DSC MERIDIAN CAPITAL LP

PrivateCIK: 1970572
Location

NEW YORK, NY

17
Positions
$325.11M
Total AUM (reported)
57.44M
Total Shares

Allocation by class

TOTAL AUM$325.11M17 positions
COM$87.87M27.0%
BROAD USD HIGH$39.97M12.3%
SPONSORED ADS$39.96M12.3%
IBOXX HI YD ETF$32.01M9.8%
TR UNIT$29.27M9.0%
RUSSELL 2000 ETF$25.42M7.8%
NOTE 4.000% 3/0$23.91M7.4%

Portfolio Concentration

Top 339.7%4–1046.6%11–2513.7%TOP 1086.3%0%100%
Top 3$129.00M39.7%
4–10$151.60M46.6%
11–25$44.50M13.7%

Top 3 weight

39.7%

Top 10 weight

86.3%

Voting Authority Distribution

Total shares with voting rights: 57.44M

Sole

Full voting authority

57.44M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares3.28M
TypeSH
Market value$49.07M
15.09%
Sole
3.28M
Shared
0.00
None
0.00

ISHARES TR

SOLE
BROAD USD HIGH
Shares1.08M
TypeSH
Market value$39.97M
12.29%
Sole
1.08M
Shared
0.00
None
0.00

GRUPO AEROMEXICO SAB DE CV

SOLE
SPONSORED ADS
Shares2.85M
TypeSH
Market value$39.96M
12.29%
Sole
2.85M
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares402.33K
TypeSH
Market value$32.01M
9.85%
Sole
402.33K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares45K
TypeSH
Market value$29.27M
9.00%
Sole
45K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares102.50K
TypeSH
Market value$25.42M
7.82%
Sole
102.50K
Shared
0.00
None
0.00

SUNRUN INC

SOLE
NOTE 4.000% 3/0
Shares20M
TypePRN
Market value$23.91M
7.36%
Sole
20M
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares99.35K
TypeSH
Market value$14.94M
4.59%
Sole
99.35K
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
NOTE 2.250% 7/1
Shares15M
TypePRN
Market value$13.07M
4.02%
Sole
15M
Shared
0.00
None
0.00

TERAWULF INC

SOLE
COM
Shares900K
TypeSH
Market value$12.99M
3.99%
Sole
900K
Shared
0.00
None
0.00

MARA HOLDINGS INC

SOLE
NOTE 6/0
Shares11.51M
TypePRN
Market value$10.60M
3.26%
Sole
11.51M
Shared
0.00
None
0.00

TECK RESOURCES LTD

SOLE
CL B
Shares197.44K
TypeSH
Market value$10.22M
3.14%
Sole
197.44K
Shared
0.00
None
0.00

ROCKET COS INC

SOLE
COM CL A
Shares659.40K
TypeSH
Market value$9.40M
2.89%
Sole
659.40K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares20.70K
TypeSH
Market value$4.22M
1.30%
Sole
20.70K
Shared
0.00
None
0.00

GRAY MEDIA INC

SOLE
COM
Shares939.71K
TypeSH
Market value$4.08M
1.25%
Sole
939.71K
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
COM NEW
Shares150K
TypeSH
Market value$3.42M
1.05%
Sole
150K
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
COM
Shares200K
TypeSH
Market value$2.57M
0.79%
Sole
200K
Shared
0.00
None
0.00