Current Market Value 801,068,880
Current Holdings 89
Most Recent File Date 2025-08-25
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by MERDX - MERIDIAN GROWTH FUND Legacy Class . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-25 2025-06-30 NPORT-P 89 801,069
2025-05-30 2025-03-31 NPORT-P 89 808,662
2025-02-27 2024-12-31 NPORT-P 90 1,030,769
2024-11-26 2024-09-30 NPORT-P 92 1,095,878
2024-08-29 2024-06-28 NPORT-P 89 1,150,332
2024-05-23 2024-03-28 NPORT-P 87 1,271,956
2024-02-23 2023-12-29 NPORT-P 85 1,417,713
2023-11-22 2023-09-29 NPORT-P 87 1,324,609
2023-08-28 2023-06-30 NPORT-P 87 1,455,739
2023-05-25 2023-03-31 NPORT-P 90 1,341,303
2023-02-28 2022-12-30 NPORT-P 87 1,250,942
2022-11-25 2022-09-30 NPORT-P 96 1,259,042
2022-08-26 2022-06-30 NPORT-P 107 1,487,494
2022-05-25 2022-03-31 NPORT-P 112 1,999,491
2022-02-24 2021-12-31 NPORT-P 115 2,137,776
2021-11-26 2021-09-30 NPORT-P 114 2,120,318
2021-08-19 2021-06-30 NPORT-P 116 2,170,344
2021-05-24 2021-03-31 NPORT-P 105 2,108,915
2021-02-23 2020-12-31 NPORT-P 107 2,189,172
2020-11-20 2020-09-30 NPORT-P 109 1,876,844
2020-08-21 2020-06-30 NPORT-P 98 1,795,188
2020-05-28 2020-03-31 NPORT-P 98 1,395,552
2020-02-25 2019-12-31 NPORT-P 105 2,111,226
2019-11-18 2019-09-30 NPORT-P 99 1,965,603