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  Name: Meridiem Capital Partners LP
  City: DALLAS
  State: TX
  Zip: 75201
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $912,361,000
  Total Value Change : $-151,658,000
  Securities Held Change : -11
   
All Securities Held : 55
  New Positions : 28
  Closed Positions : 39
  Increased Positions : 10
  Unchanged Positions : 0
  Decreased Positions : 17

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Holdings Found : 94     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 1 - $222.26 $73,130,000 384,371 8.02% 56,482,000 308,487 0.004    Internet Software & S...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 2 - $164.10 $46,457,000 428,653 5.09% 4,762,000 118,167 0.002    Semiconductor - Speci...
   (T)1 Year Chart         T AT&T Corp 3 - $27.62 $44,853,000 1,586,045 4.92% 20,763,000 528,080 0.022    Long Distance Carriers
   (NFLX)1 Year Chart         NFLX Netflix Inc 4 New $1,250.59 $39,451,000 42,305 4.32% 39,451,000 42,305 0.01    Music & Video Stores
   (DHR)1 Year Chart         DHR Danaher Corp 5 New $205.51 $38,513,000 187,867 4.22% 38,513,000 187,867 0.026    General Building Mate...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 6 - $177.62 $38,227,000 247,199 4.19% -9,495,000 -4,900 0.004    Search Engines & Info...
   (MU)1 Year Chart         MU Micron Technology Inc 7 New $123.11 $35,957,000 413,818 3.94% 35,957,000 413,818 0.037    Semiconductor - Memor...
   (EBAY)1 Year Chart         EBAY eBay Inc 8 New $77.22 $28,526,000 421,171 3.13% 28,526,000 421,171 0.061    Internet Software & S...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 9 New $372.63 $28,142,000 56,821 3.08% 28,142,000 56,821 0.016    Medical Appliances & ...
   (FOXA)1 Year Chart         FOXA Fox Corporation 10 - $56.73 $27,428,000 484,592 3.01% 23,508,000 403,893 0.061    Entertainment - Diver...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 11 - $28.11 $27,022,000 372,822 2.96% 23,850,000 329,979 0.06    Medical Appliances & ...
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 12 - $95.15 $26,931,000 237,950 2.95% 15,425,000 129,018 0.115    Medical Appliances & ...
   (FIS)1 Year Chart         FIS Fidelity National Information 13 - $80.22 $20,629,000 276,237 2.26% -6,364,000 -57,960 0.044    Business Services
   (A)1 Year Chart         A Agilent Technologies Inc 14 - $124.17 $20,612,000 176,200 2.26% -8,880,000 -43,330 0.057    Scientific & Technica...
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 15 New $709.95 $19,726,000 35,863 2.16% 19,726,000 35,863 0.019    N/A
   (SQ)1 Year Chart         SQ Square Inc 16 - $68.76 $19,706,000 362,706 2.16% -24,616,000 -158,789 0.067    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 17 New $127.91 $19,681,000 215,922 2.16% 19,681,000 215,922 0.083    N/A
   (GFS)1 Year Chart         GFS Globalfoundries Ord Shs 18 New $0.00 $18,870,000 511,238 2.07% 18,870,000 511,238 0.088    N/A
   (WDC)1 Year Chart         WDC Western Digital Corp 19 - $65.06 $18,154,000 449,017 1.99% 8,418,000 285,742 0.131    Data Storage Devices
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 20 - $229.76 $17,195,000 103,583 1.88% -10,689,000 -37,609 0.002    Semiconductor - Integ...
   (TECH)1 Year Chart         TECH Techne Corp 21 New $54.41 $17,013,000 290,180 1.86% 17,013,000 290,180 0.184    Biotechnology
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 22 New $75.08 $15,453,000 319,204 1.69% 15,453,000 319,204 0.057    Semiconductor - Speci...
   (GPN)1 Year Chart         GPN Global Payments Inc 23 - $127.47 $15,279,000 156,033 1.67% -15,950,000 -122,644 0.052    Business Services
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 24 - $144.16 $15,125,000 147,218 1.66% 6,727,000 77,691 0.012    Semiconductor- Broad...
   (CVNA)1 Year Chart         CVNA Carvana Co. 25 New $345.55 $14,563,000 69,653 1.6% 14,563,000 69,653 0.057    N/A
   (BSX)1 Year Chart         BSX Boston Scientific Corp 26 New $103.86 $13,134,000 130,190 1.44% 13,134,000 130,190 0.009    Medical Instruments &...
   (LYFT)1 Year Chart         LYFT Lyft, Inc. 27 - $15.32 $12,383,000 1,043,185 1.36% 812,000 146,176 0.254    N/A
   (CART)1 Year Chart         CART Maplebear Inc. 28 New $48.43 $12,146,000 304,489 1.33% 12,146,000 304,489 0.11    N/A
   (WU)1 Year Chart         WU Western Union Co 29 - $8.59 $11,982,000 1,132,487 1.31% -4,365,000 -409,691 0.231    Personal Services
   (TTWO)1 Year Chart         TTWO Take-Two Interactive 30 - $235.33 $11,935,000 57,586 1.31% -8,309,000 -52,390 0.035    Technical & System So...
   (APP)1 Year Chart         APP Applovin Corp 31 New $346.32 $11,534,000 43,530 1.26% 11,534,000 43,530 0.02    N/A
   (QRVO)1 Year Chart         QRVO Qorvo, Inc. 32 New $90.32 $11,261,000 155,523 1.23% 11,261,000 155,523 0.136    N/A
   (PKI)1 Year Chart         PKI Perkinelmer Inc 33 New $102.40 $11,096,000 104,880 1.22% 11,096,000 104,880 0.094    Scientific & Technica...
   (V)1 Year Chart         V Visa Inc 34 - $355.88 $11,009,000 31,412 1.21% -6,245,000 -23,183 0.002    Business Services
   (MTD)1 Year Chart         MTD Mettler Toledo Internationa... 35 - $1,236.24 $10,706,000 9,066 1.17% -18,793,000 -15,041 0.038    Scientific & Technica...
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 36 - $233.19 $10,686,000 56,226 1.17% -22,817,000 -104,964 0.02    Semiconductor- Broad...
   (CPAY)1 Year Chart         CPAY Corpay Inc 37 New $335.68 $9,369,000 26,868 1.03% 9,369,000 26,868 0.037    Business Services
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 38 - $177.50 $8,758,000 38,234 0.96% -21,815,000 -96,528 0.013    Medical Instruments &...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 39 - $5,718.51 $7,965,000 1,729 0.87% -5,514,000 -984 0.004    Internet Software & S...
   (MPWR)1 Year Chart         MPWR Monolithic Power Systems Inc 40 - $740.45 $6,950,000 11,984 0.76% -3,199,000 -5,169 0.024    Semiconductor - Speci...
   (ALGM)1 Year Chart         ALGM Allegro Microsystems, Inc. 41 - $37.51 $6,280,000 249,920 0.69% -18,860,000 -900,146 0.132    N/A
   (STX)1 Year Chart         STX Seagate Technology 42 - $144.50 $6,256,000 73,642 0.69% 1,077,000 13,642 0.032    Data Storage Devices
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 43 New $73.36 $5,934,000 96,385 0.65% 5,934,000 96,385 0.012    N/A
   (PEN)1 Year Chart         PEN Penumbra Inc 44 - $243.87 $5,847,000 21,864 0.64% -1,308,000 -8,265 0.06    N/A
   (NVMI)1 Year Chart         NVMI Nova Measuring Instruments,... 45 New $283.41 $5,551,000 30,115 0.61% 5,551,000 30,115 0.107    Semiconductor Equipme...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 46 - $101.06 $4,993,000 68,676 0.55% -16,744,000 -232,264 0.005    Semiconductor Equipme...
   (W)1 Year Chart         W Wayfair Inc. 47 New $58.83 $4,807,000 150,073 0.53% 4,807,000 150,073 0.13    N/A
   (AMBA)1 Year Chart         AMBA Ambarella Inc 48 New $67.46 $4,516,000 89,720 0.49% 4,516,000 89,720 0.259    Semiconductor Equipme...
   (AVDX)1 Year Chart         AVDX Avidxchange Holdings, Inc. 49 New $9.84 $4,306,000 507,762 0.47% 4,306,000 507,762 0.259    N/A
   (CRWV)1 Year Chart         CRWV Coreweave, Inc. 50 New $138.29 $3,558,000 95,949 0.39% 3,558,000 95,949 0.028    N/A
   (NTRA)1 Year Chart         NTRA Natera, Inc. 51 New $163.36 $3,525,000 24,929 0.39% 3,525,000 24,929 0.02    N/A
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 52 New $76.85 $3,511,000 64,159 0.38% 3,511,000 64,159 0.015    N/A
   (TWST)1 Year Chart         TWST Twist Bioscience Corp 53 New $0.00 $3,095,000 78,845 0.34% 3,095,000 78,845 0.114    N/A
   (WGS)1 Year Chart         WGS GeneDx Holdings Corp 54 New $86.91 $1,707,000 19,271 0.19% 1,707,000 19,271 0.075    N/A
   (GLBE)1 Year Chart         GLBE Global E Online Ord Shs 55 New $33.44 $918,000 25,743 0.1% 918,000 25,743 0.018    N/A
   (FDS)1 Year Chart         FDS Factset Research Systems Inc 68 Closed $449.98 $0 0 0% -41,241,000 -85,868 0    Information & Deliver...
   (DGX)1 Year Chart         DGX Quest Diagnostics Inc 87 Closed $171.45 $0 0 0% -1,180,000 -7,822 0    Medical Laboratories ...
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 94 Closed $281.64 $0 0 0% -3,058,000 -14,544 0    Healthcare Informatio...
   (ILMN)1 Year Chart         ILMN Illumina Inc 61 Closed $100.05 $0 0 0% -12,712,000 -95,130 0    Scientific & Technica...
   (ENTG)1 Year Chart         ENTG Entegris Inc 74 Closed $88.00 $0 0 0% -11,986,000 -120,998 0    Semiconductor Equipme...
   (SYK)1 Year Chart         SYK Stryker Corp 80 Closed $394.77 $0 0 0% -5,900,000 -16,387 0    Medical Instruments &...
   (EXAS)1 Year Chart         EXAS Exact Sciences Corp 67 Closed $53.32 $0 0 0% -11,358,000 -202,139 0    Biotechnology
   (PINS)1 Year Chart         PINS Pinterest, Inc. 86 Closed $35.80 $0 0 0% -8,962,000 -309,019 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp 60 Closed $23.82 $0 0 0% -9,082,000 -452,943 0    Semiconductor- Broad...
   (HLS)1 Year Chart         HLS Encompass Health Corp 73 Closed $85.88 $0 0 0% -2,384,000 -25,812 0    Hospitals
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 79 Closed $401.58 $0 0 0% -2,184,000 -6,373 0    CATV Systems
   (DIS)1 Year Chart         DIS Walt Disney Co 66 Closed $121.56 $0 0 0% -33,096,000 -297,223 0    Entertainment - Diver...
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 65 Closed $46.39 $0 0 0% -14,591,000 -172,245 0    N/A
   (HPQ)1 Year Chart         HPQ HP Inc 85 Closed $25.73 $0 0 0% -6,041,000 -185,127 0    Diversified Computer ...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 59 Closed $68.76 $0 0 0% -34,301,000 -579,410 0    Networking & Communic...
   (ELAN)1 Year Chart         ELAN Elanco Animal Health Inc 72 Closed $15.04 $0 0 0% -4,547,000 -375,516 0    N/A
   (CAH)1 Year Chart         CAH Cardinal Health Inc 78 Closed $162.17 $0 0 0% -12,017,000 -101,609 0    Drugs Wholesale
   (ON)1 Year Chart         ON On Semiconductor Corp 84 Closed $59.52 $0 0 0% -7,913,000 -125,503 0    Semiconductor- Broad...
   (DXCM)1 Year Chart         DXCM DexCom Inc 58 Closed $85.46 $0 0 0% -32,158,000 -413,498 0    Medical Instruments &...
   (ADI)1 Year Chart         ADI Analog Devices Inc 71 Closed $245.13 $0 0 0% -22,994,000 -108,227 0    Semiconductor- Broad...
   (HUM)1 Year Chart         HUM Humana Inc 90 Closed $232.18 $0 0 0% -9,264,000 -36,513 0    Health Care Plans
   (SNAP)1 Year Chart         SNAP Snap Inc 64 Closed $9.34 $0 0 0% -8,097,000 -751,772 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 77 Closed $275.40 $0 0 0% -31,504,000 -135,888 0    Semiconductor- Broad...
   (U)1 Year Chart         U Unity Software Inc. 92 Closed $29.16 $0 0 0% -22,332,000 -993,869 0    N/A
   (APH)1 Year Chart         APH Amphenol Corp 83 Closed $98.31 $0 0 0% -9,720,000 -139,952 0    Diversified Electronics
   (ALGN)1 Year Chart         ALGN Align Technology Inc 57 Closed $204.48 $0 0 0% -2,118,000 -10,159 0    Medical Appliances & ...
   (THC)1 Year Chart         THC Tenet Healthcare Corp 70 Closed $173.66 $0 0 0% -2,957,000 -23,427 0    Hospitals
   (MDT)1 Year Chart         MDT Medtronic Plc 89 Closed $89.40 $0 0 0% -12,580,000 -157,481 0    Medical Appliances & ...
   (LH)1 Year Chart         LH Laboratory Corp of America 63 Closed $253.63 $0 0 0% -7,299,000 -31,831 0    Medical Laboratories ...
   (ADUS)1 Year Chart         ADUS Addus Homecare Corp 76 Closed $112.20 $0 0 0% -1,476,000 -11,774 0    Home Health Care
   (TXG)1 Year Chart         TXG 10x Genomics, Inc. 91 Closed $0.00 $0 0 0% -4,924,000 -342,870 0    N/A
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 82 Closed $152.07 $0 0 0% -3,091,000 -14,739 0    Research Services
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 56 Closed $0.00 $0 0 0% -30,426,000 -43,899 0    Semiconductor Equipme...
   (CI)1 Year Chart         CI Cigna Corporation 69 Closed $308.78 $0 0 0% -2,366,000 -8,569 0    Health Care Plans
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 93 Closed $299.51 $0 0 0% -22,779,000 -45,030 0    Health Care Plans
   (MCK)1 Year Chart         MCK McKesson Corp 88 Closed $531.10 $0 0 0% -4,727,000 -8,295 0    Drugs Wholesale
   (ETSY)1 Year Chart         ETSY Etsy Inc 62 Closed $58.16 $0 0 0% -22,873,000 -432,469 0    N/A
   (AVTR)1 Year Chart         AVTR Avantor, Inc. 75 Closed $13.70 $0 0 0% -11,829,000 -561,427 0    N/A
   (LSCC)1 Year Chart         LSCC Lattice Semiconductor Corp 81 Closed $54.90 $0 0 0% -7,315,000 -129,131 0    Semiconductor - Speci...

      94 Records Found
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