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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
+1.32%
1 Year Est. Return
-1.64%
3 Year Est. Return
+34.98%
5 Year Est. Return
+53.7%
10 Year Est. Return
–
AUM
$5.22B
AUM Growth
-$279M
Cap. Flow
-$242M
Cap. Flow %
-4.63%
Top 10 Hldgs %
60.52%
Holding
52
New
1
Increased
5
Reduced
22
Closed
–

Top Buys

Rank Stock Value
1
VRSK icon
Verisk Analytics
VRSK
+$120M
2
AMZN icon
Amazon
AMZN
+$88.6M
3
INTU icon
Intuit
INTU
+$38.9M
4
ISRG icon
Intuitive Surgical
ISRG
+$37.6M
5
MRSH
Marsh
MRSH
+$21.8M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$192M
2
ALGN icon
Align Technology
ALGN
+$123M
3
TMO icon
Thermo Fisher Scientific
TMO
+$88.1M
4
SNPS icon
Synopsys
SNPS
+$47.4M
5
FISV
Fiserv Inc
FISV
+$46.3M

Sector Composition

Rank Sector Weight
1 Technology 45.62%
2 Healthcare 15.53%
3 Consumer Discretionary 14.45%
4 Financials 13.36%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.45T
$402M 7.7%
776,303
-5,804
-0.7% -$2.96M
MA icon
2
Mastercard
MA
$502B
$360M 6.9%
633,388
-6,480
-1% -$3.72M
MRSH
3
Marsh
MRSH
$90.5B
$327M 6.27%
1,623,960
+105,954
+7% +$21.8M
INTU icon
4
Intuit
INTU
$86.5B
$324M 6.2%
474,549
+53,994
+13% +$38.9M
AMZN icon
5
Amazon
AMZN
$2.92T
$321M 6.14%
1,459,886
+391,247
+37% +$88.6M
LH icon
6
Labcorp
LH
$25B
$304M 5.81%
1,057,325
-11,643
-1% -$3.12M
TSCO icon
7
Tractor Supply
TSCO
$16.1B
$301M 5.75%
5,285,477
-81,854
-2% -$4.82M
CDNS icon
8
Cadence Design Systems
CDNS
$93.6B
$286M 5.47%
812,731
-8,599
-1% -$2.96M
ISRG icon
9
Intuitive Surgical
ISRG
$127B
$273M 5.22%
610,070
+78,252
+15% +$37.6M
BR icon
10
Broadridge
BR
$17.8B
$264M 5.06%
1,109,355
-11,634
-1% -$2.9M
SNPS icon
11
Synopsys
SNPS
$74.4B
$249M 4.77%
504,636
-83,856
-14% -$47.4M
TMO icon
12
Thermo Fisher Scientific
TMO
$213B
$231M 4.41%
475,608
-189,285
-28% -$88.1M
ACN icon
13
Accenture
ACN
$102B
$230M 4.41%
934,071
-11,757
-1% -$3.07M
APH icon
14
Amphenol
APH
$198B
$217M 4.16%
1,755,366
-372,277
-17% -$40.9M
ADP icon
15
Automatic Data Processing
ADP
$106B
$212M 4.07%
723,792
-4,330
-0.6% -$1.3M
FISV
16
Fiserv Inc
FISV
$28.8B
$193M 3.69%
1,496,581
-323,264
-18% -$46.3M
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$4.36T
$176M 3.37%
724,952
-7,995
-1% -$1.67M
AME icon
18
Ametek
AME
$55.4B
$173M 3.31%
918,684
+109,825
+14% +$20.2M
AVY icon
19
Avery Dennison
AVY
$13B
$133M 2.55%
821,619
-8,417
-1% -$1.45M
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.36T
$114M 2.18%
467,011
-11,301
-2% -$2.38M
VRSK icon
21
Verisk Analytics
VRSK
$25.4B
$110M 2.11%
+437,518
New +$120M
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.28M 0.18%
18,467
-270
-1% -$131K
UNH icon
23
UnitedHealth
UNH
$376B
$3.22M 0.06%
9,330
-635,306
-99% -$192M
AAPL icon
24
Apple
AAPL
$4.54T
$2.39M 0.05%
9,394
-700
-7% -$158K
TSM icon
25
TSMC
TSM
$2.1T
$2.01M 0.04%
7,210
-300
-4% -$73.4K
1
2 3

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AA
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BCP
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AS
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MSI
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FLSM
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LWCA
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GAMH
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Meridiem Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meridiem Investment Management held 52 positions worth $5.22B, down 5.1% from $5.5B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Meridiem Investment Management withdrew a net $242M in Q3 2025, reducing 22 holdings. Its largest reduction was UnitedHealth, cutting an estimated $192M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Meridiem Investment Management opened a new position in Verisk Analytics worth $110M.

  • Meridiem Investment Management's largest Q3 2025 buy was Verisk Analytics: 437,518 shares worth $110M.
  • Meridiem Investment Management added most to Amazon in Q3 2025, an estimated $88.6M increase.
  • Meridiem Investment Management's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $192M.
  • Meridiem Investment Management's ten largest holdings make up 61% of its $5.22B portfolio in Q3 2025.
  • Meridiem Investment Management opened 1 new position and closed 0 in Q3 2025.
  • Meridiem Investment Management's portfolio value fell 5.1% quarter-over-quarter to $5.22B.

Based on Meridiem Investment Management's 13F filing for Q3 2025, filed 29 Oct 2025.