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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
UNH icon
26
UnitedHealth
UNH
$382B
$1.27M 0.03%
4,680
-1,420
-23% -$423K
SNPS icon
27
Synopsys
SNPS
$71.5B
$1.13M 0.03%
2,860
-456
-14% -$206K
JNJ icon
28
Johnson & Johnson
JNJ
$635B
$611K 0.02%
2,500
– –
HON icon
29
Honeywell
HON
$77.1B
$499K 0.01%
2,208
-1,692
-43% -$387K
MCD icon
30
McDonald's
MCD
$188B
$412K 0.01%
1,327
-123
-8% -$39.2K
WPM icon
31
Wheaton Precious Metals
WPM
$50.6B
$393K 0.01%
3,000
-1,000
-25% -$139K
XOM icon
32
ExxonMobil
XOM
$651B
$322K 0.01%
1,900
– –
AXP icon
33
American Express
AXP
$223B
$303K 0.01%
1,000
– –
WEC icon
34
WEC Energy
WEC
$37.7B
$275K 0.01%
2,380
– –
ABBV icon
35
AbbVie
ABBV
$458B
$239K 0.01%
1,100
-95
-8% -$21.1K
PWR icon
36
Quanta Services
PWR
$93.9B
$229K 0.01%
417
-258
-38% -$133K
META icon
37
Meta Platforms (Facebook)
META
$1.51T
$222K 0.01%
388
– –
DG icon
38
Dollar General
DG
$25.9B
$184K ﹤0.01%
1,550
– –
DE icon
39
Deere & Co
DE
$170B
$183K ﹤0.01%
325
– –
EW icon
40
Edwards Lifesciences
EW
$47.6B
$174K ﹤0.01%
2,167
-1,195
-36% -$98.5K
KO icon
41
Coca-Cola
KO
$354B
$164K ﹤0.01%
2,162
– –
PANW icon
42
Palo Alto Networks
PANW
$264B
$154K ﹤0.01%
960
– –
ALGN icon
43
Align Technology
ALGN
$12B
$146K ﹤0.01%
850
-1,193
-58% -$209K
WSO icon
44
Watsco Inc
WSO
$14.9B
$138K ﹤0.01%
379
-93
-20% -$36K
MTD icon
45
Mettler-Toledo International
MTD
$26.8B
$134K ﹤0.01%
106
– –
MSCI icon
46
MSCI
MSCI
$40B
$132K ﹤0.01%
245
– –
IDXX icon
47
Idexx Laboratories
IDXX
$42.9B
$116K ﹤0.01%
206
– –
SYK icon
48
Stryker
SYK
$127B
$115K ﹤0.01%
350
– –
LIN icon
49
Linde
LIN
$237B
$97.6K ﹤0.01%
197
– –
AMD icon
50
Advanced Micro Devices
AMD
$851B
$91.5K ﹤0.01%
450
-200
-31% -$42.7K
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
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
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 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.