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Meridiem Capital Partners Portfolio holdings
AUM
$2.23B
Turnover
76.86%
1-Year Est. Return
38.37%
Meridiem Capital Partners is a stock-picking investment firm that runs a global long/short equity strategy, aiming to keep its exposure to the overall market low. Khalid Malik, its founder, chief investment officer and principal owner, leads the firm. Its investment team focuses on publicly traded companies in software, semiconductors, video games, the internet, consumer businesses and healthcare.
This Fund
S&P 500
This Quarter Est. Return
+37.05%
1 Year Est. Return
+38.37%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.23B
AUM Growth
+$697M
(+45%)
Cap. Flow
+$367M
Cap. Flow % of AUM
Cap. Flow %
16.45%
Top 10 Holdings %
Top 10 Hldgs %
30.86%
Holding
121
New
57
Increased
12
Reduced
16
Closed
36
Avg Time Held
Equity + Options
0.2
years
Top 10 Avg Time Held
Equity + Options
0
years
Top 20 Avg Time Held
Equity + Options
0.1
years
Avg Time Held Equity only
0.2
years
Top 10 Avg Time Held Equity only
0
years
Top 20 Avg Time Held Equity only
0.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Danaher
DHR
|
+$97.6M |
| 2 |
UnitedHealth
UNH
|
+$78.2M |
| 3 |
Moody's
MCO
|
+$65M |
| 4 |
Visa
V
|
+$63.7M |
| 5 |
Mettler-Toledo International
MTD
|
+$60.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$86.5M |
| 2 |
Stryker
SYK
|
+$76.1M |
| 3 |
AT&T
T
|
+$54.3M |
| 4 |
Tesla
TSLA
|
+$48M |
| 5 |
Mastercard
MA
|
+$44.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 39.45% |
| 2 | Healthcare | 34.64% |
| 3 | Financials | 9.33% |
| 4 | Communication Services | 7.65% |
| 5 | Industrials | 2.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Danaher
DHR
$165B
| $102M | 4.59% |
+537,437
| New | +$97.6M |
2026 Q2
0 quarters
|
|
|
2
UnitedHealth
UNH
$367B
| $87.7M | 3.93% |
+211,050
| New | +$78.2M |
2026 Q2
0 quarters
|
|
3
Edwards Lifesciences
EW
$57.3B
| $77.7M | 3.48% |
858,921
+625,732
| +268% | +$52.4M |
2025 Q4
2 quarters
|
|
|
4
Visa
V
$816B
| $68.1M | 3.05% |
+198,553
| New | +$63.7M |
2026 Q2
0 quarters
|
|
|
5
Moody's
MCO
$91.1B
| $65.6M | 2.94% |
+144,783
| New | +$65M |
2026 Q2
0 quarters
|
|
|
6
Mettler-Toledo International
MTD
$34.5B
| $64.1M | 2.87% |
+50,157
| New | +$60.5M |
2026 Q2
0 quarters
|
|
7
Intel
INTC
$310B
| $58.4M | 2.62% |
418,425
-193,639
| -32% | -$19.6M |
2026 Q1
1 quarter
|
|
8
Charles River Laboratories
CRL
$15.6B
| $56M | 2.51% |
246,979
-115,119
| -32% | -$20.5M |
2025 Q2
4 quarters
|
|
9
Zimmer Biomet
ZBH
$21B
| $55M | 2.46% |
+638,555
| New | +$56M |
2026 Q2
0 quarters
|
|
10
Snowflake
SNOW
$103B
| $53.6M | 2.4% |
+210,452
| New | +$38.7M |
2026 Q2
0 quarters
|
|
11
Block Inc
XYZ
$52.6B
| $52.3M | 2.34% |
687,662
-43,044
| -6% | -$3.03M |
2024 Q4
6 quarters
|
|
12
Alphabet (Google) Class A
GOOGL
$3.55T
| $51.7M | 2.32% |
+144,678
| New | +$52.1M |
2026 Q2
0 quarters
|
|
13
Cerebras Systems
CBRS
$21.8B
| $49M | 2.19% |
+221,522
| New | +$52.1M |
2026 Q2
0 quarters
|
|
14
IBM
IBM
$240B
| $46M | 2.06% |
+163,461
| New | +$41.2M |
2026 Q2
0 quarters
|
|
15
Tenet Healthcare
THC
$23.3B
| $42.4M | 1.9% |
226,542
+46,059
| +26% | +$8.47M |
2025 Q4
2 quarters
|
|
16
Cloudflare
NET
$94.9B
| $41.7M | 1.87% |
169,946
+60,884
| +56% | +$13.3M |
2025 Q4
2 quarters
|
|
17
Waters Corp
WAT
$45.9B
| $37.2M | 1.67% |
99,260
-108,554
| -52% | -$37M |
2026 Q1
1 quarter
|
|
18
Arista Networks
ANET
$225B
| $37.2M | 1.67% |
+219,098
| New | +$34.4M |
2026 Q2
0 quarters
|
|
19
Apple
AAPL
$5.1T
| $35.6M | 1.59% |
122,941
-73,190
| -37% | -$20.9M |
2026 Q1
1 quarter
|
|
20
Hewlett Packard
HPE
$66.5B
| $34.2M | 1.53% |
757,731
-101,264
| -12% | -$3.66M |
2026 Q1
1 quarter
|
|
21
Corpay
CPAY
$27.5B
| $33.9M | 1.52% |
101,815
+22,306
| +28% | +$7.41M |
2025 Q4
2 quarters
|
|
22
Medtronic
MDT
$134B
| $33.7M | 1.51% |
+431,042
| New | +$34.8M |
2026 Q2
0 quarters
|
|
23
Micron Technology
MU
$900B
| $33.7M | 1.51% |
+29,178
| New | +$21.9M |
2026 Q2
0 quarters
|
|
24
Meta Platforms (Facebook)
META
$1.64T
| $33.1M | 1.49% |
58,846
-11,037
| -16% | -$6.75M |
2025 Q4
2 quarters
|
|
25
Bloom Energy
BE
$59.2B
| $32.4M | 1.45% |
+107,035
| New | +$27.4M |
2026 Q2
0 quarters
|
|
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Meridiem Capital Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Meridiem Capital Partners held 121 positions worth $2.23B, up 45% from $1.53B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Meridiem Capital Partners deployed $367M of net new capital in Q2 2026, opening 57 new positions and adding to 12 existing holdings. Its largest new stake was Danaher: 537,437 shares worth $102M.
By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 33% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Tesla, an estimated $48M trimmed.
- Meridiem Capital Partners's largest Q2 2026 buy was Danaher: 537,437 shares worth $102M.
- Meridiem Capital Partners added most to Edwards Lifesciences in Q2 2026, an estimated $52.4M increase.
- Meridiem Capital Partners's biggest Q2 2026 reduction was Tesla, cutting an estimated $48M.
- Meridiem Capital Partners fully exited Amazon in Q2 2026, selling an estimated $86.5M.
- Meridiem Capital Partners's ten largest holdings make up 31% of its $2.23B portfolio in Q2 2026.
- Meridiem Capital Partners opened 57 new positions and closed 36 in Q2 2026.
- Meridiem Capital Partners's portfolio value rose 45% quarter-over-quarter to $2.23B.
Based on Meridiem Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.