Meridiem Capital Partners LP holds a diversified book of 62 stocks worth $1.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Stryker Corp and trimmed Agilent Technologies Inc. Their largest long position is Amazon.com Inc at 6% of the equity book. They also disclosed $14.7M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +25% (+26.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2026798/holdings"
Use Arkolith to show Meridiem Capital Partners LP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.9 points over this window.
Growth of $10,000 cloning Meridiem Capital Partners LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Meridiem Capital Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 80 / 62 | $1.8T |
| BlackRock, Inc. | 80 / 62 | $1.4T |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 62 | $1.1T |
| STATE STREET CORP | 80 / 62 | $741.1B |
| FMR LLC | 80 / 62 | $544.4B |
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 62 | $432.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80 / 62 | $385.7B |
| JPMORGAN CHASE & CO | 80 / 62 | $317.4B |
Ranked by how many of Meridiem Capital Partners LP's top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $86.5M | 415.4K | 5.7% | ▲+0.2% Added · +794 sh | |
| 2 | Stryker Corporation COM | $76.1M | 231.5K | 5.0% | ▲New New position | |
| 3 | Charles Riv Labs Intl Inc COM | $62.5M | 362.1K | 4.1% | ▲+172% Added · +229K sh | |
| 4 | Waters Corp COM | $61.9M | 207.8K | 4.1% | ▲New New position | |
| 5 | Transunion COM | $58.7M | 848.3K | 3.9% | ▲New New position | |
| 6 | AT&T Inc COM | $54.3M | 1.87M | 3.6% | ▲New New position | |
| 7 | Tesla Inc COM | $53.9M | 144.9K | 3.5% | ▲+602% Added · +124K sh | |
| 8 | Apple Inc COM | $49.8M | 196.1K | 3.3% | ▲New New position | |
| 9 | Mastercard Incorporated CL A | $44.3M | 88.6K | 2.9% | ▲+77% Added · +39K sh | |
| 10 | Block Inc CL A | $44.0M | 730.7K | 2.9% | ▲+42% Added · +217K sh | |
| 11 | Netflix Inc. COM | $42.8M | 444.8K | 2.8% | ▲New New position | |
| 12 | Meta Platforms Inc CL A | $40.0M | 69.9K | 2.6% | ▲+12% Added · +7K sh | |
| 13 | Illumina Inc COM | $38.6M | 313.3K | 2.5% | ▲+205% Added · +210K sh | |
| 14 | F5 Inc COM | $37.7M | 130.1K | 2.5% | ▲New New position | |
| 15 | Tenet Healthcare Corp COM NEW | $34.1M | 180.5K | 2.2% | ▲+598% Added · +155K sh | |
| 16 | PayPal Hldgs Inc COM | $32.3M | 714.1K | 2.1% | ▲New New position | |
| 17 | Salesforce Inc COM | $32.2M | 172.3K | 2.1% | ▲+120% Added · +94K sh | |
| 18 | T-Mobile US Inc COM | $32.1M | 152.8K | 2.1% | ▲New New position | |
| 19 | Advanced Micro Devices Inc COM | $30.1M | 148.2K | 2.0% | ▲New New position | |
| 20 | Intel Corp COM | $27.0M | 612.1K | 1.8% | ▲New New position | |
| 21 | Msci Inc COM | $26.8M | 49.7K | 1.8% | ▲New New position | |
| 22 | Intuit COM | $26.0M | 60.1K | 1.7% | ▲New New position | |
| 23 | Elevance Health Inc Formerly COM | $25.7M | 87.9K | 1.7% | ▲New New position | |
| 24 | Cardinal Health Inc COM | $24.6M | 116.3K | 1.6% | ▲New New position | |
| 25 | Corpay Inc COM SHS | $23.1M | 79.5K | 1.5% | ▲+142% Added · +47K sh | |
| 26 | Cloudflare Inc CL A COM | $22.5M | 109.1K | 1.5% | ▲+59% Added · +40K sh | |
| 27 | Agilent Technologies Inc COM | $21.1M | 184.9K | 1.4% | ▼−17% Reduced · −37K sh | |
| 28 | Bio-Techne Corp COM | $21.0M | 402.2K | 1.4% | ▲+58% Added · +148K sh | |
| 29 | Roku Inc COM CL A | $20.9M | 221.2K | 1.4% | ▲+190% Added · +145K sh | |
| 30 | Hewlett Packard Enterprise C COM | $20.5M | 859.0K | 1.3% | ▲New New position | |
| 31 | Coreweave Inc COM CL A | $19.3M | 249.6K | 1.3% | ▲+2.1% Added · +5K sh | |
| 32 | Edwards Lifesciences Corp COM | $18.7M | 233.2K | 1.2% | ▲+103% Added · +118K sh | |
| 33 | Palo Alto Networks Inc COM | $17.5M | 109.0K | 1.1% | ▲New New position | |
| 34 | Chime Finl Inc COM SHS CL A | $15.8M | 844.5K | 1.0% | ▲+247% Added · +601K sh | |
| 35 | Cadence Design System Inc COM | $14.3M | 51.4K | 0.9% | ▲New New position | |
| 36 | Cisco Sys Inc COM | $14.2M | 182.6K | 0.9% | ▲New New position | |
| 37 | Charter Communications Inc CL A | $14.1M | 65.3K | 0.9% | ▲+15% Added · +8K sh | |
| 38 | Coinbase Global Inc COM CL A | $13.9M | 79.5K | 0.9% | ▲New New position | |
| 39 | Datadog Inc CL A COM | $13.9M | 117.4K | 0.9% | ▲New New position | |
| 40 | Akamai Technologies Inc COM | $13.4M | 116.5K | 0.9% | ▲New New position | |
| 41 | Zoom Communications Inc CL A | $12.4M | 154.3K | 0.8% | ▲New New position | |
| 42 | Wayfair Inc CL A | $12.0M | 160.1K | 0.8% | ▲New New position | |
| 43 | Cognizant Technology Solutio CL A | $11.8M | 192.9K | 0.8% | ▲New New position | |
| 44 | Ebay Inc. COM | $11.5M | 125.9K | 0.8% | ▼−76% Reduced · −404K sh | |
| 45 | Twist Bioscience Corp COM | $11.4M | 239.7K | 0.7% | ▲11× Added · +218K sh | |
| 46 | 10X Genomics Inc CL A COM | $11.1M | 524.0K | 0.7% | ▲New New position | |
| 47 | Marvell Technology Inc COM | $10.6M | 106.7K | 0.7% | ▼−60% Reduced · −159K sh | |
| 48 | Intuitive Surgical Inc COM NEW | $10.5M | 22.7K | 0.7% | ▼−61% Reduced · −36K sh | |
| 49 | Icon PLC SHS | $10.4M | 93.9K | 0.7% | ▲New New position | |
| 50 | Synopsys Inc COM | $10.4M | 26.2K | 0.7% | ▼−69% Reduced · −58K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | COREWEAVE INC-CL ACRWV | $11.6M | 150K |
| CALL · bullish | ARISTA NETWORKS INCANET | $3.1M | 25K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.