account_balance
Investment manager · 13F filer · SEC CIK 1970572
DSC Meridian Capital LP
Reported value$427Mas of Jun 30, 2026
Positions15 5 new, 2 sold out
Top 10 weight89.7%AERO alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AEROGrupo Aeromexico Sab de Cv
12.0%
AZULAzul S A
11.5%New
CORZCore Scientific Inc New
11.4%Trimmed −16%
USHYiShares Tr
10.2%Added +9%
BKLNInvesco Exch Traded Fd Tr II
10.2%New
NCL Corp Ltd
8.9%New
Sunrun Inc
8.8%Added +57%
Super Micro Computer Inc
8.0%Added +133%
VSTVistra Corp
5.5%Added +49%
Super Micro Computer Inc
3.1%New
EAElectronic Arts Inc
3.1%Added +210%
AERO12.0%AZUL11.5%CORZ11.4%
USHY10.2%
BKLN10.2%
NCL Corp Ltd8.9%
Sunrun Inc8.8%
Super Micro Computer Inc8.0%
VST5.5%Super Micro Computer Inc
EA3.1%
TECK2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AERO Grupo Aeromexico Sab de Cv 12.0% HeldAZUL Azul S A 11.5% NewCORZ Core Scientific Inc New 11.4% Trimmed −16%
USHY iShares Tr 10.2% Added +9%
BKLN Invesco Exch Traded Fd Tr II 10.2% New
NCL Corp Ltd 8.9% New
Sunrun Inc 8.8% Added +57%
Super Micro Computer Inc 8.0% Added +133%
VST Vistra Corp 5.5% Added +49%Super Micro Computer Inc 3.1% New
EA Electronic Arts Inc 3.1% Added +210%
TECK Teck Resources Ltd 2.7% HeldWhat changed