Q2 2025 · 13F-HR
Intermede Investment Partners Ltdholdings as filed
Filed 2025-08-14 · accession 0001664713-25-000004
$3.2M
Reported value
30
Positions
2025-06-30
Period end
The Brief · Intermede Investment Partners Ltd · Q2 2025
AI · grounded in 13F
Intermede Investment Partners Ltd established a new position in TSM worth $230,949. The fund also initiated new stakes in AAPL for $207,577 and GOOG for $171,398. Additional new positions include META at $167,126 and MA at $158,423. Total assets under management stand at $3,243,123 across 30 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $230,949 | 7.12% | 1,019,689 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $207,577 | 6.40% | 1,011,733 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $171,398 | 5.28% | 966,221 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $167,126 | 5.15% | 226,431 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $158,423 | 4.88% | 281,922 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $156,483 | 4.83% | 333,525 | Common | SOLE |
| 023135906 | AMZN | AMAZON COM INC | $151,912 | 4.68% | 692,431 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP NEW | $133,804 | 4.13% | 1,466,510 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $129,860 | 4.00% | 85,398 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $125,137 | 3.86% | 1,341,228 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $118,006 | 3.64% | 223,797 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $115,461 | 3.56% | 445,161 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $114,235 | 3.52% | 863,191 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $113,037 | 3.49% | 321,840 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $108,658 | 3.35% | 593,530 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $108,156 | 3.33% | 392,366 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $108,060 | 3.33% | 396,274 | Common | SOLE |
| 216648402 | COO | COOPER COS INC | $105,030 | 3.24% | 1,475,971 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $101,762 | 3.14% | 1,735,363 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $95,798 | 2.95% | 399,159 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $91,568 | 2.82% | 158,768 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $86,331 | 2.66% | 193,915 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $83,048 | 2.56% | 1,083,185 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $81,510 | 2.51% | 412,623 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $72,080 | 2.22% | 561,326 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $69,858 | 2.15% | 1,822,066 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $12,032 | 0.37% | 2,392,076 | Common | SOLE |
| G02602103 | DOX | AMDOCS LTD | $9,680 | 0.30% | 106,092 | Common | SOLE |
| G0403H108 | AON | AON PLC | $8,559 | 0.26% | 23,990 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $7,585 | 0.23% | 224,405 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.