Filed: 11/13/2025ACC: 0002026798-25-000007
📋 What this filing means
MERIDIEM CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$1.56B
Total AUM (reported)
19.60M
Total Shares
Allocation by class
COM$1.06B67.6%
CL A$128.30M8.2%
COM SHS$104.96M6.7%
CL A COM$63.98M4.1%
COM CL A$62.87M4.0%
SHS$59.12M3.8%
SPONSORED ADS$54.03M3.5%
Portfolio Concentration
Top 3$264.50M16.9%
4–10$395.38M25.3%
11–25$461.19M29.5%
Rest$443.63M28.4%
Top 3 weight
16.9%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 19.60M
Sole
Full voting authority
19.60M
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)
Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:
SNOWFLAKE INC
SOLEShares465.36K
TypeSH
Market value$104.96M
6.71%
Sole
465.36K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares820.07K
TypeSH
Market value$80.06M
5.12%
Sole
820.07K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares491.23K
TypeSH
Market value$79.48M
5.08%
Sole
491.23K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares53.61K
TypeSH
Market value$64.27M
4.11%
Sole
53.61K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares251.79K
TypeSH
Market value$60.27M
3.85%
Sole
251.79K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares113.16K
TypeSH
Market value$58.61M
3.75%
Sole
113.16K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares170.17K
TypeSH
Market value$56.14M
3.59%
Sole
170.17K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares10.31K
TypeSH
Market value$55.64M
3.56%
Sole
10.31K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares193.46K
TypeSH
Market value$54.03M
3.45%
Sole
193.46K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares195.82K
TypeSH
Market value$46.41M
2.97%
Sole
195.82K
Shared
0.00
None
0.00
FOX CORP
SOLEShares689.78K
TypeSH
Market value$43.50M
2.78%
Sole
689.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares166.97K
TypeSH
Market value$42.51M
2.72%
Sole
166.97K
Shared
0.00
None
0.00
WESTERN UN CO
SOLEShares4.55M
TypeSH
Market value$36.32M
2.32%
Sole
4.55M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares157.66K
TypeSH
Market value$34.62M
2.21%
Sole
157.66K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares374.58K
TypeSH
Market value$31.49M
2.01%
Sole
374.58K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares325.75K
TypeSH
Market value$31.02M
1.98%
Sole
325.75K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares134.11K
TypeSH
Market value$30.54M
1.95%
Sole
134.11K
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares871.83K
TypeSH
Market value$29.69M
1.90%
Sole
871.83K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares40.25K
TypeSH
Market value$28.09M
1.80%
Sole
40.25K
Shared
0.00
None
0.00
TESLA INC
SOLEShares62.12K
TypeSH
Market value$27.62M
1.77%
Sole
62.12K
Shared
0.00
None
0.00
SNAP INC
SOLEShares3.44M
TypeSH
Market value$26.54M
1.70%
Sole
3.44M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares45.96K
TypeSH
Market value$26.14M
1.67%
Sole
45.96K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares90.16K
TypeSH
Market value$25.36M
1.62%
Sole
90.16K
Shared
0.00
None
0.00
INTUIT
SOLEShares35.99K
TypeSH
Market value$24.58M
1.57%
Sole
35.99K
Shared
0.00
None
0.00
QORVO INC
SOLEShares254.21K
TypeSH
Market value$23.15M
1.48%
Sole
254.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INCSOLE | COM SHS | 465.36K | SH | $104.96M 6.71% | 465.36K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 820.07K | SH | $80.06M 5.12% | 820.07K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 491.23K | SH | $79.48M 5.08% | 491.23K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 53.61K | SH | $64.27M 4.11% | 53.61K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 251.79K | SH | $60.27M 3.85% | 251.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 113.16K | SH | $58.61M 3.75% | 113.16K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 170.17K | SH | $56.14M 3.59% | 170.17K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 10.31K | SH | $55.64M 3.56% | 10.31K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 193.46K | SH | $54.03M 3.45% | 193.46K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 195.82K | SH | $46.41M 2.97% | 195.82K | 0.00 | 0.00 |
FOX CORPSOLE | CL A COM | 689.78K | SH | $43.50M 2.78% | 689.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 166.97K | SH | $42.51M 2.72% | 166.97K | 0.00 | 0.00 |
WESTERN UN COSOLE | COM | 4.55M | SH | $36.32M 2.32% | 4.55M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 157.66K | SH | $34.62M 2.21% | 157.66K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 374.58K | SH | $31.49M 2.01% | 374.58K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 325.75K | SH | $31.02M 1.98% | 325.75K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 134.11K | SH | $30.54M 1.95% | 134.11K | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 871.83K | SH | $29.69M 1.90% | 871.83K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 40.25K | SH | $28.09M 1.80% | 40.25K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 62.12K | SH | $27.62M 1.77% | 62.12K | 0.00 | 0.00 |
SNAP INCSOLE | CL A | 3.44M | SH | $26.54M 1.70% | 3.44M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 45.96K | SH | $26.14M 1.67% | 45.96K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 90.16K | SH | $25.36M 1.62% | 90.16K | 0.00 | 0.00 |
INTUITSOLE | COM | 35.99K | SH | $24.58M 1.57% | 35.99K | 0.00 | 0.00 |
QORVO INCSOLE | COM | 254.21K | SH | $23.15M 1.48% | 254.21K | 0.00 | 0.00 |
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