Latest Intermede Investment Partners Ltd Stock Portfolio
$2.16Billion– No. of Holdings #27
Intermede Investment Partners Ltd Performance:
2026 Q1: -5.95%YTD: -5.95%2025: 12.02%
Performance for 2026 Q1 is -5.95%, and YTD is -5.95%, and 2025 is 12.02%.
About Intermede Investment Partners Ltd and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Intermede Investment Partners Ltd reported an equity portfolio of $2.2 Billions as of 31 Mar, 2026.
The top stock holdings of Intermede Investment Partners Ltd are TSM, AAPL, NVDA. The fund has invested 8% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 7.4% of portfolio in APPLE INC.
The fund managers got completely rid off SYNOPSYS INC (SNPS), VERTIV HOLDINGS CO (VRT) and DANAHER CORP DEL (DHR) stocks. They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and LINDE PLC (LIN). Intermede Investment Partners Ltd opened new stock positions in NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), UNITEDHEALTH GROUP INC (UNH) and BROADCOM INC (AVGO).
The top stock holdings of Intermede Investment Partners Ltd are TSM, AAPL, NVDA. The fund has invested 8% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 7.4% of portfolio in APPLE INC.
The fund managers got completely rid off SYNOPSYS INC (SNPS), VERTIV HOLDINGS CO (VRT) and DANAHER CORP DEL (DHR) stocks. They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and LINDE PLC (LIN). Intermede Investment Partners Ltd opened new stock positions in NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), UNITEDHEALTH GROUP INC (UNH) and BROADCOM INC (AVGO).
Intermede Investment Partners Ltd Equity Portfolio Value
Last Reported on: 15 May, 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 -5.95% in the last quarter. In trailing 12 months, it's portfolio return was 9.53%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| nvidia corporation | 154,297,000 |
New stocks bought by Intermede Investment Partners Ltd
Additions
| Ticker | % Inc. |
|---|---|
| intuit | 96.07 |
| unitedhealth group inc | 23.39 |
| broadcom inc | 13.93 |
Additions to existing portfolio by Intermede Investment Partners Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| applied matls inc | -28.32 |
| taiwan semiconductor mfg ltd | -23.61 |
| linde plc | -21.75 |
| vertex pharmaceuticals inc | -20.25 |
| grab holdings limited | -20.22 |
| apple inc | -12.32 |
| trip com group ltd | -8.03 |
| dexcom inc | -5.59 |
Intermede Investment Partners Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vertiv holdings co | -38,268,000 |
| danaher corp del | -35,552,000 |
| synopsys inc | -45,142,000 |
| aon plc | -8,173,000 |
Intermede Investment Partners Ltd got rid off the above stocks
Sector Distribution
Intermede Investment Partners Ltd has about 28.2% of it's holdings in Technology sector.
- Technology
- Financial Services
- Others
- Communication Services
- Industrials
- Healthcare
- Consumer Cyclical
- Basic Materials
- Energy
| Sector | % |
|---|---|
| Technology | 28.2 |
| Financial Services | 15.8 |
| Others | 13.7 |
| Communication Services | 11.6 |
| Industrials | 8.5 |
| Healthcare | 7.6 |
| Consumer Cyclical | 5.8 |
| Basic Materials | 5.3 |
| Energy | 3.5 |
Market Cap. Distribution
Intermede Investment Partners Ltd has about 86.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 46 |
| LARGE-CAP | 40.3 |
| UNALLOCATED | 13.7 |
Stocks belong to which Index?
About 83.3% 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 | 83.3 |
| Others | 16.7 |
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 27 stocks in it's portfolio. About 54.4% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Intermede Investment Partners Ltd last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.37 | 626,968 | 159,118,000 | reduced | -12.32 | ||
| ABNB | airbnb inc | 3.30 | 563,138 | 71,113,000 | reduced | -5.14 | ||
| AMAT | applied matls inc | 2.88 | 182,091 | 62,237,000 | reduced | -28.32 | ||
| AON | aon plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVGO | broadcom inc | 3.61 | 251,541 | 77,854,000 | added | 13.93 | ||
| BKR | baker hughes company | 3.36 | 1,187,260 | 72,482,000 | reduced | -5.13 | ||
| CME | cme group inc | 3.70 | 270,331 | 79,842,000 | reduced | -5.13 | ||
| CMG | chipotle mexican grill inc | 2.24 | 1,511,510 | 48,383,000 | reduced | -5.14 | ||
| COF | capital one finl corp | 2.96 | 350,547 | 63,950,000 | reduced | -5.13 | ||
| DHR | danaher corp del | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DXCM | dexcom inc | 2.50 | 858,513 | 53,915,000 | reduced | -5.59 | ||
| EFX | equifax inc | 2.42 | 290,287 | 52,272,000 | reduced | -5.14 | ||
| GOOG | alphabet inc | 6.70 | 503,717 | 144,496,000 | reduced | -5.1 | ||
| GRAB | grab holdings limited | 0.25 | 1,479,140 | 5,414,000 | reduced | -20.22 | ||
| HDB | hdfc bank ltd | 2.16 | 1,871,240 | 46,556,000 | reduced | -4.22 | ||
| INTU | intuit | 3.02 | 150,674 | 65,148,000 | added | 96.07 | ||
| LIN | linde plc | 5.08 | 221,210 | 109,667,000 | reduced | -21.75 | ||
| MA | mastercard inc | 4.26 | 183,836 | 91,855,000 | reduced | -5.13 | ||
| META | meta platforms inc | 4.33 | 163,366 | 93,467,000 | reduced | -5.1 | ||
| NVDA | nvidia corporation | 7.15 | 884,728 | 154,297,000 | new | |||