Back to Intermede Investment Partners Ltd
Intermede Investment Partners Ltd
Q2 2026 13F filing
Updated 27 days ago30 disclosed positions worth $2.4B
Portfolio value
$2.4B
Total holdings
30
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MFG LTD | $210.5M | 494.2K | 8.86% | — |
| 2 | N NVDA NVIDIA CORPORATION | $202.5M | 897.6K | 8.52% | — |
| 3 | A AAPL APPLE INC | $160.5M | 525.2K | 6.76% | — |
| 4 | G GOOGN ALPHABET INC | $151.9M | 443.2K | 6.39% | — |
| 5 | A AMZN AMAZON COM INC | $119.4M | 452.6K | 5.02% | — |
| 6 | A AVGO BROADCOM INC | $101.8M | 258.5K | 4.29% | — |
| 7 | S SCHW-PJ SCHWAB CHARLES CORP NEW | $101.4M | 914.6K | 4.27% | — |
| 8 | M MA MASTERCARD INC | $89.4M | 157.5K | 3.76% | — |
| 9 | U UNH UNITEDHEALTH GROUP INC | $78M | 194.5K | 3.28% | — |
| 10 | C COF-PN CAPITAL ONE FINL CORP | $76.4M | 335.8K | 3.22% | — |
| 11 | D DXCM DEXCOM INC | $74.9M | 818.8K | 3.15% | — |
| 12 | B BKR BAKER HUGHES COMPANY | $73.2M | 1.14M | 3.08% | — |
| 13 | L LIN LINDE PLC | $69.9M | 145.5K | 2.94% | — |
| 14 | C CME CME GROUP INC | $69.4M | 258.7K | 2.92% | — |
| 15 | A ALLE ALLEGION PUB LTD CO | $68.3M | 413.6K | 2.87% | — |
| 16 | A AMAT APPLIED MATLS INC | $66.5M | 131.3K | 2.80% | — |
| 17 | M META META PLATFORMS INC | $66.3M | 111.7K | 2.79% | — |
| 18 | I INTU INTUIT | $63.9M | 183.3K | 2.69% | — |
| 19 | U UBER UBER TECHNOLOGIES INC | $62.9M | 833.9K | 2.65% | — |
| 20 | T TDG TRANSDIGM GROUP INC | $62M | 49.7K | 2.61% | — |
| 21 | A AME AMETEK INC | $55.1M | 215.0K | 2.32% | — |
| 22 | V VRTX VERTEX PHARMACEUTICALS INC | $51.5M | 101.6K | 2.17% | — |
| 23 | E EFX EQUIFAX INC | $50.7M | 277.4K | 2.13% | — |
| 24 | C CMG CHIPOTLE MEXICAN GRILL INC | $48.5M | 1.44M | 2.04% | — |
| 25 | H HDB HDFC BANK LTD | $48.3M | 2.07M | 2.03% | — |
| 26 | W WM WASTE MGMT INC DEL | $47.7M | 212.9K | 2.01% | — |
| 27 | A ADI ANALOG DEVICES INC | $45.7M | 119.9K | 1.92% | — |
| 28 | T TRPCF TRIP COM GROUP LTD | $42.3M | 942.9K | 1.78% | — |
| 29 | S SE SEA LTD | $11.7M | 94.6K | 0.49% | — |
| 30 | G GRABW GRAB HOLDINGS LIMITED | $5.4M | 1.47M | 0.23% | — |