Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q2 2026 13F · SEC CIK 1664713

Intermede Investment Partners Ltd

Institutional asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$2.4B
Reported positions
30
Top holdings a year, 3 yrs
+18.4%
Assets under management
$4.0B

Intermede Investment Partners Ltd is an institutional asset manager that reported 30 positions worth $2.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 8.9%), Nvidia Corporation (NVDA, 8.5%), Apple Inc (AAPL, 6.8%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Intermede Investment Partners Ltd holdings all 30 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Intermede Investment Partners Ltd 13F holdings
Stock% of 13F valueShare changeReported value
TSMTaiwan Semiconductor Manufac8.9%-3.5%$210.5M
NVDANvidia Corporation8.5%+1.5%$202.5M
AAPLApple Inc6.8%-16.2%$160.5M
GOOGAlphabet Inc6.4%-12.0%$151.9M
AMZNAmazon Com Inc5.0%-4.4%$119.4M
AVGOBroadcom Inc4.3%+2.8%$101.8M
SCHWCharles Schwab Corp (the)4.3%-4.5%$101.4M
MAMastercard Incorporated3.8%-14.3%$89.4M
UNHUnitedhealth Group Inc3.3%-4.5%$78.0M
COFCapital One Finl Corp3.2%-4.2%$76.4M
DXCMDexcom Inc3.2%-4.6%$74.9M
BKRBaker Hughes Company Cl A3.1%-4.3%$73.2M
LINLinde PLC2.9%-34.2%$69.9M
CMECme Group Inc2.9%-4.3%$69.4M
ALLEAllegion PLC2.9%—$68.3M
AMATApplied Matls Inc2.8%-27.9%$66.5M
METAMeta Platforms Inc2.8%-31.6%$66.3M
INTUIntuit2.7%+21.6%$63.9M
UBERUber Technologies Inc2.6%-4.7%$62.9M
TDGTransdigm Group Inc2.6%-19.0%$62.0M
AMEAmetek Inc2.3%—$55.1M
VRTXVertex Pharmaceuticals Inc2.2%-4.5%$51.5M
EFXEquifax Inc2.1%-4.4%$50.7M
CMGChipotle Mexican Grill Inc2.0%-4.4%$48.5M
HDBHdfc Bank Ltd2.0%+10.8%$48.3M
WMWaste Mgmt Inc Del2.0%-4.4%$47.7M
ADIAnalog Devices Inc1.9%—$45.7M
TCOMTrip Com Group Ltd1.8%-3.8%$42.3M
SESea Ltd0.5%-0.3%$11.7M
GRABGrab Holdings Limited0.2%-0.3%$5.4M

What Intermede Investment Partners Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+16.0% /yr
S&P 500 +20.1%
3 years
+18.4% /yr
S&P 500 +20.4%
5 years
+7.4% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$2.4B30
Q1 2026$2.2B28
Q4 2025$2.4B31
Q3 2025$2.4B31
Q2 2025$3.2B30
Q1 2025$3.2B32
Q4 2024$3.7B33
Q3 2024$4.8B33
Q2 2024$4.7B33
Q1 2024$4.9B32
Q4 2023$4.4B29
Q3 2023$3.9B26

Questions about Intermede Investment Partners Ltd's portfolio

What stocks does Intermede Investment Partners Ltd own?

Intermede Investment Partners Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 30 positions worth $2.4B. The largest are Taiwan Semiconductor Manufac (TSM) at 8.9%, Nvidia Corporation (NVDA) at 8.5%, Apple Inc (AAPL) at 6.8%, Alphabet Inc (GOOG) at 6.4% and Amazon Com Inc (AMZN) at 5.0%.

What did Intermede Investment Partners Ltd buy last quarter?

In Q2 2026, Intermede Investment Partners Ltd added a new position in Allegion PLC (ALLE), a new position in Ametek Inc (AME), a new position in Analog Devices Inc (ADI), Intuit (INTU) (+21.6% shares) and Hdfc Bank Ltd (HDB) (+10.8% shares), compared with its Q1 2026 filing.

What did Intermede Investment Partners Ltd sell last quarter?

In Q2 2026, Intermede Investment Partners Ltd sold all of Airbnb Inc (ABNB), Linde PLC (LIN) (-34.2% shares), Meta Platforms Inc (META) (-31.6% shares) and Applied Matls Inc (AMAT) (-27.9% shares), compared with its Q1 2026 filing.

How has Intermede Investment Partners Ltd's portfolio performed?

A portfolio copying Intermede Investment Partners Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.0% against +20.1%. Over 5 years: +7.4% a year against +11.6%.

When is Intermede Investment Partners Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Intermede Investment Partners Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Intermede Investment Partners Ltd manage?

Intermede Investment Partners Ltd reported $4.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.4B.