13F HOLDINGS REPORT
Intermede Investment Partners Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001664713-25-000005
Total Value
$2.4M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 697,637 | $194,843 | 8.01% |
| 2 | APPLE INC | AAPL | 750,911 | $191,204 | 7.86% |
| 3 | ALPHABET INC | GOOG | 558,262 | $135,965 | 5.59% |
| 4 | META PLATFORMS INC | META | 163,243 | $119,882 | 4.93% |
| 5 | AMAZON COM INC | AMZN | 538,902 | $118,327 | 4.86% |
| 6 | MASTERCARD INC | MA | 203,436 | $115,716 | 4.76% |
| 7 | LINDE PLC | LIN | 221,604 | $105,262 | 4.33% |
| 8 | SCHWAB CHARLES CORP NEW | SCHW-PJ | 1,058,778 | $101,082 | 4.15% |
| 9 | UBER TECHNOLOGIES INC | UBER | 968,454 | $94,879 | 3.90% |
| 10 | TRANSDIGM GROUP INC | TDG | 67,873 | $89,458 | 3.68% |
| 11 | TRIP COM GROUP LTD | TRPCF | 1,107,199 | $83,261 | 3.42% |
| 12 | CAPITAL ONE FINL CORP | 14040H105 | 387,894 | $82,459 | 3.39% |
| 13 | EQUIFAX INC | EFX | 321,275 | $82,417 | 3.39% |
| 14 | BROADCOM INC | AVGO | 231,789 | $76,470 | 3.14% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 221,102 | $76,347 | 3.14% |
| 16 | AIRBNB INC | ABNB | 623,268 | $75,677 | 3.11% |
| 17 | APPLIED MATLS INC | 038222105 | 346,041 | $70,848 | 2.91% |
| 18 | HDFC BANK LTD | HDB | 1,955,058 | $66,785 | 2.74% |
| 19 | MSCI INC | MSCI | 114,625 | $65,039 | 2.67% |
| 20 | BAKER HUGHES COMPANY | BKR | 1,315,146 | $64,074 | 2.63% |
| 21 | COOPER COS INC | 216648402 | 917,299 | $62,890 | 2.58% |
| 22 | SALESFORCE COM INC | CRM | 246,710 | $58,470 | 2.40% |
| 23 | VERTEX PHARMACEUTICALS INC | VRTX | 140,023 | $54,839 | 2.25% |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,334,695 | $52,307 | 2.15% |
| 25 | VERTIV HOLDINGS CO | VRT | 339,548 | $51,224 | 2.11% |
| 26 | SYNOPSYS INC | SNPS | 100,890 | $49,778 | 2.05% |
| 27 | DANAHER CORP DEL | 235851102 | 243,361 | $48,249 | 1.98% |
| 28 | SEA LTD | SE | 99,083 | $17,709 | 0.73% |
| 29 | GRAB HOLDINGS LIMITED | GRABW | 1,845,825 | $11,112 | 0.46% |
| 30 | AMDOCS LTD | DOX | 101,970 | $8,367 | 0.34% |
| 31 | AON PLC | AON | 23,059 | $8,222 | 0.34% |