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MCP
Meridiem Capital Partners Portfolio holdings
AUM
$1.52B
1-Year Est. Return
17.03%
This Fund
S&P 500
1 Year Est. Return
+17.03%
AUM
$1.52B
AUM Growth
-$75.1M
(-4.7%)
Holding
102
Top Buys
| 1 | +$83.1M | |
| 2 | +$71.1M | |
| 3 | +$64.9M | |
| 4 |
Tesla
TSLA
|
+$51.2M |
| 5 |
Apple
AAPL
|
+$51M |
Top Sells
| 1 | +$76M | |
| 2 | +$65.2M | |
| 3 | +$64.1M | |
| 4 |
Applied Materials
AMAT
|
+$62.2M |
| 5 |
Boston Scientific
BSX
|
+$58M |
Sector Composition
| 1 | Technology | 33.51% |
| 2 | Healthcare | 29.22% |
| 3 | Communication Services | 14.03% |
| 4 | Consumer Discretionary | 11.67% |
| 5 | Financials | 11.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cloudflare
NET
$80.7B
| $22.5M | 1.48% |
109,062
+40,428
|
|
||
27
Agilent Technologies
A
$37.2B
| $21.1M | 1.39% |
184,897
-37,319
|
|
||
28
Bio-Techne
TECH
$8.22B
| $21M | 1.38% |
402,227
+147,868
|
|
||
29
Roku
ROKU
$17.7B
| $20.9M | 1.38% |
221,159
+144,855
|
|
||
30
Hewlett Packard
HPE
$62B
| $20.5M | 1.35% |
+858,995
|
|
||
|
CRWV
31
CoreWeave Inc
CRWV
$52.2B
| $19.3M | 1.27% |
249,636
+5,186
|
|
||
32
Edwards Lifesciences
EW
$49.5B
| $18.7M | 1.23% |
233,189
+118,424
|
|
||
33
Palo Alto Networks
PANW
$228B
| $17.5M | 1.15% |
+108,952
|
|
||
|
CHYM
34
Chime Financial
CHYM
$6.26B
| $15.8M | 1.04% |
844,528
+601,125
|
|
||
35
Cadence Design Systems
CDNS
$106B
| $14.3M | 0.94% |
+51,397
|
|
||
36
Cisco
CSCO
$480B
| $14.2M | 0.93% |
+182,570
|
|
||
37
Charter Communications
CHTR
$17.1B
| $14.1M | 0.93% |
65,340
+8,457
|
|
||
38
Coinbase
COIN
$42.3B
| $13.9M | 0.91% |
+79,450
|
|
||
39
Datadog
DDOG
$83.4B
| $13.9M | 0.91% |
+117,437
|
|
||
40
Akamai
AKAM
$19.3B
| $13.4M | 0.88% |
+116,508
|
|
||
41
Zoom
ZM
$27.1B
| $12.4M | 0.82% |
+154,262
|
|
||
42
Wayfair
W
$10.3B
| $12M | 0.79% |
+160,118
|
|
||
43
Cognizant
CTSH
$24.2B
| $11.8M | 0.78% |
+192,947
|
|
||
44
eBay
EBAY
$47.2B
| $11.5M | 0.75% |
125,856
-403,574
|
|
||
45
Twist Bioscience
TWST
$4.61B
| $11.4M | 0.75% |
239,669
+218,464
|
|
||
46
10x Genomics
TXG
$3.7B
| $11.1M | 0.73% |
+523,998
|
|
||
47
Marvell Technology
MRVL
$246B
| $10.6M | 0.7% |
106,656
-158,790
|
|
||
48
Intuitive Surgical
ISRG
$146B
| $10.5M | 0.69% |
22,747
-35,781
|
|
||
49
Icon
ICLR
$11.1B
| $10.4M | 0.68% |
+93,878
|
|
||
50
Synopsys
SNPS
$87.4B
| $10.4M | 0.68% |
26,184
-58,021
|
|