Intermede Investment Partners Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Intermede Investment Partners Ltd reported 28 stock positions worth $2.2 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 8.0% of the portfolio, followed by Apple (AAPL, 7.4%) and Nvidia (NVDA, 7.1%). Compared with Q4 2025, it opened 1 new position, sold out of 4, added to 3 and reduced 24. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Synopsys (SNPS).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $2.2B (Q1 2026)
- SEC Filing
- 0001664713-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 28 stocks · $2.2B
| TSM Taiwan Semiconductor-SP ADR | 8.02% | 512,252 | $173.1M | Reduce -23.6% |
| AAPL Apple Inc. | 7.37% | 626,968 | $159.1M | Reduce -12.3% |
| NVDA Nvidia Corp. | 7.15% | 884,728 | $154.3M | New |
| GOOG Alphabet Inc. Class C | 6.70% | 503,717 | $144.5M | Reduce -5.1% |
| LIN Linde PLC | 5.08% | 221,210 | $109.7M | Reduce -21.8% |
| AMAZON COM INC | 4.57% | 473,508 | $98.6M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 4.33% | 163,366 | $93.5M | Reduce -5.1% |
| MA Mastercard Inc. Class A | 4.26% | 183,836 | $91.9M | Reduce -5.1% |
| SCHW Schwab (charles) Corp. | 4.17% | 957,372 | $90.0M | Reduce -5.1% |
| CME Cme Group Inc. | 3.70% | 270,331 | $79.8M | Reduce -5.1% |
| AVGO Broadcom Inc. | 3.61% | 251,541 | $77.9M | Add +13.9% |
| BKR Baker Hughes Co. | 3.36% | 1,187,263 | $72.5M | Reduce -5.1% |
| ABNB Airbnb Inc. Class A | 3.29% | 563,138 | $71.1M | Reduce -5.1% |
| TDG Transdigm Group Inc. | 3.29% | 61,324 | $71.1M | Reduce -5.2% |
| INTU Intuit Inc. | 3.02% | 150,674 | $65.1M | Add +96.1% |
| COF Capital One Financial Corp. | 2.96% | 350,547 | $64.0M | Reduce -5.1% |
| UBER Uber Technologies Inc. | 2.92% | 875,095 | $62.9M | Reduce -5.1% |
| AMAT Applied Materials Inc. | 2.88% | 182,091 | $62.2M | Reduce -28.3% |
| UNH Unitedhealth Group Inc. | 2.55% | 203,550 | $55.1M | Add +23.4% |
| DXCM Dexcom Inc. | 2.50% | 858,513 | $53.9M | Reduce -5.6% |
| EFX Equifax Inc. | 2.42% | 290,287 | $52.3M | Reduce -5.1% |
| WM Waste Management Inc. | 2.37% | 222,703 | $51.2M | Reduce -5.1% |
| TCOM Trip.com Group Ltd.-ADR | 2.26% | 979,652 | $48.8M | Reduce -8.0% |
| CMG Chipotle Mexican Grill Inc. | 2.24% | 1,511,509 | $48.4M | Reduce -5.1% |
| VRTX Vertex Pharmaceuticals Inc. | 2.20% | 106,370 | $47.5M | Reduce -20.3% |
| HDB HDFC Bank Ltd.-ADR | 2.16% | 1,871,235 | $46.6M | Reduce -4.2% |
| SE Sea Ltd.-ADR | 0.36% | 94,868 | $7.9M | Reduce -4.7% |
| GRAB Grab Holdings Ltd. Class A | 0.25% | 1,479,145 | $5.4M | Reduce -20.2% |
Portfolio Sells Q4 2025 → Q1 2026
| SNPS Synopsys Inc. | Sold out | 0.00% | −1.85 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −1.57 |
| DHR Danaher Corp. | Sold out | 0.00% | −1.46 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -8.0% | 2.26% | −0.89 |
| HDB HDFC Bank Ltd.-ADR | Reduce -4.2% | 2.16% | −0.78 |
| COF Capital One Financial Corp. | Reduce -5.1% | 2.96% | −0.72 |
| AAPL Apple Inc. | Reduce -12.3% | 7.37% | −0.62 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -23.6% | 8.02% | −0.35 |
| META Meta Platforms Inc. Class A | Reduce -5.1% | 4.33% | −0.34 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.34 |
| EFX Equifax Inc. | Reduce -5.1% | 2.42% | −0.31 |
| MA Mastercard Inc. Class A | Reduce -5.1% | 4.26% | −0.29 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -20.3% | 2.20% | −0.28 |
| TDG Transdigm Group Inc. | Reduce -5.2% | 3.29% | −0.24 |
| CMG Chipotle Mexican Grill Inc. | Reduce -5.1% | 2.24% | −0.18 |
| UBER Uber Technologies Inc. | Reduce -5.1% | 2.92% | −0.18 |
| AMAZON COM INC | Reduce -5.1% | 4.57% | −0.16 |
| SE Sea Ltd.-ADR | Reduce -4.7% | 0.36% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -5.1% | 6.70% | −0.15 |
| GRAB Grab Holdings Ltd. Class A | Reduce -20.2% | 0.25% | −0.13 |
| ABNB Airbnb Inc. Class A | Reduce -5.1% | 3.29% | −0.02 |
| DXCM Dexcom Inc. | Reduce -5.6% | 2.50% | +0.02 |
| SCHW Schwab (charles) Corp. | Reduce -5.1% | 4.17% | +0.03 |
| LIN Linde PLC | Reduce -21.8% | 5.08% | +0.13 |
| AMAT Applied Materials Inc. | Reduce -28.3% | 2.88% | +0.20 |
| WM Waste Management Inc. | Reduce -5.1% | 2.37% | +0.25 |
| CME Cme Group Inc. | Reduce -5.1% | 3.70% | +0.50 |
| BKR Baker Hughes Co. | Reduce -5.1% | 3.36% | +1.02 |
Portfolio Buys Q4 2025 → Q1 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 |