MG

MERIDIAN GROWTH FUND | MERDX

Mutual Fund
MERIDIAN FUND INC
Last update 2025-02-28 88 Stocks (5 new)
Value $967.00 Mil Turnover 7 %
Countries:
Top Holdings: RBA(3.71%)TRMB(3.17%)CARG(3.09%)ZD(3.06%)CHDN(2.99%)
Summary Stock Picks Current Portfolio
MERIDIAN GROWTH FUND Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RBA 		RB Global Inc
397,976
35,901.4
-11.29%
3.710
-0.39%
0.220
+9.51%
+16.44%
19,346.0
Business Services
TRMB 		Trimble Inc
434,609
30,709.5
-24.37%
3.170
-0.83%
0.180
-3.27%
+0.83%
16,999.3
Hardware
CARG 		CarGurus Inc
816,836
29,847.2
-20.14%
3.090
-0.59%
0.780
-16.33%
-8.13%
3,318.3
Vehicles & Parts
ZD 		Ziff Davis Inc
545,070
29,619.1
-9.60%
3.060
-0.27%
1.270
-36.77%
-37.45%
1,430.6
Media - Diversified
CHDN 		Churchill Downs Inc
216,599
28,924.6
-3.55%
2.990
-0.10%
0.290
-20.09%
-26.34%
7,104.8
Travel & Leisure
STE 		Steris PLC
125,229
25,742.1
0%
2.660
0%
0.130
+5.71%
+12.74%
22,710.7
Medical Devices & Instruments
ALIT 		Alight Inc
3,698,627
25,594.5
+18.34%
2.650
+0.41%
0.700
-11.97%
-14.38%
3,108.9
Software
EEFT 		Euronet Worldwide Inc
246,243
25,323.6
-17.56%
2.620
-0.50%
0.560
+6.13%
+7.23%
4,769.0
Software
OKTA 		Okta Inc
294,653
23,218.7
0%
2.400
0%
0.170
+23.73%
+57.42%
21,717.6
Software
GNRC 		Generac Holdings Inc
133,263
20,662.4
-3.77%
2.140
-0.08%
0.220
-12.10%
-16.76%
7,625.7
Industrial Products

MERIDIAN GROWTH FUND's Historical Top Holdings Breakdowns

MERIDIAN GROWTH FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SMAR Unlock Delisted Smartsheet Inc2024-12-31Sold Out
-3.19%
●
55.37 ($55.97) 56.51
$56.47
0.89%
Sold Out
0
-604,237
TMDX 		TransMedics Group Inc2024-12-31Reduce
-1.50%
●
59.28 ($92.26) 143.8
$122.11
32.35%
Reduce -72.25%
38,695
-100,746
ESTC 		Elastic NV2024-12-31Reduce
-1.40%
●
76.2 ($92.72) 116.22
$93.50
0.84%
Reduce -93.97%
46,793
-729,658
GPK 		Graphic Packaging Holding Co2024-12-31Sold Out
-0.93%
●
26.79 ($28.9) 30.35
$23.25
-19.55%
Sold Out
0
-329,152
DOCS 		Doximity Inc2024-12-31Reduce
-0.89%
●
41.25 ($49.06) 61.25
$60.43
23.18%
Reduce -37.38%
360,641
-215,237
SPT 		Sprout Social Inc2024-12-31New Buy
+0.84%
●
26.49 ($30.08) 36.24
$24.38
-18.95%
New holding
263,155
263,155
TRMB 		Trimble Inc2024-12-31Reduce
-0.83%
●
60.21 ($68.1) 75.4
$71.25
4.63%
Reduce -24.37%
434,609
-140,036
CCSI 		Consensus Cloud Solutions Inc2024-12-31Reduce
-0.70%
●
20.17 ($23.48) 26.61
$23.20
-1.19%
Reduce -92.46%
173,398
-2,126,081
MATX 		Matson Inc2024-12-31Reduce
-0.68%
●
131.18 ($145.69) 167.37
$117.62
-19.27%
Reduce -58.39%
35,411
-49,697
CERT 		Certara Inc2024-12-31Add
+0.66%
●
9.55 ($10.85) 11.71
$12.14
11.89%
Add 155.72%
994,614
605,663

MERIDIAN GROWTH FUND Total Holding History ($B)

To

MERIDIAN GROWTH FUND's Asset Allocation

To

MERIDIAN GROWTH FUND Past Portfolios

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

Top Ranked Articles

  • 1

MERIDIAN GROWTH FUND's Hypothetical Growth since 2024-12-31

MERIDIAN GROWTH FUND's Yearly Returns

Year Portfolio % % Excess Gain %

MERIDIAN GROWTH FUND's Holdings Heat Map

Size field:

MERIDIAN GROWTH FUND's Holdings Bubble Chart

MERIDIAN GROWTH FUND News

  • 1

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