Intermede Investment Partners Ltd — 13F Holdings & Portfolio
CIK 1664713 · latest 13F-HR filed 2026-08-14
Intermede Investment Partners Ltd manages $2.4M in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (8.86%), NVDA (8.52%), AAPL (6.76%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 12, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
LONDON, X0 W1B 5LU
$2.4M
Long-equity book
30
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −1 / ↑12 / ↓6
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$48.2K +31.2%
- TAIWAN SEMICONDUCTOR MFG LTD$37.4K +21.6%
- BROADCOM INC$24.0K +30.8%
- UNITEDHEALTH GROUP INC$22.9K +41.6%
- DEXCOM INC$21.0K +38.9%
Top Trims
- LINDE PLC-$39.8K -36.3%
- META PLATFORMS INC-$27.2K -29.1%
- CME GROUP INC-$10.4K -13.0%
- TRANSDIGM GROUP INC-$9.1K -12.8%
- TRIP COM GROUP LTD-$6.5K -13.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $210.5K | 8.86% | 494,195 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $202.5K | 8.52% | 897,613 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $160.5K | 6.76% | 525,232 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $151.9K | 6.39% | 443,172 | SH |
| 5 | AMAZON COM INC | AMZN | 023135906 | $119.4K | 5.02% | 452,551 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $101.8K | 4.29% | 258,548 | SH |
| 7 | SCHWAB CHARLES CORP NEW | SCHW | 808513105 | $101.4K | 4.27% | 914,616 | SH |
| 8 | MASTERCARD INC | MA | 57636Q104 | $89.4K | 3.76% | 157,526 | SH |
| 9 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $78.0K | 3.28% | 194,489 | SH |
| 10 | CAPITAL ONE FINL CORP | COF | 14040H105 | $76.4K | 3.22% | 335,828 | SH |
| 11 | DEXCOM INC | DXCM | 252131107 | $74.9K | 3.15% | 818,840 | SH |
| 12 | BAKER HUGHES COMPANY | BKR | 05722G100 | $73.2K | 3.08% | 1,135,690 | SH |
| 13 | LINDE PLC | LIN | G54950103 | $69.9K | 2.94% | 145,480 | SH |
| 14 | CME GROUP INC | CME | 12572Q105 | $69.4K | 2.92% | 258,688 | SH |
| 15 | ALLEGION PUB LTD CO | ALLE | G0176J109 | $68.3K | 2.87% | 413,589 | SH |
| 16 | APPLIED MATLS INC | AMAT | 038222105 | $66.5K | 2.80% | 131,259 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $66.3K | 2.79% | 111,729 | SH |
| 18 | INTUIT | INTU | 461202103 | $63.9K | 2.69% | 183,254 | SH |
| 19 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $62.9K | 2.65% | 833,934 | SH |
| 20 | TRANSDIGM GROUP INC | TDG | 893641100 | $62.0K | 2.61% | 49,681 | SH |
| 21 | AMETEK INC | AME | 031100100 | $55.1K | 2.32% | 215,011 | SH |
| 22 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $51.5K | 2.17% | 101,619 | SH |
| 23 | EQUIFAX INC | EFX | 294429105 | $50.7K | 2.13% | 277,384 | SH |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $48.5K | 2.04% | 1,444,660 | SH |
| 25 | HDFC BANK LTD | HDB | 40415F101 | $48.3K | 2.03% | 2,073,833 | SH |
| 26 | WASTE MGMT INC DEL | WM | 94106L109 | $47.7K | 2.01% | 212,930 | SH |
| 27 | ANALOG DEVICES INC | ADI | 032654105 | $45.7K | 1.92% | 119,908 | SH |
| 28 | TRIP COM GROUP LTD | TCOM | 89677Q107 | $42.3K | 1.78% | 942,905 | SH |
| 29 | SEA LTD | SE | 81141R100 | $11.7K | 0.49% | 94,590 | SH |
| 30 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $5.4K | 0.23% | 1,474,355 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.4M | 30 | 0001664713-26-000003 |
| 2026-03-31 | 2026-05-15 | $2.2M | 28 | 0001664713-26-000002 |
| 2025-12-31 | 2026-02-09 | $2.4M | 31 | 0001664713-26-000001 |
| 2025-09-30 | 2025-11-13 | $2.4M | 31 | 0001664713-25-000005 |