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 |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | $3,393.19万 | 1.52% | 101,815 | 22,306 | 28.1% | $743.39万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,418.12万 | 1.53% | 757,731 | -101,264 | -11.8% | -$456.80万 | 减仓 |
| AAPL | APPLE INC | $3,557.42万 | 1.59% | 122,941 | -73,190 | -37.3% | -$2,117.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,722.04万 | 1.67% | 219,098 | 219,098 | — | $3,722.04万 | 新建仓 |
| WAT | WATERS CORP | $3,722.65万 | 1.67% | 99,260 | -108,554 | -52.2% | -$4,071.21万 | 减仓 |
| NET | CLOUDFLARE INC | $4,168.44万 | 1.87% | 169,946 | 60,884 | 55.8% | $1,493.36万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $4,238.15万 | 1.90% | 226,542 | 46,059 | 25.5% | $861.67万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,596.69万 | 2.06% | 163,461 | 114,886 | 236.5% | $3,230.71万 | 重新持有 |
| CBRS | CEREBRAS SYSTEMS INC | $4,895.64万 | 2.19% | 221,522 | 221,522 | — | $4,895.64万 | 新建仓 |
| GOOGL | ALPHABET INC | $5,170.36万 | 2.32% | 144,678 | 144,678 | — | $5,170.36万 | 新建仓 |
| XYZ | BLOCK INC | $5,226.23万 | 2.34% | 687,662 | -43,044 | -5.9% | -$327.13万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,356.00万 | 2.40% | 210,452 | 65,417 | 45.1% | $1,664.86万 | 重新持有 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,497.32万 | 2.46% | 638,555 | 638,555 | — | $5,497.32万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $5,601.24万 | 2.51% | 246,979 | -115,119 | -31.8% | -$2,610.78万 | 减仓 |
| INTC | INTEL CORP | $5,842.47万 | 2.62% | 418,425 | -193,639 | -31.6% | -$2,703.78万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6,407.61万 | 2.87% | 50,157 | 50,157 | — | $6,407.61万 | 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 |
| V | VISA INC | $6,812.15万 | 3.05% | 198,553 | 198,553 | — | $6,812.15万 | 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 |
| UNH | UNITEDHEALTH GROUP INC | $8,771.87万 | 3.93% | 211,050 | 211,050 | — | $8,771.87万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1.02亿 | 4.59% | 537,437 | 372,292 | 225.4% | $7,091.42万 | 重新持有 |