Intermede Investment Partners Ltd
Top Portfolio Positions
28 positions ·
$2,031,369,248 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
670,538 | $203,769,792 | 10.03% |
| AAPL |
Apple Inc.
|
715,082 | $194,402,192 | 9.57% |
| META |
Meta Platforms, Inc.
|
172,152 | $113,635,813 | 5.59% |
| MA |
Mastercard Inc
|
193,782 | $110,626,268 | 5.45% |
| SCHW |
Schwab Charles Corp
|
1,008,412 | $100,750,442 | 4.96% |
| COF |
Capital One Financial Corp
Financial Services
|
369,497 | $89,551,292 | 4.41% |
| TDG |
TransDigm Group INC
|
64,676 | $86,009,378 | 4.23% |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
593,646 | $80,569,635 | 3.97% |
| CME |
Cme Group Inc.
|
284,959 | $77,816,603 | 3.83% |
| TCOM |
Trip.com Group Ltd
|
1,065,153 | $76,595,152 | 3.77% |
Portfolio Trend
Holdings in TCOM
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $76,595,152 | 1,065,153 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $83,261,364 | 1,107,199 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $101,761,686 | 1,735,363 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $88,627,658 | 1,393,955 | Shares | Sole | 2025-05-15 | |
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