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 Market Cap. of $200 Billions or more

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
$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%
$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
$545B
$16.8 Billion 1.19% of portfolio
12,555
Q2 2025 Reduced 70.32%
$1.78T
$10 Billion 0.71% of portfolio
13,556
Q2 2025 New
$684B
$9.39 Billion 0.66% of portfolio
42,958
Q2 2025 New
$3.95T
$6.74 Billion 0.48% of portfolio
13,541
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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