Intermede Investment Partners
Latest statistics and disclosures from Intermede Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, NVDA, AAPL, GOOG, Amazon Com Inc option, and represent 35.56% of Intermede Investment Partners's stock portfolio.
- Added to shares of these 7 stocks: ALLE (+$68M), AME (+$55M), ADI (+$46M), INTU (+$11M), HDB, NVDA, AVGO.
- Started 3 new stock positions in AME, ALLE, ADI.
- Reduced shares in these 10 stocks: ABNB (-$71M), LIN (-$36M), AAPL (-$31M), META (-$31M), AMAT (-$26M), GOOG (-$21M), MA (-$15M), TDG (-$15M), TSM (-$7.7M), Amazon Com Inc option (-$5.5M).
- Sold out of its position in ABNB.
- Intermede Investment Partners was a net seller of stock by $-103M.
- Intermede Investment Partners has $2.4B in assets under management (AUM), dropping by 10.08%.
- Central Index Key (CIK): 0001664713
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Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 8.9 | $211M | -3% | 494k | 425.91 |
|
| NVIDIA Corporation (NVDA) | 8.5 | $203M | 898k | 225.56 |
|
|
| Apple (AAPL) | 6.8 | $161M | -16% | 525k | 305.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.4 | $152M | -12% | 443k | 342.81 |
|
| Amazon Com Inc option | 5.0 | $119M | -4% | 453k | 263.74 |
|
| Broadcom (AVGO) | 4.3 | $102M | +2% | 259k | 393.84 |
|
| Charles Schwab Corporation (SCHW) | 4.3 | $101M | -4% | 915k | 110.85 |
|
| Mastercard Cl A (MA) | 3.8 | $89M | -14% | 158k | 567.24 |
|
| UnitedHealth (UNH) | 3.3 | $78M | -4% | 195k | 401.06 |
|
| Capital One Financial (COF) | 3.2 | $76M | -4% | 336k | 227.52 |
|
| Dex (DXCM) | 3.2 | $75M | -4% | 819k | 91.48 |
|
| Baker Hughes Company Cl A (BKR) | 3.1 | $73M | -4% | 1.1M | 64.44 |
|
| Linde SHS (LIN) | 2.9 | $70M | -34% | 146k | 480.44 |
|
| Cme (CME) | 2.9 | $69M | -4% | 259k | 268.40 |
|
| Allegion Pub Ord Shs (ALLE) | 2.9 | $68M | NEW | 414k | 165.06 |
|
| Applied Materials (AMAT) | 2.8 | $67M | -27% | 131k | 506.31 |
|
| Meta Platforms Cl A (META) | 2.8 | $66M | -31% | 112k | 593.02 |
|
| Intuit (INTU) | 2.7 | $64M | +21% | 183k | 348.47 |
|
| Uber Technologies (UBER) | 2.6 | $63M | -4% | 834k | 75.47 |
|
| TransDigm Group Incorporated (TDG) | 2.6 | $62M | -18% | 50k | 1247.96 |
|
| Ametek (AME) | 2.3 | $55M | NEW | 215k | 256.22 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.2 | $52M | -4% | 102k | 506.82 |
|
| Equifax (EFX) | 2.1 | $51M | -4% | 277k | 182.76 |
|
| Chipotle Mexican Grill (CMG) | 2.0 | $49M | -4% | 1.4M | 33.56 |
|
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.0 | $48M | +10% | 2.1M | 23.30 |
|
| Waste Management (WM) | 2.0 | $48M | -4% | 213k | 224.21 |
|
| Analog Devices (ADI) | 1.9 | $46M | NEW | 120k | 381.17 |
|
| Trip Com Group Ads (TCOM) | 1.8 | $42M | -3% | 943k | 44.82 |
|
| Sea Sponsord Ads (SE) | 0.5 | $12M | 95k | 123.32 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.2 | $5.4M | 1.5M | 3.65 |
|
Past Filings by Intermede Investment Partners
SEC 13F filings are viewable for Intermede Investment Partners going back to 2015
- Intermede Investment Partners 2026 Q2 filed Aug. 14, 2026
- 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