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Meridiem Capital Partners - Q2 2026 13F Filings

ME

Meridiem Capital Partners Lp

CIK: 0002026798
Address: Texas Dallas 3090 Nowitzki Way, Suite 205
$2.23 B
Portfolio Value
85
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DHR Danaher Corporation
+$102.37 M
2. UNH Unitedhealth Group Incorporated
+$87.72 M
3. V Visa
+$68.12 M
4. MCO Moody's Corporation
+$65.58 M
5. MTD Mettler-Toledo International
+$64.08 M

Top Sells

Q2 2026
1. AMZN Amazoncom
−$86.52 M
2. SYK Stryker Corporation
−$76.07 M
3. T At&T
−$54.28 M
4. TSLA Tesla
−$50.76 M
5. MA Mastercard Incorporated
−$44.29 M

Asset Allocation

Stocks/ETFs
+43.09%
$2.17 B 97.46%
Options
+285.03%
$56.56 M 2.54%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Meridiem Capital Partners Q2 2026 Filing Summary

Meridiem Capital Partners Lp filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 2.23 B reflecting a +45.40% change from the prior quarter, spanning 85 assets. The top 10 holdings comprised 31.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 52 new positions and 34 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Meridiem Capital Partners’s Q2 2026 Filing

Meridiem Capital Partners submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Meridiem Capital Partners reported a managed portfolio value of 2.23 B, consisting of 85 individual positions.

This page displays the raw filing documents. To see which stocks Meridiem Capital Partners bought or sold during Q2 2026, please visit Meridiem Capital Partners's Portfolio Analysis page.