LongTNDMJun 2026
Tandem Diabetes Care, Inc.
Meridian owns Tandem Diabetes Care for its differentiated insulin-pump technology, expanding installed base, and recurring supply revenue that grows with the user base. Shares…
Meridian Small Cap Growth Fund
U.S. small-cap growth equity focused on high-quality businesses with recurring revenue, sustainable competitive advantages, and an explicit emphasis on downside protection.$273M AUM4 published ideas
The Meridian Small Cap Growth Fund is advised by ArrowMark Colorado Holdings, LLC, which operates as ArrowMark Partners. The strategy seeks long-term capital growth through fundamentally strong small-cap companies while prioritizing risk management and resilient portfolio construction. The fund emphasizes recurring revenue, sustainable competitive advantages, and avoiding fragile or purely speculative growth.
Ideas from Meridian Small Cap Growth Fund
LongHNGEJun 2026
Hinge Health, Inc.
Meridian owns Hinge Health for its leading position in technology-enabled musculoskeletal care and its high win rates in a large, underpenetrated market. The fund also highlights…
LongDFTXJun 2026
Definium Therapeutics, Inc.
Meridian owns Definium Therapeutics for what it sees as a potentially best-in-class rapid-acting, single-dose therapy profile in large underserved mental-health markets. Positive…
LongVCYTJun 2026
Veracyte, Inc.
Meridian owns Veracyte for durable, volume-driven genomic-testing revenue, an expanding diagnostic menu, and a competitive moat built on more than a decade of proprietary…
Letters covered
- Meridian Small Cap Growth Fund June 30, 2026 UpdateJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.