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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$38.5 Billion 4.02% of portfolio
187,867
Q1 2025 New
$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
$30.3B
$19.7 Billion 2.05% of portfolio
362,706
Q1 2025 Reduced 30.45%
$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%
$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%
$149B
$13.1 Billion 1.37% of portfolio
130,190
Q1 2025 New
$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
$15.3B
$11.1 Billion 1.16% of portfolio
104,880
Q1 2025 New
$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%
$33.6B
$6.95 Billion 0.72% of portfolio
11,984
Q1 2025 Reduced 30.13%
$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
$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

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
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