Intermede Investment Partners Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Intermede Investment Partners Ltd reported 30 stock positions worth $3.2 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 7.1% of the portfolio, followed by Apple (AAPL, 6.4%) and Alphabet Class C (GOOG, 5.3%). Compared with Q1 2025, it opened 1 new position, sold out of 3, added to 4 and reduced 25. The biggest buy was a new position in Workday Class A (WDAY) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $3.2B (Q2 2025)
- SEC Filing
- 0001664713-25-000004 ↗ filed Aug 14, 2025
Holdings Value
Holdings 30 stocks · $3.2B
| TSM Taiwan Semiconductor-SP ADR | 7.12% | 1,019,689 | $230.9M | Reduce -4.5% |
| AAPL Apple Inc. | 6.40% | 1,011,733 | $207.6M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 5.29% | 966,221 | $171.4M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 5.15% | 226,431 | $167.1M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 4.88% | 281,922 | $158.4M | Reduce -5.0% |
| LIN Linde PLC | 4.83% | 333,525 | $156.5M | Reduce -6.2% |
| AMAZON COM INC | 4.68% | 692,431 | $151.9M | Reduce -23.6% |
| SCHW Schwab (charles) Corp. | 4.13% | 1,466,510 | $133.8M | Reduce -5.0% |
| TDG Transdigm Group Inc. | 4.00% | 85,398 | $129.9M | Reduce -5.0% |
| UBER Uber Technologies Inc. | 3.86% | 1,341,228 | $125.1M | Reduce -12.3% |
| SPGI S&P Global Inc. | 3.64% | 223,797 | $118.0M | Reduce -5.0% |
| EFX Equifax Inc. | 3.56% | 445,161 | $115.5M | Reduce -4.9% |
| ABNB Airbnb Inc. Class A | 3.52% | 863,191 | $114.2M | Reduce -5.0% |
| ANSS Ansys Inc. | 3.49% | 321,840 | $113.0M | Add +12.5% |
| AMAT Applied Materials Inc. | 3.35% | 593,530 | $108.7M | Reduce -4.9% |
| AVGO Broadcom Inc. | 3.33% | 392,366 | $108.2M | Reduce -41.7% |
| CRM Salesforce Inc. | 3.33% | 396,274 | $108.1M | Add +8.3% |
| COO Cooper Cos Inc. | 3.24% | 1,475,971 | $105.0M | Add +17.6% |
| TCOM Trip.com Group Ltd.-ADR | 3.14% | 1,735,363 | $101.8M | Add +24.5% |
| WDAY Workday Inc. Class A | 2.95% | 399,159 | $95.8M | New |
| MSCI MSCI Inc. | 2.82% | 158,768 | $91.6M | Reduce -5.0% |
| VRTX Vertex Pharmaceuticals Inc. | 2.66% | 193,915 | $86.3M | Reduce -5.0% |
| HDB HDFC Bank Ltd.-ADR | 2.56% | 1,083,185 | $83.0M | Reduce -7.8% |
| DHR Danaher Corp. | 2.51% | 412,623 | $81.5M | Reduce -5.0% |
| VRT Vertiv Holdings Co. Class A | 2.22% | 561,326 | $72.1M | Reduce -19.8% |
| BKR Baker Hughes Co. | 2.15% | 1,822,066 | $69.9M | Reduce -5.0% |
| GRAB Grab Holdings Ltd. Class A | 0.37% | 2,392,076 | $12.0M | Reduce -1.9% |
| DOX Amdocs Ltd. | 0.30% | 106,092 | $9.7M | Reduce -1.9% |
| AON Aon PLC Class A | 0.26% | 23,990 | $8.6M | Reduce -1.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.23% | 224,405 | $7.6M | Reduce -1.9% |
Portfolio Sells Q1 2025 → Q2 2025
| ADBE Adobe Inc. | Sold out | 0.00% | −2.52 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.87 |
| AAPL Apple Inc. | Reduce -4.9% | 6.40% | −1.04 |
| AMAZON COM INC | Reduce -23.6% | 4.68% | −0.74 |
| BKR Baker Hughes Co. | Reduce -5.0% | 2.15% | −0.50 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -5.0% | 2.66% | −0.45 |
| LIN Linde PLC | Reduce -6.2% | 4.83% | −0.39 |
| DHR Danaher Corp. | Reduce -5.0% | 2.51% | −0.29 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.27 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 4.88% | −0.23 |
| AVGO Broadcom Inc. | Reduce -41.7% | 3.33% | −0.21 |
| MSCI MSCI Inc. | Reduce -5.0% | 2.82% | −0.15 |
| SPGI S&P Global Inc. | Reduce -5.0% | 3.64% | −0.13 |
| SLB SLB Ltd. | Reduce -1.9% | 0.23% | −0.07 |
| AON Aon PLC Class A | Reduce -1.9% | 0.26% | −0.04 |
| EFX Equifax Inc. | Reduce -4.9% | 3.56% | −0.03 |
| DOX Amdocs Ltd. | Reduce -1.9% | 0.30% | −0.01 |
| GRAB Grab Holdings Ltd. Class A | Reduce -1.9% | 0.37% | +0.02 |
| TDG Transdigm Group Inc. | Reduce -5.0% | 4.00% | +0.09 |
| HDB HDFC Bank Ltd.-ADR | Reduce -7.8% | 2.56% | +0.10 |
| ABNB Airbnb Inc. Class A | Reduce -5.0% | 3.52% | +0.11 |
| GOOG Alphabet Inc. Class C | Reduce -5.0% | 5.29% | +0.29 |
| SCHW Schwab (charles) Corp. | Reduce -5.0% | 4.13% | +0.33 |
| UBER Uber Technologies Inc. | Reduce -12.3% | 3.86% | +0.35 |
| AMAT Applied Materials Inc. | Reduce -4.9% | 3.35% | +0.50 |
| VRT Vertiv Holdings Co. Class A | Reduce -19.8% | 2.22% | +0.63 |
| META Meta Platforms Inc. Class A | Reduce -4.8% | 5.15% | +0.84 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.5% | 7.12% | +1.54 |
Portfolio Buys Q1 2025 → Q2 2025
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 |