Intermede Investment Partners as of Sept. 30, 2025
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 | 698k | 279.29 | |
| Apple (AAPL) | 7.9 | $191M | 751k | 254.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $136M | 558k | 243.55 | |
| Meta Platforms Cl A (META) | 4.9 | $120M | 163k | 734.38 | |
| Amazon Com Inc option | 4.9 | $118M | 539k | 219.57 | |
| Mastercard Cl A (MA) | 4.8 | $116M | 203k | 568.81 | |
| Linde SHS (LIN) | 4.3 | $105M | 222k | 475.00 | |
| Charles Schwab Corporation (SCHW) | 4.2 | $101M | 1.1M | 95.47 | |
| Uber Technologies (UBER) | 3.9 | $95M | 969k | 97.97 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $90M | 68k | 1318.02 | |
| Trip Com Group Ads (TCOM) | 3.4 | $83M | 1.1M | 75.20 | |
| Capital One Financial (COF) | 3.4 | $83M | 388k | 212.58 | |
| Equifax (EFX) | 3.4 | $82M | 321k | 256.53 | |
| Broadcom (AVGO) | 3.1 | $77M | 232k | 329.91 | |
| UnitedHealth (UNH) | 3.1 | $76M | 221k | 345.30 | |
| Airbnb Com Cl A (ABNB) | 3.1 | $76M | 623k | 121.42 | |
| Applied Materials (AMAT) | 2.9 | $71M | 346k | 204.74 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.7 | $67M | 2.0M | 34.16 | |
| Msci (MSCI) | 2.7 | $65M | 115k | 567.41 | |
| Baker Hughes Company Cl A (BKR) | 2.6 | $64M | 1.3M | 48.72 | |
| Cooper Cos Com New | 2.6 | $63M | 917k | 68.56 | |
| salesforce (CRM) | 2.4 | $59M | 247k | 237.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.3 | $55M | 140k | 391.64 | |
| Chipotle Mexican Grill (CMG) | 2.1 | $52M | 1.3M | 39.19 | |
| Vertiv Holdings Com Cl A (VRT) | 2.1 | $51M | 340k | 150.86 | |
| Synopsys (SNPS) | 2.0 | $50M | 101k | 493.39 | |
| Danaher Corporation (DHR) | 2.0 | $48M | 243k | 198.26 | |
| Sea Sponsord Ads (SE) | 0.7 | $18M | 99k | 178.73 | |
| Grab Holdings Class A Ord (GRAB) | 0.5 | $11M | 1.8M | 6.02 | |
| Amdocs SHS (DOX) | 0.3 | $8.4M | 102k | 82.05 | |
| Aon Shs Cl A (AON) | 0.3 | $8.2M | 23k | 356.56 |
