Institutions / Intermede Investment Partners Ltd

Intermede Investment Partners Ltd

CIK 1664713 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$2.43M
Positions
31
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Taiwan Semiconductor Manufacturing Co LtdTSMADR$203.8K670,5388.4%
Apple Inc.โ€”$194.4K715,0828.0%
Alphabet Inc.โ€”$166.6K530,7696.8%
Linde PLCโ€”$120.5K282,7145.0%
Amazon Com Incโ€”$115.2K499,1394.7%
Meta Platforms Incโ€”$113.6K172,1524.7%
Mastercard Incโ€”$110.6K193,7824.5%
Schwab Charles Corpโ€”$100.8K1,008,4124.1%
Capital One Financial Corpโ€”$89.6K369,4973.7%
TransDigm Group Inc.โ€”$86.0K64,6763.5%
Airbnb, Inc.โ€”$80.6K593,6463.3%
CME Group Incโ€”$77.8K284,9593.2%
Trip.com Group Ltd.TCOMADR$76.6K1,065,1533.1%
Broadcom Inc.โ€”$76.4K220,7773.1%
Uber Technologies, Incโ€”$75.4K922,3973.1%
Hdfc Bank LtdHDBADR$71.4K1,953,6852.9%
Equifax Incโ€”$66.4K306,0092.7%
Applied Materials Inc /Deโ€”$65.3K254,0502.7%
Vertex Pharmaceuticals Inc / Maโ€”$60.5K133,3782.5%
Dexcom Incโ€”$60.4K909,3072.5%
Chipotle Mexican Grill Incโ€”$59.0K1,593,4762.4%
Baker Hughes Coโ€”$57.0K1,251,4532.3%
Unitedhealth Group Incโ€”$54.5K164,9602.2%
Waste Management Incโ€”$51.6K234,7492.1%
Intuit Inc.โ€”$50.9K76,8472.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.