Meridiem Capital Partners LP reported 80 positions worth $2.17B for the quarter ended Jun 30, 2026, up 43.1% on the prior quarter. It opened 52 new positions, added to 12, trimmed 16 and exited 34. Its largest holding is Danaher Corp at 4.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DHR Danaher Corp | +537.4K | – | $102.37M | 4.71% |
| UNH Unitedhealth Group Inc | +211.1K | – | $87.72M | 4.03% |
| V Visa Inc. | +198.6K | – | $68.12M | 3.13% |
| MCO Moodys Corp | +144.8K | – | $65.58M | 3.02% |
| MTD Mettler Toledo International Inc/ | +50.2K | – | $64.08M | 2.95% |
| EW Edwards Lifesciences Corp | +625.7K | +268.3% | $56.60M | 3.57% |
| ZBH Zimmer Biomet Holdings, Inc. | +638.6K | – | $54.97M | 2.53% |
| SNOW Snowflake Inc. | +210.5K | – | $53.56M | 2.46% |
| GOOGL Alphabet Inc. | +144.7K | – | $51.70M | 2.38% |
| CBRS Cerebras Systems Inc. | +221.5K | – | $48.96M | 2.25% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | -415.4K | -100.0% | $86.52M | Exited |
| SYK Stryker Corp | -231.5K | -100.0% | $76.07M | Exited |
| T At&T Inc. | -1.87M | -100.0% | $54.28M | Exited |
| TSLA Tesla, Inc. | -120.7K | -83.3% | $50.76M | 0.469% |
| MA Mastercard Inc | -88.6K | -100.0% | $44.29M | Exited |
| NFLX Netflix Inc | -444.8K | -100.0% | $42.77M | Exited |
| WAT Waters Corp | -108.6K | -52.2% | $40.71M | 1.71% |
| ILMN Illumina, Inc. | -313.3K | -100.0% | $38.61M | Exited |
| FFIV F5, Inc. | -130.1K | -100.0% | $37.65M | Exited |
| TRU TransUnion | -514.4K | -60.6% | $37.11M | 1.11% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DHR Danaher Corp | +537.4K | $102.37M | 4.71% |
| UNH Unitedhealth Group Inc | +211.1K | $87.72M | 4.03% |
| V Visa Inc. | +198.6K | $68.12M | 3.13% |
| MCO Moodys Corp | +144.8K | $65.58M | 3.02% |
| MTD Mettler Toledo International Inc/ | +50.2K | $64.08M | 2.95% |
| ZBH Zimmer Biomet Holdings, Inc. | +638.6K | $54.97M | 2.53% |
| SNOW Snowflake Inc. | +210.5K | $53.56M | 2.46% |
| GOOGL Alphabet Inc. | +144.7K | $51.70M | 2.38% |
| CBRS Cerebras Systems Inc. | +221.5K | $48.96M | 2.25% |
| IBM International Business Machines Corp | +163.5K | $45.97M | 2.11% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AMZN Amazon Com Inc | -415.4K | $86.52M | 5.69% |
| SYK Stryker Corp | -231.5K | $76.07M | 5.01% |
| T At&T Inc. | -1.87M | $54.28M | 3.57% |
| MA Mastercard Inc | -88.6K | $44.29M | 2.91% |
| NFLX Netflix Inc | -444.8K | $42.77M | 2.81% |
| ILMN Illumina, Inc. | -313.3K | $38.61M | 2.54% |
| FFIV F5, Inc. | -130.1K | $37.65M | 2.48% |
| PYPL PayPal Holdings, Inc. | -714.1K | $32.30M | 2.13% |
| TMUS T-Mobile US, Inc. | -152.8K | $32.10M | 2.11% |
| AMD Advanced Micro Devices Inc | -148.2K | $30.15M | 1.98% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DHR Danaher Corp | Healthcare | 537.4K | $102.37M | 4.71% | +537.4K | – | New | 0.08% |
| 2 | UNH Unitedhealth Group Inc | Healthcare | 211.1K | $87.72M | 4.03% | +211.1K | – | New | 0.02% |
| 3 | EW Edwards Lifesciences Corp | Healthcare | 858.9K | $77.70M | 3.57% | +625.7K | +268.3% | Added | 0.15% |
| 4 | V Visa Inc. | Financial Services | 198.6K | $68.12M | 3.13% | +198.6K | – | New | 0.01% |
| 5 | MCO Moodys Corp | Financial Services | 144.8K | $65.58M | 3.02% | +144.8K | – | New | 0.08% |
| 6 | MTD Mettler Toledo International Inc/ | Industrials | 50.2K | $64.08M | 2.95% | +50.2K | – | New | 0.23% |
| 7 | INTC Intel Corp | Technology | 418.4K | $58.42M | 2.69% | -193.6K | -31.6% | Reduced | 0.01% |
| 8 | CRL Charles River Laboratories International, Inc. | Healthcare | 247.0K | $56.01M | 2.58% | -115.1K | -31.8% | Reduced | 0.51% |
| 9 | ZBH Zimmer Biomet Holdings, Inc. | Healthcare | 638.6K | $54.97M | 2.53% | +638.6K | – | New | 0.33% |
| 10 | SNOW Snowflake Inc. | Technology | 210.5K | $53.56M | 2.46% | +210.5K | – | New | 0.06% |
| 11 | XYZ Block, Inc. | Technology | 687.7K | $52.26M | 2.4% | -43.0K | -5.9% | Reduced | 0.11% |
| 12 | GOOGL Alphabet Inc. | Technology | 144.7K | $51.70M | 2.38% | +144.7K | – | New | 0% |
| 13 | CBRS Cerebras Systems Inc. | Technology | 221.5K | $48.96M | 2.25% | +221.5K | – | New | 0.1% |
| 14 | IBM International Business Machines Corp | Technology | 163.5K | $45.97M | 2.11% | +163.5K | – | New | 0.02% |
| 15 | THC Tenet Healthcare Corp | Healthcare | 226.5K | $42.38M | 1.95% | +46.1K | +25.5% | Added | 0.27% |
Tip. Select a row to see that position’s full history at Meridiem Capital Partners.
As of its Q2 2026 13F filing, Meridiem Capital Partners LP’s five largest positions were Danaher Corp (DHR) at 4.7%, Unitedhealth Group Inc (UNH) at 4.0%, Edwards Lifesciences Corp (EW) at 3.6%, Visa Inc. (V) at 3.1%, Moodys Corp (MCO) at 3.0% of the reported portfolio.
Meridiem Capital Partners LP reported a 13F portfolio worth $2.17B across 80 positions for Q2 2026. That is up 43.1% from the previous quarter.
Its largest purchases by value were Danaher Corp ($102.37M), Unitedhealth Group Inc ($87.72M), Visa Inc. ($68.12M). It opened 52 new positions.
Its largest sales by value were Amazon Com Inc ($86.52M), Stryker Corp ($76.07M), At&T Inc. ($54.28M). It exited 34 positions entirely.
From the Form 13F-HR reports Meridiem Capital Partners LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.