Titelia

Holdings of Meridiem Capital Partners LP

59 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39.6 % of the equity sleeve

Sector breakdown

  • Health care 21.3 %
  • Technology 21.1 %
  • Financials 14.8 %
  • Communication 12.2 %
  • Consumer discretionary 11.0 %
  • Industrials 3.9 %
  • Consumer staples 0.7 %
  • Unattributed 14.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US591.5B $100.00 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 415,40786.5M $
2Stryker Corp 231,49676.1M $
3Charles River Laboratories International Inc 362,09862.5M $
4Waters Corp 207,81461.9M $
5TransUnion 848,34358.7M $
6AT&T Inc 1,872,35454.3M $
7Tesla Inc 144,94653.9M $
8Apple Inc 196,13149.8M $
9Mastercard Inc 88,64644.3M $
10Block Inc 730,70644M $
11Netflix Inc 444,81242.8M $
12Meta Platforms Inc 69,88340M $
13Illumina Inc 313,27238.6M $
14F5 Inc 130,13937.7M $
15Tenet Healthcare Corp 180,48334.1M $
16PayPal Holdings Inc 714,10932.3M $
17Salesforce Inc 172,27232.2M $
18T-Mobile US Inc 152,81232.1M $
19Advanced Micro Devices Inc 148,19230.1M $
20Intel Corp 612,06427M $
21MSCI Inc 49,69226.8M $
22Intuit Inc 60,05326M $
23Elevance Health Inc 87,94725.7M $
24Cardinal Health, Inc. 116,25624.6M $
25Corpay Inc 79,50923.1M $
26Cloudflare Inc 109,06222.5M $
27Agilent Technologies Inc 184,89721.1M $
28Bio-Techne Corp 402,22721M $
29Roku Inc 221,15920.9M $
30Hewlett Packard Enterprise Co 858,99520.5M $
31CoreWeave Inc 249,63619.3M $
32Edwards Lifesciences Corp 233,18918.7M $
33Palo Alto Networks Inc 108,95217.5M $
34Chime Financial Inc 844,52815.8M $
35Cadence Design Systems Inc 51,39714.3M $
36Cisco Systems, Inc. 182,57014.2M $
37Charter Communications, Inc. 65,34014.1M $
38Coinbase Global Inc 79,45013.9M $
39Datadog Inc 117,43713.9M $
40Akamai Technologies Inc 116,50813.4M $
41Zoom Communications Inc 154,26212.4M $
42Wayfair Inc 160,11812M $
43Cognizant Technology Solutions Corp. 192,94711.8M $
44eBay Inc 125,85611.5M $
45Twist Bioscience Corp 239,66911.4M $
4610X Genomics Inc 523,99811.1M $
47Marvell Technology Inc 106,65610.6M $
48Intuitive Surgical Inc 22,74710.5M $
49Synopsys Inc 26,18410.4M $
50Twilio Inc 81,24410.2M $
51Fortinet Inc 100,0008.2M $
52BILL Holdings Inc 195,3337.5M $
53Dexcom Inc 118,3457.4M $
54Expedia Group Inc 31,4087.3M $
55Palantir Technologies Inc 44,9726.6M $
56Dynatrace Inc 171,6526.3M $
57Booking Holdings Inc 1,4736.2M $
58CareDx Inc 316,9505.5M $
59GeneDx Holdings Corp 55,5853.6M $