StockDriftsStockDriftsTop 50 Meridiem Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 5.69% | 415.4K | $86.5M | +0.19%(+794) | $217.34(+11.65%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 5.01% | 231.5K | $76.1M | new | $341.49(-4.38%) | 2026-03-31 | |
| CRL | CHARLES RIV LABS INTL INC | 4.11% | 362.1K | $62.5M | +172.49%(+229.22K) | $178.31(+29.37%) | 2026-03-31 | |
| WAT | WATERS CORP | 4.07% | 207.8K | $61.9M | new | $334.05(+13.54%) | 2026-03-31 | |
| TRU | TRANSUNION | 3.86% | 848.3K | $58.7M | new | $79.99(-2.10%) | 2026-03-31 | |
| T | AT&T INC | 3.57% | 1.87M | $54.3M | new | $24.12(-14.68%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.55% | 144.9K | $53.9M | +601.54%(+124.28K) | $400.72(-1.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.28% | 196.1K | $49.8M | new | $238.60(+29.35%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.91% | 88.6K | $44.3M | +77.18%(+38.62K) | $545.16(-1.06%) | 2026-03-31 | |
| XYZ | BLOCK INC | 2.89% | 730.7K | $44.0M | +42.22%(+216.94K) | $69.58(+13.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.11% | +22.88% |
| Top 20 Holdings Unweighted | +8.04% | +26.12% |
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