DOSSIER · 13F-HR · Q2 2026

Meridiem Capital Partners LP

$2.2B in tracked AUM across 85 positions as of Q2 2026.

MC
CIK 0002026798 · last filed Jun 30, 2026
Total AUM
$2.2B
as of Q2 2026
Holdings
85
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Meridiem Capital Partners 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
DHR
DANAHER CORP DEL
$102M537K4.6%
02
UNH
UNITEDHEALTH GROUP INC
$88M211K3.9%
03
EW
EDWARDS LIFESCIENCES CORP
$78M859K3.5%
04
V
VISA INC
$68M199K3.1%
05
CBRS
CEREBRAS SYSTEMS INC
$67M302K3.0%
06
MCO
MOODYS CORP
$66M145K2.9%
07
MTD
METTLER TOLEDO INTERNATIONAL
$64M50K2.9%
08
INTC
INTEL CORP
$58M418K2.6%
09
CRL
CHARLES RIV LABS INTL INC
$56M247K2.5%
10
ZBH
ZIMMER BIOMET HOLDINGS INC
$55M639K2.5%

Filing history

2026Q2Jun 30
$2.2B 45.4%
85 positionsView →
2026Q1Mar 31
$1.5B 7.4%
64 positionsView →
2025Q4Dec 31
$1.7B 5.9%
71 positionsView →
2025Q3Sep 30
$1.6B 10.5%
66 positionsView →
2025Q2Jun 30
$1.4B 47.7%
72 positionsLocked
2025Q1Mar 31
$959M 15.7%
56 positionsLocked
2024Q4Dec 31
$1.1B
69 positionsLocked