Intermede Investment Partners Ltd
28 holdingsFiling period: 2026-03-31Current AUM: $2.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 512.3K | $173.1M | $207.1M | 8.48% | -158,286 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 627.0K | $159.1M | $193.7M | 7.93% | -88,114 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 884.7K | $154.3M | $177.6M | 7.27% | -- | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 503.7K | $144.5M | $179.7M | 7.36% | -27,052 | 2026-03-31 |
| 5 | — | LINDE PLC | 221.2K | $109.7M | $109.7M | 4.49% | -61,504 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 473.5K | $98.6M | $128.6M | 5.26% | -25,631 | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 163.4K | $93.5M | $90.9M | 3.72% | -8,786 | 2026-03-31 |
| 8 | MA | MASTERCARD INC | 183.8K | $91.9M | $105.4M | 4.31% | -9,946 | 2026-03-31 |
| 9 | SCHW | SCHWAB CHARLES CORP NEW | 957.4K | $90.0M | $100.8M | 4.12% | -51,040 | 2026-03-31 |
| 10 | CME | CME GROUP INC | 270.3K | $79.8M | $72.4M | 2.96% | -14,628 | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 251.5K | $77.9M | $97.9M | 4.01% | +30.8K | 2026-03-31 |
| 12 | BKR | BAKER HUGHES COMPANY | 1.19M | $72.5M | $71.8M | 2.94% | -64,190 | 2026-03-31 |
| 13 | ABNB | AIRBNB INC | 563.1K | $71.1M | $85.3M | 3.49% | -30,508 | 2026-03-31 |
| 14 | TDG | TRANSDIGM GROUP INC | 61.3K | $71.1M | $76.9M | 3.15% | -3,352 | 2026-03-31 |
| 15 | INTU | INTUIT | 150.7K | $65.1M | $47.6M | 1.95% | +73.8K | 2026-03-31 |
| 16 | COF | CAPITAL ONE FINL CORP | 350.5K | $64.0M | $73.3M | 3.00% | -18,950 | 2026-03-31 |
| 17 | UBER | UBER TECHNOLOGIES INC | 875.1K | $62.9M | $61.6M | 2.52% | -47,302 | 2026-03-31 |
| 18 | AMAT | APPLIED MATLS INC | 182.1K | $62.2M | $92.4M | 3.78% | -71,959 | 2026-03-31 |
| 19 | UNH | UNITEDHEALTH GROUP INC | 203.6K | $55.1M | $84.4M | 3.45% | +38.6K | 2026-03-31 |
| 20 | DXCM | DEXCOM INC | 858.5K | $53.9M | $71.6M | 2.93% | -50,794 | 2026-03-31 |
| 21 | EFX | EQUIFAX INC | 290.3K | $52.3M | $50.1M | 2.05% | -15,722 | 2026-03-31 |
| 22 | WM | WASTE MGMT INC DEL | 222.7K | $51.2M | $50.5M | 2.07% | -12,046 | 2026-03-31 |
| 23 | TCOM | TRIP COM GROUP LTD | 979.7K | $48.8M | $46.1M | 1.89% | -85,501 | 2026-03-31 |
| 24 | CMG | CHIPOTLE MEXICAN GRILL INC | 1.51M | $48.4M | $56.3M | 2.30% | -81,967 | 2026-03-31 |
| 25 | VRTX | VERTEX PHARMACEUTICALS INC | 106.4K | $47.5M | $50.7M | 2.08% | -27,008 | 2026-03-31 |
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