Meridiem Capital Partners LP
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| STRYKER CORPORATION | 0 | 231,496 | +231,496 | 0 | 76,067,271 | +76,067,271 |
| WATERS CORP | 0 | 207,814 | +207,814 | 0 | 61,887,009 | +61,887,009 |
| TRANSUNION | 0 | 848,343 | +848,343 | 0 | 58,696,852 | +58,696,852 |
| AT&T INC | 0 | 1,872,354 | +1,872,354 | 0 | 54,279,542 | +54,279,542 |
| APPLE INC | 0 | 196,131 | +196,131 | 0 | 49,776,086 | +49,776,086 |
| TESLA INC | 0 | 144,946 | +144,946 | 0 | 53,883,676 | +53,883,676 |
| NETFLIX INC. | 0 | 444,812 | +444,812 | 0 | 42,768,674 | +42,768,674 |
| F5 INC | 0 | 130,139 | +130,139 | 0 | 37,653,117 | +37,653,117 |
| CHARLES RIV LABS INTL INC | 0 | 362,098 | +362,098 | 0 | 62,461,905 | +62,461,905 |
| PAYPAL HLDGS INC | 0 | 714,109 | +714,109 | 0 | 32,299,150 | +32,299,150 |
| T-MOBILE US INC | 0 | 152,812 | +152,812 | 0 | 32,095,104 | +32,095,104 |
| ADVANCED MICRO DEVICES INC | 0 | 148,192 | +148,192 | 0 | 30,146,699 | +30,146,699 |
| TENET HEALTHCARE CORP | 0 | 180,483 | +180,483 | 0 | 34,058,947 | +34,058,947 |
| INTEL CORP | 0 | 612,064 | +612,064 | 0 | 27,010,384 | +27,010,384 |
| MSCI INC | 0 | 49,692 | +49,692 | 0 | 26,784,485 | +26,784,485 |
| INTUIT | 0 | 60,053 | +60,053 | 0 | 25,965,716 | +25,965,716 |
| ELEVANCE HEALTH INC FORMERLY | 0 | 87,947 | +87,947 | 0 | 25,746,484 | +25,746,484 |
| ILLUMINA INC | 0 | 313,272 | +313,272 | 0 | 38,613,907 | +38,613,907 |
| CARDINAL HEALTH INC | 0 | 116,256 | +116,256 | 0 | 24,566,055 | +24,566,055 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 858,995 | +858,995 | 0 | 20,452,671 | +20,452,671 |
| PALO ALTO NETWORKS INC | 0 | 108,952 | +108,952 | 0 | 17,467,185 | +17,467,185 |
| MASTERCARD INCORPORATED | 0 | 88,646 | +88,646 | 0 | 44,292,860 | +44,292,860 |
| CADENCE DESIGN SYSTEM INC | 0 | 51,397 | +51,397 | 0 | 14,281,684 | +14,281,684 |
| CISCO SYS INC | 0 | 182,570 | +182,570 | 0 | 14,165,606 | +14,165,606 |
| COINBASE GLOBAL INC | 0 | 79,450 | +79,450 | 0 | 13,872,765 | +13,872,765 |
| DATADOG INC | 0 | 117,437 | +117,437 | 0 | 13,863,438 | +13,863,438 |
| AKAMAI TECHNOLOGIES INC | 0 | 116,508 | +116,508 | 0 | 13,380,944 | +13,380,944 |
| CORPAY INC | 0 | 79,509 | +79,509 | 0 | 23,136,324 | +23,136,324 |
| ROKU INC | 0 | 221,159 | +221,159 | 0 | 20,926,065 | +20,926,065 |
| ZOOM COMMUNICATIONS INC | 0 | 154,262 | +154,262 | 0 | 12,401,122 | +12,401,122 |
| WAYFAIR INC | 0 | 160,118 | +160,118 | 0 | 12,042,475 | +12,042,475 |
| COGNIZANT TECHNOLOGY SOLUTIO | 0 | 192,947 | +192,947 | 0 | 11,837,298 | +11,837,298 |
| SALESFORCE INC | 0 | 172,272 | +172,272 | 0 | 32,158,014 | +32,158,014 |
| 10X GENOMICS INC | 0 | 523,998 | +523,998 | 0 | 11,124,478 | +11,124,478 |
| TWIST BIOSCIENCE CORP | 0 | 239,669 | +239,669 | 0 | 11,389,071 | +11,389,071 |
| BLOCK INC | 0 | 730,706 | +730,706 | 0 | 43,973,887 | +43,973,887 |
| ICON PLC | 0 | 93,878 | +93,878 | 0 | 10,388,539 | +10,388,539 |
| CHIME FINL INC | 0 | 844,528 | +844,528 | 0 | 15,818,009 | +15,818,009 |
| SPOTIFY TECHNOLOGY S A | 0 | 18,552 | +18,552 | 0 | 8,996,050 | +8,996,050 |
| CLOUDFLARE INC | 0 | 109,062 | +109,062 | 0 | 22,503,853 | +22,503,853 |
| EDWARDS LIFESCIENCES CORP | 0 | 233,189 | +233,189 | 0 | 18,673,775 | +18,673,775 |
| DEXCOM INC | 0 | 118,345 | +118,345 | 0 | 7,432,066 | +7,432,066 |
| PALANTIR TECHNOLOGIES INC | 0 | 44,972 | +44,972 | 0 | 6,578,504 | +6,578,504 |
| DYNATRACE INC | 0 | 171,652 | +171,652 | 0 | 6,347,691 | +6,347,691 |
| BIO-TECHNE CORP | 0 | 402,227 | +402,227 | 0 | 21,020,383 | +21,020,383 |
| CAREDX INC | 0 | 316,950 | +316,950 | 0 | 5,502,252 | +5,502,252 |
| COREWEAVE INC(Call) | 0 | 150,000 | +150,000 | 0 | 11,620,500 | +11,620,500 |
| CHECK POINT SOFTWARE TECH LT | 0 | 29,251 | +29,251 | 0 | 4,178,505 | +4,178,505 |
| ARISTA NETWORKS INC(Call) | 0 | 25,000 | +25,000 | 0 | 3,069,500 | +3,069,500 |
| CHARTER COMMUNICATIONS INC | 0 | 65,340 | +65,340 | 0 | 14,105,599 | +14,105,599 |
| COREWEAVE INC | 0 | 249,636 | +249,636 | 0 | 19,339,301 | +19,339,301 |
| GENEDX HOLDINGS CORP | 0 | 55,585 | +55,585 | 0 | 3,569,669 | +3,569,669 |
| META PLATFORMS INC | 0 | 69,883 | +69,883 | 0 | 39,982,161 | +39,982,161 |
| AZENTA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ASTERA LABS INC(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| CIRCLE INTERNET GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| TRANSMEDICS GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| VARONIS SYS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ABBOTT LABS | 0 | 0 | 0 | 0 | 0 | 0 |
| FORTINET INC | 0 | 100,000 | +100,000 | 0 | 8,172,000 | +8,172,000 |
| ALIBABA GROUP HLDG LTD(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| BILL HOLDINGS INC | 0 | 195,333 | +195,333 | 0 | 7,481,254 | +7,481,254 |
| CARIS LIFE SCIENCES INC | 0 | 0 | 0 | 0 | 0 | 0 |
| NATERA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| RUBRIK INC. | 0 | 0 | 0 | 0 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | 0 | 184,897 | +184,897 | 0 | 21,074,560 | +21,074,560 |
| AMAZON COM INC | 0 | 415,407 | +415,407 | 0 | 86,516,816 | +86,516,816 |
| SAP SE | 0 | 0 | 0 | 0 | 0 | 0 |
| ETSY INC(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| ENTEGRIS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 0 | 0 | 0 | 0 | 0 |
| ROBINHOOD MKTS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MARVELL TECHNOLOGY INC | 0 | 106,656 | +106,656 | 0 | 10,564,277 | +10,564,277 |
| TWILIO INC | 0 | 81,244 | +81,244 | 0 | 10,222,120 | +10,222,120 |
| LYFT INC | 0 | 0 | 0 | 0 | 0 | 0 |
| PENUMBRA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| AUTODESK INC | 0 | 0 | 0 | 0 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | 0 | 0 | 0 | 0 | 0 | 0 |
| WESTERN DIGITAL CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| MEDTRONIC PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | 0 | 0 | 0 | 0 | 0 | 0 |
| COMCAST CORP NEW | 0 | 0 | 0 | 0 | 0 | 0 |
| MONGODB INC | 0 | 0 | 0 | 0 | 0 | 0 |
| EXPEDIA GROUP INC | 0 | 31,408 | +31,408 | 0 | 7,251,793 | +7,251,793 |
| INTUITIVE SURGICAL INC | 0 | 22,747 | +22,747 | 0 | 10,486,140 | +10,486,140 |
| ON SEMICONDUCTOR CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| ETSY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| CENTENE CORP DEL | 0 | 0 | 0 | 0 | 0 | 0 |
| SYNOPSYS INC | 0 | 26,184 | +26,184 | 0 | 10,381,432 | +10,381,432 |
| ORACLE CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| WESTERN UN CO | 0 | 0 | 0 | 0 | 0 | 0 |
| SNOWFLAKE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| NXP SEMICONDUCTORS N V | 0 | 0 | 0 | 0 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| AMAZON COM INC(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| EBAY INC. | 0 | 125,856 | +125,856 | 0 | 11,455,413 | +11,455,413 |
| DANAHER CORPORATION | 0 | 0 | 0 | 0 | 0 | 0 |
| SERVICENOW INC | 0 | 0 | 0 | 0 | 0 | 0 |
| MONOLITHIC PWR SYS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| BOOKING HOLDINGS INC | 0 | 1,473 | +1,473 | 0 | 6,201,801 | +6,201,801 |