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MIM

Meridiem Investment Management Portfolio holdings

AUM $3.92B
1-Year Est. Return 1.64%
This Fund
S&P 500
This Quarter Est. Return
-11.04%
1 Year Est. Return
-1.64%
3 Year Est. Return
+34.98%
5 Year Est. Return
+53.7%
10 Year Est. Return
–
AUM
$3.92B
AUM Growth
-$820M
Cap. Flow
-$198M
Cap. Flow %
-5.05%
Top 10 Hldgs %
62.28%
Holding
61
New
1
Increased
3
Reduced
33
Closed
5

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$151M
2
BSX icon
Boston Scientific
BSX
+$125M
3
XYL icon
Xylem
XYL
+$55.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$15.2M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$109M
2
ACN icon
Accenture
ACN
+$103M
3
AMZN icon
Amazon
AMZN
+$59.7M
4
MA icon
Mastercard
MA
+$53.1M
5
TSCO icon
Tractor Supply
TSCO
+$46M

Sector Composition

Rank Sector Weight
1 Technology 36.17%
2 Healthcare 21.15%
3 Financials 14.98%
4 Consumer Discretionary 14.29%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRSH
1
Marsh
MRSH
$83.8B
$291M 7.44%
1,680,646
-73,271
-4% -$13.2M
MA icon
2
Mastercard
MA
$466B
$287M 7.33%
574,253
-100,736
-15% -$53.1M
LH icon
3
Labcorp
LH
$23.9B
$261M 6.67%
979,371
-47,523
-5% -$12.9M
ISRG icon
4
Intuitive Surgical
ISRG
$119B
$251M 6.4%
543,889
+30,085
+6% +$15.2M
TSM icon
5
TSMC
TSM
$2.15T
$245M 6.24%
723,299
+440,103
+155% +$151M
MSFT icon
6
Microsoft
MSFT
$2.83T
$239M 6.11%
646,783
-31,025
-5% -$13M
AMZN icon
7
Amazon
AMZN
$2.52T
$238M 6.09%
1,145,061
-271,175
-19% -$59.7M
TMO icon
8
Thermo Fisher Scientific
TMO
$213B
$216M 5.5%
438,260
-14,738
-3% -$8M
CDNS icon
9
Cadence Design Systems
CDNS
$91.9B
$209M 5.34%
752,430
-32,542
-4% -$9.71M
APH icon
10
Amphenol
APH
$193B
$202M 5.15%
1,594,959
-71,344
-4% -$10M
TSCO icon
11
Tractor Supply
TSCO
$15.6B
$191M 4.89%
4,224,554
-902,557
-18% -$46M
AME icon
12
Ametek
AME
$55.1B
$183M 4.68%
854,750
-32,017
-4% -$7.11M
BR icon
13
Broadridge
BR
$16.6B
$170M 4.33%
1,044,983
-40,313
-4% -$7.66M
ADP icon
14
Automatic Data Processing
ADP
$96.5B
$138M 3.51%
676,863
-34,673
-5% -$7.95M
AVY icon
15
Avery Dennison
AVY
$11.9B
$129M 3.3%
749,182
-37,917
-5% -$6.96M
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$3.9T
$126M 3.23%
439,539
-132,906
-23% -$41.8M
INTU icon
17
Intuit
INTU
$76.8B
$122M 3.11%
281,272
-228,550
-45% -$109M
BSX icon
18
Boston Scientific
BSX
$64.3B
$97.7M 2.5%
+1,558,014
New +$125M
ACN icon
19
Accenture
ACN
$84.7B
$89.9M 2.3%
453,800
-443,913
-49% -$103M
VRSK icon
20
Verisk Analytics
VRSK
$25B
$80.3M 2.05%
423,430
-17,175
-4% -$3.49M
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.9T
$79.5M 2.03%
277,109
-89,488
-24% -$28.1M
XYL icon
22
Xylem
XYL
$27.6B
$51.4M 1.31%
429,702
+423,672
+7,026% +$55.6M
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.05T
$7.41M 0.19%
15,470
-1,640
-10% -$805K
AAPL icon
24
Apple
AAPL
$4.7T
$2.02M 0.05%
7,944
-1,550
-16% -$403K
COST icon
25
Costco
COST
$409B
$1.94M 0.05%
1,952
-97
-5% -$94.5K
1
2 3

Similar funds

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $3.92B AUM 59.92% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

Meridiem Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meridiem Investment Management held 61 positions worth $3.92B, down 17% from $4.74B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Meridiem Investment Management withdrew a net $198M in Q1 2026, closing 5 positions and reducing 33 holdings. Its most notable exit was S&P Global, an estimated $282K position sold in full.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 40% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Meridiem Investment Management opened a new position in Boston Scientific worth $97.7M.

  • Meridiem Investment Management's largest Q1 2026 buy was Boston Scientific: 1,558,014 shares worth $97.7M.
  • Meridiem Investment Management added most to TSMC in Q1 2026, an estimated $151M increase.
  • Meridiem Investment Management's biggest Q1 2026 reduction was Intuit, cutting an estimated $109M.
  • Meridiem Investment Management fully exited S&P Global in Q1 2026, selling an estimated $282K.
  • Meridiem Investment Management's ten largest holdings make up 62% of its $3.92B portfolio in Q1 2026.
  • Meridiem Investment Management opened 1 new position and closed 5 in Q1 2026.
  • Meridiem Investment Management's portfolio value fell 17% quarter-over-quarter to $3.92B.

Based on Meridiem Investment Management's 13F filing for Q1 2026, filed 12 May 2026.