Veritas Investment Partners
Latest statistics and disclosures from Meridiem Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TMO, FI, MA, MSFT, UNH, and represent 31.21% of Meridiem Investment Management's stock portfolio.
- Added to shares of these 10 stocks: UNH (+$98M), TMO (+$96M), LH (+$69M), FI (+$65M), TSCO (+$51M), MA (+$50M), ACN (+$47M), NKE (+$45M), INTU (+$43M), MMC (+$42M).
- Started 7 new stock positions in NVDA, DXCM, CL, PG, V, AMGN, AMD.
- Reduced shares in these 10 stocks: HAS (-$89M), FNV (-$75M), GOOG (-$28M), ADBE (-$22M), BRK.B, NTRS, TSM, BK, COST, MCO.
- Sold out of its positions in FNV, HAS, MCO, NTRS.
- Meridiem Investment Management was a net buyer of stock by $666M.
- Meridiem Investment Management has $5.1B in assets under management (AUM), dropping by 36.53%.
- Central Index Key (CIK): 0001842702
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Portfolio Holdings for Meridiem Investment Management
Meridiem Investment Management holds 65 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 6.5 | $334M | +40% | 575k | 580.78 |
|
| Fiserv (FI) | 6.4 | $324M | +25% | 2.0M | 159.72 |
|
| Mastercard Incorporated Cl A (MA) | 6.2 | $316M | +18% | 656k | 481.11 |
|
| Microsoft Corporation (MSFT) | 6.2 | $314M | +15% | 746k | 420.20 |
|
| UnitedHealth (UNH) | 6.0 | $304M | +47% | 614k | 494.50 |
|
| Marsh & McLennan Companies (MMC) | 5.7 | $289M | +16% | 1.4M | 205.91 |
|
| Tractor Supply Company (TSCO) | 5.6 | $284M | +21% | 1.1M | 261.72 |
|
| Amphenol Corp Cl A (APH) | 5.5 | $282M | +9% | 2.4M | 115.34 |
|
| Intuitive Surgical Com New (ISRG) | 5.4 | $277M | +16% | 695k | 398.95 |
|
| Accenture Plc Ireland SHS Class A (ACN) | 5.4 | $273M | +20% | 788k | 346.19 |
|
| Synopsys (SNPS) | 5.2 | $266M | +9% | 465k | 571.19 |
|
| Intuit (INTU) | 5.1 | $262M | +19% | 403k | 649.94 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 5.0 | $257M | +36% | 1.2M | 218.38 |
|
| Broadridge Financial Solutions (BR) | 4.2 | $213M | +18% | 1.0M | 204.75 |
|
| Amazon (AMZN) | 4.0 | $205M | +19% | 1.1M | 180.28 |
|
| Avery Dennison Corporation (AVY) | 3.4 | $172M | +16% | 770k | 223.18 |
|
| Automatic Data Processing (ADP) | 3.3 | $167M | +25% | 670k | 249.67 |
|
| Align Technology (ALGN) | 2.5 | $129M | +16% | 394k | 327.80 |
|
| Nike CL B (NKE) | 2.5 | $125M | +55% | 1.3M | 93.97 |
|
| Adobe Systems Incorporated (ADBE) | 2.0 | $100M | -17% | 199k | 504.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $99M | 654k | 150.85 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $78M | -26% | 513k | 152.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $14M | -3% | 34k | 420.40 |
|
| Apple (AAPL) | 0.1 | $2.8M | +11% | 16k | 171.48 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.5M | -11% | 11k | 136.03 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.2M | -10% | 1.7k | 732.40 |
|
| McDonald's Corporation (MCD) | 0.0 | $1.1M | 4.0k | 281.85 |
|
|
| Xylem (XYL) | 0.0 | $973k | 7.5k | 129.22 |
|
|
| American Express Company (AXP) | 0.0 | $638k | 2.8k | 227.69 |
|
|
| Dollar General (DG) | 0.0 | $523k | 3.4k | 156.23 |
|
|
| Wec Energy Group (WEC) | 0.0 | $417k | 5.1k | 82.06 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $396k | 2.5k | 158.19 |
|
|
| Deere & Company (DE) | 0.0 | $380k | +12% | 925.00 | 410.54 |
|
| Meta Platforms Cl A (META) | 0.0 | $374k | 770.00 | 485.67 |
|
|
| Abbvie (ABBV) | 0.0 | $352k | +63% | 1.9k | 181.97 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $307k | 2.6k | 116.23 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $271k | NEW | 300.00 | 902.71 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $270k | NEW | 3.0k | 90.03 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $251k | 6.0k | 41.87 |
|
|
| Amgen (AMGN) | 0.0 | $227k | NEW | 800.00 | 284.25 |
|
| Paypal Holdings (PYPL) | 0.0 | $219k | 3.3k | 66.97 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $193k | 2.0k | 97.55 |
|
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $189k | 4.0k | 47.12 |
|
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| Abbott Laboratories (ABT) | 0.0 | $178k | 1.6k | 113.65 |
|
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| eBay (EBAY) | 0.0 | $173k | 3.3k | 52.78 |
|
|
| S&p Global (SPGI) | 0.0 | $170k | -20% | 400.00 | 424.93 |
|
| Philip Morris International (PM) | 0.0 | $147k | 1.6k | 91.59 |
|
|
| Visa Com Cl A (V) | 0.0 | $145k | NEW | 520.00 | 278.82 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $138k | -55% | 2.4k | 57.63 |
|
| Msci (MSCI) | 0.0 | $137k | 245.00 | 560.19 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $137k | 1.7k | 79.74 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $117k | NEW | 650.00 | 180.49 |
|
| Carrier Global Corporation (CARR) | 0.0 | $115k | 2.0k | 58.13 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $107k | 550.00 | 194.97 |
|
|
| Altria (MO) | 0.0 | $100k | -25% | 2.3k | 43.62 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $79k | 800.00 | 99.27 |
|
|
| Dex (DXCM) | 0.0 | $74k | NEW | 530.00 | 138.70 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $63k | 1.5k | 42.01 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $56k | -26% | 280.00 | 200.30 |
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| Immunocore Hldgs Ads (IMCR) | 0.0 | $37k | 575.00 | 65.01 |
|
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| Verizon Communications (VZ) | 0.0 | $29k | 690.00 | 41.96 |
|
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| Chubb (CB) | 0.0 | $28k | 108.00 | 259.13 |
|
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| Procter & Gamble Company (PG) | 0.0 | $26k | NEW | 161.00 | 162.25 |
|
| Wells Fargo & Company (WFC) | 0.0 | $20k | 350.00 | 57.96 |
|
|
| Tesla Motors (TSLA) | 0.0 | $11k | 60.00 | 175.77 |
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Past Filings by Meridiem Investment Management
SEC 13F filings are viewable for Meridiem Investment Management going back to 2020
- Meridiem Investment Management 2024 Q1 filed May 10, 2024
- Veritas Investment Partners 2023 Q3 filed Nov. 9, 2023
- Veritas Investment Partners 2023 Q2 filed Aug. 9, 2023
- Veritas Investment Partners 2023 Q1 filed April 27, 2023
- Veritas Investment Partners 2022 Q4 filed Feb. 13, 2023
- Veritas Investment Partners 2022 Q3 filed Nov. 14, 2022
- Veritas Investment Partners 2021 Q1 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q2 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q3 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q4 amended filed Aug. 10, 2022
- Veritas Investment Partners 2022 Q2 filed Aug. 10, 2022
- Veritas Investment Partners 2022 Q1 filed May 16, 2022
- Veritas Investment Partners 2021 Q4 filed Feb. 11, 2022
- Veritas Investment Partners 2021 Q3 filed Nov. 12, 2021
- Veritas Investment Partners 2021 Q2 filed Aug. 5, 2021
- Veritas Investment Partners 2021 Q1 filed May 14, 2021