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MCP

Meridiem Capital Partners Portfolio holdings

AUM $2.23B
1-Year Est. Return 38.37%
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
Cap. Flow
+$367M
Cap. Flow %
16.45%
Top 10 Hldgs %
30.86%
Holding
121
New
57
Increased
12
Reduced
16
Closed
36

Top Buys

Rank Stock Value
1
DHR icon
Danaher
DHR
+$97.6M
2
UNH icon
UnitedHealth
UNH
+$78.2M
3
MCO icon
Moody's
MCO
+$65M
4
V icon
Visa
V
+$63.7M
5
MTD icon
Mettler-Toledo International
MTD
+$60.5M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$86.5M
2
SYK icon
Stryker
SYK
+$76.1M
3
T icon
AT&T
T
+$54.3M
4
TSLA icon
Tesla
TSLA
+$48M
5
MA icon
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
DELL icon
26
Dell
DELL
$346B
$30.2M 1.36%
+70,074
New +$20.3M
SPY icon
27
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$799B
$29.9M 1.34%
+40,000
New +$29M
RDDT icon
28
Reddit
RDDT
$30.7B
$29.6M 1.33%
+170,572
New +$27.3M
IQV icon
29
IQVIA
IQV
$44.4B
$27.9M 1.25%
+144,630
New +$25.2M
SNPS icon
30
Synopsys
SNPS
$70.5B
$27.5M 1.23%
61,695
+35,511
+136% +$16.7M
JKHY icon
31
Jack Henry & Associates
JKHY
$10.8B
$25.8M 1.15%
+187,038
New +$26.5M
SPOT icon
32
Spotify
SPOT
$115B
$25M 1.12%
54,460
+35,908
+194% +$17.1M
TRU icon
33
TransUnion
TRU
$14.8B
$24.1M 1.08%
333,919
-514,424
-61% -$36.1M
CCI icon
34
Crown Castle
CCI
$31.2B
$23.4M 1.05%
+309,322
New +$27.2M
ALAB icon
35
Astera Labs
ALAB
$43.8B
$23.1M 1.04%
+47,891
New +$12.7M
LYFT icon
36
Lyft
LYFT
$5.94B
$22.7M 1.02%
+1,554,443
New +$21.7M
WEX icon
37
WEX
WEX
$6.82B
$22.7M 1.02%
+160,776
New +$23.8M
RVTY icon
38
Revvity
RVTY
$15.6B
$21.5M 0.96%
+193,094
New +$18.6M
EHC icon
39
Encompass Health
EHC
$12B
$21M 0.94%
+207,713
New +$21.5M
ZS icon
40
Zscaler
ZS
$31.6B
$20.4M 0.91%
+144,497
New +$20.1M
PANW icon
41
Palo Alto Networks
PANW
$307B
$19.8M 0.89%
58,016
-50,936
-47% -$11.7M
DT icon
42
Dynatrace
DT
$15.9B
$19M 0.85%
433,110
+261,458
+152% +$10.2M
HOOD icon
43
Robinhood
HOOD
$99.3B
$19M 0.85%
+189,399
New +$15.9M
ADBE icon
44
Adobe
ADBE
$102B
$18.9M 0.85%
+92,233
New +$21.8M
EXPE icon
45
Expedia Group
EXPE
$35.2B
$18.6M 0.83%
72,598
+41,190
+131% +$9.78M
BDX icon
46
Becton Dickinson
BDX
$50.6B
$18.5M 0.83%
+122,440
New +$18.3M
CRM icon
47
Salesforce
CRM
$210B
$18.4M 0.82%
117,295
-54,977
-32% -$9.67M
BKNG icon
48
Booking.com
BKNG
$129B
$18M 0.81%
101,045
+64,220
+174% +$11M
MDB icon
49
MongoDB
MDB
$30.4B
$17.9M 0.8%
+53,226
New +$16M
ROKU icon
50
Roku
ROKU
$23.3B
$17.8M 0.8%
129,183
-91,976
-42% -$11.2M
1
2
3 4 5

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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.