StockDriftsStockDriftsTop 50 Meridiem Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | 4.71% | 537.4K | $102.4M | new | $196.43(+3.06%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 4.03% | 211.1K | $87.7M | new | $382.78(+4.95%) | 2026-06-30 | |
| EW | EDWARDS LIFESCIENCES CORP | 3.57% | 858.9K | $77.7M | +268.34%(+625.73K) | $83.04(+10.30%) | 2026-06-30 | |
| V | VISA INC | 3.13% | 198.6K | $68.1M | new | $317.75(+14.60%) | 2026-06-30 | |
| MCO | MOODYS CORP | 3.02% | 144.8K | $65.6M | new | $485.41(-0.09%) | 2026-06-30 | |
| MTD | METTLER TOLEDO INTERNATIONAL | 2.95% | 50.2K | $64.1M | new | $1265.62(+12.12%) | 2026-06-30 | |
| INTC | INTEL CORP | 2.69% | 418.4K | $58.4M | -31.64%(-193.64K) | $26.63(+284.87%) | 2026-06-30 | |
| CRL | CHARLES RIV LABS INTL INC | 2.58% | 247.0K | $56.0M | -31.79%(-115.12K) | $178.31(+57.06%) | 2026-06-30 | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 2.53% | 638.6K | $55.0M | new | $95.13(+5.81%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 2.46% | 210.5K | $53.6M | new | $218.24(+50.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.74% |
Meridiem Capital Partners LP reports $2.23B in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are DHR (4.7%), UNH (4.0%) and EW (3.6%). The top 20 holdings account for 50.62% of reported assets. Its disclosed equity book has returned +30.00% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meridiem Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026798). View Meridiem Capital Partners LP’s 13F filings on SEC