Intermede Investment Partners as of June 30, 2026
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 | 494k | 425.91 | |
| NVIDIA Corporation (NVDA) | 8.5 | $203M | 898k | 225.56 | |
| Apple (AAPL) | 6.8 | $161M | 525k | 305.56 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.4 | $152M | 443k | 342.81 | |
| Amazon Com Inc option | 5.0 | $119M | 453k | 263.74 | |
| Broadcom (AVGO) | 4.3 | $102M | 259k | 393.84 | |
| Charles Schwab Corporation (SCHW) | 4.3 | $101M | 915k | 110.85 | |
| Mastercard Cl A (MA) | 3.8 | $89M | 158k | 567.24 | |
| UnitedHealth (UNH) | 3.3 | $78M | 195k | 401.06 | |
| Capital One Financial (COF) | 3.2 | $76M | 336k | 227.52 | |
| Dex (DXCM) | 3.2 | $75M | 819k | 91.48 | |
| Baker Hughes Company Cl A (BKR) | 3.1 | $73M | 1.1M | 64.44 | |
| Linde SHS (LIN) | 2.9 | $70M | 146k | 480.44 | |
| Cme (CME) | 2.9 | $69M | 259k | 268.40 | |
| Allegion Pub Ord Shs (ALLE) | 2.9 | $68M | 414k | 165.06 | |
| Applied Materials (AMAT) | 2.8 | $67M | 131k | 506.31 | |
| Meta Platforms Cl A (META) | 2.8 | $66M | 112k | 593.02 | |
| Intuit (INTU) | 2.7 | $64M | 183k | 348.47 | |
| Uber Technologies (UBER) | 2.6 | $63M | 834k | 75.47 | |
| TransDigm Group Incorporated (TDG) | 2.6 | $62M | 50k | 1247.96 | |
| Ametek (AME) | 2.3 | $55M | 215k | 256.22 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.2 | $52M | 102k | 506.82 | |
| Equifax (EFX) | 2.1 | $51M | 277k | 182.76 | |
| Chipotle Mexican Grill (CMG) | 2.0 | $49M | 1.4M | 33.56 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.0 | $48M | 2.1M | 23.30 | |
| Waste Management (WM) | 2.0 | $48M | 213k | 224.21 | |
| Analog Devices (ADI) | 1.9 | $46M | 120k | 381.17 | |
| Trip Com Group Ads (TCOM) | 1.8 | $42M | 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 |
