Intermede Investment Partners Ltd
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.5% | $363,549,759 |
| Communication Services | 20.2% | $219,521,790 |
| Industrials | 15.3% | $165,773,640 |
| Healthcare | 12.1% | $131,387,575 |
| Financial Services | 7.5% | $81,200,887 |
| Basic Materials | 7.0% | $75,495,391 |
| Consumer Cyclical | 4.5% | $49,172,366 |
| Energy | 0.0% | $73,184 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −101,736 | 525,232 | $151,981,131 | |
| LIN | Linde PLC | −75,730 | 145,480 | $75,495,391 | |
| CMG | Chipotle Mexican Grill Inc | −66,849 | 1,444,660 | $49,118,440 | |
| GOOGL | Alphabet Inc. | −60,545 | 443,172 | $156,585,962 | |
| META | Meta Platforms, Inc. | −51,637 | 111,729 | $62,935,828 | |
| BKR | Baker Hughes Co | −51,573 | 1,135,690 | $73,184 | |
| AMAT | Applied Materials Inc /De | −50,832 | 131,259 | $66,458 | |
| SCHW | Schwab Charles Corp | −42,756 | 914,616 | $101,385 | |
| UBER | Uber Technologies, Inc | −41,161 | 833,934 | $60,176,677 | |
| DXCM | Dexcom Inc | −39,673 | 818,840 | $74,907 | |
| TCOM | Trip.com Group Ltd | −36,747 | 942,905 | $42,261 | |
| MA | Mastercard Inc | −26,310 | 157,526 | $80,905,353 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −18,057 | 494,195 | $210,483 | |
| COF | Capital One Financial Corp | −14,719 | 335,828 | $76,408 | |
| EFX | Equifax Inc | −12,903 | 277,384 | $50,695 | |
| TDG | TransDigm Group INC | −11,643 | 49,681 | $66,177,079 | |
| CME | Cme Group Inc. | −11,643 | 258,688 | $69,431 | |
| WM | Waste Management Inc | −9,773 | 212,930 | $47,457,838 | |
| UNH | Unitedhealth Group Inc | −9,061 | 194,489 | $80,835,463 | |
| GRAB | Grab Holdings Ltd | −4,790 | 1,474,355 | $5,558,318 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | −4,751 | 101,619 | $50,477,205 | |
| SE | Sea Ltd | −278 | 94,590 | $11,665 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABNB | Airbnb, Inc. | 563,138 | $71,113,066 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 443,172 | $156,585,962 | 14.42% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 525,232 | $151,981,131 | 13.99% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 258,548 | $97,666,507 | 8.99% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 157,526 | $80,905,353 | 7.45% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 194,489 | $80,835,463 | 7.44% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 145,480 | $75,495,391 | 6.95% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 49,681 | $66,177,079 | 6.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 111,729 | $62,935,828 | 5.79% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 833,934 | $60,176,677 | 5.54% | |
| AME |
Ametek Inc/
Industrials
|
NEW | 215,011 | $52,019,761 | 4.79% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 101,619 | $50,477,205 | 4.65% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Reduced | 1,444,660 | $49,118,440 | 4.52% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 119,908 | $47,623,860 | 4.38% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 212,930 | $47,457,838 | 4.37% | |
| GRAB |
Grab Holdings Ltd
Technology
|
Reduced | 1,474,355 | $5,558,318 | 0.51% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 494,195 | $210,483 | 0.02% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 897,613 | $202,466 | 0.02% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 914,616 | $101,385 | 0.01% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 335,828 | $76,408 | 0.01% | |
| DXCM |
Dexcom Inc
Healthcare
|
Reduced | 818,840 | $74,907 | 0.01% | |
| BKR |
Baker Hughes Co
Energy
|
Reduced | 1,135,690 | $73,184 | 0.01% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 258,688 | $69,431 | 0.01% | |
| ALLE |
Allegion plc
Industrials
|
NEW | 413,589 | $68,267 | 0.01% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 131,259 | $66,458 | 0.01% | |
| INTU |
Intuit Inc.
Technology
|
Added | 183,254 | $63,859 | 0.01% | |
| EFX |
Equifax Inc
Industrials
|
Reduced | 277,384 | $50,695 | 0.00% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Added | 2,073,833 | $48,310 | 0.00% | |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
Reduced | 942,905 | $42,261 | 0.00% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Reduced | 94,590 | $11,665 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.