Intermede Investment Partners Ltd
30 holdingsFiling period: 2026-06-30Current AUM: $2.42Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Mfg Ltd | 494.2K | $210.5M | $192.5M | 7.97% | -18,057 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 897.6K | $202.5M | $220.5M | 9.12% | +12.9K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 525.2K | $160.5M | $192.5M | 7.97% | -101,736 | 2026-06-30 |
| 4 | GOOG | Alphabet Inc | 443.2K | $151.9M | $136.2M | 5.64% | -60,545 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 452.6K | $119.4M | $126.7M | 5.24% | -20,957 | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 258.5K | $101.8M | $92.3M | 3.82% | +7.0K | 2026-06-30 |
| 7 | SCHW | Schwab Charles Corp New | 914.6K | $101.4M | $98.1M | 4.06% | -42,756 | 2026-06-30 |
| 8 | MA | Mastercard Inc | 157.5K | $89.4M | $106.1M | 4.39% | -26,310 | 2026-06-30 |
| 9 | UNH | Unitedhealth Group Inc | 194.5K | $78.0M | $77.0M | 3.19% | -9,061 | 2026-06-30 |
| 10 | COF | Capital One Finl Corp | 335.8K | $76.4M | $77.5M | 3.21% | -14,719 | 2026-06-30 |
| 11 | DXCM | Dexcom Inc | 818.8K | $74.9M | $87.4M | 3.62% | -39,673 | 2026-06-30 |
| 12 | BKR | Baker Hughes Company | 1.14M | $73.2M | $77.8M | 3.22% | -51,573 | 2026-06-30 |
| 13 | — | Linde PLC | 145.5K | $69.9M | $69.9M | 2.89% | -75,730 | 2026-06-30 |
| 14 | CME | Cme Group Inc | 258.7K | $69.4M | $92.3M | 3.82% | -11,643 | 2026-06-30 |
| 15 | — | Allegion Pub Ltd Co | 413.6K | $68.3M | $68.3M | 2.82% | -- | 2026-06-30 |
| 16 | AMAT | Applied Matls Inc | 131.3K | $66.5M | $36.4M | 1.51% | -50,832 | 2026-06-30 |
| 17 | META | Meta Platforms Inc | 111.7K | $66.3M | $73.0M | 3.02% | -51,637 | 2026-06-30 |
| 18 | INTU | Intuit | 183.3K | $63.9M | $80.4M | 3.33% | +32.6K | 2026-06-30 |
| 19 | UBER | Uber Technologies Inc | 833.9K | $62.9M | $57.4M | 2.37% | -41,161 | 2026-06-30 |
| 20 | TDG | Transdigm Group Inc | 49.7K | $62.0M | $52.6M | 2.18% | -11,643 | 2026-06-30 |
| 21 | AME | Ametek Inc | 215.0K | $55.1M | $56.1M | 2.32% | -- | 2026-06-30 |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 101.6K | $51.5M | $54.0M | 2.24% | -4,751 | 2026-06-30 |
| 23 | EFX | Equifax Inc | 277.4K | $50.7M | $56.1M | 2.32% | -12,903 | 2026-06-30 |
| 24 | CMG | Chipotle Mexican Grill Inc | 1.44M | $48.5M | $39.9M | 1.65% | -66,849 | 2026-06-30 |
| 25 | HDB | Hdfc Bank Ltd | 2.07M | $48.3M | $39.9M | 1.65% | +202.6K | 2026-06-30 |
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