# Intermede Investment Partners Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1664713. Source: https://holderbook.com/funds/1664713-intermede-investment-partners-ltd/

- Reported value: $2.4B
- Positions: 30
- Weight of the ten largest: 54.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $210.5M | 494,195 | 8.9% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $202.5M | 897,613 | 8.5% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $160.5M | 525,232 | 6.8% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $151.9M | 443,172 | 6.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $119.4M | 452,551 | 5.0% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $101.8M | 258,548 | 4.3% | 7 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $101.4M | 914,616 | 4.3% | 6 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $89.4M | 157,526 | 3.8% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $78.0M | 194,489 | 3.3% | 4 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $76.4M | 335,828 | 3.2% | 4 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $74.9M | 818,840 | 3.2% | 3 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $73.2M | 1,135,690 | 3.1% | 11 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $69.9M | 145,480 | 2.9% | 14 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $69.4M | 258,688 | 2.9% | 3 |
| ALLEGION PLC | [ALLE](https://holderbook.com/stocks/ALLE/) | $68.3M | 413,589 | 2.9% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $66.5M | 131,259 | 2.8% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $66.3M | 111,729 | 2.8% | 10 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $63.9M | 183,254 | 2.7% | 3 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $62.9M | 833,934 | 2.6% | 10 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $62.0M | 49,681 | 2.6% | 8 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $55.1M | 215,011 | 2.3% | 1 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $51.5M | 101,619 | 2.2% | 6 |
| EQUIFAX INC | [EFX](https://holderbook.com/stocks/EFX/) | $50.7M | 277,384 | 2.1% | 14 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $48.5M | 1,444,660 | 2.0% | 4 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $48.3M | 2,073,833 | 2.0% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $47.7M | 212,930 | 2.0% | 3 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $45.7M | 119,908 | 1.9% | 1 |
| TRIP COM GROUP LTD | [TCOM](https://holderbook.com/stocks/TCOM/) | $42.3M | 942,905 | 1.8% | 6 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $11.7M | 94,590 | 0.5% | 4 |
| GRAB HOLDINGS LIMITED | [GRAB](https://holderbook.com/stocks/GRAB/) | $5.4M | 1,474,355 | 0.2% | 8 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.8% | +14.8% | -3.0% | 95% |
| Q1 2026 | -5.3% | -4.6% | -0.7% | 95% |
| Q4 2025 | +3.8% | +2.4% | +1.4% | 95% |
| Q3 2025 | +6.6% | +7.8% | -1.2% | 95% |
| Q2 2025 | +10.3% | +10.5% | -0.1% | 95% |
| Q1 2025 | -4.1% | -4.6% | +0.4% | 94% |
| Q4 2024 | -1.2% | +2.1% | -3.3% | 95% |
| Q3 2024 | +4.5% | +5.4% | -0.9% | 95% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.4B | 30 |
| Q1 2026 | $2.2B | 28 |
| Q4 2025 | $2.4B | 31 |
| Q3 2025 | $2.4B | 31 |
| Q2 2025 | $3.2B | 30 |
| Q1 2025 | $3.2B | 32 |
| Q4 2024 | $3.7B | 33 |
| Q3 2024 | $4.8B | 33 |
| Q2 2024 | $4.7B | 33 |
| Q1 2024 | $4.9B | 32 |
| Q4 2023 | $4.4B | 29 |
| Q3 2023 | $3.9B | 26 |