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DSC Meridian Capital LP 13F holdings

Filed 2026-08-14 · DSC Meridian Capital LP · 15 positions · $427.2M

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TickerCompanySharesValue% of portfolio
AEROMEXGRUPO AEROMEXICO SAB DE CV2.9M$51.3M12.0%
—AZUL S A5.5M$49.2M11.5%
CORZCORE SCIENTIFIC INC NEW1.9M$48.8M11.4%
USHYISHARES TR1.2M$43.7M10.2%
BKLNINVESCO EXCH TRADED FD TR II2.1M$43.4M10.2%
—NCL CORP LTD34.2M$38.2M8.9%
—SUNRUN INC31.5M$37.4M8.8%
—SUPER MICRO COMPUTER INC35.0M$34.4M8.0%
VSTVISTRA CORP147.7K$23.4M5.5%
SMCI 0 06-15-30SUPER MICRO COMPUTER INC15.0M$13.3M3.1%
EAELECTRONIC ARTS INC64.2K$13.2M3.1%
TECKTECK RESOURCES LTD197.2K$11.7M2.7%
RKTROCKET COS INC657.4K$10.4M2.4%
CZRCAESARS ENTERTAINMENT INC NE165.0K$5.0M1.2%
GTN-AGRAY MEDIA INC939.7K$3.7M0.9%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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