Meridiem Capital Partners LP
DALLAS TX · SEC CIK 0002026798
$15.34亿2026Q1 申报市值
64持仓数
38.6%前十大占比 · 第一大 5.6%
23 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SYK 新建仓+$7,606.73万
TRU 新建仓+$5,869.69万
T 新建仓+$5,427.95万
TSLA 加仓+$4,620.29万
WAT 重新持有+$4,140.19万
2026Q1 卖出最多 按季末市值估算
TSM 清仓-$7,601.87万
NVDA 清仓-$6,521.31万
AMD 重新持有-$6,469.79万
AMAT 清仓-$6,219.72万
BSX 清仓-$5,804.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $8,651.68万 | 5.64% | 415,407 | 794 | 0.2% | $16.54万 | 加仓 |
| SYK | STRYKER CORPORATION | $7,606.73万 | 4.96% | 231,496 | 231,496 | — | $7,606.73万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $6,246.19万 | 4.07% | 362,098 | 229,215 | 172.5% | $3,953.96万 | 加仓 |
| WAT | WATERS CORP | $6,188.70万 | 4.03% | 207,814 | 139,026 | 202.1% | $4,140.19万 | 重新持有 |
| TRU | TRANSUNION | $5,869.69万 | 3.83% | 848,343 | 848,343 | — | $5,869.69万 | 新建仓 |
| T | AT&T INC | $5,427.95万 | 3.54% | 1,872,354 | 1,872,354 | — | $5,427.95万 | 新建仓 |
| TSLA | TESLA INC | $5,388.37万 | 3.51% | 144,946 | 124,285 | 601.5% | $4,620.29万 | 加仓 |
| AAPL | APPLE INC | $4,977.61万 | 3.24% | 196,131 | 29,166 | 17.5% | $740.20万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $4,429.29万 | 2.89% | 88,646 | 38,615 | 77.2% | $1,929.44万 | 加仓 |
| XYZ | BLOCK INC | $4,397.39万 | 2.87% | 730,706 | 216,936 | 42.2% | $1,305.52万 | 加仓 |
| NFLX | NETFLIX INC. | $4,276.87万 | 2.79% | 444,812 | 391,206 | 729.8% | $3,761.45万 | 重新持有 |
| META | META PLATFORMS INC | $3,998.22万 | 2.61% | 69,883 | 7,468 | 12.0% | $427.27万 | 加仓 |
| ILMN | ILLUMINA INC | $3,861.39万 | 2.52% | 313,272 | 210,394 | 204.5% | $2,593.32万 | 加仓 |
| FFIV | F5 INC | $3,765.31万 | 2.45% | 130,139 | 130,139 | — | $3,765.31万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $3,405.89万 | 2.22% | 180,483 | 154,632 | 598.2% | $2,918.06万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3,229.91万 | 2.10% | 714,109 | 714,109 | — | $3,229.91万 | 新建仓 |
| CRM | SALESFORCE INC | $3,215.80万 | 2.10% | 172,272 | 93,968 | 120.0% | $1,754.10万 | 加仓 |
| TMUS | T-MOBILE US INC | $3,209.51万 | 2.09% | 152,812 | -98,980 | -39.3% | -$2,078.88万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $3,014.67万 | 1.96% | 148,192 | -318,035 | -68.2% | -$6,469.79万 | 重新持有 |
| INTC | INTEL CORP | $2,701.04万 | 1.76% | 612,064 | 612,064 | — | $2,701.04万 | 新建仓 |
| MSCI | MSCI INC | $2,678.45万 | 1.75% | 49,692 | 23,285 | 88.2% | $1,255.08万 | 重新持有 |
| INTU | INTUIT | $2,596.57万 | 1.69% | 60,053 | 24,066 | 66.9% | $1,040.57万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,574.65万 | 1.68% | 87,947 | 87,947 | — | $2,574.65万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $2,456.61万 | 1.60% | 116,256 | 116,256 | — | $2,456.61万 | 新建仓 |
| CPAY | CORPAY INC | $2,313.63万 | 1.51% | 79,509 | 46,619 | 141.7% | $1,356.57万 | 加仓 |
| NET | CLOUDFLARE INC | $2,250.39万 | 1.47% | 109,062 | 40,428 | 58.9% | $834.19万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $2,107.46万 | 1.37% | 184,897 | -37,319 | -16.8% | -$425.36万 | 减仓 |
| TECH | BIO-TECHNE CORP | $2,102.04万 | 1.37% | 402,227 | 147,868 | 58.1% | $772.76万 | 加仓 |
| ROKU | ROKU INC | $2,092.61万 | 1.36% | 221,159 | 144,855 | 189.8% | $1,370.62万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,045.27万 | 1.33% | 858,995 | 260,670 | 43.6% | $620.66万 | 重新持有 |
| CRWV | COREWEAVE INC | $1,933.93万 | 1.26% | 249,636 | 5,186 | 2.1% | $40.18万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,867.38万 | 1.22% | 233,189 | 118,424 | 103.2% | $948.34万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,746.72万 | 1.14% | 108,952 | 20,336 | 22.9% | $326.03万 | 重新持有 |
| CHYM | CHIME FINL INC | $1,581.80万 | 1.03% | 844,528 | 601,125 | 247.0% | $1,125.91万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,428.17万 | 0.93% | 51,397 | 51,397 | — | $1,428.17万 | 新建仓 |
| CSCO | CISCO SYS INC | $1,416.56万 | 0.92% | 182,570 | 182,570 | — | $1,416.56万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $1,410.56万 | 0.92% | 65,340 | 8,457 | 14.9% | $182.57万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1,387.28万 | 0.90% | 79,450 | 79,450 | — | $1,387.28万 | 新建仓 |
| DDOG | DATADOG INC | $1,386.34万 | 0.90% | 117,437 | 117,437 | — | $1,386.34万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,338.09万 | 0.87% | 116,508 | 116,508 | — | $1,338.09万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,240.11万 | 0.81% | 154,262 | 154,262 | — | $1,240.11万 | 新建仓 |
| W | WAYFAIR INC | $1,204.25万 | 0.78% | 160,118 | 160,118 | — | $1,204.25万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,183.73万 | 0.77% | 192,947 | 192,947 | — | $1,183.73万 | 新建仓 |
| CRWV | COREWEAVE INC 看涨期权 | $1,162.05万 | 0.76% | 150,000 | 50,000 | 50.0% | $387.35万 | 加仓 |
| EBAY | EBAY INC. | $1,145.54万 | 0.75% | 125,856 | -403,574 | -76.2% | -$3,673.33万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,138.91万 | 0.74% | 239,669 | 218,464 | 1,030.2% | $1,038.14万 | 加仓 |
| TXG | 10X GENOMICS INC | $1,112.45万 | 0.72% | 523,998 | 523,998 | — | $1,112.45万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,056.43万 | 0.69% | 106,656 | -158,790 | -59.8% | -$1,572.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,048.61万 | 0.68% | 22,747 | -35,781 | -61.1% | -$1,649.47万 | 减仓 |
| ICLR | ICON PLC | $1,038.85万 | 0.68% | 93,878 | 93,878 | — | $1,038.85万 | 新建仓 |
| SNPS | SYNOPSYS INC | $1,038.14万 | 0.68% | 26,184 | -58,021 | -68.9% | -$2,300.42万 | 减仓 |
| TWLO | TWILIO INC | $1,022.21万 | 0.67% | 81,244 | -81,568 | -50.1% | -$1,026.29万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $899.61万 | 0.59% | 18,552 | -21,694 | -53.9% | -$1,051.96万 | 重新持有 |
| FTNT | FORTINET INC | $817.20万 | 0.53% | 100,000 | -86,940 | -46.5% | -$710.47万 | 减仓 |
| BILL | BILL HOLDINGS INC | $748.13万 | 0.49% | 195,333 | -78,459 | -28.7% | -$300.50万 | 减仓 |
| DXCM | DEXCOM INC | $743.21万 | 0.48% | 118,345 | -151,581 | -56.2% | -$951.93万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $725.18万 | 0.47% | 31,408 | -73,083 | -69.9% | -$1,687.41万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $657.85万 | 0.43% | 44,972 | 44,972 | — | $657.85万 | 新建仓 |
| DT | DYNATRACE INC | $634.77万 | 0.41% | 171,652 | 171,652 | — | $634.77万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $620.18万 | 0.40% | 1,473 | -7,092 | -82.8% | -$2,985.96万 | 减仓 |
| CDNA | CAREDX INC | $550.23万 | 0.36% | 316,950 | 316,950 | — | $550.23万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $417.85万 | 0.27% | 29,251 | 29,251 | — | $417.85万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $356.97万 | 0.23% | 55,585 | 34,778 | 167.1% | $223.34万 | 加仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $306.95万 | 0.20% | 25,000 | 25,000 | — | $306.95万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -250,152 | -100.0% | -$7,601.87万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -349,668 | -100.0% | -$6,521.31万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -242,022 | -100.0% | -$6,219.72万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -608,758 | -100.0% | -$5,804.51万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -42,723 | -100.0% | -$3,872.24万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -252,115 | -100.0% | -$3,862.15万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$3,462.30万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -833,497 | -100.0% | -$3,394.83万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -148,311 | -100.0% | -$3,219.24万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -3,388,600 | -100.0% | -$3,154.79万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -667,094 | -100.0% | -$2,745.09万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -485,995 | -100.0% | -$2,694.36万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -482,271 | -100.0% | -$2,611.50万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -707,054 | -100.0% | -$2,113.38万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -80,903 | -100.0% | -$2,071.36万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -87,524 | -100.0% | -$1,507.78万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -47,199 | -100.0% | -$1,397.14万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -43,249 | -100.0% | -$1,344.65万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -78,948 | -100.0% | -$1,135.98万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -133,548 | -100.0% | -$1,125.14万 | 清仓 |
| ETSY | ETSY INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,108.80万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -118,564 | -100.0% | -$906.78万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -36,017 | -100.0% | -$825.11万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -278,063 | -100.0% | -$750.21万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$732.90万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |