$4.62 Billion is the total value of Meridiem Investment Management Ltd.'s 141 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $188,776,000 | – | 1,232,174 | +100.0% | 4.09% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $157,817,000 | – | 1,334,550 | +100.0% | 3.42% | – |
| ACN | New | ACCENTURE PLC IRELAND | $143,591,000 | – | 519,656 | +100.0% | 3.11% | – |
| FNV | New | FRANCO NEV CORP | $50,826,000 | – | 405,618 | +100.0% | 1.10% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $325,000 | – | 1,500 | +100.0% | 0.01% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $267,000 | – | 6,000 | +100.0% | 0.01% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $192,000 | – | 4,550 | +100.0% | 0.00% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD | $130,000 | – | 566 | +100.0% | 0.00% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $153,000 | – | 4,000 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $144,000 | – | 212 | +100.0% | 0.00% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $90,000 | – | 2,313 | +100.0% | 0.00% | – |
| GLD | New | SPDR GOLD TR | $105,000 | – | 655 | +100.0% | 0.00% | – |
| SAP | New | SAP SEspon adr | $68,000 | – | 550 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC | $18,000 | – | 80 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 9.3% |
| THERMO FISHER SCIENTIFIC INC | 12 | Q3 2023 | 8.2% |
| MICROSOFT CORP | 12 | Q3 2023 | 8.6% |
| Laboratory Corp of America Holdings | 12 | Q3 2023 | 8.0% |
| MASTERCARD INCORPORATED | 12 | Q3 2023 | 7.3% |
| TRACTOR SUPPLY CO | 12 | Q3 2023 | 6.3% |
| MARSH & MCLENNAN COS INC | 12 | Q3 2023 | 6.2% |
| FISERV INC | 12 | Q3 2023 | 5.7% |
| AMPHENOL CORP NEW | 12 | Q3 2023 | 5.0% |
| Automatic Data Processing Inc | 12 | Q3 2023 | 4.4% |
View Meridiem Investment Management Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR/A | 2022-08-10 |
View Meridiem Investment Management Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.