Meridiem Capital Partners LP Portfolio Holdings

Meridiem Capital Partners LP

  • $1.56 Trillion
  • Q3 2025

Meridiem Capital Partners LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.56 Trillion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Advanced Micro Devices Inc with a value of $75.4B, Boston Scientific Corp with a value of $70.3B, Netflix Inc with a value of $64.3B, T Mobile Us, Inc. with a value of $60.3B, and Broadcom Inc. with a value of $56.1B.

Examining the 13F form we can see an increase of $148B in the current position value, from $1.42T to 1.56T.

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 $1.56 Trillion
Technology: $745 Billion
Communication Services: $278 Billion
Healthcare: $220 Billion
Consumer Cyclical: $147 Billion
Financial Services: $111 Billion
Industrials: $35 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$388B
$75.4 Billion 4.82% of portfolio
466,227
Q3 2025 Added 75.29%
$147B
$70.3 Billion 4.49% of portfolio
720,071
Q3 2025 Added 68.9%
$49.1B
$64.3 Billion 4.11% of portfolio
53,606
Q3 2025 Added 326.97%
$269B
$60.3 Billion 3.85% of portfolio
251,792
Q3 2025 Reduced 26.05%
$139B
$56.1 Billion 3.59% of portfolio
170,173
Q3 2025 New
$191B
$55.6 Billion 3.56% of portfolio
10,306
Q3 2025 New
$1.46T
$54 Billion 3.45% of portfolio
193,455
Q3 2025 New
$3.78T
$50.8 Billion 3.25% of portfolio
98,161
Q3 2025 Added 624.92%
$237B
$46.4 Billion 2.97% of portfolio
195,823
Q3 2025 New
$19.8B
$43.5 Billion 2.78% of portfolio
689,777
Q3 2025 Added 3.84%
$4.3T
$42.5 Billion 2.72% of portfolio
166,965
Q3 2025 New
$3.41B
$36.3 Billion 2.32% of portfolio
4,545,827
Q3 2025 Added 190.69%
$2.39T
$34.6 Billion 2.21% of portfolio
157,657
Q3 2025 Reduced 61.31%
$82.2B
$32.2 Billion 2.06% of portfolio
142,864
Q3 2025 New
$73.7B
$31.5 Billion 2.01% of portfolio
374,579
Q3 2025 New
$128B
$31 Billion 1.98% of portfolio
325,751
Q3 2025 Added 82.52%
$4.17B
$29.7 Billion 1.9% of portfolio
871,831
Q3 2025 New
$123B
$28.1 Billion 1.8% of portfolio
40,246
Q3 2025 New
$1.29T
$27.6 Billion 1.77% of portfolio
62,116
Q3 2025 New
$512B
$26.1 Billion 1.67% of portfolio
45,959
Q3 2025 Reduced 29.8%
$593B
$25.4 Billion 1.62% of portfolio
90,161
Q3 2025 Added 109.88%
$182B
$24.6 Billion 1.57% of portfolio
35,987
Q3 2025 New
$8.77B
$23.2 Billion 1.48% of portfolio
254,208
Q3 2025 Reduced 11.4%
$20.5B
$22.6 Billion 1.44% of portfolio
271,622
Q3 2025 New
$11.7B
$22.1 Billion 1.41% of portfolio
239,208
Q3 2025 Reduced 1.6%
$87.8B
$21.5 Billion 1.38% of portfolio
45,197
Q3 2025 New
$22.7B
$20.6 Billion 1.32% of portfolio
68,788
Q3 2025 New
$7.96B
$20.5 Billion 1.31% of portfolio
930,831
Q3 2025 New
$30.3B
$20.3 Billion 1.3% of portfolio
281,195
Q3 2025 Reduced 24.49%
$222B
$18.7 Billion 1.2% of portfolio
38,635
Q3 2025 New
$7.23B
$18.5 Billion 1.18% of portfolio
278,876
Q3 2025 New
$22.4B
$18.2 Billion 1.16% of portfolio
269,926
Q3 2025 Added 38.18%
$61.4B
$18 Billion 1.15% of portfolio
88,616
Q3 2025 Added 114.07%
$11.6B
$17.3 Billion 1.11% of portfolio
2,242,590
Q3 2025 New
$17.9B
$16.7 Billion 1.07% of portfolio
466,563
Q3 2025 Reduced 8.93%
Circle Internet Group Inc
-
$16 Billion 1.02% of portfolio
-
Q3 2025 New
$45.2B
$15 Billion 0.96% of portfolio
26,407
Q3 2025 New
$187B
$15 Billion 0.96% of portfolio
90,247
Q3 2025 Reduced 43.93%
$29.4B
$14.7 Billion 0.94% of portfolio
598,325
Q3 2025 New
$228B
$12.6 Billion 0.8% of portfolio
94,027
Q3 2025 Reduced 61.96%
$25.4B
$12.5 Billion 0.8% of portfolio
48,621
Q3 2025 New
$533B
$12 Billion 0.77% of portfolio
35,278
Q3 2025 New
$19.8B
$11.9 Billion 0.76% of portfolio
73,929
Q3 2025 New
$2.33B
$11.7 Billion 0.75% of portfolio
210,947
Q3 2025 New
Reddit Inc
-
$11.8 Billion 0.75% of portfolio
-
Q3 2025 Reduced 38.98%
$8.54B
$11 Billion 0.7% of portfolio
70,467
Q3 2025 Reduced 41.29%
$26.9B
$10.4 Billion 0.67% of portfolio
27,602
Q3 2025 Reduced 1.32%
$32.4B
$8.91 Billion 0.57% of portfolio
32,402
Q3 2025 New
$55.8B
$8.79 Billion 0.56% of portfolio
63,459
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $1.56 Trillion
  • Prior Value $1.42 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 32 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Meridiem Capital Partners LP Portfolio

Follow Meridiem Capital Partners LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridiem Capital Partners LP, based on Form 13F filings with the SEC.

News

Stay updated on Meridiem Capital Partners LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email