Intermede Investment Partners Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Intermede Investment Partners Ltd reported 31 stock positions worth $2.4 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 8.0% of the portfolio, followed by Apple (AAPL, 7.9%) and Alphabet Class C (GOOG, 5.6%). Compared with Q2 2025, it opened 5 new positions, sold out of 4 and reduced 26. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale an exit from S&P Global (SPGI).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $2.4B (Q3 2025)
- SEC Filing
- 0001664713-25-000005 ↗ filed Nov 13, 2025
Holdings Value
Holdings 31 stocks · $2.4B
| TSM Taiwan Semiconductor-SP ADR | 8.01% | 697,637 | $194.8M | Reduce -31.6% |
| AAPL Apple Inc. | 7.86% | 750,911 | $191.2M | Reduce -25.8% |
| GOOG Alphabet Inc. Class C | 5.59% | 558,262 | $136.0M | Reduce -42.2% |
| META Meta Platforms Inc. Class A | 4.93% | 163,243 | $119.9M | Reduce -27.9% |
| AMAZON COM INC | 4.86% | 538,902 | $118.3M | Reduce -22.2% |
| MA Mastercard Inc. Class A | 4.76% | 203,436 | $115.7M | Reduce -27.8% |
| LIN Linde PLC | 4.33% | 221,604 | $105.3M | Reduce -33.6% |
| SCHW Schwab (charles) Corp. | 4.15% | 1,058,778 | $101.1M | Reduce -27.8% |
| UBER Uber Technologies Inc. | 3.90% | 968,454 | $94.9M | Reduce -27.8% |
| TDG Transdigm Group Inc. | 3.68% | 67,873 | $89.5M | Reduce -20.5% |
| TCOM Trip.com Group Ltd.-ADR | 3.42% | 1,107,199 | $83.3M | Reduce -36.2% |
| COF Capital One Financial Corp. | 3.39% | 387,894 | $82.5M | New |
| EFX Equifax Inc. | 3.39% | 321,275 | $82.4M | Reduce -27.8% |
| AVGO Broadcom Inc. | 3.14% | 231,789 | $76.5M | Reduce -40.9% |
| UNH Unitedhealth Group Inc. | 3.14% | 221,102 | $76.3M | New |
| ABNB Airbnb Inc. Class A | 3.11% | 623,268 | $75.7M | Reduce -27.8% |
| AMAT Applied Materials Inc. | 2.91% | 346,041 | $70.8M | Reduce -41.7% |
| HDB HDFC Bank Ltd.-ADR | 2.74% | 1,955,058 | $66.8M | Reduce -9.8% |
| MSCI MSCI Inc. | 2.67% | 114,625 | $65.0M | Reduce -27.8% |
| BKR Baker Hughes Co. | 2.63% | 1,315,146 | $64.1M | Reduce -27.8% |
| COO Cooper Cos Inc. | 2.58% | 917,299 | $62.9M | Reduce -37.9% |
| CRM Salesforce Inc. | 2.40% | 246,710 | $58.5M | Reduce -37.7% |
| VRTX Vertex Pharmaceuticals Inc. | 2.25% | 140,023 | $54.8M | Reduce -27.8% |
| CMG Chipotle Mexican Grill Inc. | 2.15% | 1,334,695 | $52.3M | New |
| VRT Vertiv Holdings Co. Class A | 2.11% | 339,548 | $51.2M | Reduce -39.5% |
| SNPS Synopsys Inc. | 2.05% | 100,890 | $49.8M | New |
| DHR Danaher Corp. | 1.98% | 243,361 | $48.2M | Reduce -41.0% |
| SE Sea Ltd.-ADR | 0.73% | 99,083 | $17.7M | New |
| GRAB Grab Holdings Ltd. Class A | 0.46% | 1,845,825 | $11.1M | Reduce -22.8% |
| DOX Amdocs Ltd. | 0.34% | 101,970 | $8.4M | Reduce -3.9% |
| AON Aon PLC Class A | 0.34% | 23,059 | $8.2M | Reduce -3.9% |
Portfolio Sells Q2 2025 → Q3 2025
| SPGI S&P Global Inc. | Sold out | 0.00% | −3.64 |
| ANSS Ansys Inc. | Sold out | 0.00% | −3.49 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −2.95 |
| CRM Salesforce Inc. | Reduce -37.7% | 2.40% | −0.93 |
| COO Cooper Cos Inc. | Reduce -37.9% | 2.58% | −0.65 |
| DHR Danaher Corp. | Reduce -41.0% | 1.98% | −0.53 |
| LIN Linde PLC | Reduce -33.6% | 4.33% | −0.50 |
| AMAT Applied Materials Inc. | Reduce -41.7% | 2.91% | −0.44 |
| ABNB Airbnb Inc. Class A | Reduce -27.8% | 3.11% | −0.41 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -27.8% | 2.25% | −0.41 |
| TDG Transdigm Group Inc. | Reduce -20.5% | 3.68% | −0.33 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.23 |
| META Meta Platforms Inc. Class A | Reduce -27.9% | 4.93% | −0.23 |
| AVGO Broadcom Inc. | Reduce -40.9% | 3.14% | −0.19 |
| EFX Equifax Inc. | Reduce -27.8% | 3.39% | −0.17 |
| MSCI MSCI Inc. | Reduce -27.8% | 2.67% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -27.8% | 4.76% | −0.13 |
| VRT Vertiv Holdings Co. Class A | Reduce -39.5% | 2.11% | −0.12 |
| SCHW Schwab (charles) Corp. | Reduce -27.8% | 4.15% | +0.03 |
| UBER Uber Technologies Inc. | Reduce -27.8% | 3.90% | +0.04 |
| DOX Amdocs Ltd. | Reduce -3.9% | 0.34% | +0.05 |
| AON Aon PLC Class A | Reduce -3.9% | 0.34% | +0.07 |
| GRAB Grab Holdings Ltd. Class A | Reduce -22.8% | 0.46% | +0.09 |
| AMAZON COM INC | Reduce -22.2% | 4.86% | +0.18 |
| HDB HDFC Bank Ltd.-ADR | Reduce -9.8% | 2.74% | +0.18 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -36.2% | 3.42% | +0.28 |
| GOOG Alphabet Inc. Class C | Reduce -42.2% | 5.59% | +0.30 |
| BKR Baker Hughes Co. | Reduce -27.8% | 2.63% | +0.48 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -31.6% | 8.01% | +0.89 |
| AAPL Apple Inc. | Reduce -25.8% | 7.86% | +1.46 |
Portfolio Buys Q2 2025 → Q3 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 |