Intermede Investment Partners Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Intermede Investment Partners Ltd reported 30 stock positions worth $2.4 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 8.9% of the portfolio, followed by Nvidia (NVDA, 8.5%) and Apple (AAPL, 6.8%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 4 and reduced 23. The biggest buy was a new position in Allegion (ALLE) and the biggest sale an exit from Airbnb Class A (ABNB).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $2.4B (Q2 2026)
- SEC Filing
- 0001664713-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 30 stocks · $2.4B
| TSM Taiwan Semiconductor-SP ADR | 8.86% | 494,195 | $210.5M | Reduce -3.5% |
| NVDA Nvidia Corp. | 8.52% | 897,613 | $202.5M | Add +1.5% |
| AAPL Apple Inc. | 6.76% | 525,232 | $160.5M | Reduce -16.2% |
| GOOG Alphabet Inc. Class C | 6.39% | 443,172 | $151.9M | Reduce -12.0% |
| AMAZON COM INC | 5.02% | 452,551 | $119.4M | Reduce -4.4% |
| AVGO Broadcom Inc. | 4.29% | 258,548 | $101.8M | Add +2.8% |
| SCHW Schwab (charles) Corp. | 4.27% | 914,616 | $101.4M | Reduce -4.5% |
| MA Mastercard Inc. Class A | 3.76% | 157,526 | $89.4M | Reduce -14.3% |
| UNH Unitedhealth Group Inc. | 3.28% | 194,489 | $78.0M | Reduce -4.5% |
| COF Capital One Financial Corp. | 3.22% | 335,828 | $76.4M | Reduce -4.2% |
| DXCM Dexcom Inc. | 3.15% | 818,840 | $74.9M | Reduce -4.6% |
| BKR Baker Hughes Co. | 3.08% | 1,135,690 | $73.2M | Reduce -4.3% |
| LIN Linde PLC | 2.94% | 145,480 | $69.9M | Reduce -34.2% |
| CME Cme Group Inc. | 2.92% | 258,688 | $69.4M | Reduce -4.3% |
| ALLE Allegion PLC | 2.87% | 413,589 | $68.3M | New |
| AMAT Applied Materials Inc. | 2.80% | 131,259 | $66.5M | Reduce -27.9% |
| META Meta Platforms Inc. Class A | 2.79% | 111,729 | $66.3M | Reduce -31.6% |
| INTU Intuit Inc. | 2.69% | 183,254 | $63.9M | Add +21.6% |
| UBER Uber Technologies Inc. | 2.65% | 833,934 | $62.9M | Reduce -4.7% |
| TDG Transdigm Group Inc. | 2.61% | 49,681 | $62.0M | Reduce -19.0% |
| AME Ametek Inc. | 2.32% | 215,011 | $55.1M | New |
| VRTX Vertex Pharmaceuticals Inc. | 2.17% | 101,619 | $51.5M | Reduce -4.5% |
| EFX Equifax Inc. | 2.13% | 277,384 | $50.7M | Reduce -4.4% |
| CMG Chipotle Mexican Grill Inc. | 2.04% | 1,444,660 | $48.5M | Reduce -4.4% |
| HDB HDFC Bank Ltd.-ADR | 2.03% | 2,073,833 | $48.3M | Add +10.8% |
| WM Waste Management Inc. | 2.01% | 212,930 | $47.7M | Reduce -4.4% |
| ADI Analog Devices Inc. | 1.92% | 119,908 | $45.7M | New |
| TCOM Trip.com Group Ltd.-ADR | 1.78% | 942,905 | $42.3M | Reduce -3.8% |
| SE Sea Ltd.-ADR | 0.49% | 94,590 | $11.7M | Reduce -0.3% |
| GRAB Grab Holdings Ltd. Class A | 0.23% | 1,474,355 | $5.4M | Reduce -0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −3.29 |
| LIN Linde PLC | Reduce -34.2% | 2.94% | −2.14 |
| META Meta Platforms Inc. Class A | Reduce -31.6% | 2.79% | −1.54 |
| CME Cme Group Inc. | Reduce -4.3% | 2.92% | −0.78 |
| TDG Transdigm Group Inc. | Reduce -19.0% | 2.61% | −0.68 |
| AAPL Apple Inc. | Reduce -16.2% | 6.76% | −0.62 |
| MA Mastercard Inc. Class A | Reduce -14.3% | 3.76% | −0.49 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -3.8% | 1.78% | −0.48 |
| WM Waste Management Inc. | Reduce -4.4% | 2.01% | −0.36 |
| GOOG Alphabet Inc. Class C | Reduce -12.0% | 6.39% | −0.30 |
| EFX Equifax Inc. | Reduce -4.4% | 2.13% | −0.29 |
| BKR Baker Hughes Co. | Reduce -4.3% | 3.08% | −0.28 |
| UBER Uber Technologies Inc. | Reduce -4.7% | 2.65% | −0.27 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.4% | 2.04% | −0.20 |
| AMAT Applied Materials Inc. | Reduce -27.9% | 2.80% | −0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -4.5% | 2.17% | −0.03 |
| GRAB Grab Holdings Ltd. Class A | Reduce -0.3% | 0.23% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -4.5% | 4.27% | +0.10 |
| SE Sea Ltd.-ADR | Reduce -0.3% | 0.49% | +0.13 |
| COF Capital One Financial Corp. | Reduce -4.2% | 3.22% | +0.25 |
| AMAZON COM INC | Reduce -4.4% | 5.02% | +0.45 |
| DXCM Dexcom Inc. | Reduce -4.6% | 3.15% | +0.65 |
| UNH Unitedhealth Group Inc. | Reduce -4.5% | 3.28% | +0.73 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.5% | 8.86% | +0.84 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $2.4B | TSM, NVDA, AAPL, GOOG, AMAZON COM INC |
| Q1 2026 | 28 | $2.2B | TSM, AAPL, NVDA, GOOG, LIN |
| Q4 2025 | 31 | $2.4B | TSM, AAPL, GOOG, LIN, AMAZON COM INC |
| Q3 2025 | 31 | $2.4B | TSM, AAPL, GOOG, META, AMAZON COM INC |
| Q2 2025 | 30 | $3.2B | TSM, AAPL, GOOG, META, MA |
| Q1 2025 | 32 | $3.2B | AAPL, TSM, AMAZON COM INC, LIN, MA |
| Q4 2024 | 33 | $3.7B | MSFT, TSM, GOOG, AMAZON COM INC, MA |
| Q3 2024 | 33 | $4.8B | MSFT, GOOG, TSM, LIN, AMAZON COM INC |
| Q2 2024 | 33 | $4.7B | MSFT, TSM, LIN, GOOG, AMAZON COM INC |
| Q1 2024 | 32 | $4.9B | MSFT, LIN, GOOG, AMAZON COM INC, TSM |