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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
JPM icon
51
JPMorgan Chase
JPM
$939B
$82.4K ﹤0.01%
280
– –
V icon
52
Visa
V
$677B
$75.5K ﹤0.01%
250
– –
ABT icon
53
Abbott
ABT
$180B
$47.7K ﹤0.01%
465
-190
-29% -$21.5K
CB icon
54
Chubb
CB
$140B
$35.2K ﹤0.01%
108
– –
VZ icon
55
Verizon
VZ
$194B
$34.6K ﹤0.01%
690
– –
WFC icon
56
Wells Fargo
WFC
$261B
$27.9K ﹤0.01%
350
– –
ADBE icon
57
Adobe
ADBE
$89.5B
– –
-286
Closed -$100K
ADSK icon
58
Autodesk
ADSK
$44.3B
– –
-364
Closed -$108K
ECL icon
59
Ecolab
ECL
$75.6B
– –
-554
Closed -$146K
FISV
60
Fiserv Inc
FISV
$27.2B
– –
-1,695
Closed -$114K
SPGI icon
61
S&P Global
SPGI
$126B
– –
-540
Closed -$282K
1 2
3

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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.