Yatrik Munshi

Meridiem Capital Partners Lp

Assets Managed

$1.534B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 1d ago

Growth Rate

-7.42%(2Q avg: -0.74%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridiem Capital Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Meridiem Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.534B in assets, with a quarterly growth rate of -7.42% and a 2-quarter average growth rate of -0.74%. The portfolio is managed by Yatrik Munshi, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMZN Amazon.com Inc Recent Activity Decreased -26.42%	5.64%	$86.517M 415,407 shares@ $208.28 avg price	Decreased -26.42%
SYK Stryker Corp Recent Activity New Position	4.96%	$76.067M 231,496 shares@ $328.6 avg price	New Position
CRL Charles River Laboratories Recent Activity Increased 172.5%	4.08%	$62.462M 362,098 shares@ $172.5 avg price	Increased 172.5%
WAT Waters Corp Recent Activity New Position	4.04%	$61.887M 207,814 shares@ $297.8 avg price	New Position
TRU Transunion Recent Activity New Position	3.83%	$58.697M 848,343 shares@ $69.19 avg price	New Position
T At&t Inc Recent Activity New Position	3.54%	$54.28M 1.872M shares@ $28.99 avg price	New Position
TSLA Tesla Inc Recent Activity Increased 601.55%	3.52%	$53.884M 144,946 shares@ $371.76 avg price	Increased 601.55%
AAPL Apple Inc Recent Activity New Position	3.25%	$49.776M 196,131 shares@ $253.79 avg price	New Position
MA Mastercard Inc - A Recent Activity Increased 77.19%	2.89%	$44.293M 88,646 shares@ $499.66 avg price	Increased 77.19%
SQ Block Inc Recent Activity Increased 42.23%	2.87%	$43.974M 730,706 shares@ $60.18 avg price	Increased 42.23%

1-10 of 63