Intermede Investment Partners Ltd
Intermede Investment Partners Ltd reported 30 US-listed holdings worth $2.38 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (8.9%), NVIDIA Corp. (8.5%) and Apple Inc. (6.8%). Against the quarter before, it opened 3 positions, added to 4, trimmed 23 and sold out of 1.
Reported holdings$2.38B+10.1% on Q1 2026
Positions30+2 on Q1 2026
The largest ten54.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toTrimmed
The 14 largest of its 30 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Added 4Trimmed 23Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Allegion plc ALLE$68.3 million
- AMETEK Inc. AME$55.1 million
- Analog Devices Inc. ADI$45.7 million
Added to 4
- Intuit Inc. INTU+32,580 shares · +22%
- HDFC Bank Limited HDB+202,598 shares · +11%
- NVIDIA Corp. NVDA+12,885 shares · +1%
- Broadcom Inc. AVGO+7,007 shares · +3%
Trimmed 23
- Linde plc LIN-75,730 shares · -34%
- Apple Inc. AAPL-101,736 shares · -16%
- Meta Platforms, Inc. META-51,637 shares · -32%
- Applied Materials Inc. AMAT-50,832 shares · -28%
- Alphabet Inc. GOOG-60,545 shares · -12%
- Mastercard Inc. MA-26,310 shares · -14%
- TransDigm Group Inc. TDG-11,643 shares · -19%
- Taiwan Semiconductor Manufacturing Company Limited TSM-18,057 shares · -4%
and 15 more in the table below
Sold out of 1
- Airbnb, Inc. ABNB$71.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Company Limited TSM | 494,195 | $210.5 million | 8.86% | -18,057 |
| NVIDIA Corp. NVDA | 897,613 | $202.5 million | 8.52% | +12,885 |
| Apple Inc. AAPL | 525,232 | $160.5 million | 6.76% | -101,736 |
| Alphabet Inc. GOOG | 443,172 | $151.9 million | 6.39% | -60,545 |
| Amazon Com Inc. | 452,551 | $119.4 million | 5.02% | -20,957 |
| Broadcom Inc. AVGO | 258,548 | $101.8 million | 4.29% | +7,007 |
| Charles Schwab Corp. SCHW | 914,616 | $101.4 million | 4.27% | -42,756 |
| Mastercard Inc. MA | 157,526 | $89.4 million | 3.76% | -26,310 |
| UnitedHealth Group Inc. UNH | 194,489 | $78.0 million | 3.28% | -9,061 |
| Capital One Financial Corp. COF | 335,828 | $76.4 million | 3.22% | -14,719 |
| Dexcom Inc. DXCM | 818,840 | $74.9 million | 3.15% | -39,673 |
| Baker Hughes Co. BKR | 1,135,690 | $73.2 million | 3.08% | -51,573 |
| Linde plc LIN | 145,480 | $69.9 million | 2.94% | -75,730 |
| CME Group Inc. CME | 258,688 | $69.4 million | 2.92% | -11,643 |
| Allegion plc ALLE | 413,589 | $68.3 million | 2.87% | new |
| Applied Materials Inc. AMAT | 131,259 | $66.5 million | 2.80% | -50,832 |
| Meta Platforms, Inc. META | 111,729 | $66.3 million | 2.79% | -51,637 |
| Intuit Inc. INTU | 183,254 | $63.9 million | 2.69% | +32,580 |
| Uber Technologies, Inc. UBER | 833,934 | $62.9 million | 2.65% | -41,161 |
| TransDigm Group Inc. TDG | 49,681 | $62.0 million | 2.61% | -11,643 |
| AMETEK Inc. AME | 215,011 | $55.1 million | 2.32% | new |
| Vertex Pharmaceuticals Inc. VRTX | 101,619 | $51.5 million | 2.17% | -4,751 |
| Equifax Inc. EFX | 277,384 | $50.7 million | 2.13% | -12,903 |
| Chipotle Mexican Grill Inc. CMG | 1,444,660 | $48.5 million | 2.04% | -66,849 |
| HDFC Bank Limited HDB | 2,073,833 | $48.3 million | 2.03% | +202,598 |
| Waste Management Inc. WM | 212,930 | $47.7 million | 2.01% | -9,773 |
| Analog Devices Inc. ADI | 119,908 | $45.7 million | 1.92% | new |
| Trip.com Group Limited TCOM | 942,905 | $42.3 million | 1.78% | -36,747 |
| Sea Limited SE | 94,590 | $11.7 million | 0.49% | -278 |
| Grab Holdings Limited GRAB | 1,474,355 | $5.4 million | 0.23% | -4,790 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.