DSC Meridian Capital LP
NEW YORK, NY · CIK 1970572 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2021 · limited partnership
- Assets managed$2.2bn
- Staff12 · 8 in investment roles
- Main clients (by assets)Private funds 83%
- Private funds4 (4 hedge) · $1.5bn gross assets
- Websitedscmeridiancapital.com
- Form ADV · 2026-04-30SEC adviser record
- Legal entityDSC MERIDIAN CAPITAL LP (US)
- Kindhedge funds, futures
- Others nearbyNew York, NY
As an employer
- Offices in1 country
- Private fundshedge 4
$427.2m
reported value
+80.6% vs Q1 2026
15positions
89.7%in top 10
5 new
5 added
3 reduced
2 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| GRUPO AEROMEXICO SAB DE CV AERO | $51.3m12.02% | Unchanged |
| AZUL S A AZUL | $49.2m11.52% | New |
| CORE SCIENTIFIC INC NEW CORZ | $48.8m11.41% | Reduced -375.0k |
| ISHARES TR USHY | $43.7m10.24% | Added +96.5k |
| INVESCO EXCH TRADED FD TR II BKLN | $43.4m10.17% | New |
| NCL CORP LTD NCLH 0.875 04.15.30 · principal | $38.2m8.94% | New |
| SUNRUN INC RUN 4 03.01.30 · principal | $37.4m8.75% | Added +11.5m |
| SUPER MICRO COMPUTER INC SMCI 2.25 07.15.28 · principal | $34.4m8.04% | Added +20.0m |
| VISTRA CORP VST | $23.4m5.48% | Added +48.4k |
| SUPER MICRO COMPUTER INC SMCI 0 06.15.30 · principal | $13.3m3.12% | New |
| ELECTRONIC ARTS INC EA | $13.2m3.08% | Added +43.5k |
| TECK RESOURCES LTD TECK | $11.7m2.75% | Reduced -200 |
| ROCKET COS INC RKT | $10.4m2.42% | Reduced -2.0k |
| CAESARS ENTERTAINMENT INC NE CZR | $5.0m1.17% | New |
| GRAY TELEVISION INC GTN | $3.7m0.87% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| ISHARES TR HYG | $32.0m402.3k shares |
| MARA HOLDINGS INC MARA 0 06.01.31 | $10.6m11.5m shares |