SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Meridiem Capital Partners LP

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

Reported Value
$1.7B
Q4 2025
Positions
71
Filings on Record
6
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Meridiem Capital Partners Lp reported $1.7B in U.S.-listed holdings across 71 positions for Q4 2025.

Its largest position, AMZN, represents 5.8% of the portfolio.

Compared with Q3 2025, the fund opened 41 new positions and exited 34.

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: 90.5%ADR: 5.7%Other: 3.8%
  • Common Stock · 90.5% · $1.5B
  • ADR · 5.7% · $94M
  • Other · 3.8% · $64M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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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 ↗.