Mga Batayang Estadistika
| Nilai Portofolio | $ 1,416,662,059 |
| Posisi Saat Ini | 72 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
Meridiem Capital Partners LP telah mengungkapkan total kepemilikan 72 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 1,416,662,059 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Meridiem Capital Partners LP adalah Amazon.com, Inc. (US:AMZN) , NVIDIA Corporation (US:NVDA) , T-Mobile US, Inc. (US:TMUS) , Boston Scientific Corporation (US:BSX) , and AT&T Inc. (US:T) . Posisi baru Meridiem Capital Partners LP meliputi: T-Mobile US, Inc. (US:TMUS) , Mastercard Incorporated (US:MA) , Abbott Laboratories (US:ABT) , Expedia Group, Inc. (US:EXPE) , and QUALCOMM Incorporated (US:QCOM) .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.34 | 81.13 | 5.7267 | 5.7267 | |
| 0.16 | 37.36 | 2.6373 | 2.6373 | |
| 0.07 | 36.79 | 2.5967 | 2.5967 | |
| 0.25 | 33.62 | 2.3732 | 2.3732 | |
| 0.43 | 45.79 | 3.2323 | 1.8628 | |
| 0.15 | 26.13 | 1.8446 | 1.8446 | |
| 0.16 | 25.63 | 1.8093 | 1.8093 | |
| 0.28 | 24.56 | 1.7335 | 1.7335 | |
| 0.13 | 24.35 | 1.7191 | 1.7191 | |
| 0.30 | 28.87 | 2.0376 | 1.5170 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.01 | 16.81 | 1.1868 | -2.9270 | |
| 0.21 | 26.03 | 1.8372 | -1.9122 | |
| 1.50 | 43.46 | 3.0676 | -1.6096 | |
| 0.28 | 21.09 | 1.4890 | -1.4855 | |
| 0.41 | 89.39 | 6.3100 | -1.3157 | |
| 0.05 | 25.62 | 1.8086 | -1.1259 | |
| 0.03 | 9.43 | 0.6653 | -0.8533 | |
| 0.00 | 0.00 | -0.6188 | ||
| 0.51 | 19.57 | 1.3815 | -0.5862 | |
| 0.03 | 11.24 | 0.7932 | -0.4095 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2025-08-14 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
.
| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| AMZN / Amazon.com, Inc. | 0.41 | 6.01 | 89.39 | 22.24 | 6.3100 | -1.3157 | |||
| NVDA / NVIDIA Corporation | 0.56 | 30.20 | 88.18 | 89.80 | 6.2243 | 1.3799 | |||
| TMUS / T-Mobile US, Inc. | 0.34 | 81.13 | 5.7267 | 5.7267 | |||||
| BSX / Boston Scientific Corporation | 0.43 | 227.46 | 45.79 | 248.66 | 3.2323 | 1.8628 | |||
| T / AT&T Inc. | 1.50 | -5.32 | 43.46 | -3.11 | 3.0676 | -1.6096 | |||
| AMD / Advanced Micro Devices, Inc. | 0.27 | 80.67 | 37.74 | 149.53 | 2.6641 | 1.0869 | |||
| ADI / Analog Devices, Inc. | 0.16 | 37.36 | 2.6373 | 2.6373 | |||||
| FOXA / Fox Corporation | 0.66 | 37.07 | 37.22 | 35.72 | 2.6276 | -0.2325 | |||
| MA / Mastercard Incorporated | 0.07 | 36.79 | 2.5967 | 2.5967 | |||||
| ABT / Abbott Laboratories | 0.25 | 33.62 | 2.3732 | 2.3732 | |||||
| WDC / Western Digital Corporation | 0.52 | 15.77 | 33.26 | 83.23 | 2.3480 | 0.4550 | |||
| FIS / Fidelity National Information Services, Inc. | 0.41 | 47.38 | 33.14 | 60.67 | 2.3396 | 0.1884 | |||
| NXPI / NXP Semiconductors N.V. | 0.14 | 147.63 | 30.42 | 184.67 | 2.1473 | 1.0330 | |||
| CPAY / Corpay, Inc. | 0.09 | 229.26 | 29.35 | 213.31 | 2.0721 | 1.0951 | |||
| LRCX / Lam Research Corporation | 0.30 | 331.81 | 28.87 | 478.25 | 2.0376 | 1.5170 | |||
| EXPE / Expedia Group, Inc. | 0.15 | 26.13 | 1.8446 | 1.8446 | |||||
| MU / Micron Technology, Inc. | 0.21 | -48.97 | 26.03 | -27.61 | 1.8372 | -1.9122 | |||
| A / Agilent Technologies, Inc. | 0.22 | 23.30 | 25.64 | 24.39 | 1.8098 | -0.3396 | |||
| QCOM / QUALCOMM Incorporated | 0.16 | 25.63 | 1.8093 | 1.8093 | |||||
| ISRG / Intuitive Surgical, Inc. | 0.05 | -17.02 | 25.62 | -8.95 | 1.8086 | -1.1259 | |||
| XYZ / Block, Inc. | 0.37 | 2.66 | 25.30 | 28.37 | 1.7856 | -0.2693 | |||
| TRU / TransUnion | 0.28 | 24.56 | 1.7335 | 1.7335 | |||||
| QRVO / Qorvo, Inc. | 0.29 | 84.49 | 24.36 | 116.34 | 1.7197 | 0.5454 | |||
| AMAT / Applied Materials, Inc. | 0.13 | 24.35 | 1.7191 | 1.7191 | |||||
| RVTY / Revvity, Inc. | 0.24 | 127.63 | 23.09 | 108.09 | 1.6299 | 0.4728 | |||
| CART / Maplebear Inc. | 0.48 | 58.35 | 21.81 | 79.59 | 1.5398 | 0.2732 | |||
| MCHP / Microchip Technology Incorporated | 0.31 | -3.87 | 21.59 | 39.74 | 1.5242 | -0.0872 | |||
| EBAY / eBay Inc. | 0.28 | -32.74 | 21.09 | -26.05 | 1.4890 | -1.4855 | |||
| MTD / Mettler-Toledo International Inc. | 0.02 | 95.52 | 20.82 | 94.50 | 1.4699 | 0.3535 | |||
| HPQ / HP Inc. | 0.84 | 20.45 | 1.4435 | 1.4435 | |||||
| EXAS / Exact Sciences Corporation | 0.38 | 20.32 | 1.4345 | 1.4345 | |||||
| ENTG / Entegris, Inc. | 0.24 | 19.61 | 1.3840 | 1.3840 | |||||
| GFS / GLOBALFOUNDRIES Inc. | 0.51 | 0.21 | 19.57 | 3.72 | 1.3815 | -0.5862 | |||
| CRL / Charles River Laboratories International, Inc. | 0.12 | 18.21 | 1.2856 | 1.2856 | |||||
| LITE / Lumentum Holdings Inc. | 0.19 | 18.09 | 1.2769 | 1.2769 | |||||
| DXCM / DexCom, Inc. | 0.20 | 17.05 | 1.2037 | 1.2037 | |||||
| NFLX / Netflix, Inc. | 0.01 | -70.32 | 16.81 | -57.38 | 1.1868 | -2.9270 | |||
| MDT / Medtronic plc | 0.18 | 15.56 | 1.0982 | 1.0982 | |||||
| SNPS / Synopsys, Inc. | 0.03 | 14.76 | 1.0420 | 1.0420 | |||||
| BRKR / Bruker Corporation | 0.35 | 14.60 | 1.0303 | 1.0303 | |||||
| WU / The Western Union Company | 1.56 | 38.08 | 13.17 | 9.90 | 0.9294 | -0.3200 | |||
| RDDT / Reddit, Inc. | 0.08 | 12.65 | 0.8928 | 0.8928 | |||||
| APP / AppLovin Corporation | 0.03 | -26.26 | 11.24 | -2.58 | 0.7932 | -0.4095 | |||
| TTD / The Trade Desk, Inc. | 0.15 | 140.65 | 11.11 | 216.64 | 0.7846 | 0.4185 | |||
| MPWR / Monolithic Power Systems, Inc. | 0.02 | 26.00 | 11.04 | 58.89 | 0.7796 | 0.0548 | |||
| META / Meta Platforms, Inc. | 0.01 | 10.01 | 0.7063 | 0.7063 | |||||
| CVNA / Carvana Co. | 0.03 | -59.84 | 9.43 | -35.28 | 0.6653 | -0.8533 | |||
| ORCL / Oracle Corporation | 0.04 | 9.39 | 0.6630 | 0.6630 | |||||
| CRCL / Circle Internet Group, Inc. | Call | 0.05 | 9.06 | 0.6398 | 0.6398 | ||||
| AMZN / Amazon.com, Inc. | Call | 0.04 | 8.78 | 0.6195 | 0.6195 | ||||
| TTD / The Trade Desk, Inc. | Call | 0.12 | 8.64 | 0.6098 | 0.6098 | ||||
| PANW / Palo Alto Networks, Inc. | 0.04 | 8.47 | 0.5980 | 0.5980 | |||||
| LSCC / Lattice Semiconductor Corporation | 0.17 | 8.35 | 0.5893 | 0.5893 | |||||
| MSFT / Microsoft Corporation | 0.01 | 6.74 | 0.4754 | 0.4754 | |||||
| FOUR / Shift4 Payments, Inc. | 0.07 | 6.62 | 0.4671 | 0.4671 | |||||
| RBRK / Rubrik, Inc. | 0.06 | 5.33 | 0.3761 | 0.3761 | |||||
| ZS / Zscaler, Inc. | 0.02 | 5.32 | 0.3752 | 0.3752 | |||||
| STE / STERIS plc | 0.02 | 4.95 | 0.3496 | 0.3496 | |||||
| DDOG / Datadog, Inc. | 0.03 | 4.53 | 0.3198 | 0.3198 | |||||
| ABNB / Airbnb, Inc. | 0.03 | 4.39 | 0.3100 | 0.3100 | |||||
| PODD / Insulet Corporation | 0.01 | 3.97 | 0.2802 | 0.2802 | |||||
| MDB / MongoDB, Inc. | 0.02 | 3.91 | 0.2757 | 0.2757 | |||||
| CHKP / Check Point Software Technologies Ltd. | 0.01 | 3.28 | 0.2318 | 0.2318 | |||||
| TSLA / Tesla, Inc. | Call | 0.01 | 3.18 | 0.2242 | 0.2242 | ||||
| GH / Guardant Health, Inc. | 0.05 | 2.64 | 0.1865 | 0.1865 | |||||
| AZTA / Azenta, Inc. | 0.08 | 2.61 | 0.1844 | 0.1844 | |||||
| RGEN / Repligen Corporation | 0.02 | 2.61 | 0.1840 | 0.1840 | |||||
| CDNA / CareDx, Inc | 0.12 | 2.41 | 0.1702 | 0.1702 | |||||
| S / SentinelOne, Inc. | 0.12 | 2.15 | 0.1519 | 0.1519 | |||||
| VRNS / Varonis Systems, Inc. | 0.04 | 2.10 | 0.1484 | 0.1484 | |||||
| LYV / Live Nation Entertainment, Inc. | 0.01 | 1.50 | 0.1062 | 0.1062 | |||||
| CRDO / Credo Technology Group Holding Ltd | 0.00 | 0.29 | 0.0208 | 0.0208 | |||||
| EW / Edwards Lifesciences Corporation | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| W / Wayfair Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| WGS / GeneDx Holdings Corp. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| SPOT / Spotify Technology S.A. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| BDX / Becton, Dickinson and Company | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| TTWO / Take-Two Interactive Software, Inc. | Call | 0.00 | -100.00 | 0.00 | 0.0000 | ||||
| AVDX / AvidXchange Holdings, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| GPN / Global Payments Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| NVMI / Nova Ltd. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| ALGM / Allegro MicroSystems, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| DELL / Dell Technologies Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| ZBH / Zimmer Biomet Holdings, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| CRWV / CoreWeave, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.3710 | ||||
| NTRA / Natera, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| DHR / Danaher Corporation | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| PEN / Penumbra, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| STX / Seagate Technology Holdings plc | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| TTWO / Take-Two Interactive Software, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| BKNG / Booking Holdings Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| AMBA / Ambarella, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| GLBE / Global-E Online Ltd. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| LYFT / Lyft, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| GOOGL / Alphabet Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| MRVL / Marvell Technology, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.6188 | ||||
| TECH / Bio-Techne Corporation | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| V / Visa Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| TWST / Twist Bioscience Corporation | 0.00 | -100.00 | 0.00 | 0.0000 |
