account_balance
Investment manager · 13F filer · SEC CIK 2026798
Meridiem Capital Partners LP
Reported value$2.17Bas of Jun 30, 2026
Positions80 52 new, 34 sold out
Top 10 weight31.7%DHR alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DHRDanaher Corp
4.7%New
UNHUnitedHealth Group Inc
4.0%New
EWEdwards Lifesciences Corp
3.6%Added +268%
VVisa Inc.
3.1%New
MCOMoody's Corp
3.0%New
MTDMettler Toledo International Inc
2.9%New
INTCIntel Corp
2.7%Trimmed −32%
CRLCharles River Laboratories International, Inc.
2.6%Trimmed −32%
ZBHZimmer Biomet Holdings, Inc.
2.5%New
SNOWSnowflake Inc.
2.5%New
XYZBlock, Inc.
2.4%Trimmed −6%
GOOGLAlphabet Inc.
2.4%New
DHRDanaher Corp
4.7%New
UNHUnitedHealth Group Inc
4.0%
EWEdwards Lifesciences Corp
3.6%
VVisa Inc.
3.1%New
MCOMoody's Corp
3.0%New
MTDMettler Toledo International Inc
2.9%New
INTCIntel Corp
2.7%
CRLCharles River Laboratories International, Inc.
2.6%
ZBHZimmer Biomet Holdings, Inc.
2.5%
SNOWSnowflake Inc.
2.5%
XYZBlock, Inc.
2.4%
GOOGLAlphabet Inc.
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DHR Danaher Corp 4.7% NewUNH UnitedHealth Group Inc 4.0% NewEW Edwards Lifesciences Corp 3.6% Added +268%V Visa Inc. 3.1% NewMCO Moody's Corp 3.0% NewMTD Mettler Toledo International Inc 2.9% NewINTC Intel Corp 2.7% Trimmed −32%CRL Charles River Laboratories International, Inc. 2.6% Trimmed −32%ZBH Zimmer Biomet Holdings, Inc. 2.5% NewSNOW Snowflake Inc. 2.5% NewXYZ Block, Inc. 2.4% Trimmed −6%GOOGL Alphabet Inc. 2.4% New
What changed
Biggest moves since Mar 31, 2026
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