Meridiem Capital Partners LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC Meridiem Capital Partners LP | Institutional Filer | ▼ 7.06% | $1.53B | 62 |
Current Portfolio Holdings
Showing all 62 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 415K | $86.5M | 5.65% |
| 2 | SYK | Stryker Corporation | Healthcare | 231K | $76.1M | 4.97% |
| 3 | CRL | Charles River Laboratories International, Inc. | Healthcare | 362K | $62.5M | 4.08% |
| 4 | WAT | Waters Corporation | Healthcare | 208K | $61.9M | 4.04% |
| 5 | TRU | TransUnion | Industrials | 848K | $58.7M | 3.83% |
| 6 | T | AT&T Inc. | Communication Services | 1.9M | $54.3M | 3.54% |
| 7 | TSLA | Tesla, Inc. | Consumer Cyclical | 145K | $53.9M | 3.52% |
| 8 | AAPL | Apple Inc. | Technology | 196K | $49.8M | 3.25% |
| 9 | MA | Mastercard Incorporated | Financial Services | 89K | $44.3M | 2.89% |
| 10 | XYZ | Block, Inc. | Technology | 731K | $44.0M | 2.87% |
| 11 | NFLX | Netflix, Inc. | Communication Services | 445K | $42.8M | 2.79% |
| 12 | META | Meta Platforms, Inc. | Technology | 70K | $40.0M | 2.61% |
| 13 | ILMN | Illumina, Inc. | Healthcare | 313K | $38.6M | 2.52% |
| 14 | FFIV | F5, Inc. | Technology | 130K | $37.7M | 2.46% |
| 15 | THC | Tenet Healthcare Corporation | Healthcare | 180K | $34.1M | 2.22% |
Showing 1 to 15 of 62 holdings