Meridiem Capital Partners LP Portfolio Holdings

Meridiem Capital Partners LP

  • $1.42 Trillion
  • Q2 2025

Meridiem Capital Partners LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.42 Trillion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $89.4B, Nvidia Corp with a value of $88.2B, T Mobile Us, Inc. with a value of $81.1B, Boston Scientific Corp with a value of $45.8B, and At&T Inc. with a value of $43.5B.

Examining the 13F form we can see an increase of $458B in the current position value, from $959B to 1.42T.

Meridiem Capital Partners LP is based out at Dallas, TX

Below you can find more details about Meridiem Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Trillion
Technology: $603 Billion
Healthcare: $280 Billion
Communication Services: $190 Billion
Consumer Cyclical: $162 Billion
Financial Services: $50 Billion
Industrials: $24.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$89.4 Billion 6.31% of portfolio
407,457
Q2 2025 Added 6.01%
$456B
$88.2 Billion 6.22% of portfolio
558,121
Q2 2025 Added 30.2%
$314B
$81.1 Billion 5.73% of portfolio
340,500
Q2 2025 New
$147B
$45.8 Billion 3.23% of portfolio
426,319
Q2 2025 Added 227.46%
$203B
$43.5 Billion 3.07% of portfolio
1,501,636
Q2 2025 Reduced 5.32%
$282B
$37.7 Billion 2.66% of portfolio
265,973
Q2 2025 Added 80.67%
$119B
$37.4 Billion 2.64% of portfolio
156,970
Q2 2025 New
$17.1B
$37.2 Billion 2.63% of portfolio
664,238
Q2 2025 Added 37.07%
$548B
$36.8 Billion 2.6% of portfolio
65,464
Q2 2025 New
$229B
$33.6 Billion 2.37% of portfolio
247,189
Q2 2025 New
$24.1B
$33.3 Billion 2.35% of portfolio
519,813
Q2 2025 Added 15.77%
$43.6B
$33.1 Billion 2.34% of portfolio
407,126
Q2 2025 Added 47.38%
$57.8B
$30.4 Billion 2.15% of portfolio
139,231
Q2 2025 Added 147.63%
Corpay Inc
-
$29.4 Billion 2.07% of portfolio
-
Q2 2025 Added 229.26%
Lam Research Corp
-
$28.9 Billion 2.04% of portfolio
-
Q2 2025 Added 331.81%
$139B
$26 Billion 1.84% of portfolio
211,176
Q2 2025 Reduced 48.97%
$169B
$25.6 Billion 1.81% of portfolio
47,149
Q2 2025 Reduced 17.02%
$34.7B
$25.6 Billion 1.81% of portfolio
217,255
Q2 2025 Added 23.3%
$173B
$25.6 Billion 1.81% of portfolio
160,944
Q2 2025 New
$30.3B
$25.3 Billion 1.79% of portfolio
372,372
Q2 2025 Added 2.66%
$16.9B
$24.6 Billion 1.73% of portfolio
279,066
Q2 2025 New
$162B
$24.4 Billion 1.72% of portfolio
133,028
Q2 2025 New
$9.26B
$24.4 Billion 1.72% of portfolio
286,925
Q2 2025 Added 84.49%
$15.3B
$23.1 Billion 1.63% of portfolio
238,735
Q2 2025 Added 127.63%
Maplebear Inc
-
$21.8 Billion 1.54% of portfolio
-
Q2 2025 Added 58.35%
$35.6B
$21.6 Billion 1.52% of portfolio
306,838
Q2 2025 Reduced 3.87%
$53.3B
$21.1 Billion 1.49% of portfolio
283,299
Q2 2025 Reduced 32.74%
$29.1B
$20.8 Billion 1.47% of portfolio
17,726
Q2 2025 Added 95.52%
$27.5B
$20.5 Billion 1.44% of portfolio
836,065
Q2 2025 New
$7.33B
$20.3 Billion 1.43% of portfolio
382,424
Q2 2025 New
$17.7B
$19.6 Billion 1.38% of portfolio
512,335
Q2 2025 Added 0.21%
$11.3B
$19.6 Billion 1.38% of portfolio
243,104
Q2 2025 New
$7.77B
$18.2 Billion 1.29% of portfolio
120,034
Q2 2025 New
$8.18B
$18.1 Billion 1.28% of portfolio
190,294
Q2 2025 New
$31B
$17.1 Billion 1.2% of portfolio
195,349
Q2 2025 New
$545B
$16.8 Billion 1.19% of portfolio
12,555
Q2 2025 Reduced 70.32%
$122B
$15.6 Billion 1.1% of portfolio
178,476
Q2 2025 New
$95.7B
$14.8 Billion 1.04% of portfolio
28,792
Q2 2025 New
$4.79B
$14.6 Billion 1.03% of portfolio
354,281
Q2 2025 New
$3.2B
$13.2 Billion 0.93% of portfolio
1,563,783
Q2 2025 Added 38.08%
Reddit Inc
-
$12.6 Billion 0.89% of portfolio
-
Q2 2025 New
$136B
$11.2 Billion 0.79% of portfolio
32,098
Q2 2025 Reduced 26.26%
$23.7B
$11.1 Billion 0.78% of portfolio
154,396
Q2 2025 Added 140.65%
$39.5B
$11 Billion 0.78% of portfolio
15,100
Q2 2025 Added 26.0%
$1.78T
$10 Billion 0.71% of portfolio
13,556
Q2 2025 New
$29.2B
$9.43 Billion 0.67% of portfolio
27,972
Q2 2025 Reduced 59.84%
$684B
$9.39 Billion 0.66% of portfolio
42,958
Q2 2025 New
$52.5B
$8.47 Billion 0.6% of portfolio
41,396
Q2 2025 New
$8.68B
$8.35 Billion 0.59% of portfolio
170,401
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $1.42 Trillion
  • Prior Value $959 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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