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, LIN, Amazon Com Inc option, and represent 32.89% of Intermede Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: CME (+$78M), DXCM (+$60M), WM (+$52M), INTU (+$51M), LIN (+$26M), CMG (+$9.6M), META (+$5.9M), SE, GRAB, AON.
- Started 4 new stock positions in DXCM, INTU, WM, CME.
- Reduced shares in these 10 stocks: , Cooper Companies (-$63M), , AMAT (-$24M), DHR (-$20M), UNH (-$19M), VRT (-$17M), AAPL (-$9.7M), Amazon Com Inc option (-$9.2M), GOOG (-$8.6M).
- Sold out of its positions in Cooper Companies, MSCI, CRM, DOX.
- Intermede Investment Partners was a net seller of stock by $-73M.
- Intermede Investment Partners has $2.4B in assets under management (AUM), dropping by 0.02%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 8.4 | $204M | -3% | 671k | 303.89 |
|
| Apple (AAPL) | 8.0 | $194M | -4% | 715k | 271.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.8 | $167M | -4% | 531k | 313.80 |
|
| Linde SHS (LIN) | 5.0 | $121M | +27% | 283k | 426.39 |
|
| Amazon Com Inc option | 4.7 | $115M | -7% | 499k | 230.82 |
|
| Meta Platforms Cl A (META) | 4.7 | $114M | +5% | 172k | 660.09 |
|
| Mastercard Cl A (MA) | 4.5 | $111M | -4% | 194k | 570.88 |
|
| Charles Schwab Corporation (SCHW) | 4.1 | $101M | -4% | 1.0M | 99.91 |
|
| Capital One Financial (COF) | 3.7 | $90M | -4% | 370k | 242.36 |
|
| TransDigm Group Incorporated (TDG) | 3.5 | $86M | -4% | 65k | 1329.84 |
|
| Airbnb Com Cl A (ABNB) | 3.3 | $81M | -4% | 594k | 135.72 |
|
| Cme (CME) | 3.2 | $78M | NEW | 285k | 273.08 |
|
| Trip Com Group Ads (TCOM) | 3.1 | $77M | -3% | 1.1M | 71.91 |
|
| Broadcom (AVGO) | 3.1 | $76M | -4% | 221k | 346.10 |
|
| Uber Technologies (UBER) | 3.1 | $75M | -4% | 922k | 81.71 |
|
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.9 | $71M | 2.0M | 36.54 |
|
|
| Equifax (EFX) | 2.7 | $66M | -4% | 306k | 216.98 |
|
| Applied Materials (AMAT) | 2.7 | $65M | -26% | 254k | 256.99 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.5 | $61M | -4% | 133k | 453.36 |
|
| Dex (DXCM) | 2.5 | $60M | NEW | 909k | 66.37 |
|
| Chipotle Mexican Grill (CMG) | 2.4 | $59M | +19% | 1.6M | 37.00 |
|
| Baker Hughes Company Cl A (BKR) | 2.3 | $57M | -4% | 1.3M | 45.54 |
|
| UnitedHealth (UNH) | 2.2 | $55M | -25% | 165k | 330.11 |
|
| Waste Management (WM) | 2.1 | $52M | NEW | 235k | 219.71 |
|
| Intuit (INTU) | 2.1 | $51M | NEW | 77k | 662.42 |
|
| Synopsys (SNPS) | 1.9 | $45M | -4% | 96k | 469.72 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.6 | $38M | -30% | 236k | 162.01 |
|
| Danaher Corporation (DHR) | 1.5 | $36M | -36% | 155k | 228.92 |
|
| Sea Sponsord Ads (SE) | 0.5 | $13M | 100k | 127.57 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.4 | $9.3M | 1.9M | 4.99 |
|
|
| Aon Shs Cl A (AON) | 0.3 | $8.2M | 23k | 352.89 |
|
Past Filings by Intermede Investment Partners
SEC 13F filings are viewable for Intermede Investment Partners going back to 2015
- Intermede Investment Partners 2025 Q4 filed Feb. 9, 2026
- 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