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Latest Intermede Investment Partners Ltd Stock Portfolio

$2.38Billion | No. of Holdings #29

Intermede Investment Partners Ltd Performance

2026 Q2+12.89%
YTD+6.17%
2025+12.02%

About Intermede Investment Partners Ltd and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Intermede Investment Partners Ltd reported an equity portfolio of $2.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Intermede Investment Partners Ltd are TSM, NVDA, AAPL. The fund has invested 8.9% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 8.5% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off AIRBNB INC (ABNB) stocks. They significantly reduced their stock positions in LINDE PLC (LIN), META PLATFORMS INC (META) and APPLIED MATLS INC (AMAT). Intermede Investment Partners Ltd opened new stock positions in ALLEGION PUB LTD CO (ALLE), AMETEK INC (AME) and ANALOG DEVICES INC (ADI). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), HDFC BANK LTD (HDB) and BROADCOM INC (AVGO).
Intermede Investment Partners Ltd Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$2.38Billion
  as of Aug 14, 2026

Intermede Investment Partners Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Intermede Investment Partners Ltd made a return of 12.89% in the last quarter. In trailing 12 months, it's portfolio return was 12.93%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
allegion pub ltd co68,267,000
ametek inc55,090,000
analog devices inc45,705,000
New stocks bought by Intermede Investment Partners Ltd

Additions

Ticker% Inc.
intuit21.62
hdfc bank ltd10.83
broadcom inc2.79
nvidia corporation1.46
Additions to existing portfolio by Intermede Investment Partners Ltd

Reductions

Ticker% Reduced
linde plc-34.23
meta platforms inc-31.61
applied matls inc-27.92
transdigm group inc-18.99
apple inc-16.23
mastercard inc-14.31
alphabet inc-12.02
uber technologies inc-4.7
Intermede Investment Partners Ltd reduced stake in above stock

Sold off

Ticker$ Sold
airbnb inc-71,113,000
Intermede Investment Partners Ltd got rid off the above stocks

Sector Distribution

Intermede Investment Partners Ltd has about 31.2% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Others
  • Industrials
  • Communication Services
  • Healthcare
  • Energy
  • Basic Materials
  • Consumer Cyclical
Sector%
Technology31.2
Financial Services14.9
Others14.1
Industrials12.6
Communication Services9.7
Healthcare9.1
Energy3.2
Basic Materials3.1
Consumer Cyclical2.1

Market Cap. Distribution

Intermede Investment Partners Ltd has about 85.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP43.7
LARGE-CAP42.2
UNALLOCATED14.1

Stocks belong to which Index?

About 83.1% of the stocks held by Intermede Investment Partners Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50083.1
Others16.9
Top 5 Winners (%)%
SE
sea ltd
48.9 %
UNH
unitedhealth group inc
47.1 %
DXCM
dexcom inc
44.6 %
AMAT
applied matls inc
41.4 %
NVDA
nvidia corporation
29.1 %
Top 5 Winners ($)$
NVDA
nvidia corporation
45.6 M
TSM
taiwan semiconductor mfg ltd
44.3 M
AAPL
apple inc
29.8 M
GOOG
alphabet inc
26.5 M
UNH
unitedhealth group inc
26.0 M
Top 5 Losers (%)%
INTU
intuit
-18.0 %
TCOM
trip com group ltd
-9.8 %
CME
cme group inc
-8.9 %
HDB
hdfc bank ltd
-6.1 %
LIN
linde plc
-2.6 %
Top 5 Losers ($)$
INTU
intuit
-14.0 M
CME
cme group inc
-7.1 M
TCOM
trip com group ltd
-4.8 M
HDB
hdfc bank ltd
-3.1 M
LIN
linde plc
-2.8 M

Intermede Investment Partners Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Intermede Investment Partners Ltd

Intermede Investment Partners Ltd has 29 stocks in it's portfolio. About 52.5% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Intermede Investment Partners Ltd last quarter.

$2.26BTotal Value
30.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Intermede Investment Partners Ltd, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
GRAB
Grab Holdings Limited

Grab Holdings Limited

GRAB
Intermede Investment Partners Ltd's holding in Grab Holdings Limited over time
0.23%1,474,360
$5.38M
0.23%
decreased 0.32 percentreduced
HDB
Hdfc Bank Ltd

Hdfc Bank Ltd

HDB
Intermede Investment Partners Ltd's holding in Hdfc Bank Ltd over time
2.03%2,073,830
$48.31M
2.03%
increased 10.83 percentadded