Meridiem Capital Partners LP

Meridiem Capital Partners LP oversees $1.5B in assets, maintaining a concentrated portfolio of 68 positions. The fund's top holdings are dominated by technology and semiconductor stocks, with Taiwan Semiconductor Manufacturing Co (TSM) and NVIDIA Corp (NVDA) accounting for $76.0M and $65.2M, respectively. These two positions alone comprise approximately 9.4% of the fund's total AUM, with other notable holdings including DUT ($64.1M), AMAT ($62.2M), and BSX ($58.0M). The fund's tech-heavy portfolio also features significant stakes in META ($41.2M) and SNPS ($39.6M), totaling $80.8M.

📌 Top Holdings