Intermede Investment Partners Ltd 13F Holdings

CIK 0001664713 · LONDON, X0

As of Sep 30, 2025, Intermede Investment Partners Ltd reported 31 positions worth $2.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology697,637 94.8K8.01%
APPLE INCAAPLTechnology750,911 91.2K7.86%
ALPHABET INCGOOGEquity558,262 36.0K5.59%
META PLATFORMS INCMETACommunication Services163,243 19.9K4.93%
AMAZON COM INC——538,902 18.3K4.86%
MASTERCARD INCMAFinancial Services203,436 15.7K4.76%
LINDE PLCLINBasic Materials221,604 05.3K4.33%
SCHWAB CHARLES CORPSCHWEquity1,058,778 01.1K4.15%
UBER TECHNOLOGIES INCUBERTechnology968,454$94.9K3.90%
TRANSDIGM GROUP INCTDGIndustrials67,873$89.5K3.68%
TRIPCOM GROUP LTDTCOMIndustrials1,107,199$83.3K3.42%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services387,894$82.5K3.39%
EQUIFAX INCEFXIndustrials321,275$82.4K3.39%
BROADCOM INCAVGOTechnology231,789$76.5K3.14%
UNITEDHEALTH GROUP INCUNHHealthcare221,102$76.3K3.14%
AIRBNB INCABNBIndustrials623,268$75.7K3.11%
APPLIED MATERIALS INCAMATTechnology346,041$70.8K2.91%
HDFC BANK LTDHDBFinancial Services1,955,058$66.8K2.74%
MSCI INCMSCIFinancial Services114,625$65.0K2.67%
BAKER HUGHES COBKREnergy1,315,146$64.1K2.63%
COOPER COMPANIES INCORPORATED COM NEW——917,299$62.9K2.58%
SALESFORCE INCCRMTechnology246,710$58.5K2.40%
VERTEX PHARMACEUTICALS INCVRTXHealthcare140,023$54.8K2.25%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical1,334,695$52.3K2.15%
VERTIV HOLDINGS COVRTIndustrials339,548$51.2K2.11%