Meridiem Capital Partners LP: 13F holdings
CIK 20267982026Q2
| Positions | 83 |
|---|
| Reported value | $2.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 83 (+20 vs prior quarter) |
|---|
| Reported value | $2.2bn (+45.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DHR DANAHER CORP DEL | 537,437 | $102.4m | 4.6% |
| UNH UNITEDHEALTH GROUP INC | 211,050 | $87.7m | 3.9% |
| EW EDWARDS LIFESCIENCES CORP | 858,921 | $77.7m | 3.5% |
| V VISA INC | 198,553 | $68.1m | 3.1% |
| MCO MOODYS CORP | 144,783 | $65.6m | 2.9% |
| MTD METTLER TOLEDO INTERNATIONAL | 50,157 | $64.1m | 2.9% |
| INTC INTEL CORP | 418,425 | $58.4m | 2.6% |
| CRL CHARLES RIV LABS INTL INC | 246,979 | $56.0m | 2.5% |
| ZBH ZIMMER BIOMET HOLDINGS INC | 638,555 | $55.0m | 2.5% |
| SNOW SNOWFLAKE INC | 210,452 | $53.6m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2026798")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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