Filed: 5/15/2025ACC: 0001085146-25-003223
📋 What this filing means
MERIDIEM CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $958.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$958.99M
Total AUM (reported)
12.95M
Total Shares
Allocation by class
COM$680.90M71.0%
CL A COM$39.81M4.2%
CL A$39.08M4.1%
CAP STK CL A$38.23M4.0%
COM NEW$33.13M3.5%
COM CL A$31.32M3.3%
SHS$25.16M2.6%
Portfolio Concentration
Top 3$178.15M18.6%
4–10$253.67M26.5%
11–25$298.82M31.2%
Rest$228.35M23.8%
Top 3 weight
18.6%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 12.95M
Sole
Full voting authority
12.95M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
AMAZON COM INC
SOLEShares384.37K
TypeSH
Market value$73.13M
7.63%
Sole
384.37K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares282.59K
TypeSH
Market value$58.57M
6.11%
Sole
282.59K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares428.65K
TypeSH
Market value$46.46M
4.84%
Sole
428.65K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.59M
TypeSH
Market value$44.85M
4.68%
Sole
1.59M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares42.30K
TypeSH
Market value$39.45M
4.11%
Sole
42.30K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares187.87K
TypeSH
Market value$38.51M
4.02%
Sole
187.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares247.20K
TypeSH
Market value$38.23M
3.99%
Sole
247.20K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares413.82K
TypeSH
Market value$35.96M
3.75%
Sole
413.82K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares421.17K
TypeSH
Market value$28.53M
2.97%
Sole
421.17K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares56.82K
TypeSH
Market value$28.14M
2.93%
Sole
56.82K
Shared
0.00
None
0.00
FOX CORP
SOLEShares484.59K
TypeSH
Market value$27.43M
2.86%
Sole
484.59K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares372.82K
TypeSH
Market value$27.02M
2.82%
Sole
372.82K
Shared
0.00
None
0.00
ZIMMER BIOMET HOLDINGS INC
SOLEShares237.95K
TypeSH
Market value$26.93M
2.81%
Sole
237.95K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares276.24K
TypeSH
Market value$20.63M
2.15%
Sole
276.24K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares176.20K
TypeSH
Market value$20.61M
2.15%
Sole
176.20K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares35.86K
TypeSH
Market value$19.73M
2.06%
Sole
35.86K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares362.71K
TypeSH
Market value$19.71M
2.05%
Sole
362.71K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares215.92K
TypeSH
Market value$19.68M
2.05%
Sole
215.92K
Shared
0.00
None
0.00
GLOBALFOUNDRIES INC
SOLEShares511.24K
TypeSH
Market value$18.87M
1.97%
Sole
511.24K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares449.02K
TypeSH
Market value$18.15M
1.89%
Sole
449.02K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares103.58K
TypeSH
Market value$17.19M
1.79%
Sole
103.58K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares290.18K
TypeSH
Market value$17.01M
1.77%
Sole
290.18K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares319.20K
TypeSH
Market value$15.45M
1.61%
Sole
319.20K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares156.03K
TypeSH
Market value$15.28M
1.59%
Sole
156.03K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares147.22K
TypeSH
Market value$15.13M
1.58%
Sole
147.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 384.37K | SH | $73.13M 7.63% | 384.37K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 282.59K | SH | $58.57M 6.11% | 282.59K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 428.65K | SH | $46.46M 4.84% | 428.65K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.59M | SH | $44.85M 4.68% | 1.59M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 42.30K | SH | $39.45M 4.11% | 42.30K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 187.87K | SH | $38.51M 4.02% | 187.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 247.20K | SH | $38.23M 3.99% | 247.20K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 413.82K | SH | $35.96M 3.75% | 413.82K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 421.17K | SH | $28.53M 2.97% | 421.17K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 56.82K | SH | $28.14M 2.93% | 56.82K | 0.00 | 0.00 |
FOX CORPSOLE | CL A COM | 484.59K | SH | $27.43M 2.86% | 484.59K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 372.82K | SH | $27.02M 2.82% | 372.82K | 0.00 | 0.00 |
ZIMMER BIOMET HOLDINGS INCSOLE | COM | 237.95K | SH | $26.93M 2.81% | 237.95K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 276.24K | SH | $20.63M 2.15% | 276.24K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 176.20K | SH | $20.61M 2.15% | 176.20K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 35.86K | SH | $19.73M 2.06% | 35.86K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 362.71K | SH | $19.71M 2.05% | 362.71K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 215.92K | SH | $19.68M 2.05% | 215.92K | 0.00 | 0.00 |
GLOBALFOUNDRIES INCSOLE | ORDINARY SHARES | 511.24K | SH | $18.87M 1.97% | 511.24K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 449.02K | SH | $18.15M 1.89% | 449.02K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 103.58K | SH | $17.19M 1.79% | 103.58K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 290.18K | SH | $17.01M 1.77% | 290.18K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 319.20K | SH | $15.45M 1.61% | 319.20K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 156.03K | SH | $15.28M 1.59% | 156.03K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 147.22K | SH | $15.13M 1.58% | 147.22K | 0.00 | 0.00 |
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