Q1 2026 · 13F-HR
Intermede Investment Partners Ltdholdings as filed
Filed 2026-05-15 · accession 0001664713-26-000002
$2.2M
Reported value
28
Positions
2026-03-31
Period end
The Brief · Intermede Investment Partners Ltd · Q1 2026
AI · grounded in 13F
Intermede Investment Partners Ltd established a new position in NVDA valued at $154,297. The fund closed out positions in SNPS, VRT, and DHR. Additionally, the manager increased holdings in INTU by 96.07% and UNH by 23.39%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $173,116 | 8.02% | 512,252 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $159,118 | 7.37% | 626,968 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $154,297 | 7.15% | 884,728 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $144,496 | 6.70% | 503,717 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $109,667 | 5.08% | 221,210 | Common | SOLE |
| 023135906 | AMZN | AMAZON COM INC | $98,618 | 4.57% | 473,508 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $93,467 | 4.33% | 163,366 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $91,855 | 4.26% | 183,836 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP NEW | $89,974 | 4.17% | 957,372 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $79,842 | 3.70% | 270,331 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $77,854 | 3.61% | 251,541 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $72,482 | 3.36% | 1,187,263 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $71,113 | 3.30% | 563,138 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $71,072 | 3.29% | 61,324 | Common | SOLE |
| 461202103 | INTU | INTUIT | $65,148 | 3.02% | 150,674 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $63,950 | 2.96% | 350,547 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $62,946 | 2.92% | 875,095 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $62,237 | 2.88% | 182,091 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $55,079 | 2.55% | 203,550 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $53,915 | 2.50% | 858,513 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $52,272 | 2.42% | 290,287 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $51,175 | 2.37% | 222,703 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $48,777 | 2.26% | 979,652 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $48,383 | 2.24% | 1,511,509 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $47,498 | 2.20% | 106,370 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $46,556 | 2.16% | 1,871,235 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $7,856 | 0.36% | 94,868 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $5,414 | 0.25% | 1,479,145 | 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.