DSC Meridian Capital LP — 13F holdings

DSC Meridian Capital LP reported 15 holdings worth $427M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AERO GRUPO AEROMEXICO SAB DE CV — $51.3M (12.0%)
2. AZUL AZUL S A — $49.2M (11.5%)
3. CORZ CORE SCIENTIFIC INC NEW — $48.8M (11.4%)
4. USHY ISHARES TR — $43.7M (10.2%)
5. BKLN INVESCO EXCH TRADED FD TR II — $43.4M (10.2%)
6. NCL CORP LTD — $38.2M (8.9%)
7. SUNRUN INC — $37.4M (8.8%)
8. SUPER MICRO COMPUTER INC — $34.4M (8.0%)
9. VST VISTRA CORP — $23.4M (5.5%)
10. SUPER MICRO COMPUTER INC — $13.3M (3.1%)