$3.88 Billion is the total value of Meridiem Investment Management Ltd.'s 66 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $213,354,876 | -9.2% | 409,160 | +0.4% | 5.50% | -16.8% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $207,329,147 | +5.6% | 859,171 | +0.3% | 5.34% | -3.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $201,903,793 | +8.1% | 654,741 | +0.1% | 5.20% | -1.0% |
| TSCO | Buy | TRACTOR SUPPLY CO | $200,251,367 | -5.7% | 905,583 | +0.2% | 5.16% | -13.6% |
| APH | Buy | AMPHENOL CORP NEWcl a | $188,697,777 | +24.5% | 2,221,613 | +19.8% | 4.86% | +14.1% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $144,701,715 | +13.3% | 873,667 | +0.3% | 3.73% | +3.8% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $126,761,535 | +6.0% | 358,414 | +0.1% | 3.26% | -2.9% |
| AMZN | Buy | AMAZON COM INC | $123,877,618 | +69.5% | 950,706 | +34.4% | 3.19% | +55.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $116,929,279 | +0.5% | 532,107 | +1.8% | 3.01% | -7.9% |
| AVY | Buy | AVERY DENNISON CORP | $113,466,234 | -2.5% | 660,570 | +1.5% | 2.92% | -10.7% |
| NKE | Buy | NIKE INCcl b | $94,103,006 | +20.1% | 852,976 | +33.4% | 2.42% | +10.0% |
| HAS | Buy | HASBRO INC | $87,070,248 | +25.7% | 1,344,387 | +4.2% | 2.24% | +15.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
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.