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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
+2.5%
1 Year Est. Return
-1.64%
3 Year Est. Return
+34.98%
5 Year Est. Return
+53.7%
10 Year Est. Return
–
AUM
$4.74B
AUM Growth
-$486M
Cap. Flow
-$457M
Cap. Flow %
-9.66%
Top 10 Hldgs %
63.68%
Holding
60
New
8
Increased
8
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$81M
2
MRSH
Marsh
MRSH
+$24.3M
3
INTU icon
Intuit
INTU
+$23.3M
4
MA icon
Mastercard
MA
+$23.3M
5
COST icon
Costco
COST
+$906K

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$223M
2
FISV
Fiserv Inc
FISV
+$125M
3
ISRG icon
Intuitive Surgical
ISRG
+$51.2M
4
MSFT icon
Microsoft
MSFT
+$49.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$43.6M

Sector Composition

Rank Sector Weight
1 Technology 39.97%
2 Healthcare 17.21%
3 Consumer Discretionary 15.35%
4 Financials 15.21%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYL icon
26
Xylem
XYL
$28.3B
$821K 0.02%
6,030
– –
HON icon
27
Honeywell
HON
$77B
$761K 0.02%
+3,900
New +$763K
JNJ icon
28
Johnson & Johnson
JNJ
$631B
$517K 0.01%
2,500
– –
WPM icon
29
Wheaton Precious Metals
WPM
$60.6B
$470K 0.01%
4,000
– –
MCD icon
30
McDonald's
MCD
$194B
$443K 0.01%
1,450
– –
AXP icon
31
American Express
AXP
$229B
$370K 0.01%
1,000
– –
ALGN icon
32
Align Technology
ALGN
$12.5B
$319K 0.01%
2,043
-322
-14% -$46.1K
EW icon
33
Edwards Lifesciences
EW
$53B
$287K 0.01%
+3,362
New +$276K
PWR icon
34
Quanta Services
PWR
$99.4B
$285K 0.01%
+675
New +$297K
SPGI icon
35
S&P Global
SPGI
$121B
$282K 0.01%
540
– –
ABBV icon
36
AbbVie
ABBV
$438B
$273K 0.01%
1,195
+695
+139% +$158K
META icon
37
Meta Platforms (Facebook)
META
$1.52T
$256K 0.01%
388
– –
WEC icon
38
WEC Energy
WEC
$34.6B
$251K 0.01%
2,380
– –
XOM icon
39
ExxonMobil
XOM
$662B
$229K ﹤0.01%
1,900
– –
DG icon
40
Dollar General
DG
$27B
$206K ﹤0.01%
1,550
– –
PANW icon
41
Palo Alto Networks
PANW
$314B
$177K ﹤0.01%
960
– –
WSO icon
42
Watsco Inc
WSO
$13.5B
$159K ﹤0.01%
+472
New +$169K
DE icon
43
Deere & Co
DE
$164B
$151K ﹤0.01%
325
– –
KO icon
44
Coca-Cola
KO
$374B
$151K ﹤0.01%
2,162
– –
MTD icon
45
Mettler-Toledo International
MTD
$28.6B
$148K ﹤0.01%
+106
New +$148K
ECL icon
46
Ecolab
ECL
$79.7B
$146K ﹤0.01%
+554
New +$148K
MSCI icon
47
MSCI
MSCI
$40.9B
$141K ﹤0.01%
245
– –
IDXX icon
48
Idexx Laboratories
IDXX
$46.9B
$139K ﹤0.01%
+206
New +$140K
AMD icon
49
Advanced Micro Devices
AMD
$767B
$139K ﹤0.01%
650
– –
SYK icon
50
Stryker
SYK
$133B
$123K ﹤0.01%
350
– –
1
2
3

Similar funds

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Meridiem Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Meridiem Investment Management held 60 positions worth $4.74B, down 9.3% from $5.22B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Meridiem Investment Management withdrew a net $457M in Q4 2025, reducing 20 holdings. Its largest reduction was Synopsys, cutting an estimated $223M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, down from 46% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Meridiem Investment Management opened a new position in Honeywell worth $761K.

  • Meridiem Investment Management's largest Q4 2025 buy was Honeywell: 3,900 shares worth $761K.
  • Meridiem Investment Management added most to TSMC in Q4 2025, an estimated $81M increase.
  • Meridiem Investment Management's biggest Q4 2025 reduction was Synopsys, cutting an estimated $223M.
  • Meridiem Investment Management's ten largest holdings make up 64% of its $4.74B portfolio in Q4 2025.
  • Meridiem Investment Management opened 8 new positions and closed 0 in Q4 2025.
  • Meridiem Investment Management's portfolio value fell 9.3% quarter-over-quarter to $4.74B.

Based on Meridiem Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.