Meridiem Capital Partners LP

DALLAS, TX · CIK 2026798 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · limited partnership

Assets managed$2.2bn
Staff16 · 10 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $50.9m gross assets
Websitemeridiemcapital.com
Form ADV · 2026-07-14SEC adviser record

Legal entityMERIDIEM CAPITAL PARTNERS LP (US)

Kindhedge funds, futures
Others nearbyDallas, TX, New York, NY

As an employer

Offices in1 country
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Dallas, TX (main office)United States	United States	about 7
New York, NYUnited States	United States	3

US visa salary filings

Filings FY20261
Median salary offered$104,000
Middle half$104,000 – $104,000
Job titles1

Job title	Filings	Median	Range
Investment AnalystDallas, TX	1	$104,000	$104,000 – $210,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Meridiem Capital Partners LP.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$2.2bn reported value +43.1% vs Q1 2026

80positions

31.7%in top 10

52 new 12 added 16 reduced 34 sold out vs Q1 2026

Options: 4 call positions ($26.7m notional), 1 put positions ($29.9m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DANAHER CORPORATION COM DHR	DHR	537,437	$102.4m4.71%	4.71%	New
2	UNITEDHEALTH GROUP INC COM UNH	UNH	211,050	$87.7m4.03%	4.03%	New
3	EDWARDS LIFESCIENCES CORP COM EW	EW	858,921	$77.7m3.57%	3.57%	Added +625.7k	+625,732 268.3%
4	VISA INC COM CL A V	V	198,553	$68.1m3.13%	3.13%	New
5	MOODYS CORP COM MCO	MCO	144,783	$65.6m3.02%	3.02%	New
6	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	50,157	$64.1m2.95%	2.95%	New
7	INTEL CORP COM INTC	INTC	418,425	$58.4m2.69%	2.69%	Reduced -193.6k	-193,639 -31.6%
8	CHARLES RIV LABS INTL INC COM CRL	CRL	246,979	$56.0m2.58%	2.58%	Reduced -115.1k	-115,119 -31.8%
9	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	638,555	$55.0m2.53%	2.53%	New
10	SNOWFLAKE INC CL A SNOW	SNOW	210,452	$53.6m2.46%	2.46%	New
11	BLOCK INC CL A XYZ	XYZ	687,662	$52.3m2.40%	2.40%	Reduced -43.0k	-43,044 -5.9%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	144,678	$51.7m2.38%	2.38%	New
13	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	221,522	$49.0m2.25%	2.25%	New
14	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	163,461	$46.0m2.11%	2.11%	New
15	TENET HEALTHCARE CORP COM NEW THC	THC	226,542	$42.4m1.95%	1.95%	Added +46.1k	+46,059 25.5%
16	CLOUDFLARE INC CL A COM NET	NET	169,946	$41.7m1.92%	1.92%	Added +60.9k	+60,884 55.8%
17	WATERS CORP COM WAT	WAT	99,260	$37.2m1.71%	1.71%	Reduced -108.6k	-108,554 -52.2%
18	ARISTA NETWORKS INC COM SHS ANET	ANET	219,098	$37.2m1.71%	1.71%	New
19	APPLE INC COM AAPL	AAPL	122,941	$35.6m1.64%	1.64%	Reduced -73.2k	-73,190 -37.3%
20	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	757,731	$34.2m1.57%	1.57%	Reduced -101.3k	-101,264 -11.8%
21	CORPAY INC COM SHS CPAY	CPAY	101,815	$33.9m1.56%	1.56%	Added +22.3k	+22,306 28.1%
22	MEDTRONIC PLC SHS MDT	MDT	431,042	$33.7m1.55%	1.55%	New
23	MICRON TECHNOLOGY INC COM MU	MU	29,178	$33.7m1.55%	1.55%	New
24	META PLATFORMS INC CL A META	META	58,846	$33.1m1.52%	1.52%	Reduced -11.0k	-11,037 -15.8%
25	BLOOM ENERGY CORP COM CL A BE	BE	107,035	$32.4m1.49%	1.49%	New
26	DELL TECHNOLOGIES INC CL C DELL	DELL	70,074	$30.2m1.39%	1.39%	New
27	REDDIT INC CL A RDDT	RDDT	170,572	$29.6m1.36%	1.36%	New
28	IQVIA HLDGS INC COM IQV	IQV	144,630	$27.9m1.29%	1.29%	New
29	SYNOPSYS INC COM SNPS	SNPS	61,695	$27.5m1.27%	1.27%	Added +35.5k	+35,511 135.6%
30	HENRY JACK & ASSOC INC COM JKHY	JKHY	187,038	$25.8m1.18%	1.18%	New
31	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	54,460	$25.0m1.15%	1.15%	Added +35.9k	+35,908 193.6%
32	TRANSUNION COM TRU	TRU	333,919	$24.1m1.11%	1.11%	Reduced -514.4k	-514,424 -60.6%
33	CROWN CASTLE INC COM CCI	CCI	309,322	$23.4m1.08%	1.08%	New
34	ASTERA LABS INC COM ALAB	ALAB	47,891	$23.1m1.06%	1.06%	New
35	LYFT INC CL A COM LYFT	LYFT	1,554,443	$22.7m1.04%	1.04%	New
36	WEX INC COM WEX	WEX	160,776	$22.7m1.04%	1.04%	New
37	REVVITY INC COM RVTY	RVTY	193,094	$21.5m0.99%	0.99%	New
38	ENCOMPASS HEALTH CORP COM EHC	EHC	207,713	$21.0m0.97%	0.97%	New
39	ZSCALER INC COM ZS	ZS	144,497	$20.4m0.94%	0.94%	New
40	PALO ALTO NETWORKS INC COM PANW	PANW	58,016	$19.8m0.91%	0.91%	Reduced -50.9k	-50,936 -46.8%
41	DYNATRACE INC COM NEW DT	DT	433,110	$19.0m0.87%	0.87%	Added +261.5k	+261,458 152.3%
42	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	189,399	$19.0m0.87%	0.87%	New
43	ADOBE INC COM ADBE	ADBE	92,233	$18.9m0.87%	0.87%	New
44	EXPEDIA GROUP INC COM NEW EXPE	EXPE	72,598	$18.6m0.85%	0.85%	Added +41.2k	+41,190 131.1%
45	BECTON DICKINSON & CO COM BDX	BDX	122,440	$18.5m0.85%	0.85%	New
46	SALESFORCE INC COM CRM	CRM	117,295	$18.4m0.84%	0.84%	Reduced -55.0k	-54,977 -31.9%
47	BOOKING HOLDINGS INC COM BKNG	BKNG	101,045	$18.0m0.83%	0.83%	Added +64.2k	+64,220 174.4%
48	MONGODB INC CL A MDB	MDB	53,226	$17.9m0.82%	0.82%	New
49	ROKU INC COM CL A ROKU	ROKU	129,183	$17.8m0.82%	0.82%	Reduced -92.0k	-91,976 -41.6%
50	CORNING INC COM GLW	GLW	67,830	$17.3m0.80%	0.80%	New
51	TWILIO INC CL A TWLO	TWLO	81,500	$16.8m0.77%	0.77%	Added +256	+256 0.3%
52	OKTA INC CL A OKTA	OKTA	123,107	$16.8m0.77%	0.77%	New
53	AFFIRM HLDGS INC COM CL A AFRM	AFRM	201,047	$16.4m0.75%	0.75%	New
54	CVS HEALTH CORP COM CVS	CVS	158,028	$16.3m0.75%	0.75%	New
55	10X GENOMICS INC CL A COM TXG	TXG	422,219	$16.2m0.74%	0.74%	Reduced -101.8k	-101,779 -19.4%
56	HUMANA INC COM HUM	HUM	40,421	$16.1m0.74%	0.74%	New
57	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	87,833	$15.0m0.69%	0.69%	New
58	IREN LIMITED ORDINARY SHARES IREN	IREN	327,869	$15.0m0.69%	0.69%	New
59	NUTANIX INC CL A NTNX	NTNX	289,623	$14.8m0.68%	0.68%	New
60	GUARDANT HEALTH INC COM GH	GH	97,088	$14.6m0.67%	0.67%	New
61	ORACLE CORP COM ORCL	ORCL	99,135	$14.5m0.67%	0.67%	New
62	QIAGEN NV ORD SHARES QGEN	QGEN	369,740	$14.5m0.66%	0.66%	New
63	VERISK ANALYTICS INC COM VRSK	VRSK	79,120	$14.2m0.65%	0.65%	New
64	CAREDX INC COM CDNA	CDNA	451,493	$12.9m0.59%	0.59%	Added +134.5k	+134,543 42.5%
65	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	75,793	$11.9m0.55%	0.55%	New
66	SAP SE SPON ADR SAP	SAP	72,235	$11.1m0.51%	0.51%	New
67	CARVANA CO CL A CVNA	CVNA	166,332	$10.9m0.50%	0.50%	New
68	TESLA INC COM TSLA	TSLA	24,252	$10.2m0.47%	0.47%	Reduced -120.7k	-120,694 -83.3%
69	CARDINAL HEALTH INC COM CAH	CAH	40,741	$9.7m0.45%	0.45%	Reduced -75.5k	-75,515 -65.0%
70	ZOOM COMMUNICATIONS INC CL A ZM	ZM	108,530	$9.4m0.43%	0.43%	Reduced -45.7k	-45,732 -29.6%
71	NAVAN INC CL A NAVN	NAVN	401,404	$9.2m0.42%	0.42%	New
72	CENCORA INC COM COR	COR	32,205	$9.1m0.42%	0.42%	New
73	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	11,823	$9.0m0.41%	0.41%	New
74	ABBOTT LABS COM ABT	ABT	88,519	$8.0m0.37%	0.37%	New
75	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	28,014	$7.7m0.36%	0.36%	New
76	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	57,627	$7.6m0.35%	0.35%	Added +28.4k	+28,376 97.0%
77	PINTEREST INC CL A PINS	PINS	266,601	$5.6m0.26%	0.26%	New
78	TANDEM DIABETES CARE INC COM NEW TNDM	TNDM	298,255	$4.5m0.21%	0.21%	New
79	GENEDX HOLDINGS CORP COM CL A WGS	WGS	46,764	$3.2m0.15%	0.15%	Reduced -8.8k	-8,821 -15.9%
80	INSULET CORP COM PODD	PODD	17,200	$2.6m0.12%	0.12%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMAZON COM INC AMZN	AMZN	415,407	$86.5m415.4k shares
STRYKER CORPORATION SYK	SYK	231,496	$76.1m231.5k shares
AT&T INC T	T	1,872,354	$54.3m1.9m shares
MASTERCARD INCORPORATED MA	MA	88,646	$44.3m88.6k shares
NETFLIX INC NFLX	NFLX	444,812	$42.8m444.8k shares
ILLUMINA INC ILMN	ILMN	313,272	$38.6m313.3k shares
F5 INC FFIV	FFIV	130,139	$37.7m130.1k shares
PAYPAL HLDGS INC PYPL	PYPL	714,109	$32.3m714.1k shares
T-MOBILE US INC TMUS	TMUS	152,812	$32.1m152.8k shares
ADVANCED MICRO DEVICES INC AMD	AMD	148,192	$30.1m148.2k shares
MSCI INC MSCI	MSCI	49,692	$26.8m49.7k shares
INTUIT INTU	INTU	60,053	$26.0m60.1k shares
ELEVANCE HEALTH INC ELV	ELV	87,947	$25.7m87.9k shares
AGILENT TECHNOLOGIES INC A	A	184,897	$21.1m184.9k shares
BIO-TECHNE CORP TECH	TECH	402,227	$21.0m402.2k shares
COREWEAVE INC CRWV	CRWV	249,636	$19.3m249.6k shares
CHIME FINL INC CHYM	CHYM	844,528	$15.8m844.5k shares
CADENCE DESIGN SYSTEM INC CDNS	CDNS	51,397	$14.3m51.4k shares
CISCO SYS INC CSCO	CSCO	182,570	$14.2m182.6k shares
CHARTER COMMUNICATIONS INC N CHTR	CHTR	65,340	$14.1m65.3k shares
COINBASE GLOBAL INC COIN	COIN	79,450	$13.9m79.5k shares
DATADOG INC DDOG	DDOG	117,437	$13.9m117.4k shares
AKAMAI TECHNOLOGIES INC AKAM	AKAM	116,508	$13.4m116.5k shares
WAYFAIR INC W	W	160,118	$12.0m160.1k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	192,947	$11.8m192.9k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	40,000	$29.9m40.0k shares	New
CEREBRAS SYSTEMS INC CBRS · Call	CBRS	Call	80,000	$17.7m80.0k shares	New
EBAY INC. EBAY · Call	EBAY	Call	50,000	$5.6m50.0k shares	New
MICROCHIP TECHNOLOGY INC. MCHP · Call	MCHP	Call	25,000	$2.3m25.0k shares	New
IREN LIMITED IREN · Call	IREN	Call	25,000	$1.1m25.0k shares	New