Filed: 2/17/2026ACC: 0002026798-26-000001
📋 What this filing means
MERIDIEM CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $1.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$1.66B
Total AUM (reported)
16.38M
Total Shares
Allocation by class
COM$1.15B69.3%
CL A$190.26M11.5%
SPONSORED ADS$83.35M5.0%
COM NEW$67.89M4.1%
COM CL A$50.80M3.1%
COM SHS$41.71M2.5%
CL A COM$26.86M1.6%
Portfolio Concentration
Top 3$271.56M16.4%
4–10$357.10M21.5%
11–25$495.74M29.9%
Rest$533.18M32.2%
Top 3 weight
16.4%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 16.38M
Sole
Full voting authority
16.38M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
AMAZON COM INC
SOLEShares564.61K
TypeSH
Market value$130.32M
7.86%
Sole
564.61K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares250.15K
TypeSH
Market value$76.02M
4.59%
Sole
250.15K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares349.67K
TypeSH
Market value$65.21M
3.93%
Sole
349.67K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares125.52K
TypeSH
Market value$64.12M
3.87%
Sole
125.52K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares242.02K
TypeSH
Market value$62.20M
3.75%
Sole
242.02K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares608.76K
TypeSH
Market value$58.05M
3.50%
Sole
608.76K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares529.43K
TypeSH
Market value$46.11M
2.78%
Sole
529.43K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares8.56K
TypeSH
Market value$45.87M
2.77%
Sole
8.56K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares62.41K
TypeSH
Market value$41.20M
2.49%
Sole
62.41K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares84.20K
TypeSH
Market value$39.55M
2.39%
Sole
84.20K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares42.72K
TypeSH
Market value$38.72M
2.34%
Sole
42.72K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares252.12K
TypeSH
Market value$38.62M
2.33%
Sole
252.12K
Shared
0.00
None
0.00
ETSY INC
SOLEShares686K
TypeSH
Market value$38.03M
2.29%
Sole
686K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares165.15K
TypeSH
Market value$37.80M
2.28%
Sole
165.15K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares833.50K
TypeSH
Market value$33.95M
2.05%
Sole
833.50K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares513.77K
TypeSH
Market value$33.44M
2.02%
Sole
513.77K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares58.53K
TypeSH
Market value$33.15M
2.00%
Sole
58.53K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares148.31K
TypeSH
Market value$32.19M
1.94%
Sole
148.31K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares145.03K
TypeSH
Market value$31.81M
1.92%
Sole
145.03K
Shared
0.00
None
0.00
WESTERN UN CO
SOLEShares3.39M
TypeSH
Market value$31.55M
1.90%
Sole
3.39M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares157.09K
TypeSH
Market value$30.62M
1.85%
Sole
157.09K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares222.22K
TypeSH
Market value$30.24M
1.82%
Sole
222.22K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares104.49K
TypeSH
Market value$29.60M
1.79%
Sole
104.49K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares50.03K
TypeSH
Market value$28.56M
1.72%
Sole
50.03K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares667.09K
TypeSH
Market value$27.45M
1.66%
Sole
667.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 564.61K | SH | $130.32M 7.86% | 564.61K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 250.15K | SH | $76.02M 4.59% | 250.15K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 349.67K | SH | $65.21M 3.93% | 349.67K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 125.52K | SH | $64.12M 3.87% | 125.52K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 242.02K | SH | $62.20M 3.75% | 242.02K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 608.76K | SH | $58.05M 3.50% | 608.76K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 529.43K | SH | $46.11M 2.78% | 529.43K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 8.56K | SH | $45.87M 2.77% | 8.56K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 62.41K | SH | $41.20M 2.49% | 62.41K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 84.20K | SH | $39.55M 2.39% | 84.20K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 42.72K | SH | $38.72M 2.34% | 42.72K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 252.12K | SH | $38.62M 2.33% | 252.12K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 686K | SH | $38.03M 2.29% | 686K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 165.15K | SH | $37.80M 2.28% | 165.15K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 833.50K | SH | $33.95M 2.05% | 833.50K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 513.77K | SH | $33.44M 2.02% | 513.77K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 58.53K | SH | $33.15M 2.00% | 58.53K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 148.31K | SH | $32.19M 1.94% | 148.31K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 145.03K | SH | $31.81M 1.92% | 145.03K | 0.00 | 0.00 |
WESTERN UN COSOLE | COM | 3.39M | SH | $31.55M 1.90% | 3.39M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 157.09K | SH | $30.62M 1.85% | 157.09K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 222.22K | SH | $30.24M 1.82% | 222.22K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 104.49K | SH | $29.60M 1.79% | 104.49K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 50.03K | SH | $28.56M 1.72% | 50.03K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 667.09K | SH | $27.45M 1.66% | 667.09K | 0.00 | 0.00 |
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