Intermede Investment Partners
Latest statistics and disclosures from Intermede Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AAPL, GOOG, META, Amazon Com Inc option, and represent 31.24% of Intermede Investment Partners's stock portfolio.
- Added to shares of these 6 stocks: COF (+$83M), UNH (+$76M), CMG (+$52M), SNPS (+$50M), HDB (+$30M), SE (+$18M).
- Started 5 new stock positions in UNH, SNPS, SE, CMG, COF.
- Reduced shares in these 10 stocks: SPGI (-$118M), , GOOG (-$99M), , TSM (-$90M), AAPL (-$66M), LIN (-$53M), AVGO (-$53M), AMAT (-$51M), TCOM (-$47M).
- Sold out of its positions in ANSS, SPGI, SLB, WDAY.
- Intermede Investment Partners was a net seller of stock by $-986M.
- Intermede Investment Partners has $2.4B in assets under management (AUM), dropping by -24.97%.
- Central Index Key (CIK): 0001664713
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Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 8.0 | $195M | -31% | 698k | 279.29 |
|
| Apple (AAPL) | 7.9 | $191M | -25% | 751k | 254.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $136M | -42% | 558k | 243.55 |
|
| Meta Platforms Cl A (META) | 4.9 | $120M | -27% | 163k | 734.38 |
|
| Amazon Com Inc option | 4.9 | $118M | -22% | 539k | 219.57 |
|
| Mastercard Cl A (MA) | 4.8 | $116M | -27% | 203k | 568.81 |
|
| Linde SHS (LIN) | 4.3 | $105M | -33% | 222k | 475.00 |
|
| Charles Schwab Corporation (SCHW) | 4.2 | $101M | -27% | 1.1M | 95.47 |
|
| Uber Technologies (UBER) | 3.9 | $95M | -27% | 969k | 97.97 |
|
| TransDigm Group Incorporated (TDG) | 3.7 | $90M | -20% | 68k | 1318.02 |
|
| Trip Com Group Ads (TCOM) | 3.4 | $83M | -36% | 1.1M | 75.20 |
|
| Capital One Financial (COF) | 3.4 | $83M | NEW | 388k | 212.58 |
|
| Equifax (EFX) | 3.4 | $82M | -27% | 321k | 256.53 |
|
| Broadcom (AVGO) | 3.1 | $77M | -40% | 232k | 329.91 |
|
| UnitedHealth (UNH) | 3.1 | $76M | NEW | 221k | 345.30 |
|
| Airbnb Com Cl A (ABNB) | 3.1 | $76M | -27% | 623k | 121.42 |
|
| Applied Materials (AMAT) | 2.9 | $71M | -41% | 346k | 204.74 |
|
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.7 | $67M | +80% | 2.0M | 34.16 |
|
| Msci (MSCI) | 2.7 | $65M | -27% | 115k | 567.41 |
|
| Baker Hughes Company Cl A (BKR) | 2.6 | $64M | -27% | 1.3M | 48.72 |
|
| Cooper Cos Com New | 2.6 | $63M | -37% | 917k | 68.56 |
|
| salesforce (CRM) | 2.4 | $59M | -37% | 247k | 237.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.3 | $55M | -27% | 140k | 391.64 |
|
| Chipotle Mexican Grill (CMG) | 2.1 | $52M | NEW | 1.3M | 39.19 |
|
| Vertiv Holdings Com Cl A (VRT) | 2.1 | $51M | -39% | 340k | 150.86 |
|
| Synopsys (SNPS) | 2.0 | $50M | NEW | 101k | 493.39 |
|
| Danaher Corporation (DHR) | 2.0 | $48M | -41% | 243k | 198.26 |
|
| Sea Sponsord Ads (SE) | 0.7 | $18M | NEW | 99k | 178.73 |
|
| Grab Holdings Class A Ord (GRAB) | 0.5 | $11M | -22% | 1.8M | 6.02 |
|
| Amdocs SHS (DOX) | 0.3 | $8.4M | -3% | 102k | 82.05 |
|
| Aon Shs Cl A (AON) | 0.3 | $8.2M | -3% | 23k | 356.56 |
|
Past Filings by Intermede Investment Partners
SEC 13F filings are viewable for Intermede Investment Partners going back to 2015
- Intermede Investment Partners 2025 Q3 filed Nov. 13, 2025
- Intermede Investment Partners 2025 Q2 filed Aug. 14, 2025
- Intermede Investment Partners 2025 Q1 filed May 15, 2025
- Intermede Investment Partners 2024 Q4 filed Feb. 10, 2025
- Intermede Investment Partners 2024 Q3 filed Nov. 4, 2024
- Intermede Investment Partners 2024 Q2 filed July 17, 2024
- Intermede Investment Partners 2024 Q1 filed May 10, 2024
- Intermede Investment Partners 2023 Q4 filed Feb. 12, 2024
- Intermede Investment Partners 2023 Q3 filed Nov. 8, 2023
- Intermede Investment Partners 2023 Q2 filed Aug. 9, 2023
- Intermede Investment Partners 2023 Q1 filed May 15, 2023
- Intermede Investment Partners 2022 Q4 filed Feb. 9, 2023
- Intermede Investment Partners 2022 Q3 filed Oct. 24, 2022
- Intermede Investment Partners 2022 Q2 filed Aug. 3, 2022
- Intermede Investment Partners 2022 Q1 filed April 28, 2022
- Intermede Investment Partners 2021 Q4 filed Jan. 14, 2022