MG

MERIDIAN GROWTH FUND | MERDX

Mutual Fund
MERIDIAN FUND INC
Last update 2024-08-29 75 Stocks (6 new)
Value $1.06 Bil Turnover 6 %
Countries:
Top Holdings: RBA(4.13%)TRMB(3.54%)ZD(3.29%)CHDN(3.28%)CARG(3.23%)
Portfolio Report
Summary Stock Picks Current Portfolio
MERIDIAN GROWTH FUND Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RBA 		RB Global Inc
574,751
43887.990
-10.45%
4.130
-0.43%
0.310
+21.11%
+30.93%
15884.537
Business Services
TRMB 		Trimble Inc
672,577
37610.510
-7.12%
3.540
-0.28%
0.280
+23.69%
+15.83%
15048.073
Hardware
ZD 		Ziff Davis Inc
634,677
34938.970
0%
3.290
0%
1.420
+18.30%
-29.28%
2126.080
Media - Diversified
CHDN 		Churchill Downs Inc
249,693
34857.140
-1.69%
3.280
-0.04%
0.340
+5.22%
+1.65%
10080.813
Travel & Leisure
CARG 		CarGurus Inc
1,310,569
34336.910
-16.80%
3.230
-0.51%
1.270
+42.38%
+31.42%
3281.962
Vehicles & Parts
ST 		Sensata Technologies Holding PLC
903,402
33778.200
-22.59%
3.180
-0.81%
0.600
-10.12%
-15.12%
4723.302
Hardware
EEFT 		Euronet Worldwide Inc
313,797
32477.990
-8.16%
3.050
-0.26%
0.700
+9.33%
-0.16%
4451.592
Software
ACVA 		ACV Auctions Inc
1,771,418
32328.380
-5.77%
3.040
-0.17%
1.060
+16.90%
+16.90%
2950.247
Vehicles & Parts
STE 		Steris PLC
143,624
31531.210
-15.97%
2.970
-0.51%
0.150
-4.17%
+4.17%
22429.392
Medical Devices & Instruments
SMAR 		Smartsheet Inc
707,211
31173.860
+21.74%
2.930
+0.52%
0.510
+23.04%
+16.69%
7772.900
Software

MERIDIAN GROWTH FUND's Historical Top Holdings Breakdowns

MERIDIAN GROWTH FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LPLA 		LPL Financial Holdings Inc2024-06-30Sold Out
-1.86%
●
256.41 ($271.44) 288.82
$275.81
1.61%
Sold Out
0
-84,158
MATX 		Matson Inc2024-06-30Reduce
-1.65%
●
104.64 ($116.26) 131.52
$159.23
36.96%
Reduce -49.26%
181,459
-176,156
CHWY 		Chewy Inc2024-06-30New Buy
+1.32%
●
14.99 ($19.04) 29.99
$29.17
53.20%
New holding
515,501
515,501
GFL 		GFL Environmental Inc2024-06-30New Buy
+0.92%
●
30.61 ($34.25) 38.93
$42.00
22.63%
New holding
250,408
250,408
ST 		Sensata Technologies Holding PLC2024-06-30Reduce
-0.81%
●
33.48 ($38.52) 43.02
$31.58
-18.02%
Reduce -22.59%
903,402
-263,666
KEX 		Kirby Corp2024-06-30Reduce
-0.80%
●
94.56 ($111.71) 124.17
$117.04
4.77%
Reduce -44.44%
126,714
-101,335
MDGL 		Madrigal Pharmaceuticals Inc2024-06-30Add
+0.76%
●
193.33 ($238.04) 291.99
$337.61
41.83%
Add 426.18%
35,570
28,810
WAY 		Waystar Holding Corp2024-06-30New Buy
+0.74%
●
20.7 ($21.67) 22.72
$29.01
33.87%
New holding
365,466
365,466
LOPE 		Grand Canyon Education Inc2024-06-30Sold Out
-0.58%
●
127.15 ($137.78) 149.26
$139.75
1.43%
Sold Out
0
-50,936
MASI 		Masimo Corp2024-06-30Sold Out
-0.53%
●
115.24 ($131.69) 144.91
$151.56
15.09%
Sold Out
0
-43,363

MERIDIAN GROWTH FUND Total Holding History ($B)

To

MERIDIAN GROWTH FUND's Asset Allocation

To

MERIDIAN GROWTH FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MERIDIAN GROWTH FUND's Hypothetical Growth since 2024-06-30

MERIDIAN GROWTH FUND's Yearly Returns

Year Portfolio % % Excess Gain %

MERIDIAN GROWTH FUND's Holdings Heat Map

Size field:

MERIDIAN GROWTH FUND's Holdings Bubble Chart

MERIDIAN GROWTH FUND News

  • 1

Discussions on MERIDIAN GROWTH FUND

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.