Q2 2026 13F · SEC CIK 2026798

Meridiem Capital Partners LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.2B
Reported positions: 80
Holdings vs S&P 500, 3 yrs: —
Assets under management: $2.2B

Meridiem Capital Partners LP is a hedge fund that reported 80 positions worth $2.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Danaher Corp Del (DHR, 4.7%), Unitedhealth Group Inc (UNH, 4.0%), Edwards Lifesciences Corp (EW, 3.6%).

Meridiem Capital Partners LP holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridiem Capital Partners LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DHRDanaher Corp Del	4.7%	—	537,437	—	$102.4M
UNHUnitedhealth Group Inc	4.0%	—	211,050	—	$87.7M
EWEdwards Lifesciences Corp	3.6%	1.2%	858,921	+268.3%	$77.7M
VVisa Inc	3.1%	—	198,553	—	$68.1M
MCOMoodys Corp	3.0%	—	144,783	—	$65.6M
MTDMettler Toledo International	2.9%	—	50,157	—	$64.1M
INTCIntel Corp	2.7%	1.8%	418,425	-31.6%	$58.4M
CRLCharles Riv Labs Intl Inc	2.6%	4.1%	246,979	-31.8%	$56.0M
ZBHZimmer Biomet Holdings Inc	2.5%	—	638,555	—	$55.0M
SNOWSnowflake Inc	2.5%	—	210,452	—	$53.6M
SQBlock Inc	2.4%	2.9%	687,662	-5.9%	$52.3M
GOOGLAlphabet Inc	2.4%	—	144,678	—	$51.7M
CBRSCerebras Systems Inc	2.3%	—	221,522	—	$49.0M
IBMInternational Business Machs	2.1%	—	163,461	—	$46.0M
THCTenet Healthcare Corp	1.9%	2.2%	226,542	+25.5%	$42.4M
NETCloudflare Inc	1.9%	1.5%	169,946	+55.8%	$41.7M
WATWaters Corp	1.7%	4.1%	99,260	-52.2%	$37.2M
ANETArista Networks Inc	1.7%	—	219,098	—	$37.2M
AAPLApple Inc	1.6%	3.3%	122,941	-37.3%	$35.6M
HPEHewlett Packard Enterprise C	1.6%	1.3%	757,731	-11.8%	$34.2M
CPAYCorpay Inc	1.6%	1.5%	101,815	+28.1%	$33.9M
MDTMedtronic PLC	1.6%	—	431,042	—	$33.7M
MUMicron Technology Inc	1.5%	—	29,178	—	$33.7M
METAMeta Platforms Inc	1.5%	2.6%	58,846	-15.8%	$33.1M
BEBloom Energy Corp	1.5%	—	107,035	—	$32.4M
DELLDell Technologies Inc	1.4%	—	70,074	—	$30.2M
RDDTReddit Inc	1.4%	—	170,572	—	$29.6M
IQVIqvia Hldgs Inc	1.3%	—	144,630	—	$27.9M
SNPSSynopsys Inc	1.3%	0.7%	61,695	+135.6%	$27.5M
JKHYHenry Jack & Assoc Inc Com	1.2%	—	187,038	—	$25.8M
SPOTSpotify Technology SA	1.1%	—	54,460	—	$25.0M
TRUTransunion	1.1%	3.9%	333,919	-60.6%	$24.1M
CCICrown Castle Inc	1.1%	—	309,322	—	$23.4M
ALABAstera Labs Inc	1.1%	—	47,891	—	$23.1M
LYFTLyft Inc	1.0%	—	1,554,443	—	$22.7M
WEXWex Inc	1.0%	—	160,776	—	$22.7M
RVTYRevvity Inc	1.0%	—	193,094	—	$21.5M
EHCEncompass Health Corp	1.0%	—	207,713	—	$21.0M
ZSZscaler Inc	0.9%	—	144,497	—	$20.4M
PANWPalo Alto Networks Inc	0.9%	1.1%	58,016	-46.8%	$19.8M
DTDynatrace Inc	0.9%	—	433,110	—	$19.0M
HOODRobinhood Mkts Inc	0.9%	—	189,399	—	$19.0M
ADBEAdobe Inc	0.9%	—	92,233	—	$18.9M
EXPEExpedia Group Inc	0.9%	—	72,598	—	$18.6M
BDXBecton Dickinson & Co	0.9%	—	122,440	—	$18.5M
CRMSalesforce Inc	0.8%	2.1%	117,295	-31.9%	$18.4M
BKNGBooking Holdings Inc	0.8%	—	101,045	—	$18.0M
MDBMongodb Inc	0.8%	—	53,226	—	$17.9M
ROKURoku Inc	0.8%	1.4%	129,183	-41.6%	$17.8M
GLWCorning Inc	0.8%	—	67,830	—	$17.3M

What Meridiem Capital Partners LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

EW Edwards Lifesciences Corp+268.3% shares
SNPS Synopsys Inc+135.6% shares
NET Cloudflare Inc+55.8% shares
CPAY Corpay Inc+28.1% shares
THC Tenet Healthcare Corp+25.5% shares

Reduced

TRU Transunion-60.6% shares
WAT Waters Corp-52.2% shares
PANW Palo Alto Networks Inc-46.8% shares
ROKU Roku Inc-41.6% shares
AAPL Apple Inc-37.3% shares
CRM Salesforce Inc-31.9% shares
CRL Charles Riv Labs Intl Inc-31.8% shares
INTC Intel Corp-31.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.7% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.2B	80
Q1 2026	$1.5B	62
Q4 2025	$1.6B	66
Q3 2025	$1.5B	59
Q2 2025	$1.4B	68
Q1 2025	$912.4M	55
Q4 2024	$1.1B	66

Questions about Meridiem Capital Partners LP's portfolio

What stocks does Meridiem Capital Partners LP own?

Meridiem Capital Partners LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 80 positions worth $2.2B. The largest are Danaher Corp Del (DHR) at 4.7%, Unitedhealth Group Inc (UNH) at 4.0%, Edwards Lifesciences Corp (EW) at 3.6%, Visa Inc (V) at 3.1% and Moodys Corp (MCO) at 3.0%.

What did Meridiem Capital Partners LP buy last quarter?

In Q2 2026, Meridiem Capital Partners LP added Edwards Lifesciences Corp (EW) (+268.3% shares), Synopsys Inc (SNPS) (+135.6% shares) and Cloudflare Inc (NET) (+55.8% shares), compared with its Q1 2026 filing.

What did Meridiem Capital Partners LP sell last quarter?

In Q2 2026, Meridiem Capital Partners LP cut from its top 50 Amazon Com Inc (AMZN), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 At&t Inc (T), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Mastercard Incorporated (MA), Transunion (TRU) (-60.6% shares), Waters Corp (WAT) (-52.2% shares) and Palo Alto Networks Inc (PANW) (-46.8% shares), compared with its Q1 2026 filing.

When is Meridiem Capital Partners LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridiem Capital Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meridiem Capital Partners LP manage?

Meridiem Capital Partners LP reported $2.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.2B.