Intermede Investment Partners as of March 31, 2026
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 | 512k | 337.95 | |
| Apple (AAPL) | 7.4 | $159M | 627k | 253.79 | |
| NVIDIA Corporation (NVDA) | 7.1 | $154M | 885k | 174.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.7 | $145M | 504k | 286.86 | |
| Linde SHS (LIN) | 5.1 | $110M | 221k | 495.76 | |
| Amazon Com Inc option | 4.6 | $99M | 474k | 208.27 | |
| Meta Platforms Cl A (META) | 4.3 | $94M | 163k | 572.13 | |
| Mastercard Cl A (MA) | 4.3 | $92M | 184k | 499.66 | |
| Charles Schwab Corporation (SCHW) | 4.2 | $90M | 957k | 93.98 | |
| Cme (CME) | 3.7 | $80M | 270k | 295.35 | |
| Broadcom (AVGO) | 3.6 | $78M | 252k | 309.51 | |
| Baker Hughes Company Cl A (BKR) | 3.4 | $73M | 1.2M | 61.05 | |
| Airbnb Com Cl A (ABNB) | 3.3 | $71M | 563k | 126.28 | |
| TransDigm Group Incorporated (TDG) | 3.3 | $71M | 61k | 1158.96 | |
| Intuit (INTU) | 3.0 | $65M | 151k | 432.38 | |
| Capital One Financial (COF) | 3.0 | $64M | 351k | 182.43 | |
| Uber Technologies (UBER) | 2.9 | $63M | 875k | 71.93 | |
| Applied Materials (AMAT) | 2.9 | $62M | 182k | 341.79 | |
| UnitedHealth (UNH) | 2.6 | $55M | 204k | 270.59 | |
| Dex (DXCM) | 2.5 | $54M | 859k | 62.80 | |
| Equifax (EFX) | 2.4 | $52M | 290k | 180.07 | |
| Waste Management (WM) | 2.4 | $51M | 223k | 229.79 | |
| Trip Com Group Ads (TCOM) | 2.3 | $49M | 980k | 49.79 | |
| Chipotle Mexican Grill (CMG) | 2.2 | $48M | 1.5M | 32.01 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.2 | $48M | 106k | 446.54 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.2 | $47M | 1.9M | 24.88 | |
| Sea Sponsord Ads (SE) | 0.4 | $7.9M | 95k | 82.81 | |
| Grab Holdings Class A Ord (GRAB) | 0.3 | $5.4M | 1.5M | 3.66 |
