Intermede Investment Partners Ltd

CIK

1664713

Location

LONDON, X0

Portfolio Value

Mid $1,086,174,592

Diversification

Diversified

Filing Date

Global Rank

#2,289 / 8,807 ▼ 952

Top Industry

Internet Content & Information 20.2%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 81.5% of the book (60%+)

Turnover

Medium turnover

39.2% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 10.8 quarters, but 21.9% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 79.1%; sector active share 28.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.4%

+6.0 pts

Top 5

52.3%

+16.3 pts

Top 10

81.5%

+24.5 pts

HHI

849

Diversified+373

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$363,549,759	9
Communication Services	20.2%	$219,521,790	2
Industrials	15.3%	$165,773,640	5
Healthcare	12.1%	$131,387,575	3
Financial Services	7.5%	$81,200,887	5
Basic Materials	7.0%	$75,495,391	1
Consumer Cyclical	4.5%	$49,172,366	3
Energy	0.0%	$73,184	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
HDB	Hdfc Bank Ltd	+202,598	2,073,833	$48,310
INTU	Intuit Inc.	+32,580	183,254	$63,859
NVDA	Nvidia Corp	+12,885	897,613	$202,466
AVGO	Broadcom Inc.	+7,007	258,548	$97,666,507
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
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
GOOG	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.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AME	Ametek Inc/	215,011	$52,019,761
ADI	Analog Devices Inc	119,908	$47,623,860
ALLE	Allegion plc	413,589	$68,267
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ABNB	Airbnb, Inc.	563,138	$71,113,066
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 tracked positions · $1,086,174,592 total · filing declares 30 positions · $2,375,721 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GOOG	Alphabet Inc. Communication Services	Reduced	443,172	-60,545	$156,585,962	+8.4%	26+	—	14.42%
AAPL	Apple Inc. Technology	Reduced	525,232	-101,736	$151,981,131	−4.5%	6	—	13.99%
AVGO	Broadcom Inc. Technology	Added	258,548	+7,007	$97,666,507	+25.4%	7	—	8.99%
MA	Mastercard Inc Financial Services	Reduced	157,526	-26,310	$80,905,353	−11.9%	26+	—	7.45%
UNH	Unitedhealth Group Inc Healthcare	Reduced	194,489	-9,061	$80,835,463	+46.8%	4	—	7.44%
LIN	Linde PLC Basic Materials	Reduced	145,480	-75,730	$75,495,391	−31.2%	14	—	6.95%
TDG	TransDigm Group INC Industrials	Reduced	49,681	-11,643	$66,177,079	−6.9%	8	—	6.09%
META	Meta Platforms, Inc. Communication Services	Reduced	111,729	-51,637	$62,935,828	−32.7%	10	—	5.79%
UBER	Uber Technologies, Inc Technology	Reduced	833,934	-41,161	$60,176,677	−4.4%	10	—	5.54%
AME	Ametek Inc/ Industrials	NEW	215,011	NEW	$52,019,761	NEW	1	—	4.79%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	101,619	-4,751	$50,477,205	+6.3%	6	—	4.65%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	1,444,660	-66,849	$49,118,440	+1.5%	4	—	4.52%
ADI	Analog Devices Inc Technology	NEW	119,908	NEW	$47,623,860	NEW	1	—	4.38%
WM	Waste Management Inc Industrials	Reduced	212,930	-9,773	$47,457,838	−7.3%	3	—	4.37%
GRAB	Grab Holdings Ltd Technology	Reduced	1,474,355	-4,790	$5,558,318	+2.7%	8	—	0.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	494,195	-18,057	$210,483	−99.9%	26+	—	0.02%
NVDA	Nvidia Corp Technology	Added	897,613	+12,885	$202,466	−99.9%	2	—	0.02%
SCHW	Schwab Charles Corp Financial Services	Reduced	914,616	-42,756	$101,385	−99.9%	6	—	0.01%
COF	Capital One Financial Corp Financial Services	Reduced	335,828	-14,719	$76,408	−99.9%	4	—	0.01%
DXCM	Dexcom Inc Healthcare	Reduced	818,840	-39,673	$74,907	−99.9%	3	—	0.01%
BKR	Baker Hughes Co Energy	Reduced	1,135,690	-51,573	$73,184	−99.9%	11	—	0.01%
CME	Cme Group Inc. Financial Services	Reduced	258,688	-11,643	$69,431	−99.9%	3	—	0.01%
ALLE	Allegion plc Industrials	NEW	413,589	NEW	$68,267	NEW	1	—	0.01%
AMAT	Applied Materials Inc /De Technology	Reduced	131,259	-50,832	$66,458	−99.9%	19	—	0.01%
INTU	Intuit Inc. Technology	Added	183,254	+32,580	$63,859	−99.9%	3	—	0.01%
EFX	Equifax Inc Industrials	Reduced	277,384	-12,903	$50,695	−99.9%	14	—	0.00%
HDB	Hdfc Bank Ltd Financial Services	Added	2,073,833	+202,598	$48,310	−99.9%	26+	—	0.00%
TCOM	Trip.com Group Ltd Consumer Cyclical	Reduced	942,905	-36,747	$42,261	−99.9%	6	—	0.00%
SE	Sea Ltd Consumer Cyclical	Reduced	94,590	-278	$11,665	−99.9%	4	—	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.