Investments: Meridiem Capital Partners LP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Meridiem Capital Partners LP
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
2.201.300.670 $+1.079.220.340 $
+105,6 %
821.534.460.913 $+359.298.673 $
+83,6 %
631.657.580.267 $+557.059.702 $
+62,8 %
681.564.704.904 $+893.315.192 $
+174,5 %
61
AMAZON COM INCAMZN→ 0Neutral86.516.816 $-43.807.157 $
-33,6 %
1130.323.973 $+95.707.226 $
+276,5 %
134.616.747 $-63.550.844 $
-64,7 %
1
Snowflake Inc.SNOW→ 0Schwach53.560.034 $+21.745.156 $
+68,3 %
131.814.878 $-73.147.972 $
-69,7 %
1104.962.850 $+104.962.850 $1
DANAHER CORP /DE/DHR→ 0Neutral102.371.000 $+64.566.007 $
+170,8 %
137.804.993 $+37.804.993 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral87.718.712 $+87.718.712 $1
BOSTON SCIENTIFIC CORPBSX→ 0Neutral58.045.075 $-22.018.457 $
-27,5 %
180.063.532 $+34.272.608 $
+74,8 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral30.146.699 $-49.328.917 $
-62,1 %
179.475.616 $+41.734.047 $
+110,6 %
1
Edwards Lifesciences CorpEW→ 0Neutral77.697.994 $+59.024.219 $
+316,1 %
118.673.775 $+8.890.059 $
+90,9 %
19.783.716 $+9.783.716 $1
STRYKER CORPSYK→ 0Neutral76.067.271 $+76.067.271 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark76.018.691 $+21.988.644 $
+40,7 %
154.030.047 $+54.030.047 $1
VISA INC.V→ 0Neutral68.121.549 $+56.078.345 $
+465,6 %
112.043.204 $+12.043.204 $1
Cerebras Systems Inc.CBRS→ 0Sehr schwach66.636.362 $+66.636.362 $1
MOODYS CORP /DE/MCO→ 0Neutral65.575.116 $+1.455.267 $
+2,3 %
164.119.849 $+42.584.382 $
+197,7 %
121.535.467 $+21.535.467 $1
NVIDIA CORPNVDA→ 0Neutral65.213.082 $-22.964.455 $
-26,0 %
1
NETFLIX INCNFLX→ 0Stark42.768.674 $-21.500.632 $
-33,5 %
164.269.306 $+47.456.529 $
+282,3 %
1
METTLER TOLEDO INTERNATIONAL INC/MTD→ 0Neutral64.076.069 $+43.252.982 $
+207,7 %
1
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.CRL→ 0Neutral56.012.367 $-6.449.538 $
-10,3 %
162.461.905 $+35.954.404 $
+135,6 %
126.507.501 $+15.482.234 $
+140,4 %
111.025.267 $-7.187.492 $
-39,5 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Stark62.197.234 $+37.843.798 $
+155,4 %
1
WATERS CORP /DE/WAT→ 0Stark37.226.470 $-24.660.539 $
-39,8 %
161.887.009 $+41.263.679 $
+200,1 %
120.623.330 $+20.623.330 $1
T-Mobile US, Inc.TMUS→ 0Neutral32.095.104 $-28.178.865 $
-46,8 %
160.273.969 $-20.853.561 $
-25,7 %
1
TransUnionTRU→ 0Neutral24.088.917 $-34.607.935 $
-59,0 %
158.696.852 $+34.139.044 $
+139,0 %
1
MICROSOFT CORPMSFT→ 0Neutral58.611.740 $+51.876.311 $
+770,2 %
1
INTEL CORPINTC→ 0Neutral58.424.683 $+31.414.299 $
+116,3 %
127.010.384 $+27.010.384 $1
Broadcom Inc.AVGO→ 0Neutral56.141.774 $+56.141.774 $1
Booking Holdings Inc.BKNG→ 0Neutral18.010.261 $+11.808.460 $
+190,4 %
16.201.801 $-39.666.600 $
-86,5 %
145.868.401 $-9.776.476 $
-17,6 %
155.644.877 $+55.644.877 $1
ZIMMER BIOMET HOLDINGS, INC.ZBH→ 0Neutral54.973.200 $+54.973.200 $1
AT&T INC.T→ 0Sehr stark54.279.542 $+10.822.196 $
+24,9 %
1
Tesla, Inc.TSLA→ 0Neutral10.200.391 $-43.683.285 $
-81,1 %
153.883.676 $+44.592.011 $
+479,9 %
19.291.665 $-18.332.563 $
-66,4 %
127.624.228 $+24.447.628 $
+769,6 %
1
Block, Inc.XYZ→ 0Neutral52.262.312 $+8.288.425 $
+18,8 %
143.973.887 $+10.532.598 $
+31,5 %
133.441.289 $+13.119.326 $
+64,6 %
120.321.963 $-4.973.267 $
-19,7 %
1
Alphabet Inc.GOOGL→ 0Stark51.703.577 $+51.703.577 $1
Apple Inc.AAPL→ 0Neutral35.574.208 $-14.201.878 $
-28,5 %
149.776.086 $+7.261.788 $
+17,1 %
142.514.298 $+42.514.298 $1
Salesforce, Inc.CRM→ 0Neutral18.375.435 $-13.782.579 $
-42,9 %
132.158.014 $+11.414.501 $
+55,0 %
120.743.513 $-25.666.538 $
-55,3 %
146.410.051 $+46.410.051 $1
EBAY INCEBAY→ 0Stark5.587.500 $-5.867.913 $
-51,2 %
111.455.413 $-34.657.940 $
-75,2 %
146.113.353 $+25.018.909 $
+118,6 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach45.966.868 $+31.578.467 $
+219,5 %
114.388.401 $+11.965.775 $
+493,9 %
12.422.626 $+2.422.626 $1
Mastercard IncMA→ 0Neutral44.292.860 $+15.731.163 $
+55,1 %
128.561.697 $+2.419.758 $
+9,3 %
126.141.939 $-10.644.901 $
-28,9 %
1
Fox CorpFOXA→ 0Neutral43.497.338 $+6.273.440 $
+16,9 %
1
TENET HEALTHCARE CORPTHC→ 0Stark42.381.477 $+8.322.530 $
+24,4 %
134.058.947 $+28.921.836 $
+563,0 %
15.137.111 $+5.137.111 $1
Cloudflare, Inc.NET→ 0Neutral41.684.355 $+19.180.502 $
+85,2 %
122.503.853 $+8.972.660 $
+66,3 %
113.531.193 $+13.531.193 $1
Meta Platforms, Inc.META→ 0Neutral33.147.363 $-6.834.798 $
-17,1 %
139.982.161 $-1.217.356 $
-3,0 %
141.199.517 $+31.193.969 $
+311,8 %
1
SYNOPSYS INCSNPS→ 0Schwach27.520.289 $+17.138.857 $
+165,1 %
110.381.432 $-29.171.341 $
-73,8 %
139.552.773 $+24.791.690 $
+168,0 %
1
MONOLITHIC POWER SYSTEMS, INC.MPWR→ 0Neutral38.722.418 $+27.678.580 $
+250,6 %
1
ServiceNow, Inc.NOW→ 0Neutral38.621.497 $+38.621.497 $1
ILLUMINA, INC.ILMN→ 0Neutral38.613.907 $+25.120.429 $
+186,2 %
113.493.478 $+13.493.478 $1
ETSY INCETSY→ 0Neutral38.031.563 $+19.516.985 $
+105,4 %
118.514.578 $+18.514.578 $1
F5, INC.FFIV→ 0Neutral37.653.117 $+37.653.117 $1
Arista Networks, Inc.ANET→ 0Neutral37.220.368 $+34.150.868 $
+1.112,6 %
13.069.500 $+3.069.500 $1
Western Union COWU→ 0Stark31.547.866 $-4.773.292 $
-13,1 %
136.321.158 $+23.154.105 $
+175,8 %
1
Hewlett Packard Enterprise CoHPE→ 0Neutral34.181.245 $+13.728.574 $
+67,1 %
120.452.671 $+5.757.809 $
+39,2 %
114.694.862 $+14.694.862 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark33.948.333 $+33.948.333 $1
CORPAY, INC.CPAY→ 0Neutral33.931.885 $+10.795.561 $
+46,7 %
123.136.324 $+13.238.736 $
+133,8 %
19.897.588 $-19.457.200 $
-66,3 %
1
Medtronic plcMDT→ 0Neutral33.720.416 $+13.674.135 $
+68,2 %
120.046.281 $-10.978.244 $
-35,4 %
131.024.525 $+15.466.772 $
+99,4 %
1
MICRON TECHNOLOGY INCMU→ 0Stark33.679.874 $+7.652.432 $
+29,4 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral10.486.140 $-22.661.778 $
-68,4 %
133.147.918 $+7.526.680 $
+29,4 %
1
Bloom Energy CorpBE→ 0Neutral32.399.495 $+32.399.495 $1
PayPal Holdings, Inc.PYPL→ 0Neutral32.299.150 $+32.299.150 $1
NXP Semiconductors N.V.NXPI→ 0Neutral32.192.386 $+1.650.605 $
+5,4 %
130.541.781 $+121.200 $
+0,4 %
1
Marvell Technology, Inc.MRVL→ 0Neutral10.564.277 $-11.993.324 $
-53,2 %
122.557.601 $-8.933.256 $
-28,4 %
131.490.857 $+31.490.857 $1
CoreWeave, Inc.CRWV→ 0Neutral30.959.801 $+6.293.736 $
+25,5 %
124.666.065 $+24.666.065 $1
ORACLE CORPORCL→ 0Neutral14.528.234 $-16.089.788 $
-52,6 %
130.618.022 $+5.261.142 $
+20,7 %
125.356.880 $+15.964.972 $
+170,0 %
1
AGILENT TECHNOLOGIES, INC.A→ 0Neutral21.074.560 $-9.162.371 $
-30,3 %
130.236.931 $+4.598.668 $
+17,9 %
1
Dell Technologies Inc.DELL→ 0Stark30.234.128 $+30.234.128 $1
Warner Music Group Corp.WMG→ 0Stark29.694.564 $+29.694.564 $1
Reddit, Inc.RDDT→ 0Schwach29.607.888 $+17.819.521 $
+151,2 %
111.788.367 $-860.115 $
-6,8 %
1
Expedia Group, Inc.EXPE→ 0Neutral18.576.376 $+11.324.583 $
+156,2 %
17.251.793 $-22.351.552 $
-75,5 %
129.603.345 $+3.471.945 $
+13,3 %
1
Spotify Technology S.A.SPOT→ 0Schwach25.004.220 $+16.008.170 $
+177,9 %
18.996.050 $-19.095.658 $
-68,0 %
128.091.708 $+28.091.708 $1
IQVIA HOLDINGS INC.IQV→ 0Neutral27.945.409 $+27.945.409 $1
CENTENE CORPCNC→ 0Neutral27.450.918 $+27.450.918 $1
MSCI Inc.MSCI→ 0Neutral26.784.485 $+11.800.889 $
+78,8 %
114.983.596 $+14.983.596 $1
Snap IncSNAP→ 0Neutral26.542.369 $+26.542.369 $1
ON SEMICONDUCTOR CORPON→ 0Neutral26.114.975 $+26.114.975 $1
INTUIT INC.INTU→ 0Neutral25.965.716 $+1.389.834 $
+5,7 %
124.575.882 $+24.575.882 $1
JACK HENRY & ASSOCIATES INCJKHY→ 0Stark25.762.614 $+25.762.614 $1
Elevance Health, Inc.ELV→ 0Stark25.746.484 $+25.746.484 $1
CARDINAL HEALTH INCCAH→ 0Neutral9.678.432 $-14.887.623 $
-60,6 %
124.566.055 $+24.566.055 $1
CROWN CASTLE INC.CCI→ 0Neutral23.424.955 $+23.424.955 $1
TWILIO INCTWLO→ 0Neutral16.815.895 $+6.593.775 $
+64,5 %
110.222.120 $-12.936.259 $
-55,9 %
123.158.379 $+23.158.379 $1
Qorvo, Inc.QRVO→ 0Neutral23.153.265 $-1.209.537 $
-5,0 %
1
Astera Labs, Inc.ALAB→ 0Neutral23.132.311 $+20.636.911 $
+827,0 %
12.495.400 $+2.495.400 $1
Lyft, Inc.LYFT→ 0Stark22.710.412 $+9.382.845 $
+70,4 %
113.327.567 $-7.160.023 $
-34,9 %
120.487.590 $+20.487.590 $1
WEX Inc.WEX→ 0Neutral22.683.886 $+22.683.886 $1
GLOBAL PAYMENTS INCGPN→ 0Stark22.566.356 $+22.566.356 $1
ENTEGRIS INCENTG→ 0Neutral11.251.419 $-10.865.753 $
-49,1 %
122.117.172 $+2.510.834 $
+12,8 %
1
MongoDB, Inc.MDB→ 0Schwach17.878.613 $-3.949.044 $
-18,1 %
121.827.657 $+17.921.213 $
+458,8 %
1
REVVITY, INC.RVTY→ 0Neutral21.483.638 $-1.606.811 $
-7,0 %
1
COMCAST CORPCMCSA→ 0Neutral21.133.844 $+21.133.844 $1
BIO-TECHNE CorpTECH→ 0Neutral21.020.383 $+6.061.530 $
+40,5 %
114.958.853 $+3.223.871 $
+27,5 %
111.734.982 $+11.734.982 $1
Encompass Health CorpEHC→ 0Stark20.995.630 $+20.995.630 $1
ROKU, INCROKU→ 0Neutral17.845.340 $-3.080.725 $
-14,7 %
120.926.065 $+12.647.844 $
+152,8 %
18.278.221 $+8.278.221 $1
TAKE TWO INTERACTIVE SOFTWARE INCTTWO→ 0Neutral20.713.595 $+13.133.313 $
+173,3 %
17.580.282 $+7.580.282 $1
Zscaler, Inc.ZS→ 0Neutral20.395.752 $+15.079.806 $
+283,7 %
1
Palo Alto Networks IncPANW→ 0Neutral19.784.616 $+2.317.431 $
+13,3 %
117.467.185 $-576.805 $
-3,2 %
118.043.990 $+9.572.713 $
+113,0 %
1
Dynatrace, Inc.DT→ 0Schwach19.017.860 $+12.670.169 $
+199,6 %
16.347.691 $+6.347.691 $1
Robinhood Markets, Inc.HOOD→ 0Schwach18.992.932 $+7.488.739 $
+65,1 %
111.504.193 $+11.504.193 $1
ADOBE INC.ADBE→ 0Neutral18.909.610 $+18.909.610 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral18.738.748 $+18.738.748 $1
BECTON DICKINSON & COBDX→ 0Neutral18.528.845 $+18.528.845 $1
DEXCOM INCDXCM→ 0Neutral7.432.066 $-10.731.255 $
-59,1 %
118.163.321 $+1.111.307 $
+6,5 %
1
CORNING INC /NYGLW→ 0Stark17.325.817 $+17.325.817 $1
Okta, Inc.OKTA→ 0Neutral16.797.950 $+16.797.950 $1
GLOBALFOUNDRIES Inc.GFS→ 016.721.618 $-2.849.579 $
-14,6 %
1
Affirm Holdings, Inc.AFRM→ 0Sehr schwach16.395.383 $+16.395.383 $1
CVS HEALTH CorpCVS→ 0Neutral16.347.997 $+16.347.997 $1
10x Genomics, Inc.TXG→ 0Schwach16.187.876 $+5.063.398 $
+45,5 %
111.124.478 $+11.124.478 $1
IREN LtdIREN→ 0Neutral16.136.699 $+16.136.699 $1
HUMANA INCHUM→ 0Sehr schwach16.056.030 $+16.056.030 $1
Circle Internet Group, Inc.CRCL→ 0Neutral3.640.584 $-12.382.239 $
-77,3 %
116.022.823 $+6.958.323 $
+76,8 %
1
Chime Financial, Inc.CHYM→ 0Schwach15.818.009 $+9.691.555 $
+158,2 %
16.126.454 $+6.126.454 $1
WESTERN DIGITAL CORPWDC→ 0Stark15.077.759 $-18.185.075 $
-54,7 %
1
QUALCOMM INC/DEQCOM→ 0Neutral15.013.491 $-10.618.450 $
-41,4 %
1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 015.007.146 $+15.007.146 $1
BILL Holdings, Inc.BILL→ 0Neutral7.481.254 $-7.451.362 $
-49,9 %
114.932.616 $+14.932.616 $1
Fortinet, Inc.FTNT→ 0Neutral8.172.000 $-6.672.905 $
-45,0 %
114.844.905 $+14.844.905 $1
Nutanix, Inc.NTNX→ 0Neutral14.759.188 $+14.759.188 $1
Guardant Health, Inc.GH→ 0Schwach14.566.113 $+12.274.284 $
+535,6 %
12.291.829 $-350.866 $
-13,3 %
1
QIAGEN N.V.QGEN→ 014.456.834 $+14.456.834 $1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Neutral14.281.684 $+14.281.684 $1
Verisk Analytics, Inc.VRSK→ 0Neutral14.204.414 $+14.204.414 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark14.165.606 $+14.165.606 $1
CHARTER COMMUNICATIONS, INC. /MO/CHTR→ 0Stark14.105.599 $+2.231.273 $
+18,8 %
111.874.326 $+2.960.374 $
+33,2 %
18.913.952 $+8.913.952 $1
Autodesk, Inc.ADSK→ 0Neutral13.971.376 $+13.971.376 $1
Coinbase Global, Inc.COIN→ 0Neutral13.872.765 $+13.872.765 $1
Datadog, Inc.DDOG→ 0Neutral13.863.438 $+9.332.890 $
+206,0 %
1
Penumbra IncPEN→ 0Neutral13.446.547 $+13.446.547 $1
AKAMAI TECHNOLOGIES INCAKAM→ 0Stark13.380.944 $+13.380.944 $1
CareDx, Inc.CDNA→ 0Schwach12.867.551 $+7.365.299 $
+133,9 %
15.502.252 $+3.091.211 $
+128,2 %
1
ABBOTT LABORATORIESABT→ 0Neutral8.032.214 $+2.290.173 $
+39,9 %
15.742.041 $-6.851.935 $
-54,4 %
112.593.976 $-21.026.200 $
-62,5 %
1
EQUIFAX INCEFX→ 0Neutral12.472.745 $+12.472.745 $1
Zoom Communications, Inc.ZM→ 0Stark9.367.224 $-3.033.898 $
-24,5 %
112.401.122 $+12.401.122 $1
Wayfair Inc.W→ 0Neutral12.042.475 $+12.042.475 $1
DigitalOcean Holdings, Inc.DOCN→ 0Neutral11.901.775 $+11.901.775 $1
Natera, Inc.NTRA→ 0Schwach8.251.135 $-3.649.216 $
-30,7 %
111.900.351 $+11.900.351 $1
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSH→ 0Neutral11.837.298 $+11.837.298 $1
Twist Bioscience CorpTWST→ 0Schwach11.389.071 $+10.716.448 $
+1.593,2 %
1672.623 $+672.623 $1
Credo Technology Group Holding LtdCRDO→ 0Neutral11.359.828 $+3.633.761 $
+47,0 %
17.726.067 $+7.431.075 $
+2.519,1 %
1
SAP SESAP→ 011.132.136 $+753.078 $
+7,3 %
110.379.058 $+10.379.058 $1
CARVANA CO.CVNA→ 0Neutral10.947.972 $+535.394 $
+5,1 %
110.412.578 $+987.133 $
+10,5 %
1
ICON PLCICLR→ 010.388.539 $+10.388.539 $1
Navan, Inc.NAVN→ 0Neutral9.180.109 $+9.180.109 $1
Cencora, Inc.COR→ 0Neutral9.113.371 $+9.113.371 $1
Rubrik, Inc.RBRK→ 0Neutral9.067.775 $+3.739.858 $
+70,2 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral9.022.604 $+681.731 $
+8,2 %
18.340.873 $+8.340.873 $1
Roblox CorpRBLX→ 0Schwach8.790.341 $+8.790.341 $1
Nebius Group N.V.NBIS→ 0Neutral7.736.626 $+7.736.626 $1
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKP→ 07.573.917 $+3.395.412 $
+81,3 %
14.178.505 $+894.049 $
+27,2 %
1
Caris Life Sciences, Inc.CAI→ 0Neutral7.502.140 $+7.502.140 $1
Alibaba Group Holding LtdBABA→ 0Schwach7.329.000 $+7.329.000 $1
SentinelOne, Inc.S→ 0Schwach7.045.884 $+4.893.341 $
+227,3 %
1
Palantir Technologies Inc.PLTR→ 0Neutral6.578.504 $+6.578.504 $1
Elastic N.V.ESTC→ 0Neutral5.914.300 $+5.914.300 $1
PINTEREST, INC.PINS→ 0Neutral5.606.619 $+5.606.619 $1
AppLovin CorpAPP→ 0Neutral5.104.508 $-6.132.360 $
-54,6 %
1
VARONIS SYSTEMS INCVRNS→ 0Neutral5.072.126 $+2.969.198 $
+141,2 %
1
TANDEM DIABETES CARE INCTNDM→ 0Sehr schwach4.500.668 $+4.500.668 $1
TransMedics Group, Inc.TMDX→ 0Neutral4.460.662 $+4.460.662 $1
Confluent, Inc.CFLT→ 03.960.000 $+3.960.000 $1
GeneDx Holdings Corp.WGS→ 0Schwach3.210.349 $-359.320 $
-10,1 %
13.569.669 $+863.511 $
+31,9 %
12.706.158 $+2.706.158 $1
INSULET CORPPODD→ 0Neutral2.618.700 $-1.350.650 $
-34,0 %
1
MICROCHIP TECHNOLOGY INCMCHP→ 0Schwach2.280.000 $-19.312.190 $
-89,4 %
1
Azenta, Inc.AZTA→ 0Neutral1.918.936 $-693.363 $
-26,5 %
1
RxSight, Inc.RXST→ 0Neutral1.564.386 $+1.564.386 $1
Beta Bionics, Inc.BBNX→ 0Sehr schwach1.458.180 $+1.458.180 $1
2.201.300.670 $+1.079.220.340 $
+105,6 %
821.534.460.913 $+359.298.673 $
+83,6 %
631.657.580.267 $+557.059.702 $
+62,8 %
681.564.704.904 $+893.315.192 $
+174,5 %
61
Erweitert ×