Intermede Investment Partners Ltd — 13F Holdings & Portfolio
CIK 1664713 · latest 13F-HR filed 2026-08-14
Intermede Investment Partners Ltd manages $2.38B 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 and exited 1; 12 existing positions rose in reported value and 6 fell.
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.
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AUM
$2.38B
Long-equity book
Holdings
30
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+3 / −1 / ↑12 / ↓6
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26TSM8.9% · -4%NVDA8.5% · +2%AAPL6.8% · -16%GOOG6.4% · -12%AMZN5.0% · -4%AVGO4.3% · +3%SCHW4.3% · -4%MA3.8% · -14%UNH3.3% · -4%COF3.2% · -4%DXCM3.2% · -5%BKR3.1% · -4%LIN2.9% · -34%CME2.9% · -4%ALLE2.9% · newAMAT2.8% · -28%META2.8% · -32%INTU2.7% · +22%UBER2.6% · -5%TDG2.6% · -19%AME2.3% · newVRTX2.2% · -4%EFX2.1% · -4%CMG2.0% · -4%HDB2.0% · +11%WM2.0% · -4%ADI1.9% · newTCOM1.8% · -4%SE0.5% · -0%GRAB0.2% · -0%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 54.4%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 29, 2026.
Assets Under Management
$3.99B
Discretionary
$3.99B
Employees
17
Accounts
17
Address
6 WARWICK STREET
LONDON W1B 5LU
United Kingdom
LONDON W1B 5LU
United Kingdom
Phone
+44 (0)203 763 5810
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DARGAN, BARRY, PATRICK Control | CHIEF EXECUTIVE OFFICER since Mar 2014 | Less than 5% | Individual |
| LEBLEU, OLIVIER Control | DIRECTOR since Jul 2026 | Less than 5% | Individual |
| MACGREGOR, DAVID, IAN Control | NON-EXECUTIVE DIRECTOR since Apr 2019 | Less than 5% | Individual |
| MAHON, RUPERT, THOMAS GEORGE Control | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER since Mar 2017 | Less than 5% | Individual |
| PEDERSEN, THOMAS, JOHN CAMPBELL Control | NON-EXECUTIVE DIRECTOR since Nov 2023 | Less than 5% | Individual |
| INTERMEDE HOLDINGS LIMITED | PARENT COMPANY since Mar 2017 | 75% or more | Foreign Entity |
| CC CAPITAL PARTNERS LLC Control Indirect owner via DAINTREE BIDCO PTY LTD | SHAREHOLDER since May 2026 | 75% or more | Foreign Entity |
| DAINTREE BIDCO PTY LTD Control Indirect owner via INSIGNIA FINANCIAL LIMITED | SHAREHOLDER since May 2026 | 75% or more | Foreign Entity |
| DARGAN, BARRY, PATRICK Control Indirect owner via INTERMEDE SECURITIES (GUERNSEY) LIMITED | SHAREHOLDER AND DIRECTOR since Mar 2017 | 75% or more | Individual |
| INSIGNIA FINANCIAL LIMITED Control Indirect owner via MLC WEALTH LIMITED | SHAREHOLDER since May 2021 | 75% or more | Foreign Entity |
| INTERMEDE SECURITIES (GUERNSEY) LIMITED Control Indirect owner via SCA GLOBAL ADVISORS LIMITED | SHAREHOLDER since Mar 2017 | 50–75% | Foreign Entity |
| MLC ASSET MANAGEMENT HOLDINGS LIMITED Control Indirect owner via INTERMEDE HOLDINGS LIMITED | SHAREHOLDER since Mar 2017 | 25–50% | Foreign Entity |
| MLC WEALTH LIMITED Control Indirect owner via MLC ASSET MANAGEMENT HOLDINGS LIMITED | SHAREHOLDER since Mar 2017 | 75% or more | Foreign Entity |
| SCA GLOBAL ADVISORS LIMITED Control Indirect owner via INTERMEDE HOLDINGS LIMITED | SHAREHOLDER since Mar 2017 | 50–75% | Foreign Entity |
Ownership & leadership changes · 13 filings with changes since May 8, 2015
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Jul 29, 2026 filing
- No longer listedKIM, JAMES, HYUNMIN · DIRECTOR · Less than 5% · control person · listed since Feb 2017
- AddedLEBLEU, OLIVIER · DIRECTOR · Less than 5% · control person
- Listed againDARGAN, BARRY, PATRICK · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- Listed againPEDERSEN, THOMAS, JOHN CAMPBELL · NON-EXECUTIVE DIRECTOR · Less than 5% · control person
May 21, 2026 filing
- No longer listedDARGAN, BARRY, PATRICK · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Mar 2014
- No longer listedINTERMEDE SECURITIES (GUERNSEY) LIMITED · SHAREHOLDER · 50–75% · indirect via SCA GLOBAL ADVISERS LIMITED · control person · listed since Apr 2014
- No longer listedPEDERSEN, THOMAS, JOHN CAMPBELL · NON-EXECUTIVE DIRECTOR · Less than 5% · control person · listed since Nov 2023
- AddedCC CAPITAL PARTNERS LLC · SHAREHOLDER · 75% or more · indirect via DAINTREE BIDCO PTY LTD · control person
- AddedDAINTREE BIDCO PTY LTD · SHAREHOLDER · 75% or more · indirect via INSIGNIA FINANCIAL LIMITED · control person
- AddedINTERMEDE SECURITIES (GUERNSEY) LIMITED · SHAREHOLDER · 50–75% · indirect via SCA GLOBAL ADVISORS LIMITED · control person
Mar 26, 2024 filing
- No longer listedRIKARD-BELL, JILL, (NMN) · NON-EXECUTIVE DIRECTOR · Less than 5% · control person · listed since Jul 2019
- AddedPEDERSEN, THOMAS, JOHN CAMPBELL · NON-EXECUTIVE DIRECTOR · Less than 5% · control person
Mar 28, 2022 filing
- No longer listedIOOF HOLDINGS LTD · SHAREHOLDER · 75% or more · indirect via MLC WEALTH LIMITED · control person · listed since May 2021
- AddedINSIGNIA FINANCIAL LIMITED · SHAREHOLDER · 75% or more · indirect via MLC WEALTH LIMITED · control person
Jun 25, 2021 filing
- No longer listedNATIONAL AUSTRALIA BANK LIMITED · SHAREHOLDER · 75% or more · indirect via MLC WEALTH LIMITED · control person · listed since Aug 2000
- AddedIOOF HOLDINGS LTD · SHAREHOLDER · 75% or more · indirect via MLC WEALTH LIMITED · control person
Apr 6, 2021 filing
- No longer listedMLC ASSET MANAGEMENT PTY LTD · SHAREHOLDER · 25–50% · indirect via INTERMEDE HOLDINGS LIMITED · control person · listed since Dec 2016
- No longer listedNATIONAL AUSTRALIA BANK LIMITED · SHAREHOLDER · 75% or more · indirect via NATIONAL WEALTH MANAGEMENT HOLDINGS LIMITED · control person · listed since Aug 2000
- No longer listedNATIONAL WEALTH MANAGEMENT HOLDINGS LIMITED · SHAREHOLDER · 75% or more · indirect via NAB ASSET MANAGEMENT LIMITED · control person · listed since Nov 2008
- AddedMLC ASSET MANAGEMENT HOLDINGS LIMITED · SHAREHOLDER · 25–50% · indirect via INTERMEDE HOLDINGS LIMITED · control person
- AddedMLC WEALTH LIMITED · SHAREHOLDER · 75% or more · indirect via MLC ASSET MANAGEMENT HOLDINGS LIMITED · control person
- AddedNATIONAL AUSTRALIA BANK LIMITED · SHAREHOLDER · 75% or more · indirect via MLC WEALTH LIMITED · control person
Mar 25, 2021 filing
- AddedRIKARD-BELL, JILL, (NMN) · NON-EXECUTIVE DIRECTOR · Less than 5% · control person
- ChangedMAHON, RUPERT, THOMAS GEORGE · title CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER
Mar 27, 2020 filing
- No longer listedNAB ASSET MANAGEMENT LIMITED · SHAREHOLDER · 25–50% · indirect via INTERMEDE HOLDINGS LIMITED · control person · listed since Dec 2016
- AddedMLC ASSET MANAGEMENT PTY LTD · SHAREHOLDER · 25–50% · indirect via INTERMEDE HOLDINGS LIMITED · control person
Mar 21, 2019 filing
- No longer listedLEE, JEFFREY, ANDREW · NON-EXECUTIVE DIRECTOR · Less than 5% · control person · listed since Dec 2015
Jun 2, 2017 filing
- No longer listedSMITH, CHRISTOPHER, LEE · DIRECTOR · Less than 5% · control person · listed since Jul 2014
- AddedKIM, JAMES, HYUNMIN · DIRECTOR · Less than 5% · control person
Older changes (4 more filings)
Mar 20, 2017 filing
- No longer listedNAB ASSET MANAGEMENT LIMITED · SHAREHOLDER (ORDINARY AND A PREFERENCE SHARES) · 25–50% · control person · listed since Apr 2014
- No longer listedSCA GLOBAL ADVISERS LIMITED · SHAREHOLDER (ORDINARY AND B PREFERENCE SHARES) · 50–75% · control person · listed since Apr 2014
- AddedINTERMEDE HOLDINGS LIMITED · PARENT COMPANY · 75% or more
- AddedMACGREGOR, DAVID, IAN · NON-EXECUTIVE DIRECTOR · Less than 5% · control person
- AddedNAB ASSET MANAGEMENT LIMITED · SHAREHOLDER · 25–50% · indirect via INTERMEDE HOLDINGS LIMITED · control person
- AddedSCA GLOBAL ADVISORS LIMITED · SHAREHOLDER · 50–75% · indirect via INTERMEDE HOLDINGS LIMITED · control person
- ChangedLEE, JEFFREY, ANDREW · title DIRECTOR → NON-EXECUTIVE DIRECTOR
Mar 9, 2016 filing
- No longer listedSWANN, TROY, KEMP · DIRECTOR · Less than 5% · control person · listed since Apr 2014
Dec 3, 2015 filing
- No longer listedCANNON, DARREN · CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER · Less than 5% · control person · listed since Jul 2014
- No longer listedMCCRETON, DOMINIC, GERARD · DIRECTOR · Less than 5% · control person · listed since Mar 2014
- AddedLEE, JEFFREY, ANDREW · DIRECTOR · Less than 5% · control person
- AddedMAHON, RUPERT, THOMAS GEORGE · CHIEF OPERATING OFFICER · Less than 5% · control person
May 8, 2015 filing (earliest on record)
- ListedCANNON, DARREN · CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER · Less than 5% · control person
- ListedDARGAN, BARRY, PATRICK · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ListedDARGAN, BARRY, PATRICK · SHAREHOLDER AND DIRECTOR · 75% or more · indirect via INTERMEDE SECURITIES (GUERNSEY) LIMITED · control person
- ListedINTERMEDE SECURITIES (GUERNSEY) LIMITED · SHAREHOLDER · 50–75% · indirect via SCA GLOBAL ADVISERS LIMITED · control person
- ListedMCCRETON, DOMINIC, GERARD · DIRECTOR · Less than 5% · control person
- ListedNAB ASSET MANAGEMENT LIMITED · SHAREHOLDER (ORDINARY AND A PREFERENCE SHARES) · 25–50% · control person
- ListedNATIONAL AUSTRALIA BANK LIMITED · SHAREHOLDER · 75% or more · indirect via NATIONAL WEALTH MANAGEMENT HOLDINGS LIMITED · control person
- ListedNATIONAL WEALTH MANAGEMENT HOLDINGS LIMITED · SHAREHOLDER · 75% or more · indirect via NAB ASSET MANAGEMENT LIMITED · control person
- ListedSCA GLOBAL ADVISERS LIMITED · SHAREHOLDER (ORDINARY AND B PREFERENCE SHARES) · 50–75% · control person
- ListedSMITH, CHRISTOPHER, LEE · DIRECTOR · Less than 5% · control person
- ListedSWANN, TROY, KEMP · DIRECTOR · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$48.2M +31.2%
- TAIWAN SEMICONDUCTOR MFG LTD$37.4M +21.6%
- BROADCOM INC$24.0M +30.8%
- UNITEDHEALTH GROUP INC$22.9M +41.6%
- DEXCOM INC$21.0M +38.9%
Top Trims
- LINDE PLC-$39.8M -36.3%
- META PLATFORMS INC-$27.2M -29.1%
- CME GROUP INC-$10.4M -13.0%
- TRANSDIGM GROUP INC-$9.1M -12.8%
- TRIP COM GROUP LTD-$6.5M -13.4%
Intermede Investment Partners Ltd Holdings (2026-06-30)
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 | $210.5M | 8.86% | 494,195 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $202.5M | 8.52% | 897,613 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $160.5M | 6.76% | 525,232 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $151.9M | 6.39% | 443,172 | SH |
| 5 | AMAZON COM INC | AMZN | 023135906 | $119.4M | 5.02% | 452,551 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $101.8M | 4.29% | 258,548 | SH |
| 7 | SCHWAB CHARLES CORP NEW | SCHW | 808513105 | $101.4M | 4.27% | 914,616 | SH |
| 8 | MASTERCARD INC | MA | 57636Q104 | $89.4M | 3.76% | 157,526 | SH |
| 9 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $78.0M | 3.28% | 194,489 | SH |
| 10 | CAPITAL ONE FINL CORP | COF | 14040H105 | $76.4M | 3.22% | 335,828 | SH |
| 11 | DEXCOM INC | DXCM | 252131107 | $74.9M | 3.15% | 818,840 | SH |
| 12 | BAKER HUGHES COMPANY | BKR | 05722G100 | $73.2M | 3.08% | 1,135,690 | SH |
| 13 | LINDE PLC | LIN | G54950103 | $69.9M | 2.94% | 145,480 | SH |
| 14 | CME GROUP INC | CME | 12572Q105 | $69.4M | 2.92% | 258,688 | SH |
| 15 | ALLEGION PUB LTD CO | ALLE | G0176J109 | $68.3M | 2.87% | 413,589 | SH |
| 16 | APPLIED MATLS INC | AMAT | 038222105 | $66.5M | 2.80% | 131,259 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $66.3M | 2.79% | 111,729 | SH |
| 18 | INTUIT | INTU | 461202103 | $63.9M | 2.69% | 183,254 | SH |
| 19 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $62.9M | 2.65% | 833,934 | SH |
| 20 | TRANSDIGM GROUP INC | TDG | 893641100 | $62.0M | 2.61% | 49,681 | SH |
| 21 | AMETEK INC | AME | 031100100 | $55.1M | 2.32% | 215,011 | SH |
| 22 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $51.5M | 2.17% | 101,619 | SH |
| 23 | EQUIFAX INC | EFX | 294429105 | $50.7M | 2.13% | 277,384 | SH |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $48.5M | 2.04% | 1,444,660 | SH |
| 25 | HDFC BANK LTD | HDB | 40415F101 | $48.3M | 2.03% | 2,073,833 | SH |
| 26 | WASTE MGMT INC DEL | WM | 94106L109 | $47.7M | 2.01% | 212,930 | SH |
| 27 | ANALOG DEVICES INC | ADI | 032654105 | $45.7M | 1.92% | 119,908 | SH |
| 28 | TRIP COM GROUP LTD | TCOM | 89677Q107 | $42.3M | 1.78% | 942,905 | SH |
| 29 | SEA LTD | SE | 81141R100 | $11.7M | 0.49% | 94,590 | SH |
| 30 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $5.4M | 0.23% | 1,474,355 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.38B | 30 | 0001664713-26-000003 |
| 2026-03-31 | 2026-05-15 | $2.16B | 28 | 0001664713-26-000002 |
| 2025-12-31 | 2026-02-09 | $2.43B | 31 | 0001664713-26-000001 |
| 2025-09-30 | 2025-11-13 | $2.43B | 31 | 0001664713-25-000005 |
Filer Information
Address
6 WARWICK STREETLONDON, X0 W1B 5LU
Phone
00442037635810
Filing Manager
Intermede Investment Partners Ltd
LONDON, X0
Signatory
Rupert Thomas George Mahon
Chief Operations Officer