-19.81%
Reduce -3.36%
1,812,953
-63,126

Meridiem Investment Management Ltd. Total Holding History ($B)

To

Meridiem Investment Management Ltd.'s Asset Allocation

To

Meridiem Investment Management Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Meridiem Investment Management Ltd.'s Hypothetical Growth since 2025-03-31

Meridiem Investment Management Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Meridiem Investment Management Ltd.'s Holdings Heat Map

Size field:

Meridiem Investment Management Ltd.'s Holdings Bubble Chart

Meridiem Investment Management Ltd. News

  • 1

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