13F Insight
DOSSIER · 13F-HR · Q2 2026

DSC Meridian Capital LP

$427M in tracked AUM across 15 positions as of Q2 2026.

DM
CIK 0001970572 · last filed Jun 30, 2026
Total AUM
$427M
as of Q2 2026
Holdings
15
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

DSC Meridian Capital LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AERO
GRUPO AEROMEXICO SAB DE CV
$51M2.9M12.0%02
AZUL
AZUL S A
$49M5.5M11.5%03
CORZ
CORE SCIENTIFIC INC NEW
$49M1.9M11.4%04
USHY
ISHARES TR
$44M1.2M10.2%05
BKLN
INVESCO EXCH TRADED FD TR II
$43M2.1M10.2%06
NCLH 0.875 04/15/30
NCL CORP LTD
$38M34.2M8.9%07
RUN 4 03/01/30
SUNRUN INC
$37M31.5M8.8%08
SMCI 2.25 07/15/28
SUPER MICRO COMPUTER INC
$34M35.0M8.0%09
VST
VISTRA CORP
$23M148K5.5%10
SMCI 0 06/15/30
SUPER MICRO COMPUTER INC
$13M15.0M3.1%

Filing history

2026Q2Jun 30
$427M▲ 31.4%
15 positionsView →2026Q1Mar 31
$325M▼ 14.5%
19 positionsView →2025Q4Dec 31
$380M▼ 22.9%
15 positionsView →2025Q3Sep 30
$493M▲ 162.2%
13 positionsView →2025Q2Jun 30
$188M▼ 19.8%
15 positionsLocked2025Q1Mar 31
$234M▼ 14.2%
10 positionsLocked2024Q4Dec 31
$273M▲ 41.8%
15 positionsLocked2024Q3Sep 30
$193M▼ 39.3%
19 positionsLocked2024Q2Jun 30
$318M▲ 63.1%
16 positionsLocked2024Q1Mar 31
$195M▼ 4.3%
11 positionsLocked2023Q4Dec 31
$204M—
14 positionsLocked