Intermede Investment Partners Ltd

CIK

1664713

Location

LONDON, X0

Portfolio Value

Small $760,129,347

Diversification

Diversified

Filing Date

Global Rank

#1,019 / 8,232 ▲ 1

Top Industry

Semiconductors 21.2%

3Y Alpha vs SPY

-6.1%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.8%

SPY

+76.3%

Annualised alpha

-6.1%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.0%

−0.4 pts

Top 5

36.0%

+1.5 pts

Top 10

57.5%

+2.8 pts

HHI

493

Diversified+28

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.7%	$760,129,347	8
Financial Services	19.4%	$372,178,190	5
Consumer Cyclical	9.2%	$176,129,361	4
Industrials	9.1%	$174,518,965	3
Healthcare	8.2%	$156,491,669	3
Basic Materials	5.7%	$109,667,069	1
Communication Services	4.9%	$93,466,589	1
Energy	3.8%	$72,482,406	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
INTU	Intuit Inc.	+73,827	150,674	$65,148,424
UNH	Unitedhealth Group Inc	+38,590	203,550	$55,078,594
AVGO	Broadcom Inc.	+30,764	251,541	$77,854,454
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
GRAB	Grab Holdings Ltd	−374,879	1,479,145	$5,413,670
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−158,286	512,252	$173,115,563
AAPL	Apple Inc.	−88,114	626,968	$159,118,208
TCOM	Trip.com Group Ltd	−85,501	979,652	$48,776,873
HDB	Hdfc Bank Ltd	−82,450	1,871,235	$46,556,326
CMG	Chipotle Mexican Grill Inc	−81,967	1,511,509	$48,383,403
AMAT	Applied Materials Inc /De	−71,959	182,091	$62,236,882
BKR	Baker Hughes Co	−64,190	1,187,263	$72,482,406
LIN	Linde PLC	−61,504	221,210	$109,667,069
SCHW	Schwab Charles Corp	−51,040	957,372	$89,973,820
DXCM	Dexcom Inc	−50,794	858,513	$53,914,616
UBER	Uber Technologies, Inc	−47,302	875,095	$62,945,583
ABNB	Airbnb, Inc.	−30,508	563,138	$71,113,066
VRTX	Vertex Pharmaceuticals Inc / Ma	−27,008	106,370	$47,498,459
COF	Capital One Financial Corp	−18,950	350,547	$63,950,289
EFX	Equifax Inc	−15,722	290,287	$52,271,980
CME	Cme Group Inc.	−14,628	270,331	$79,842,260
WM	Waste Management Inc	−12,046	222,703	$51,174,922
MA	Mastercard Inc	−9,946	183,836	$91,855,495
META	Meta Platforms, Inc.	−8,786	163,366	$93,466,589
SE	Sea Ltd	−4,654	94,868	$7,856,019
TDG	TransDigm Group INC	−3,352	61,324	$71,072,063
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NVDA	Nvidia Corp	884,728	$154,296,563
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SNPS	Synopsys Inc	96,105	$45,142,440
VRT	Vertiv Holdings Co	236,210	$38,268,382
DHR	Danaher Corp /De/	155,305	$35,552,420
AON	Aon plc	23,160	$8,172,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $760,129,347 total · Technology only · as of Mar 31, 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	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	512,252	-158,286	$173,115,563	−15.0%	22.77%
AAPL	Apple Inc. Technology	Reduced	626,968	-88,114	$159,118,208	−18.1%	20.93%
NVDA	Nvidia Corp Technology	NEW	884,728	NEW	$154,296,563	NEW	20.30%
AVGO	Broadcom Inc. Technology	Added	251,541	+30,764	$77,854,454	+1.9%	10.24%
INTU	Intuit Inc. Technology	Added	150,674	+73,827	$65,148,424	+28.0%	8.57%
UBER	Uber Technologies, Inc Technology	Reduced	875,095	-47,302	$62,945,583	−16.5%	8.28%
AMAT	Applied Materials Inc /De Technology	Reduced	182,091	-71,959	$62,236,882	−4.7%	8.19%
GRAB	Grab Holdings Ltd Technology	Reduced	1,479,145	-374,879	$5,413,670	−41.5%	0.71%