Meridiem Capital Partners LP Portfolio Holdings

Meridiem Capital Partners LP

  • $959 Billion
  • Q1 2025

Meridiem Capital Partners LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $959 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $73.1B, Nvidia Corp with a value of $46.5B, At&T Inc. with a value of $44.9B, Netflix Inc with a value of $39.5B, and Danaher Corp with a value of $38.5B.

Examining the 13F form we can see an decrease of $178B in the current position value, from $1.14T to 959B.

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 $959 Billion
Technology: $316 Billion
Communication Services: $228 Billion
Healthcare: $214 Billion
Consumer Cyclical: $130 Billion
Financial Services: $23 Billion
Industrials: $15.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.17T
$73.1 Billion 7.63% of portfolio
384,371
Q1 2025 Added 406.52%
$369B
$46.5 Billion 4.84% of portfolio
428,653
Q1 2025 Added 38.06%
$202B
$44.9 Billion 4.68% of portfolio
1,586,045
Q1 2025 Added 49.91%
$569B
$39.5 Billion 4.11% of portfolio
42,305
Q1 2025 New
$144B
$38.5 Billion 4.02% of portfolio
187,867
Q1 2025 New
$1.02T
$38.2 Billion 3.99% of portfolio
247,199
Q1 2025 Reduced 1.94%
$139B
$36 Billion 3.75% of portfolio
413,818
Q1 2025 New
$40.8B
$28.5 Billion 2.97% of portfolio
421,171
Q1 2025 New
$185B
$28.1 Billion 2.93% of portfolio
56,821
Q1 2025 New
$17.1B
$27.4 Billion 2.86% of portfolio
484,592
Q1 2025 Added 500.49%
$46.9B
$27 Billion 2.82% of portfolio
372,822
Q1 2025 Added 770.21%
$19.4B
$26.9 Billion 2.81% of portfolio
237,950
Q1 2025 Added 118.44%
$49.9B
$20.6 Billion 2.15% of portfolio
276,237
Q1 2025 Reduced 17.34%
$34.8B
$20.6 Billion 2.15% of portfolio
176,200
Q1 2025 Reduced 19.74%
$145B
$19.7 Billion 2.06% of portfolio
35,863
Q1 2025 New
$31.2B
$19.7 Billion 2.05% of portfolio
215,922
Q1 2025 New
$21.1B
$18.9 Billion 1.97% of portfolio
511,238
Q1 2025 New
$19.7B
$18.2 Billion 1.89% of portfolio
449,017
Q1 2025 Added 175.01%
$1.14T
$17.2 Billion 1.79% of portfolio
103,583
Q1 2025 Reduced 26.64%
$1.96B
$17 Billion 1.77% of portfolio
290,180
Q1 2025 New
$38.9B
$15.5 Billion 1.61% of portfolio
319,204
Q1 2025 New
$21.9B
$15.3 Billion 1.59% of portfolio
156,033
Q1 2025 Reduced 44.01%
$223B
$15.1 Billion 1.58% of portfolio
147,218
Q1 2025 Added 111.74%
$27.3B
$14.6 Billion 1.52% of portfolio
69,653
Q1 2025 New
$149B
$13.1 Billion 1.37% of portfolio
130,190
Q1 2025 New
$5.46B
$12.4 Billion 1.29% of portfolio
1,043,185
Q1 2025 Added 16.3%
$3.3B
$12 Billion 1.25% of portfolio
1,132,487
Q1 2025 Reduced 26.57%
$40.5B
$11.9 Billion 1.24% of portfolio
57,586
Q1 2025 Reduced 47.64%
$102B
$11.5 Billion 1.2% of portfolio
43,530
Q1 2025 New
$8.42B
$11.3 Billion 1.17% of portfolio
155,523
Q1 2025 New
$15.3B
$11.1 Billion 1.16% of portfolio
104,880
Q1 2025 New
$575B
$11 Billion 1.15% of portfolio
31,412
Q1 2025 Reduced 42.46%
$26.7B
$10.7 Billion 1.12% of portfolio
9,066
Q1 2025 Reduced 62.39%
$57.4B
$10.7 Billion 1.11% of portfolio
56,226
Q1 2025 Reduced 65.12%
$48.9B
$8.76 Billion 0.91% of portfolio
38,234
Q1 2025 Reduced 71.63%
$218B
$7.97 Billion 0.83% of portfolio
1,729
Q1 2025 Reduced 36.27%
$33.6B
$6.95 Billion 0.72% of portfolio
11,984
Q1 2025 Reduced 30.13%
$6.23B
$6.28 Billion 0.65% of portfolio
249,920
Q1 2025 Reduced 78.27%
$28.1B
$6.26 Billion 0.65% of portfolio
73,642
Q1 2025 Added 22.74%
$64.1B
$5.93 Billion 0.62% of portfolio
96,385
Q1 2025 New
$9.69B
$5.85 Billion 0.61% of portfolio
21,864
Q1 2025 Reduced 27.43%
$7.1B
$5.55 Billion 0.58% of portfolio
30,115
Q1 2025 New
$4.09B
$4.81 Billion 0.5% of portfolio
150,073
Q1 2025 New
$2.39B
$4.52 Billion 0.47% of portfolio
89,720
Q1 2025 New
$1.94B
$4.31 Billion 0.45% of portfolio
507,762
Q1 2025 New
$16.7B
$3.53 Billion 0.37% of portfolio
24,929
Q1 2025 New
$31.9B
$3.51 Billion 0.37% of portfolio
64,159
Q1 2025 New
$2.02B
$3.1 Billion 0.32% of portfolio
78,845
Q1 2025 New
$5.06B
$918 Million 0.1% of portfolio
25,743
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $959 Billion
  • Prior Value $1.14 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Meridiem Capital Partners LP Portfolio

Follow Meridiem Capital Partners LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridiem Capital Partners LP, based on Form 13F filings with the SEC.

News

Stay updated on Meridiem Capital Partners LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email