Meridiem Capital Partners LP
DALLAS TX · SEC CIK 0002026798
$22.31亿2026Q2 申报市值
85持仓数
30.9%前十大占比 · 第一大 4.6%
46 / 36新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
UNH 新建仓+$8,771.87万
DHR 重新持有+$7,091.42万
V 新建仓+$6,812.15万
MTD 新建仓+$6,407.61万
EW 加仓+$5,660.37万
2026Q2 卖出最多 按季末市值估算
AMZN 清仓-$8,651.68万
SYK 清仓-$7,606.73万
T 清仓-$5,427.95万
TSLA 减仓-$5,076.39万
MA 清仓-$4,429.29万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $1.02亿 | 4.59% | 537,437 | 372,292 | 225.4% | $7,091.42万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $8,771.87万 | 3.93% | 211,050 | 211,050 | — | $8,771.87万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7,769.80万 | 3.48% | 858,921 | 625,732 | 268.3% | $5,660.37万 | 加仓 |
| V | VISA INC | $6,812.15万 | 3.05% | 198,553 | 198,553 | — | $6,812.15万 | 新建仓 |
| MCO | MOODYS CORP | $6,557.51万 | 2.94% | 144,783 | 19,267 | 15.4% | $872.64万 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6,407.61万 | 2.87% | 50,157 | 50,157 | — | $6,407.61万 | 新建仓 |
| INTC | INTEL CORP | $5,842.47万 | 2.62% | 418,425 | -193,639 | -31.6% | -$2,703.78万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $5,601.24万 | 2.51% | 246,979 | -115,119 | -31.8% | -$2,610.78万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,497.32万 | 2.46% | 638,555 | 638,555 | — | $5,497.32万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $5,356.00万 | 2.40% | 210,452 | 65,417 | 45.1% | $1,664.86万 | 重新持有 |
| XYZ | BLOCK INC | $5,226.23万 | 2.34% | 687,662 | -43,044 | -5.9% | -$327.13万 | 减仓 |
| GOOGL | ALPHABET INC | $5,170.36万 | 2.32% | 144,678 | 144,678 | — | $5,170.36万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $4,895.64万 | 2.19% | 221,522 | 221,522 | — | $4,895.64万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,596.69万 | 2.06% | 163,461 | 114,886 | 236.5% | $3,230.71万 | 重新持有 |
| THC | TENET HEALTHCARE CORP | $4,238.15万 | 1.90% | 226,542 | 46,059 | 25.5% | $861.67万 | 加仓 |
| NET | CLOUDFLARE INC | $4,168.44万 | 1.87% | 169,946 | 60,884 | 55.8% | $1,493.36万 | 加仓 |
| WAT | WATERS CORP | $3,722.65万 | 1.67% | 99,260 | -108,554 | -52.2% | -$4,071.21万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,722.04万 | 1.67% | 219,098 | 219,098 | — | $3,722.04万 | 新建仓 |
| AAPL | APPLE INC | $3,557.42万 | 1.59% | 122,941 | -73,190 | -37.3% | -$2,117.83万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,418.12万 | 1.53% | 757,731 | -101,264 | -11.8% | -$456.80万 | 减仓 |
| CPAY | CORPAY INC | $3,393.19万 | 1.52% | 101,815 | 22,306 | 28.1% | $743.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $3,372.04万 | 1.51% | 431,042 | 222,357 | 106.6% | $1,739.50万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $3,367.99万 | 1.51% | 29,178 | 29,178 | — | $3,367.99万 | 新建仓 |
| META | META PLATFORMS INC | $3,314.74万 | 1.49% | 58,846 | -11,037 | -15.8% | -$621.70万 | 减仓 |
| BE | BLOOM ENERGY CORP | $3,239.95万 | 1.45% | 107,035 | 107,035 | — | $3,239.95万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $3,023.41万 | 1.36% | 70,074 | 70,074 | — | $3,023.41万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,987.08万 | 1.34% | 40,000 | 40,000 | — | $2,987.08万 | 新建仓 |
| RDDT | REDDIT INC | $2,960.79万 | 1.33% | 170,572 | 170,572 | — | $2,960.79万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $2,794.54万 | 1.25% | 144,630 | 144,630 | — | $2,794.54万 | 新建仓 |
| SNPS | SYNOPSYS INC | $2,752.03万 | 1.23% | 61,695 | 35,511 | 135.6% | $1,584.04万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $2,576.26万 | 1.15% | 187,038 | 187,038 | — | $2,576.26万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,500.42万 | 1.12% | 54,460 | 35,908 | 193.6% | $1,648.64万 | 加仓 |
| TRU | TRANSUNION | $2,408.89万 | 1.08% | 333,919 | -514,424 | -60.6% | -$3,711.05万 | 减仓 |
| CCI | CROWN CASTLE INC | $2,342.50万 | 1.05% | 309,322 | 309,322 | — | $2,342.50万 | 新建仓 |
| ALAB | ASTERA LABS INC | $2,313.23万 | 1.04% | 47,891 | 47,891 | — | $2,313.23万 | 新建仓 |
| LYFT | LYFT INC | $2,271.04万 | 1.02% | 1,554,443 | 866,391 | 125.9% | $1,265.80万 | 重新持有 |
| WEX | WEX INC | $2,268.39万 | 1.02% | 160,776 | 160,776 | — | $2,268.39万 | 新建仓 |
| RVTY | REVVITY INC | $2,148.36万 | 0.96% | 193,094 | 193,094 | — | $2,148.36万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $2,099.56万 | 0.94% | 207,713 | 207,713 | — | $2,099.56万 | 新建仓 |
| ZS | ZSCALER INC | $2,039.58万 | 0.91% | 144,497 | 144,497 | — | $2,039.58万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1,978.46万 | 0.89% | 58,016 | -50,936 | -46.8% | -$1,737.02万 | 减仓 |
| DT | DYNATRACE INC | $1,901.79万 | 0.85% | 433,110 | 261,458 | 152.3% | $1,148.06万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,899.29万 | 0.85% | 189,399 | 87,682 | 86.2% | $879.28万 | 重新持有 |
| ADBE | ADOBE INC | $1,890.96万 | 0.85% | 92,233 | 92,233 | — | $1,890.96万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $1,857.64万 | 0.83% | 72,598 | 41,190 | 131.1% | $1,053.97万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1,852.88万 | 0.83% | 122,440 | 122,440 | — | $1,852.88万 | 新建仓 |
| CRM | SALESFORCE INC | $1,837.54万 | 0.82% | 117,295 | -54,977 | -31.9% | -$861.27万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,801.03万 | 0.81% | 101,045 | 64,220 | 174.4% | $1,144.66万 | 加仓 |
| MDB | MONGODB INC | $1,787.86万 | 0.80% | 53,226 | 1,217 | 2.3% | $40.88万 | 重新持有 |
| ROKU | ROKU INC | $1,784.53万 | 0.80% | 129,183 | -91,976 | -41.6% | -$1,270.56万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC 看涨期权 | $1,768.00万 | 0.79% | 80,000 | 80,000 | — | $1,768.00万 | 新建仓 |
| GLW | CORNING INC | $1,732.58万 | 0.78% | 67,830 | 67,830 | — | $1,732.58万 | 新建仓 |
| TWLO | TWILIO INC | $1,681.59万 | 0.75% | 81,500 | 256 | 0.3% | $5.28万 | 加仓 |
| OKTA | OKTA INC | $1,679.80万 | 0.75% | 123,107 | 123,107 | — | $1,679.80万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $1,639.54万 | 0.73% | 201,047 | 201,047 | — | $1,639.54万 | 新建仓 |
| CVS | CVS HEALTH CORP | $1,634.80万 | 0.73% | 158,028 | 158,028 | — | $1,634.80万 | 新建仓 |
| TXG | 10X GENOMICS INC | $1,618.79万 | 0.73% | 422,219 | -101,779 | -19.4% | -$390.22万 | 减仓 |
| HUM | HUMANA INC | $1,605.60万 | 0.72% | 40,421 | 40,421 | — | $1,605.60万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,500.71万 | 0.67% | 87,833 | 87,833 | — | $1,500.71万 | 新建仓 |
| IREN | IREN LIMITED | $1,499.34万 | 0.67% | 327,869 | 327,869 | — | $1,499.34万 | 新建仓 |
| NTNX | NUTANIX INC | $1,475.92万 | 0.66% | 289,623 | 289,623 | — | $1,475.92万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1,456.61万 | 0.65% | 97,088 | 97,088 | — | $1,456.61万 | 新建仓 |
| ORCL | ORACLE CORP | $1,452.82万 | 0.65% | 99,135 | -57,953 | -36.9% | -$849.30万 | 重新持有 |
| QGEN | QIAGEN NV | $1,445.68万 | 0.65% | 369,740 | 369,740 | — | $1,445.68万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1,420.44万 | 0.64% | 79,120 | 79,120 | — | $1,420.44万 | 新建仓 |
| CDNA | CAREDX INC | $1,286.76万 | 0.58% | 451,493 | 134,543 | 42.4% | $383.45万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,190.18万 | 0.53% | 75,793 | 75,793 | — | $1,190.18万 | 新建仓 |
| SAP | SAP SE | $1,113.21万 | 0.50% | 72,235 | 29,507 | 69.1% | $454.73万 | 重新持有 |
| CVNA | CARVANA CO | $1,094.80万 | 0.49% | 166,332 | 166,332 | — | $1,094.80万 | 新建仓 |
| TSLA | TESLA INC | $1,020.04万 | 0.46% | 24,252 | -120,694 | -83.3% | -$5,076.39万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $967.84万 | 0.43% | 40,741 | -75,515 | -65.0% | -$1,793.93万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $936.72万 | 0.42% | 108,530 | -45,732 | -29.6% | -$394.71万 | 减仓 |
| NAVN | NAVAN INC | $918.01万 | 0.41% | 401,404 | 401,404 | — | $918.01万 | 新建仓 |
| COR | CENCORA INC | $911.34万 | 0.41% | 32,205 | 32,205 | — | $911.34万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $902.26万 | 0.40% | 11,823 | 11,823 | — | $902.26万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $803.22万 | 0.36% | 88,519 | 42,689 | 93.1% | $387.36万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $773.66万 | 0.35% | 28,014 | 28,014 | — | $773.66万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $757.39万 | 0.34% | 57,627 | 28,376 | 97.0% | $372.95万 | 加仓 |
| PINS | PINTEREST INC | $560.66万 | 0.25% | 266,601 | 266,601 | — | $560.66万 | 新建仓 |
| EBAY | EBAY INC. 看涨期权 | $558.75万 | 0.25% | 50,000 | 50,000 | — | $558.75万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $450.07万 | 0.20% | 298,255 | 298,255 | — | $450.07万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $321.03万 | 0.14% | 46,764 | -8,821 | -15.9% | -$60.56万 | 减仓 |
| PODD | INSULET CORP | $261.87万 | 0.12% | 17,200 | 17,200 | — | $261.87万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. 看涨期权 | $228.00万 | 0.10% | 25,000 | 25,000 | — | $228.00万 | 新建仓 |
| IREN | IREN LIMITED 看涨期权 | $114.33万 | 0.05% | 25,000 | 25,000 | — | $114.33万 | 新建仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -415,407 | -100.0% | -$8,651.68万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -231,496 | -100.0% | -$7,606.73万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -1,872,354 | -100.0% | -$5,427.95万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -88,646 | -100.0% | -$4,429.29万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -444,812 | -100.0% | -$4,276.87万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -313,272 | -100.0% | -$3,861.39万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -130,139 | -100.0% | -$3,765.31万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -714,109 | -100.0% | -$3,229.91万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -152,812 | -100.0% | -$3,209.51万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -148,192 | -100.0% | -$3,014.67万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -49,692 | -100.0% | -$2,678.45万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -60,053 | -100.0% | -$2,596.57万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -87,947 | -100.0% | -$2,574.65万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -184,897 | -100.0% | -$2,107.46万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -402,227 | -100.0% | -$2,102.04万 | 清仓 |