Intermede Investment Partners as of Dec. 31, 2025
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 | 671k | 303.89 | |
| Apple (AAPL) | 8.0 | $194M | 715k | 271.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.8 | $167M | 531k | 313.80 | |
| Linde SHS (LIN) | 5.0 | $121M | 283k | 426.39 | |
| Amazon Com Inc option | 4.7 | $115M | 499k | 230.82 | |
| Meta Platforms Cl A (META) | 4.7 | $114M | 172k | 660.09 | |
| Mastercard Cl A (MA) | 4.5 | $111M | 194k | 570.88 | |
| Charles Schwab Corporation (SCHW) | 4.1 | $101M | 1.0M | 99.91 | |
| Capital One Financial (COF) | 3.7 | $90M | 370k | 242.36 | |
| TransDigm Group Incorporated (TDG) | 3.5 | $86M | 65k | 1329.84 | |
| Airbnb Com Cl A (ABNB) | 3.3 | $81M | 594k | 135.72 | |
| Cme (CME) | 3.2 | $78M | 285k | 273.08 | |
| Trip Com Group Ads (TCOM) | 3.1 | $77M | 1.1M | 71.91 | |
| Broadcom (AVGO) | 3.1 | $76M | 221k | 346.10 | |
| Uber Technologies (UBER) | 3.1 | $75M | 922k | 81.71 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.9 | $71M | 2.0M | 36.54 | |
| Equifax (EFX) | 2.7 | $66M | 306k | 216.98 | |
| Applied Materials (AMAT) | 2.7 | $65M | 254k | 256.99 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.5 | $61M | 133k | 453.36 | |
| Dex (DXCM) | 2.5 | $60M | 909k | 66.37 | |
| Chipotle Mexican Grill (CMG) | 2.4 | $59M | 1.6M | 37.00 | |
| Baker Hughes Company Cl A (BKR) | 2.3 | $57M | 1.3M | 45.54 | |
| UnitedHealth (UNH) | 2.2 | $55M | 165k | 330.11 | |
| Waste Management (WM) | 2.1 | $52M | 235k | 219.71 | |
| Intuit (INTU) | 2.1 | $51M | 77k | 662.42 | |
| Synopsys (SNPS) | 1.9 | $45M | 96k | 469.72 | |
| Vertiv Holdings Com Cl A (VRT) | 1.6 | $38M | 236k | 162.01 | |
| Danaher Corporation (DHR) | 1.5 | $36M | 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 |
