Latest Intermede Investment Partners Ltd Stock Portfolio
Intermede Investment Partners Ltd Performance:
2025 Q4: 2.48%YTD: 12.02%2024: 4.34%
Performance for 2025 Q4 is 2.48%, and YTD is 12.02%, and 2024 is 4.34%.
About Intermede Investment Partners Ltd and 13F Hedge Fund Stock Holdings
On 2026-02-09, 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 31 Dec, 2025.
The top stock holdings of Intermede Investment Partners Ltd are TSM, AAPL, GOOG. The fund has invested 8.4% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 8% of portfolio in APPLE INC.
The fund managers got completely rid off MSCI INC (MSCI), COOPER COS INC (COO) and SALESFORCE COM INC (CRM) stocks. They significantly reduced their stock positions in DANAHER CORP DEL (DHR), VERTIV HOLDINGS CO (VRT) and APPLIED MATLS INC (AMAT). Intermede Investment Partners Ltd opened new stock positions in CME GROUP INC (CME), DEXCOM INC (DXCM) and WASTE MGMT INC DEL (WM). The fund showed a lot of confidence in some stocks as they added substantially to LINDE PLC (LIN), CHIPOTLE MEXICAN GRILL INC (CMG) and META PLATFORMS INC (META).
The top stock holdings of Intermede Investment Partners Ltd are TSM, AAPL, GOOG. The fund has invested 8.4% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 8% of portfolio in APPLE INC.
The fund managers got completely rid off MSCI INC (MSCI), COOPER COS INC (COO) and SALESFORCE COM INC (CRM) stocks. They significantly reduced their stock positions in DANAHER CORP DEL (DHR), VERTIV HOLDINGS CO (VRT) and APPLIED MATLS INC (AMAT). Intermede Investment Partners Ltd opened new stock positions in CME GROUP INC (CME), DEXCOM INC (DXCM) and WASTE MGMT INC DEL (WM). The fund showed a lot of confidence in some stocks as they added substantially to LINDE PLC (LIN), CHIPOTLE MEXICAN GRILL INC (CMG) and META PLATFORMS INC (META).
Intermede Investment Partners Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Intermede Investment Partners Ltd made a return of 2.48% in the last quarter. In trailing 12 months, it's portfolio return was 12.02%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| cme group inc | 77,817,000 |
| dexcom inc | 60,351,000 |
| waste mgmt inc del | 51,577,000 |
| intuit | 50,905,000 |
New stocks bought by Intermede Investment Partners Ltd
Additions
| Ticker | % Inc. |
|---|---|
| linde plc | 27.58 |
| chipotle mexican grill inc | 19.39 |
| meta platforms inc | 5.46 |
| aon plc | 0.44 |
| sea ltd | 0.44 |
| grab holdings limited | 0.44 |
Additions to existing portfolio by Intermede Investment Partners Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| danaher corp del | -36.18 |
| vertiv holdings co | -30.43 |
| applied matls inc | -26.58 |
| unitedhealth group inc | -25.39 |
| alphabet inc | -4.92 |
| baker hughes company | -4.84 |
| apple inc | -4.77 |
| schwab charles corp new | -4.76 |
Intermede Investment Partners Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cooper cos inc | -62,890,000 |
| salesforce com inc | -58,470,000 |
| msci inc | -65,039,000 |
| amdocs ltd | -8,367,000 |
Intermede Investment Partners Ltd got rid off the above stocks
Sector Distribution
Intermede Investment Partners Ltd has about 21.9% of it's holdings in Technology sector.
- Technology
- Financial Services
- Others
- Communication Services
- Industrials
- Healthcare
- Consumer Cyclical
- Basic Materials
- Energy
| Sector | % |
|---|---|
| Technology | 21.9 |
| Financial Services | 16.7 |
| Others | 16.1 |
| Communication Services | 12.1 |
| Industrials | 10.4 |
| Healthcare | 9.1 |
| Consumer Cyclical | 6 |
| Basic Materials | 5.2 |
| Energy | 2.5 |
Market Cap. Distribution
Intermede Investment Partners Ltd has about 83.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 47.8 |
| MEGA-CAP | 36.1 |
| UNALLOCATED | 16.1 |
Stocks belong to which Index?
About 79% 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 500 | 79 |
| Others | 21 |
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 30 stocks in it's portfolio. About 52% of the portfolio is in top 10 stocks. UBER proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Intermede Investment Partners Ltd last quarter.
Last Reported on: 09 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.99 | 715,082 | 194,402,000 | reduced | -4.77 | ||
| ABNB | airbnb inc | 3.31 | 593,646 | 80,570,000 | reduced | -4.75 | ||
| AMAT | applied matls inc | 2.68 | 254,050 | 65,288,000 | reduced | -26.58 | ||
| AON | aon plc | 0.34 | 23,160 | 8,173,000 | added | 0.44 | ||
| AVGO | broadcom inc | 3.14 | 220,777 | 76,411,000 | reduced | -4.75 | ||
| BKR | baker hughes company | 2.34 | 1,251,450 | 56,991,000 | reduced | -4.84 | ||
| CME | cme group inc | 3.20 | 284,959 | 77,817,000 | new | |||
| CMG | chipotle mexican grill inc | 2.42 | 1,593,480 | 58,959,000 | added | 19.39 | ||
| COF | capital one finl corp | 3.68 | 369,497 | 89,551,000 | reduced | -4.74 | ||
| COO | cooper cos inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CRM | salesforce com inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DHR | danaher corp del | 1.46 | 155,305 | 35,552,000 | reduced | -36.18 | ||
| DXCM | dexcom inc | 2.48 | 909,307 | 60,351,000 | new | |||
| EFX | equifax inc | 2.73 | 306,009 | 66,398,000 | reduced | -4.75 | ||
| GOOG | alphabet inc | 6.84 | 530,769 | 166,555,000 | reduced | -4.92 | ||
| HDB | hdfc bank ltd | 2.93 | 1,953,680 | 71,388,000 | reduced | -0.07 | ||
| INTU | intuit | 2.09 | 76,847 | 50,905,000 | new | |||
| LIN | linde plc | 4.95 | 282,714 | 120,546,000 | added | 27.58 | ||
| MA | mastercard inc | 4.55 | 193,782 | 110,626,000 | reduced | -4.75 | ||
| META | meta platforms inc | 4.67 | 172,152 | 113,636,000 | added | 5.46 | ||