Intermede Investment Partners Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.2M
Q ending 2026-03-31
Prior quarter
$2.4M
Q ending 2025-12-31
Change
-11.3% QoQ · -32.1% YoY
Positions
28
reported holdings
Largest positions
All 28 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $173K | 512K |
| Apple Inc | AAPL | Shares | $159K | 627K |
| Nvidia Corporation | NVDA | Shares | $154K | 885K |
| Alphabet Inc | GOOG | Shares | $144K | 504K |
| Linde Plc | Shares | $110K | 221K | |
| Amazon Com Inc | Shares | $99K | 474K | |
| Meta Platforms Inc | META | Shares | $93K | 163K |
| Mastercard Inc | MA | Shares | $92K | 184K |
| Schwab Charles Corp New | SCHW | Shares | $90K | 957K |
| Cme Group Inc | CME | Shares | $80K | 270K |
| Broadcom Inc | AVGO | Shares | $78K | 252K |
| Baker Hughes Company | BKR | Shares | $72K | 1.2M |
| Airbnb Inc | ABNB | Shares | $71K | 563K |
| Transdigm Group Inc | TDG | Shares | $71K | 61K |
| Intuit | INTU | Shares | $65K | 151K |
| Capital One Finl Corp | COF | Shares | $64K | 351K |
| Uber Technologies Inc | UBER | Shares | $63K | 875K |
| Applied Matls Inc | AMAT | Shares | $62K | 182K |
| Unitedhealth Group Inc | UNH | Shares | $55K | 204K |
| Dexcom Inc | DXCM | Shares | $54K | 859K |
| Equifax Inc | EFX | Shares | $52K | 290K |
| Waste Mgmt Inc Del | WM | Shares | $51K | 223K |
| Trip Com Group Ltd | TCOM | Shares | $49K | 980K |
| Chipotle Mexican Grill Inc | CMG | Shares | $48K | 1.5M |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $47K | 106K |
| Hdfc Bank Ltd | HDB | Shares | $47K | 1.9M |
| Sea Ltd | SE | Shares | $8K | 95K |
| Grab Holdings Limited | Shares | $5K | 1.5M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.