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 $200 Billions or more

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
$1.02T
$38.2 Billion 3.99% of portfolio
247,199
Q1 2025 Reduced 1.94%
$1.14T
$17.2 Billion 1.79% of portfolio
103,583
Q1 2025 Reduced 26.64%
$223B
$15.1 Billion 1.58% of portfolio
147,218
Q1 2025 Added 111.74%
$575B
$11 Billion 1.15% of portfolio
31,412
Q1 2025 Reduced 42.46%
$218B
$7.97 Billion 0.83% of portfolio
1,729
Q1 2025 Reduced 36.27%

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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