Filer Name: MERIDIEM INVESTMENT MANAGEMENT LTD.
CIK: 1842702
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 59
Portfolio Value: $5.59B

Meridiem Investment Management Ltd. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FI US FISERV INC 1,876,079 $386M 6.90% -9.0% -
MA US MASTERCARD INC - A 683,696 $360M 6.45% -1.0% -
TMO US THERMO FISHER SCIENTIFIC INC 631,856 $329M 5.88% 14.4% -
MSFT US MICROSOFT CORP 758,556 $320M 5.72% -1.7% -
MMC US MARSH & MCLENNAN COS 1,439,443 $306M 5.47% 0.2% -
ISRG US INTUITIVE SURGICAL INC 571,119 $298M 5.33% -10.9% -
ACN US ACCENTURE PLC-CL A 810,118 $285M 5.10% -1.6% -
UNH US UNITEDHEALTH GROUP INC 558,524 $283M 5.06% -21.8% -
LH US LABCORP HOLDINGS INC 1,211,314 $278M 4.97% -0.5% -
TSCO US TRACTOR SUPPLY COMPANY 5,118,785 $272M 4.86% 398.9% -
SNPS US SYNOPSYS INC 557,174 $270M 4.84% 13.1% -
AMZN US AMAZON.COM INC 1,210,611 $266M 4.75% -0.7% -
INTU US INTUIT INC 398,924 $251M 4.49% -14.9% -
BR US BROADRIDGE FINANCIAL SOLUTIO 1,069,196 $242M 4.33% -0.8% -
CDNS US CADENCE DESIGN SYS INC 783,906 $236M 4.22% 64.3% -
APH US AMPHENOL CORP-CL A 3,242,475 $225M 4.03% -13.4% -
ADP US AUTOMATIC DATA PROCESSING 689,715 $202M 3.61% -1.9% -
ALGN US ALIGN TECHNOLOGY INC 764,732 $159M 2.85% 63.7% -
AVY US AVERY DENNISON CORP 793,326 $148M 2.66% -0.1% -
AME US AMETEK INC 759,787 $137M 2.45% -0.1% -
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