Intermede Investment Partners
Latest statistics and disclosures from Intermede Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AAPL, NVDA, GOOG, LIN, and represent 34.32% of Intermede Investment Partners's stock portfolio.
- Added to shares of these 4 stocks: NVDA (+$154M), INTU (+$32M), UNH (+$10M), AVGO (+$9.5M).
- Started 1 new stock position in NVDA.
- Reduced shares in these 10 stocks: TSM (-$54M), SNPS (-$45M), VRT (-$38M), DHR (-$36M), LIN (-$31M), AMAT (-$25M), AAPL (-$22M), VRTX (-$12M), AON (-$8.2M), GOOG (-$7.8M).
- Sold out of its positions in DHR, SNPS, VRT, AON.
- Intermede Investment Partners was a net seller of stock by $-134M.
- Intermede Investment Partners has $2.2B in assets under management (AUM), dropping by -11.32%.
- Central Index Key (CIK): 0001664713
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Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 8.0 | $173M | -23% | 512k | 337.95 |
|
| Apple (AAPL) | 7.4 | $159M | -12% | 627k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 7.1 | $154M | NEW | 885k | 174.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.7 | $145M | -5% | 504k | 286.86 |
|
| Linde SHS (LIN) | 5.1 | $110M | -21% | 221k | 495.76 |
|
| Amazon Com Inc option | 4.6 | $99M | -5% | 474k | 208.27 |
|
| Meta Platforms Cl A (META) | 4.3 | $94M | -5% | 163k | 572.13 |
|
| Mastercard Cl A (MA) | 4.3 | $92M | -5% | 184k | 499.66 |
|
| Charles Schwab Corporation (SCHW) | 4.2 | $90M | -5% | 957k | 93.98 |
|
| Cme (CME) | 3.7 | $80M | -5% | 270k | 295.35 |
|
| Broadcom (AVGO) | 3.6 | $78M | +13% | 252k | 309.51 |
|
| Baker Hughes Company Cl A (BKR) | 3.4 | $73M | -5% | 1.2M | 61.05 |
|
| Airbnb Com Cl A (ABNB) | 3.3 | $71M | -5% | 563k | 126.28 |
|
| TransDigm Group Incorporated (TDG) | 3.3 | $71M | -5% | 61k | 1158.96 |
|
| Intuit (INTU) | 3.0 | $65M | +96% | 151k | 432.38 |
|
| Capital One Financial (COF) | 3.0 | $64M | -5% | 351k | 182.43 |
|
| Uber Technologies (UBER) | 2.9 | $63M | -5% | 875k | 71.93 |
|
| Applied Materials (AMAT) | 2.9 | $62M | -28% | 182k | 341.79 |
|
| UnitedHealth (UNH) | 2.6 | $55M | +23% | 204k | 270.59 |
|
| Dex (DXCM) | 2.5 | $54M | -5% | 859k | 62.80 |
|
| Equifax (EFX) | 2.4 | $52M | -5% | 290k | 180.07 |
|
| Waste Management (WM) | 2.4 | $51M | -5% | 223k | 229.79 |
|
| Trip Com Group Ads (TCOM) | 2.3 | $49M | -8% | 980k | 49.79 |
|
| Chipotle Mexican Grill (CMG) | 2.2 | $48M | -5% | 1.5M | 32.01 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.2 | $48M | -20% | 106k | 446.54 |
|
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.2 | $47M | -4% | 1.9M | 24.88 |
|
| Sea Sponsord Ads (SE) | 0.4 | $7.9M | -4% | 95k | 82.81 |
|
| Grab Holdings Class A Ord (GRAB) | 0.3 | $5.4M | -20% | 1.5M | 3.66 |
|
Past Filings by Intermede Investment Partners
SEC 13F filings are viewable for Intermede Investment Partners going back to 2015
- Intermede Investment Partners 2026 Q1 filed May 15, 2026
- 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