Meridiem Capital Partners
Meridiem Capital Partners reported 80 stocks worth $2.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DHR (4.7%), UNH (4.0%) and EW (3.6%). Compared with Q1 2026, the fund opened new positions in DHR, UNH and V, added to EW, THC and NET, trimmed INTC, CRL and XYZ and sold out of AMZN, SYK and T.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DHR Danaher Corp | $102M | 4.7% | 537K | New position | 3 of 7 | |
| 2 |  UNH Unitedhealth Group Inc | $87.7M | 4.0% | 211K | New position | 2 of 7 | |
| 3 |  EW Edwards Lifesciences Cor | $77.7M | 3.6% | 859K | +626K (+268%) | 5 of 7 | |
| 4 |  V Visa Inc | $68.1M | 3.1% | 199K | New position | 4 of 7 | |
| 5 |  MCO Moodys Corp | $65.6M | 3.0% | 145K | New position | 3 of 7 | |
| 6 |  MTD Mettler Toledo International | $64.1M | 3.0% | 50K | New position | 4 of 7 | |
| 7 |  INTC Intel Corp | $58.4M | 2.7% | 418K | −194K (−32%) | 3 of 7 | |
| 8 |  CRL Charles Riv Labs Intl Inc | $56M | 2.6% | 247K | −115K (−32%) | 5 of 7 | |
| 9 |  ZBH Zimmer Biomet Hldgs Inc | $55M | 2.5% | 639K | New position | 3 of 7 | |
| 10 |  SNOW Snowflake Inc | $53.6M | 2.5% | 210K | New position | 3 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AMZN Amazon Com Inc | $86.5M | 415K |
 SYK Stryker Corporation | $76.1M | 231K |
 T At&T Inc | $54.3M | 1.9M |
 MA Mastercard Incorporated | $44.3M | 89K |
 NFLX Netflix Inc | $42.8M | 445K |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Meridiem Capital Partners 13F FAQ
What does Meridiem Capital Partners own?
Meridiem Capital Partners reported 80 stocks worth $2.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DHR (4.7%), UNH (4.0%) and EW (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Meridiem Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 52 new positions, 12 added to, 16 trimmed and 34 sold out. New positions include DHR, UNH and V. It sold all of AMZN, SYK and T.
When will Meridiem Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Meridiem Capital Partners's portfolio worth?
The Q2 2026 filing reports $2.2B in US stocks ($2.2B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.