Intermede Investment Partners Ltd — 13F Holdings & Portfolio
CIK 1664713 · latest 13F-HR filed 2026-05-15
Intermede Investment Partners Ltd manages $2.2M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (8.02%), AAPL (7.37%), NVDA (7.15%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 4, added to 2, and trimmed 20.
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.
$2.2M
Long-equity book
28
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −4 / ↑2 / ↓20
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- APPLE INC-$35.3K -18.2%
- TAIWAN SEMICONDUCTOR MFG LTD-$30.7K -15.0%
- TRIP COM GROUP LTD-$27.8K -36.3%
- CAPITAL ONE FINL CORP-$25.6K -28.6%
- HDFC BANK LTD-$24.8K -34.8%
Exited Positions
- SYNOPSYS INC$45.1K
- VERTIV HOLDINGS CO$38.3K
- DANAHER CORP DEL$35.6K
- AON PLC$8.2K
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 | $173.1K | 8.02% | 512,252 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $159.1K | 7.37% | 626,968 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $154.3K | 7.15% | 884,728 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $144.5K | 6.70% | 503,717 | SH |
| 5 | LINDE PLC | LIN | G54950103 | $109.7K | 5.08% | 221,210 | SH |
| 6 | AMAZON COM INC | AMZN | 023135906 | $98.6K | 4.57% | 473,508 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $93.5K | 4.33% | 163,366 | SH |
| 8 | MASTERCARD INC | MA | 57636Q104 | $91.9K | 4.26% | 183,836 | SH |
| 9 | SCHWAB CHARLES CORP NEW | SCHW | 808513105 | $90.0K | 4.17% | 957,372 | SH |
| 10 | CME GROUP INC | CME | 12572Q105 | $79.8K | 3.70% | 270,331 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $77.9K | 3.61% | 251,541 | SH |
| 12 | BAKER HUGHES COMPANY | BKR | 05722G100 | $72.5K | 3.36% | 1,187,263 | SH |
| 13 | AIRBNB INC | ABNB | 009066101 | $71.1K | 3.30% | 563,138 | SH |
| 14 | TRANSDIGM GROUP INC | TDG | 893641100 | $71.1K | 3.29% | 61,324 | SH |
| 15 | INTUIT | INTU | 461202103 | $65.1K | 3.02% | 150,674 | SH |
| 16 | CAPITAL ONE FINL CORP | COF | 14040H105 | $64.0K | 2.96% | 350,547 | SH |
| 17 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $62.9K | 2.92% | 875,095 | SH |
| 18 | APPLIED MATLS INC | AMAT | 038222105 | $62.2K | 2.88% | 182,091 | SH |
| 19 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $55.1K | 2.55% | 203,550 | SH |
| 20 | DEXCOM INC | DXCM | 252131107 | $53.9K | 2.50% | 858,513 | SH |
| 21 | EQUIFAX INC | EFX | 294429105 | $52.3K | 2.42% | 290,287 | SH |
| 22 | WASTE MGMT INC DEL | WM | 94106L109 | $51.2K | 2.37% | 222,703 | SH |
| 23 | TRIP COM GROUP LTD | TCOM | 89677Q107 | $48.8K | 2.26% | 979,652 | SH |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $48.4K | 2.24% | 1,511,509 | SH |
| 25 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $47.5K | 2.20% | 106,370 | SH |
| 26 | HDFC BANK LTD | HDB | 40415F101 | $46.6K | 2.16% | 1,871,235 | SH |
| 27 | SEA LTD | SE | 81141R100 | $7.9K | 0.36% | 94,868 | SH |
| 28 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $5.4K | 0.25% | 1,479,145 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |