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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -249,636 | -100.0% | -$1,933.93万 | 清仓 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -844,528 | -100.0% | -$1,581.80万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -51,397 | -100.0% | -$1,428.17万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -182,570 | -100.0% | -$1,416.56万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -65,340 | -100.0% | -$1,410.56万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -79,450 | -100.0% | -$1,387.28万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -117,437 | -100.0% | -$1,386.34万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -116,508 | -100.0% | -$1,338.09万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -160,118 | -100.0% | -$1,204.25万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -192,947 | -100.0% | -$1,183.73万 | 清仓 |
| CRWV | COREWEAVE INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,162.05万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -125,856 | -100.0% | -$1,145.54万 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -239,669 | -100.0% | -$1,138.91万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -106,656 | -100.0% | -$1,056.43万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -22,747 | -100.0% | -$1,048.61万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -93,878 | -100.0% | -$1,038.85万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$817.20万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -195,333 | -100.0% | -$748.13万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -118,345 | -100.0% | -$743.21万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -44,972 | -100.0% | -$657.85万 | 清仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$306.95万 | 清仓 |