Filed: 8/14/2025ACC: 0001085146-25-005138
📋 What this filing means
MERIDIEM CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$1.42B
Total AUM (reported)
15.44M
Total Shares
Allocation by class
COM$1.06B75.2%
CL A$112.17M7.9%
COM NEW$80.62M5.7%
COM CL A$44.45M3.1%
CL A COM$41.75M2.9%
COM SHS$29.35M2.1%
ORDINARY SHARES$19.87M1.4%
Portfolio Concentration
Top 3$267.47M18.9%
4–10$271.98M19.2%
11–25$405.76M28.6%
Rest$471.45M33.3%
Top 3 weight
18.9%
Top 10 weight
38.1%
Voting Authority Distribution
Total shares with voting rights: 15.44M
Sole
Full voting authority
15.44M
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)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
AMAZON COM INC
SOLEShares447.46K
TypeSH
Market value$98.17M
6.93%
Sole
447.46K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares558.12K
TypeSH
Market value$88.18M
6.22%
Sole
558.12K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares340.50K
TypeSH
Market value$81.13M
5.73%
Sole
340.50K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares426.32K
TypeSH
Market value$45.79M
3.23%
Sole
426.32K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.50M
TypeSH
Market value$43.46M
3.07%
Sole
1.50M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares265.97K
TypeSH
Market value$37.74M
2.66%
Sole
265.97K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares156.97K
TypeSH
Market value$37.36M
2.64%
Sole
156.97K
Shared
0.00
None
0.00
FOX CORP
SOLEShares664.24K
TypeSH
Market value$37.22M
2.63%
Sole
664.24K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares65.46K
TypeSH
Market value$36.79M
2.60%
Sole
65.46K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares247.19K
TypeSH
Market value$33.62M
2.37%
Sole
247.19K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares519.81K
TypeSH
Market value$33.26M
2.35%
Sole
519.81K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares407.13K
TypeSH
Market value$33.14M
2.34%
Sole
407.13K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares139.23K
TypeSH
Market value$30.42M
2.15%
Sole
139.23K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares88.47K
TypeSH
Market value$29.35M
2.07%
Sole
88.47K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares296.55K
TypeSH
Market value$28.87M
2.04%
Sole
296.55K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares154.92K
TypeSH
Market value$26.13M
1.84%
Sole
154.92K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares211.18K
TypeSH
Market value$26.03M
1.84%
Sole
211.18K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares217.25K
TypeSH
Market value$25.64M
1.81%
Sole
217.25K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares160.94K
TypeSH
Market value$25.63M
1.81%
Sole
160.94K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares47.15K
TypeSH
Market value$25.62M
1.81%
Sole
47.15K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares372.37K
TypeSH
Market value$25.30M
1.79%
Sole
372.37K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares279.07K
TypeSH
Market value$24.56M
1.73%
Sole
279.07K
Shared
0.00
None
0.00
QORVO INC
SOLEShares286.93K
TypeSH
Market value$24.36M
1.72%
Sole
286.93K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares133.03K
TypeSH
Market value$24.35M
1.72%
Sole
133.03K
Shared
0.00
None
0.00
REVVITY INC
SOLEShares238.74K
TypeSH
Market value$23.09M
1.63%
Sole
238.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 447.46K | SH | $98.17M 6.93% | 447.46K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 558.12K | SH | $88.18M 6.22% | 558.12K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 340.50K | SH | $81.13M 5.73% | 340.50K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 426.32K | SH | $45.79M 3.23% | 426.32K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.50M | SH | $43.46M 3.07% | 1.50M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 265.97K | SH | $37.74M 2.66% | 265.97K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 156.97K | SH | $37.36M 2.64% | 156.97K | 0.00 | 0.00 |
FOX CORPSOLE | CL A COM | 664.24K | SH | $37.22M 2.63% | 664.24K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 65.46K | SH | $36.79M 2.60% | 65.46K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 247.19K | SH | $33.62M 2.37% | 247.19K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 519.81K | SH | $33.26M 2.35% | 519.81K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 407.13K | SH | $33.14M 2.34% | 407.13K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 139.23K | SH | $30.42M 2.15% | 139.23K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 88.47K | SH | $29.35M 2.07% | 88.47K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 296.55K | SH | $28.87M 2.04% | 296.55K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 154.92K | SH | $26.13M 1.84% | 154.92K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 211.18K | SH | $26.03M 1.84% | 211.18K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 217.25K | SH | $25.64M 1.81% | 217.25K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 160.94K | SH | $25.63M 1.81% | 160.94K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 47.15K | SH | $25.62M 1.81% | 47.15K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 372.37K | SH | $25.30M 1.79% | 372.37K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 279.07K | SH | $24.56M 1.73% | 279.07K | 0.00 | 0.00 |
QORVO INCSOLE | COM | 286.93K | SH | $24.36M 1.72% | 286.93K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 133.03K | SH | $24.35M 1.72% | 133.03K | 0.00 | 0.00 |
REVVITY INCSOLE | COM | 238.74K | SH | $23.09M 1.63% | 238.74K | 0.00 | 0.00 |
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