Latest Intermede Investment Partners Ltd Stock Portfolio
Intermede Investment Partners Ltd Performance:
2025 Q3: 4.56%YTD: 9.92%2024: 4.06%
Performance for 2025 Q3 is 4.56%, and YTD is 9.92%, and 2024 is 4.06%.
About Intermede Investment Partners Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Intermede Investment Partners Ltd reported an equity portfolio of $2.4 Billions as of 30 Sep, 2025.
The top stock holdings of Intermede Investment Partners Ltd are TSM, AAPL, GOOG. The fund has invested 8% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 7.9% of portfolio in APPLE INC.
The fund managers got completely rid off S&P GLOBAL INC (SPGI), ANSYS INC (ANSS) and WORKDAY INC (WDAY) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), APPLIED MATLS INC (AMAT) and DANAHER CORP DEL (DHR). Intermede Investment Partners Ltd opened new stock positions in CAPITAL ONE FINL CORP (COF), UNITEDHEALTH GROUP INC (UNH) and CHIPOTLE MEXICAN GRILL INC (CMG). The fund showed a lot of confidence in some stocks as they added substantially to HDFC BANK LTD (HDB).
The top stock holdings of Intermede Investment Partners Ltd are TSM, AAPL, GOOG. The fund has invested 8% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 7.9% of portfolio in APPLE INC.
The fund managers got completely rid off S&P GLOBAL INC (SPGI), ANSYS INC (ANSS) and WORKDAY INC (WDAY) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), APPLIED MATLS INC (AMAT) and DANAHER CORP DEL (DHR). Intermede Investment Partners Ltd opened new stock positions in CAPITAL ONE FINL CORP (COF), UNITEDHEALTH GROUP INC (UNH) and CHIPOTLE MEXICAN GRILL INC (CMG). The fund showed a lot of confidence in some stocks as they added substantially to HDFC BANK LTD (HDB).
Intermede Investment Partners Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Intermede Investment Partners Ltd made a return of 4.56% in the last quarter. In trailing 12 months, it's portfolio return was 7.46%.
New Buys
| Ticker | $ Bought |
|---|---|
| capital one finl corp | 82,459,000 |
| unitedhealth group inc | 76,347,000 |
| chipotle mexican grill inc | 52,307,000 |
| synopsys inc | 49,778,000 |
| sea ltd | 17,709,000 |
New stocks bought by Intermede Investment Partners Ltd
Additions
| Ticker | % Inc. |
|---|---|
| hdfc bank ltd | 80.49 |
Additions to existing portfolio by Intermede Investment Partners Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| alphabet inc | -42.22 |
| applied matls inc | -41.7 |
| danaher corp del | -41.02 |
| broadcom inc | -40.93 |
| vertiv holdings co | -39.51 |
| cooper cos inc | -37.85 |
| salesforce com inc | -37.74 |
| trip com group ltd | -36.2 |
Intermede Investment Partners Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| workday inc | -95,798,000 |
| ansys inc | -113,037,000 |
| schlumberger ltd | -7,585,000 |
| s&p global inc | -118,006,000 |
Intermede Investment Partners Ltd got rid off the above stocks
Sector Distribution
Intermede Investment Partners Ltd has about 23.4% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 23.4 |
| Others | 16.5 |
| Financial Services | 16.1 |
| Communication Services | 11.1 |
| Healthcare | 10.5 |
| Industrials | 9.6 |
| Consumer Cyclical | 5.5 |
| Basic Materials | 4.5 |
| Energy | 2.8 |
Market Cap. Distribution
Intermede Investment Partners Ltd has about 83.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 45.5 |
| MEGA-CAP | 38 |
| UNALLOCATED | 16.5 |
Stocks belong to which Index?
About 77.2% of the stocks held by Intermede Investment Partners Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 77.2 |
| Others | 22.8 |
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 50.6% of the portfolio is in top 10 stocks. TDG 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: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.86 | 750,911 | 191,204,000 | reduced | -25.78 | ||
| ABNB | airbnb inc | 3.11 | 623,268 | 75,677,000 | reduced | -27.79 | ||
| AMAT | applied matls inc | 2.91 | 346,041 | 70,848,000 | reduced | -41.7 | ||
| ANSS | ansys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AON | aon plc | 0.34 | 23,059 | 8,222,000 | reduced | -3.88 | ||
| AVGO | broadcom inc | 3.14 | 231,789 | 76,470,000 | reduced | -40.93 | ||
| BKR | baker hughes company | 2.63 | 1,315,150 | 64,074,000 | reduced | -27.82 | ||
| CMG | chipotle mexican grill inc | 2.15 | 1,334,700 | 52,307,000 | new | |||
| COF | capital one finl corp | 3.39 | 387,894 | 82,459,000 | new | |||
| COO | cooper cos inc | 2.58 | 917,299 | 62,890,000 | reduced | -37.85 | ||
| CRM | salesforce com inc | 2.40 | 246,710 | 58,470,000 | reduced | -37.74 | ||
| DHR | danaher corp del | 1.98 | 243,361 | 48,249,000 | reduced | -41.02 | ||
| EFX | equifax inc | 3.39 | 321,275 | 82,417,000 | reduced | -27.83 | ||
| GOOG | alphabet inc | 5.59 | 558,262 | 135,965,000 | reduced | -42.22 | ||
| HDB | hdfc bank ltd | 2.74 | 1,955,060 | 66,785,000 | added | 80.49 | ||
| LIN | linde plc | 4.33 | 221,604 | 105,262,000 | reduced | -33.56 | ||
| MA | mastercard inc | 4.76 | 203,436 | 115,716,000 | reduced | -27.84 | ||
| META | meta platforms inc | 4.93 | 163,243 | 119,882,000 | reduced | -27.91 | ||
| MSCI | msci inc | 2.67 | 114,625 | 65,039,000 | reduced | -27.8 | ||
| SCHW | schwab charles corp new | 4.15 | 1,058,780 | 101,082,000 | reduced | -27.8 | ||