Intermede Investment Partners Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Intermede Investment Partners Ltd reported 32 stock positions worth $3.2 billion. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 5.6%) and Amazon Com (5.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 6, added to 8 and reduced 19. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $3.2B (Q1 2025)
- SEC Filing
- 0001664713-25-000002 ↗ filed May 15, 2025
Holdings Value
Holdings 32 stocks · $3.2B
| AAPL Apple Inc. | 7.44% | 1,064,225 | $236.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 5.58% | 1,068,022 | $177.3M | Reduce -14.9% |
| AMAZON COM INC | 5.43% | 906,871 | $172.5M | Reduce -7.5% |
| LIN Linde PLC | 5.21% | 355,704 | $165.6M | Reduce -6.4% |
| MA Mastercard Inc. Class A | 5.11% | 296,602 | $162.6M | Reduce -7.6% |
| GOOG Alphabet Inc. Class C | 5.00% | 1,016,617 | $158.8M | Reduce -16.1% |
| META Meta Platforms Inc. Class A | 4.31% | 237,837 | $137.1M | Reduce -7.3% |
| TDG Transdigm Group Inc. | 3.91% | 89,854 | $124.3M | Reduce -7.6% |
| SCHW Schwab (charles) Corp. | 3.80% | 1,542,934 | $120.8M | New |
| SPGI S&P Global Inc. | 3.76% | 235,484 | $119.6M | Reduce -22.8% |
| EFX Equifax Inc. | 3.59% | 468,055 | $114.0M | Reduce -7.6% |
| AVGO Broadcom Inc. | 3.54% | 672,630 | $112.6M | Add +5.4% |
| UBER Uber Technologies Inc. | 3.51% | 1,529,408 | $111.4M | Reduce -25.1% |
| ABNB Airbnb Inc. Class A | 3.41% | 908,254 | $108.5M | Add +12.6% |
| COO Cooper Cos Inc. | 3.33% | 1,254,627 | $105.8M | Add +72.4% |
| VRTX Vertex Pharmaceuticals Inc. | 3.11% | 204,045 | $98.9M | New |
| CRM Salesforce Inc. | 3.09% | 365,951 | $98.2M | Add +20.6% |
| MSCI MSCI Inc. | 2.97% | 167,056 | $94.5M | Reduce -7.6% |
| AMAT Applied Materials Inc. | 2.85% | 624,356 | $90.6M | Reduce -7.6% |
| ANSS Ansys Inc. | 2.85% | 286,011 | $90.5M | Add +38.1% |
| DHR Danaher Corp. | 2.80% | 434,180 | $89.0M | Reduce -24.6% |
| TCOM Trip.com Group Ltd.-ADR | 2.79% | 1,393,955 | $88.6M | New |
| BKR Baker Hughes Co. | 2.65% | 1,917,213 | $84.3M | Reduce -17.1% |
| ADBE Adobe Inc. | 2.52% | 208,575 | $80.0M | Reduce -7.6% |
| HDB HDFC Bank Ltd.-ADR | 2.46% | 1,175,295 | $78.1M | Reduce -7.8% |
| MCD McDonald's Corp. | 1.87% | 190,006 | $59.4M | Reduce -43.8% |
| VRT Vertiv Holdings Co. Class A | 1.59% | 699,491 | $50.5M | New |
| GRAB Grab Holdings Ltd. Class A | 0.35% | 2,438,783 | $11.0M | Add +0.8% |
| DOX Amdocs Ltd. | 0.31% | 108,162 | $9.9M | Add +0.8% |
| AON Aon PLC Class A | 0.31% | 24,458 | $9.8M | Add +0.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.30% | 228,742 | $9.6M | Reduce -29.3% |
| ALLE Allegion PLC | 0.27% | 65,595 | $8.6M | Reduce -92.2% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Sold out | 0.00% | −6.96 |
| CME Cme Group Inc. | Sold out | 0.00% | −3.45 |
| NFLX Netflix Inc. | Sold out | 0.00% | −2.75 |
| ALLE Allegion PLC | Reduce -92.2% | 0.27% | −2.67 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −2.51 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −2.25 |
| GOOG Alphabet Inc. Class C | Reduce -16.1% | 5.00% | −1.16 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -14.9% | 5.58% | −1.04 |
| MCD McDonald's Corp. | Reduce -43.8% | 1.87% | −0.75 |
| DHR Danaher Corp. | Reduce -24.6% | 2.80% | −0.73 |
| AMAZON COM INC | Reduce -7.5% | 5.43% | −0.31 |
| SPGI S&P Global Inc. | Reduce -22.8% | 3.76% | −0.29 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −0.22 |
| ADBE Adobe Inc. | Reduce -7.6% | 2.52% | −0.16 |
| AMAT Applied Materials Inc. | Reduce -7.6% | 2.85% | −0.08 |
| SLB SLB Ltd. | Reduce -29.3% | 0.30% | −0.03 |
| MSCI MSCI Inc. | Reduce -7.6% | 2.97% | +0.08 |
| BKR Baker Hughes Co. | Reduce -17.1% | 2.65% | +0.12 |
| EFX Equifax Inc. | Reduce -7.6% | 3.59% | +0.14 |
| UBER Uber Technologies Inc. | Reduce -25.1% | 3.51% | +0.22 |
| HDB HDFC Bank Ltd.-ADR | Reduce -7.8% | 2.46% | +0.29 |
| META Meta Platforms Inc. Class A | Reduce -7.3% | 4.31% | +0.30 |
| MA Mastercard Inc. Class A | Reduce -7.6% | 5.11% | +0.60 |
| TDG Transdigm Group Inc. | Reduce -7.6% | 3.91% | +0.62 |
| LIN Linde PLC | Reduce -6.4% | 5.21% | +0.96 |
Portfolio Buys Q4 2024 → Q1 2025
| AAPL Apple Inc. | New | 7.44% | +7.44 |
| SCHW Schwab (charles) Corp. | New | 3.80% | +3.80 |
| VRTX Vertex Pharmaceuticals Inc. | New | 3.11% | +3.11 |
| TCOM Trip.com Group Ltd.-ADR | New | 2.79% | +2.79 |
| VRT Vertiv Holdings Co. Class A | New | 1.59% | +1.59 |
| COO Cooper Cos Inc. | Add +72.4% | 3.33% | +1.54 |
| ANSS Ansys Inc. | Add +38.1% | 2.85% | +0.98 |
| ABNB Airbnb Inc. Class A | Add +12.6% | 3.41% | +0.58 |
| CRM Salesforce Inc. | Add +20.6% | 3.09% | +0.38 |
| AON Aon PLC Class A | Add +0.7% | 0.31% | +0.07 |
| DOX Amdocs Ltd. | Add +0.8% | 0.31% | +0.07 |
| GRAB Grab Holdings Ltd. Class A | Add +0.8% | 0.35% | +0.04 |
| AVGO Broadcom Inc. | Add +5.4% | 3.54% | −0.41 |
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 |