Institutional Manager · CIK 0001664713
Intermede Investment Partners Ltd
LONDON, X0 · File #028-17109
Latest AUM
$2.4M
Positions
31
Top-10 Concentration
53.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202531 pos · $2.4M
- 13F HOLDINGS REPORTQ/E Sep 202531 pos · $2.4M
- 13F HOLDINGS REPORTQ/E Jun 202530 pos · $3.2M
- 13F HOLDINGS REPORTQ/E Mar 202532 pos · $3.2M
- 13F HOLDINGS REPORTQ/E Dec 202433 pos · $3.7M
- 13F HOLDINGS REPORTQ/E Sep 202433 pos · $4.8M
- 13F HOLDINGS REPORTQ/E Jun 202433 pos · $4.7M
- 13F HOLDINGS REPORTQ/E Mar 202432 pos · $4.9M
- 13F HOLDINGS REPORTQ/E Dec 202326 pos · $3.9M
- 13F HOLDINGS REPORTQ/E Sep 202328 pos · $4.3M
- 13F HOLDINGS REPORTQ/E Jun 202329 pos · $4.1M
- 13F HOLDINGS REPORTQ/E Mar 202327 pos · $3.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 670,538 | $203,770 | 8.37% |
| 2 | APPLE INC | AAPL | 715,082 | $194,402 | 7.99% |
| 3 | ALPHABET INC | GOOG | 530,769 | $166,555 | 6.84% |
| 4 | LINDE PLC | LIN | 282,714 | $120,546 | 4.95% |
| 5 | AMAZON COM INC | AMZN | 499,139 | $115,211 | 4.73% |
| 6 | META PLATFORMS INC | META | 172,152 | $113,636 | 4.67% |
| 7 | MASTERCARD INC | MA | 193,782 | $110,626 | 4.55% |
| 8 | SCHWAB CHARLES CORP NEW | SCHW-PJ | 1,008,412 | $100,750 | 4.14% |
| 9 | CAPITAL ONE FINL CORP | 14040H105 | 369,497 | $89,551 | 3.68% |
| 10 | TRANSDIGM GROUP INC | TDG | 64,676 | $86,009 | 3.53% |
| 11 | AIRBNB INC | ABNB | 593,646 | $80,570 | 3.31% |
| 12 | CME GROUP INC | CME | 284,959 | $77,817 | 3.20% |
| 13 | TRIP COM GROUP LTD | TRPCF | 1,065,153 | $76,595 | 3.15% |
| 14 | BROADCOM INC | AVGO | 220,777 | $76,411 | 3.14% |
| 15 | UBER TECHNOLOGIES INC | UBER | 922,397 | $75,369 | 3.10% |
| 16 | HDFC BANK LTD | HDB | 1,953,685 | $71,388 | 2.93% |
| 17 | EQUIFAX INC | EFX | 306,009 | $66,398 | 2.73% |
| 18 | APPLIED MATLS INC | 038222105 | 254,050 | $65,288 | 2.68% |
| 19 | VERTEX PHARMACEUTICALS INC | VRTX | 133,378 | $60,468 | 2.48% |
| 20 | DEXCOM INC | DXCM | 909,307 | $60,351 | 2.48% |