Intermede Investment Partners Ltd
Top Portfolio Positions
26 positions ·
$1,915,063,596 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
512,252 | $173,115,563 | 9.04% | |
| AAPL |
Apple Inc.
Technology
|
626,968 | $159,118,208 | 8.31% | |
| NVDA |
Nvidia Corp
Technology
|
884,728 | $154,296,563 | 8.06% | |
| LIN |
Linde PLC
Basic Materials
|
221,210 | $109,667,069 | 5.73% | |
| META |
Meta Platforms, Inc.
Communication Services
|
163,366 | $93,466,589 | 4.88% | |
| MA |
Mastercard Inc
Financial Services
|
183,836 | $91,855,495 | 4.80% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
957,372 | $89,973,820 | 4.70% | |
| CME |
Cme Group Inc.
Financial Services
|
270,331 | $79,842,260 | 4.17% | |
| AVGO |
Broadcom Inc.
Technology
|
251,541 | $77,854,454 | 4.07% | |
| BKR |
Baker Hughes Co
Energy
|
1,187,263 | $72,482,406 | 3.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BKR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,482,406 | 1,187,263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,991,169 | 1,251,453 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $64,073,913 | 1,315,146 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $69,858,010 | 1,822,066 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $84,261,511 | 1,917,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $94,857,642 | 2,312,473 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $142,285,640 | 3,935,979 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $141,099,894 | 4,011,939 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $143,526,093 | 4,284,361 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $125,703,444 | 3,677,690 | Shares | Sole | 2024-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||