SEC 13F Intelligence

Managers / Q1 2026

Meridiem Capital Partners LP

CIK 0002026798 · 100 CRESCENT CT., SUITE 1140, DALLAS, TX, 75201 · 469-317-2120

Reported Value
$1.5B
Q1 2026
Positions
64
Filings on Record
6
2019–present window
Filed
May 15, 2026
original filing

Summary

Meridiem Capital Partners Lp reported $1.5B in U.S.-listed holdings across 64 positions for Q1 2026.

Its largest position, AMZN, represents 5.6% of the portfolio.

Compared with Q4 2025, the fund opened 34 new positions and exited 39.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $1.1BQ4 ’24Q1 ’25: $959MQ1 ’25Q2 ’25: $1.4BQ2 ’25Q3 ’25: $1.6BQ3 ’25Q4 ’25: $1.7BQ4 ’25Q1 ’26: $1.5BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 98.5%Other: 1.5%
  • Common Stock · 98.5% · $1.5B
  • Other · 1.5% · $24M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B64May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.7B71Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.6B66Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B72Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$959M56May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B69Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.