Intermede Investment Partners Ltd
Net seller this quarter
$2.38B
29
-$130M
52.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $210M | 8.86% | 0.00% | -3.5% | Q3 2016 |
 NVDA | $202M | 8.52% | 0.00% | +1.5% | Q1 2024 |
 AAPL | $160M | 6.76% | 0.00% | -16.2% | Q1 2018 |
 GOOG | $152M | 6.39% | Not reported | -12.0% | Q1 2016 |
 AVGO | $102M | 4.29% | 0.01% | +2.8% | Q4 2024 |
 SCHW | $101M | 4.27% | 0.05% | -4.5% | Q1 2016 |
 MA | $89.4M | 3.76% | 0.01% | -14.3% | Q1 2016 |
 UNH | $78M | 3.28% | 0.02% | -4.5% | Q3 2025 |
 COF | $76.4M | 3.22% | 0.05% | -4.2% | Q3 2025 |
 DXCM | $74.9M | 3.15% | 0.22% | -4.6% | Q4 2025 |
 BKR | $73.2M | 3.08% | 0.11% | -4.3% | Q4 2023 |
 LIN | $69.9M | 2.94% | 0.03% | -34.2% | Q1 2023 |
 CME | $69.4M | 2.92% | 0.08% | -4.3% | Q1 2016 |
 ALLE | $68.3M | 2.87% | 0.49% | Not reported | Q1 2016 |
 AMAT | $66.5M | 2.80% | 0.02% | -27.9% | Q4 2021 |
 META | $66.3M | 2.79% | Not reported | -31.6% | Q4 2016 |
 INTU | $63.9M | 2.69% | 0.07% | +21.6% | Q3 2020 |
 UBER | $62.9M | 2.65% | 0.04% | -4.7% | Q1 2024 |
 TDG | $62M | 2.61% | 0.09% | -19.0% | Q3 2024 |
 AME | $55.1M | 2.32% | 0.09% | New | Q2 2026 |
 VRTX | $51.5M | 2.17% | 0.04% | -4.5% | Q1 2025 |
 EFX | $50.7M | 2.13% | 0.24% | -4.4% | Q1 2023 |
 CMG | $48.5M | 2.04% | 0.11% | -4.4% | Q1 2016 |
 HDB | $48.3M | 2.03% | 0.01% | +10.8% | Q1 2018 |
 WM | $47.7M | 2.01% | 0.05% | -4.4% | Q4 2025 |
 ADI | $45.7M | 1.92% | 0.02% | New | Q2 2026 |
 TCOM | $42.3M | 1.78% | 0.15% | -3.8% | Q1 2025 |
 SE | $11.7M | 0.49% | 0.05% | -0.3% | Q3 2025 |
 GRAB | $5.38M | 0.23% | Not reported | -0.3% | Q3 2024 |
| Q1 2026 | |||||
| TSM | $173M | 8.02% | 0.00% | -23.6% | Q3 2016 |
| AAPL | $159M | 7.37% | 0.00% | -12.3% | Q1 2018 |
| NVDA | $154M | 7.15% | 0.00% | Not reported | Q1 2024 |
| GOOG | $144M | 6.70% | Not reported | -5.1% | Q1 2016 |
| LIN | $110M | 5.08% | 0.05% | -21.8% | Q1 2023 |
| META | $93.5M | 4.33% | Not reported | -5.1% | Q4 2016 |
| MA | $91.9M | 4.26% | 0.02% | -5.1% | Q1 2016 |
| SCHW | $90M | 4.17% | 0.05% | -5.1% | Q1 2016 |
| CME | $79.8M | 3.70% | 0.08% | -5.1% | Q1 2016 |
| AVGO | $77.9M | 3.61% | 0.01% | +13.9% | Q4 2024 |
| BKR | $72.5M | 3.36% | 0.12% | -5.1% | Q4 2023 |
 ABNB | $71.1M | 3.30% | Not reported | -5.1% | Q1 2024 |
| TDG | $71.1M | 3.29% | 0.11% | -5.2% | Q3 2024 |
| INTU | $65.1M | 3.02% | 0.05% | +96.1% | Q3 2020 |
| COF | $64M | 2.96% | 0.06% | -5.1% | Q3 2025 |
| UBER | $62.9M | 2.92% | 0.04% | -5.1% | Q1 2024 |
| AMAT | $62.2M | 2.88% | 0.02% | -28.3% | Q4 2021 |
| UNH | $55.1M | 2.55% | 0.02% | +23.4% | Q3 2025 |
| DXCM | $53.9M | 2.50% | 0.22% | -5.6% | Q4 2025 |
| EFX | $52.3M | 2.42% | 0.24% | -5.1% | Q1 2023 |
| WM | $51.2M | 2.37% | 0.06% | -5.1% | Q4 2025 |
| TCOM | $48.8M | 2.26% | 0.15% | -8.0% | Q1 2025 |
| CMG | $48.4M | 2.24% | 0.12% | -5.1% | Q1 2016 |
| VRTX | $47.5M | 2.20% | 0.04% | -20.3% | Q1 2025 |
| HDB | $46.6M | 2.16% | 0.01% | -4.2% | Q1 2018 |
| SE | $7.86M | 0.36% | 0.05% | -4.7% | Q3 2025 |
| GRAB | $5.41M | 0.25% | Not reported | -20.2% | Q3 2024 |
| Q4 2025 | |||||
| TSM | $204M | 8.37% | 0.00% | -3.9% | Q3 2016 |
| AAPL | $194M | 7.99% | 0.00% | -4.8% | Q1 2018 |
| GOOG | $167M | 6.84% | Not reported | -4.9% | Q1 2016 |
| LIN | $121M | 4.95% | 0.06% | +27.6% | Q1 2023 |
| META | $114M | 4.67% | Not reported | +5.5% | Q4 2016 |
| MA | $111M | 4.55% | 0.02% | -4.8% | Q1 2016 |
| SCHW | $101M | 4.14% | 0.06% | -4.8% | Q1 2016 |
| COF | $89.6M | 3.68% | 0.06% | -4.7% | Q3 2025 |
| TDG | $86M | 3.53% | 0.11% | -4.7% | Q3 2024 |
| ABNB | $80.6M | 3.31% | Not reported | -4.8% | Q1 2024 |
| CME | $77.8M | 3.20% | 0.09% | Not reported | Q1 2016 |
| TCOM | $76.6M | 3.15% | 0.16% | -3.8% | Q1 2025 |
| AVGO | $76.4M | 3.14% | 0.00% | -4.8% | Q4 2024 |
| UBER | $75.4M | 3.10% | 0.04% | -4.8% | Q1 2024 |
| HDB | $71.4M | 2.93% | 0.01% | -0.1% | Q1 2018 |
| EFX | $66.4M | 2.73% | 0.25% | -4.8% | Q1 2023 |
| AMAT | $65.3M | 2.68% | 0.03% | -26.6% | Q4 2021 |
| VRTX | $60.5M | 2.48% | 0.05% | -4.8% | Q1 2025 |
| DXCM | $60.4M | 2.48% | 0.24% | New | Q4 2025 |
| CMG | $59M | 2.42% | 0.12% | +19.4% | Q1 2016 |
| BKR | $57M | 2.34% | 0.13% | -4.8% | Q4 2023 |
| UNH | $54.5M | 2.24% | 0.02% | -25.4% | Q3 2025 |
| WM | $51.6M | 2.12% | 0.06% | New | Q4 2025 |
| INTU | $50.9M | 2.09% | 0.03% | Not reported | Q3 2020 |
 SNPS | $45.1M | 1.85% | 0.05% | -4.7% | Q3 2025 |
 VRT | $38.3M | 1.57% | 0.06% | -30.4% | Q1 2025 |
 DHR | $35.6M | 1.46% | 0.02% | -36.2% | Q3 2016 |
| SE | $12.7M | 0.52% | 0.06% | +0.4% | Q3 2025 |
| GRAB | $9.25M | 0.38% | Not reported | +0.4% | Q3 2024 |
 AON | $8.17M | 0.34% | 0.01% | +0.4% | Q3 2020 |
| Q3 2025 | |||||
| TSM | $195M | 8.01% | 0.00% | -31.6% | Q3 2016 |
| AAPL | $191M | 7.86% | 0.01% | -25.8% | Q1 2018 |
| GOOG | $136M | 5.59% | Not reported | -42.2% | Q1 2016 |
| META | $120M | 4.93% | Not reported | -27.9% | Q4 2016 |
| MA | $116M | 4.76% | 0.02% | -27.8% | Q1 2016 |
| LIN | $105M | 4.33% | 0.05% | -33.6% | Q1 2023 |
| SCHW | $101M | 4.15% | 0.06% | -27.8% | Q1 2016 |
| UBER | $94.9M | 3.90% | 0.05% | -27.8% | Q1 2024 |
| TDG | $89.5M | 3.68% | 0.12% | -20.5% | Q3 2024 |
| TCOM | $83.3M | 3.42% | 0.17% | -36.2% | Q1 2025 |
| COF | $82.5M | 3.39% | 0.06% | New | Q3 2025 |
| EFX | $82.4M | 3.39% | 0.26% | -27.8% | Q1 2023 |
| AVGO | $76.5M | 3.14% | 0.00% | -40.9% | Q4 2024 |
| UNH | $76.3M | 3.14% | 0.02% | New | Q3 2025 |
| ABNB | $75.7M | 3.11% | Not reported | -27.8% | Q1 2024 |
| AMAT | $70.8M | 2.91% | 0.04% | -41.7% | Q4 2021 |
| HDB | $66.8M | 2.74% | 0.01% | -9.8% | Q1 2018 |
 MSCI | $65M | 2.67% | 0.15% | -27.8% | Q3 2024 |
| BKR | $64.1M | 2.63% | 0.13% | -27.8% | Q4 2023 |
 COO | $62.9M | 2.58% | 0.46% | -37.9% | Q1 2016 |
 CRM | $58.5M | 2.40% | 0.03% | -37.7% | Q3 2020 |
| VRTX | $54.8M | 2.25% | 0.06% | -27.8% | Q1 2025 |
| CMG | $52.3M | 2.15% | 0.10% | Not reported | Q1 2016 |
| VRT | $51.2M | 2.11% | 0.09% | -39.5% | Q1 2025 |
| SNPS | $49.8M | 2.05% | 0.05% | New | Q3 2025 |
| DHR | $48.2M | 1.98% | 0.03% | -41.0% | Q3 2016 |
| SE | $17.7M | 0.73% | 0.06% | New | Q3 2025 |
| GRAB | $11.1M | 0.46% | Not reported | -22.8% | Q3 2024 |
 DOX | $8.37M | 0.34% | 0.09% | -3.9% | Q1 2021 |
| AON | $8.22M | 0.34% | 0.01% | -3.9% | Q3 2020 |