Intermede Investment Partners Ltd — 13F Filing Insights

CIK: 0001664713

ContrarianQuality / disciplined sizingDiversified strategy

Total reported value

$2.2B

Reporting period: 2026-03-31 · Number of holdings: 28

Intermede Investment Partners Ltd disclosed 28 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.2B and a quarterly turnover rate of 28.4%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "I"

Personality snowflake

Concentration: 18.16
Portfolio Stability: 28.39
Momentum/Contrarian: 0
Sector conviction: 57.39
Diversification: 56
Sizing Uniformity: 94.7

Intermede Investment Partners Ltd's disclosed holdings carry a Herfindahl concentration index of 0.045 — mathematically equivalent to about 22 equally-sized positions, close to its 28 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.53), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 4.7 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.

Recent moves

Add BKR
-5.1%　$15.5M
Add INTU
+96.1%　$14.2M
Trim TCOM
-8.0%　-$27.8M
Trim HDB
-4.2%　-$24.8M
Trim COF
-5.1%　-$25.6M
Trim AAPL
-12.3%　-$35.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	8.02%	-0.35%	-23.61%
2	AAPL	Apple INC	Stock-Tech	7.37%	-0.62%	-12.32%
3	NVDA	Nvidia CORP	Stock-Tech	7.15%	+7.15%	NEW
4	GOOG	Alphabet Inc-cl C	Stock-Comm Services	6.70%	-0.14%	-5.10%
5	LIN	Linde plc	Stock-Materials	5.08%	+0.13%	-21.75%
6	✓	Amazon Com INC	Stock-Other	4.57%	-0.16%	-5.13%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	4.33%	-0.34%	-5.10%
8	MA	Mastercard INC - A	Stock-Financials	4.26%	-0.29%	-5.13%
9	SCHW	Schwab (charles) CORP	Stock-Financials	4.17%	+0.03%	-5.06%
10	CME	Cme Group INC	Stock-Financials	3.70%	+0.50%	-5.13%
11	AVGO	Broadcom INC	Stock-Tech	3.61%	+0.47%	+13.93%
12	BKR	Baker Hughes Co	Stock-Energy	3.36%	+1.02%	-5.13%
13	ABNB	Airbnb Inc-class A	Stock-Consumer Disc	3.30%	-0.01%	-5.14%
14	TDG	Transdigm Group INC	Stock-Industrials	3.29%	-0.24%	-5.18%
15	INTU	Intuit INC	Stock-Tech	3.02%	+0.93%	+96.07%
16	COF	Capital One Financial CORP	Stock-Financials	2.96%	-0.72%	-5.13%
17	UBER	Uber Technologies INC	Stock-Industrials	2.92%	-0.18%	-5.13%
18	AMAT	Applied Materials INC	Stock-Tech	2.88%	+0.20%	-28.32%
19	UNH	Unitedhealth Group INC	Stock-Healthcare	2.55%	+0.31%	+23.39%
20	DXCM	Dexcom INC	Stock-Healthcare	2.50%	+0.02%	-5.59%
21	EFX	Equifax INC	Stock-Industrials	2.42%	-0.31%	-5.14%
22	WM	Waste Management INC	Stock-Industrials	2.37%	+0.25%	-5.13%
23	TCOM	Trip.com Group Ltd-adr	Stock-Consumer Disc	2.26%	-0.89%	-8.03%
24	CMG	Chipotle Mexican Grill INC	Stock-Consumer Disc	2.24%	-0.18%	-5.14%
25	VRTX	Vertex Pharmaceuticals INC	Stock-Healthcare	2.20%	-0.28%	-20.25%
26	HDB	Hdfc Bank Ltd-adr	Stock-Financials	2.16%	-0.77%	-4.22%
27	SE	Sea Ltd-adr	Stock-Comm Services	0.36%	-0.16%	-4.68%
28	GRAB	Grab Holdings Limited	Stock-Tech	0.25%	-0.13%	-20.22%

Portfolio Performance

Performance for Q3 2026

+2.5%

Performance Last 4 Quarters

+16.6%

Based on 77% of reported portfolio value with available pricing

Stdev: +13%
Beta: +0.9
Alpha: -2.7%
Max Drawdown: -8.4%
Annualized Perf: +13.8%
Batting Avg vs S&P: +33.3%
Sortino: +1.94
Stutzer: +0.31
Treynor: +0.15
Sterling: +0.76
Calmar: +1.65
Information Ratio: -0.79
Tracking Error: +5.8%
Stdev Down: +7.1%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +28.7%
Worst 12 Months: +2.3%
Efficiency Ratio: +0.43
Sharpe: +1.06
Stdev Sectors: +9.1%
Skewness: +0.02
Kurtosis: +0.08
Upside Potential: +3.54

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	28	$2.2B	28	1TSM 2AAPL 3NVDA Top holdings2026-03-31 1.TSM 2.AAPL 3.NVDA 4.GOOG 5.LIN 6.023135 7.META 8.MA 9.SCHW 10.CME
2025-12-31	31	$2.4B	27	1TSM 2AAPL 3GOOG Top holdings2025-12-31 1.TSM 2.AAPL 3.GOOG 4.LIN 5.023135 6.META 7.MA 8.SCHW 9.COF 10.TDG
2025-09-30	31	$2.4B	47	1TSM 2AAPL 3GOOG Top holdings2025-09-30 1.TSM 2.AAPL 3.GOOG 4.META 5.023135 6.MA 7.LIN 8.SCHW 9.UBER 10.TDG
2025-06-30	30	$3.2B	0	1TSM 2AAPL 3GOOG Top holdings2025-06-30 1.TSM 2.AAPL 3.GOOG 4.META 5.MA 6.LIN 7.023135 8.SCHW 9.TDG 10.UBER
2025-03-31	32	$3.2B	100	1AAPL 2TSM3023135 Top holdings2025-03-31 1.AAPL 2.TSM 3.023135 4.LIN 5.MA 6.GOOG 7.META 8.TDG 9.SCHW 10.SPGI
2024-12-31	33	$3.7B	0	1MSFT 2TSM 3GOOG Top holdings2024-12-31 1.MSFT 2.TSM 3.GOOG 4.023135 5.MA 6.LIN 7.SPGI 8.META 9.AVGO 10.DHR
2024-09-30	33	$4.8B	0	1MSFT 2GOOG 3TSM Top holdings2024-09-30 1.MSFT 2.GOOG 3.TSM 4.LIN 5.023135 6.MA 7.SPGI 8.EFX 9.AMAT 10.DHR
2024-06-30	33	$4.7B	0	1MSFT 2TSM 3LIN Top holdings2024-06-30 1.MSFT 2.TSM 3.LIN 4.GOOG 5.023135 6.META 7.MA 8.EFX 9.SPGI 10.ADBE
2024-03-31	32	$4.9B	0	1MSFT 2LIN 3GOOG Top holdings2024-03-31 1.MSFT 2.LIN 3.GOOG 4.023135 5.TSM 6.META 7.MA 8.DHR 9.SCHW 10.EFX
2023-12-31	29	$4.4B	0	1MSFT 2LIN 3GOOG Top holdings2023-12-31 1.MSFT 2.LIN 3.GOOG 4.023135 5.TSM 6.CME 7.SCHW 8.DHR 9.MA 10.SPGI
2023-09-30	26	$3.9B	0	1GOOG 2LIN 3MSFT Top holdings2023-09-30 1.GOOG 2.LIN 3.MSFT 4.SLB 5.CME 6.023135 7.DHR 8.MA 9.TSM 10.ZTS
2023-06-30	28	$4.3B	0	1LIN 2MSFT 3GOOG Top holdings2023-06-30 1.LIN 2.MSFT 3.GOOG 4.TSM 5.023135 6.SLB 7.CME 8.MA 9.DHR 10.ADBE
2023-03-31	29	$4.1B	0	1LIN 2MSFT 3GOOG Top holdings2023-03-31 1.LIN 2.MSFT 3.GOOG 4.TSM 5.DHR 6.CME 7.SLB 8.ADBE 9.MA 10.ZTS
2022-12-31	27	$3.6B	0	1DHR 2SLB 3SCHW Top holdings2022-12-31 1.DHR 2.SLB 3.SCHW 4.CME 5.GOOG 6.MSFT 7.ADBE 8.ZTS 9.SPGI 10.MA
2022-09-30	28	$3.6B	0	1SCHW 2DHR 3GOOG Top holdings2022-09-30 1.SCHW 2.DHR 3.GOOG 4.CME 5.023135 6.MSFT 7.TSM 8.SPGI 9.ZTS 10.ACN
2022-06-30	27	$3.6B	0	1GOOG 2SCHW 3DHR Top holdings2022-06-30 1.GOOG 2.SCHW 3.DHR 4.CME 5.MSFT 6.ZTS 7.SPGI 8.023135 9.FIS 10.TSM
2022-03-31	28	$4.3B	0	1GOOG 2SCHW 3DHR Top holdings2022-03-31 1.GOOG 2.SCHW 3.DHR 4.CME 5.023135 6.ZTS 7.SPGI 8.TSM 9.ADBE 10.ACN
2021-12-31	31	$4.9B	0	1SCHW 2GOOG 3DHR Top holdings2021-12-31 1.SCHW 2.GOOG 3.DHR 4.ZTS 5.ACN 6.AAPL 7.TSM 8.CME 9.SPGI 10.FIS
2021-09-30	31	$4.3B	0	1GOOG 2DHR 3SCHW Top holdings2021-09-30 1.GOOG 2.DHR 3.SCHW 4.ZTS 5.TSM 6.CME 7.SPGI 8.AAPL 9.ACN 10.FIS
2021-06-30	31	$4.4B	94	1GOOG 2SCHW 3DHR Top holdings2021-06-30 1.GOOG 2.SCHW 3.DHR 4.SPGI 5.TSM 6.CME 7.ZTS 8.FIS 9.023135 10.AAPL
2021-03-31	31	$3.9B	27	1SCHW 2GOOG 3TSM Top holdings2021-03-31 1.SCHW 2.GOOG 3.TSM 4.DHR 5.CME 6.SPGI 7.ZTS 8.FIS 9.DIS 10.META
2020-12-31	28	$3.5B	37	1TSM 2ZTS 3GOOG Top holdings2020-12-31 1.TSM 2.ZTS 3.GOOG 4.SCHW 5.DIS 6.BDX 7.DHR 8.BABA 9.AAPL 10.MA
2020-09-30	27	$2.4B	30	1BABA 2ZTS 3TSM Top holdings2020-09-30 1.BABA 2.ZTS 3.TSM 4.SPGI 5.DHR 6.BDX 7.GOOG 8.FIS 9.MA 10.META
2020-06-30	24	$2.0B	27	1AAPL 2META 3BABA Top holdings2020-06-30 1.AAPL 2.META 3.BABA 4.TSM 5.ZTS 6.SPGI 7.GOOG 8.BDX 9.MA 10.DHR
2020-03-31	24	$1.7B	16	1BABA 2ZTS 3TSM Top holdings2020-03-31 1.BABA 2.ZTS 3.TSM 4.AAPL 5.META 6.GOOG 7.CME 8.BDX 9.SPGI 10.FIS
2019-12-31	25	$2.0B	11	1MA 2AAPL 3TSM Top holdings2019-12-31 1.MA 2.AAPL 3.TSM 4.GOOG 5.ZTS 6.BABA 7.SCHW 8.CME 9.META 10.SPGI
2019-09-30	25	$1.8B	19	1MA 2CME 3AAPL Top holdings2019-09-30 1.MA 2.CME 3.AAPL 4.TSM 5.ZTS 6.CMCSA 7.GOOG 8.FIS 9.SCHW 10.SPGI
2019-06-30	25	$1.7B	16	1MA 2CME 3META Top holdings2019-06-30 1.MA 2.CME 3.META 4.CMCSA 5.ZTS 6.WP 7.AAPL 8.DHR 9.TSM 10.SPGI
2019-03-31	25	$1.6B	41	1MA 2ZTS 3CMCSA Top holdings2019-03-31 1.MA 2.ZTS 3.CMCSA 4.AAPL 5.SCHW 6.CME 7.WP 8.META 9.BABA 10.DHR
2018-12-31	27	$1.3B	20	1CME 2MA 3SCHW Top holdings2018-12-31 1.CME 2.MA 3.SCHW 4.ZTS 5.CMCSA 6.AAPL 7.TSM 8.GOOG 9.META 10.DHR
2018-09-30	26	$1.3B	16	1MA 2SCHW 3AAPL Top holdings2018-09-30 1.MA 2.SCHW 3.AAPL 4.G0177J 5.CME 6.TSM 7.ZTS 8.CMCSA 9.ORCL 10.WFC
2018-06-30	27	$1.3B	20	1BABA 2MA 3SCHW Top holdings2018-06-30 1.BABA 2.MA 3.SCHW 4.CME 5.ORCL 6.G0177J 7.AAPL 8.WFC 9.GOOG 10.ZTS
2018-03-31	25	$1.2B	35	1BABA 2SCHW 3CME Top holdings2018-03-31 1.BABA 2.SCHW 3.CME 4.MA 5.G0177J 6.WFC 7.GOOG 8.ORCL 9.TSM 10.AAPL
2017-12-31	22	$1.2B	15	1BABA 2GOOG 3MA Top holdings2017-12-31 1.BABA 2.GOOG 3.MA 4.G0177J 5.CME 6.CMCSA 7.SCHW 8.TSM 9.MDT 10.ORCL
2017-09-30	23	$1.1B	14	1BABA 2MA 3GOOG Top holdings2017-09-30 1.BABA 2.MA 3.GOOG 4.G0177J 5.CMCSA 6.ALLE 7.CME 8.TSM 9.MDT 10.ORCL
2017-06-30	24	$1.0B	20	1BABA2G0177J3MA Top holdings2017-06-30 1.BABA 2.G0177J 3.MA 4.CMCSA 5.GOOG 6.MDT 7.ALLE 8.CME 9.TSM 10.ORCL
2017-03-31	25	$957.1M	33	1CMCSA 2BABA 3MA Top holdings2017-03-31 1.CMCSA 2.BABA 3.MA 4.GOOG 5.G0177J 6.MDT 7.ALLE 8.TSM 9.CME 10.AKX
2016-12-31	27	$853.4M	22	1CMCSA 2GOOG 3MA Top holdings2016-12-31 1.CMCSA 2.GOOG 3.MA 4.G0177J 5.CME 6.BABA 7.HDSUSD 8.ALLE 9.SCHW 10.MDT
2016-09-30	26	$903.6M	30	1GOOG 2BABA 3CMCSA Top holdings2016-09-30 1.GOOG 2.BABA 3.CMCSA 4.MA 5.GE 6.MDT 7.HDSUSD 8.ALLE 9.CME 10.G0177J
2016-06-30	29	$862.5M	28	1CMCSA 2GOOG 3AKX Top holdings2016-06-30 1.CMCSA 2.GOOG 3.AKX 4.DLTR 5.MDT 6.MA 7.GE 8.HDSUSD 9.G0177J 10.BABA
2016-03-31	27	$830.2M	50	1GOOG 2CMCSA 3AKX Top holdings2016-03-31 1.GOOG 2.CMCSA 3.AKX 4.MA 5.TJX 6.DLTR 7.ACN 8.BABA 9.MDT 10.HDSUSD
2015-12-31	26	$590.6M	0	1CMCSA 2GOOG 3AKX Top holdings2015-12-31 1.CMCSA 2.GOOG 3.AKX 4.MA 5.HDSUSD 6.MDT 7.AMAT 8.SRCLEUR 9.DLTR 10.ACN

Holding changes this quarter

Intermede Investment Partners Ltd's most significant position changes for 2026-03-31: New buy: Nvidia CORP (NVDA); Sold out: Synopsys INC (SNPS); Sold out: Vertiv Holdings Co-a (VRT); Sold out: Danaher CORP (DHR); Sold out: Aon plc (AON).

Position changes disclosed by Intermede Investment Partners Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BKR	Baker Hughes Co	+1%	-5.13%	Trim
2	INTU	Intuit INC	+0.9%	+96.07%	Add
3	CME	Cme Group INC	+0.5%	-5.13%	Trim
4	AVGO	Broadcom INC	+0.5%	+13.93%	Add
5	UNH	Unitedhealth Group INC	+0.3%	+23.39%	Add
6	WM	Waste Management INC	+0.3%	-5.13%	Trim
7	AMAT	Applied Materials INC	+0.2%	-28.32%	Trim
8	LIN	Linde plc	+0.1%	-21.75%	Trim
9	SCHW	Schwab (charles) CORP	0%	-5.06%	Trim
10	DXCM	Dexcom INC	0%	-5.59%	Trim
11	ABNB	Airbnb Inc-class A	0%	-5.14%	Trim
12	GRAB	Grab Holdings Limited	-0.1%	-20.22%	Trim
13	GOOG	Alphabet Inc-cl C	-0.1%	-5.10%	Trim
14	✓	Amazon Com INC	-0.2%	-5.13%	Trim
15	SE	Sea Ltd-adr	-0.2%	-4.68%	Trim
16	UBER	Uber Technologies INC	-0.2%	-5.13%	Trim
17	CMG	Chipotle Mexican Grill INC	-0.2%	-5.14%	Trim
18	TDG	Transdigm Group INC	-0.2%	-5.18%	Trim
19	VRTX	Vertex Pharmaceuticals INC	-0.3%	-20.25%	Trim
20	MA	Mastercard INC - A	-0.3%	-5.13%	Trim
21	EFX	Equifax INC	-0.3%	-5.14%	Trim
22	META	Meta Platforms Inc-class A	-0.3%	-5.10%	Trim
23	TSM	Taiwan Semiconductor-sp Adr	-0.4%	-23.61%	Trim
24	AAPL	Apple INC	-0.6%	-12.32%	Trim
25	COF	Capital One Financial CORP	-0.7%	-5.13%	Trim
26	HDB	Hdfc Bank Ltd-adr	-0.8%	-4.22%	Trim
27	TCOM	Trip.com Group Ltd-adr	-0.9%	-8.03%	Trim
28	NVDA	Nvidia CORP	—	NEW	New buy
29	SNPS	Synopsys INC	—	EXIT	Sold out
30	VRT	Vertiv Holdings Co-a	—	EXIT	Sold out
31	DHR	Danaher CORP	—	EXIT	Sold out
32	AON	Aon plc	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-09	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-10	13F-HR	View on EDGAR
2024-09-30	2024-11-04	13F-HR	View on EDGAR
2024-06-30	2024-07-17	13F-HR	View on EDGAR
2024-03-31	2024-05-10	13F-HR	View on EDGAR
2023-12-31	2024-02-12	13F-HR	View on EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-08-09	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-09	13F-HR	View on EDGAR
2022-09-30	2022-10-24	13F-HR	View on EDGAR
2022-06-30	2022-08-03	13F-HR	View on EDGAR
2022-03-31	2022-04-28	13F-HR	View on EDGAR
2021-12-31	2022-01-14	13F-HR	View on EDGAR
2021-09-30	2021-10-27	13F-HR	View on EDGAR
2021-06-30	2021-07-30	13F-HR	View on EDGAR
2021-03-31	2021-05-07	13F-HR	View on EDGAR
2020-12-31	2021-02-05	13F-HR	View on EDGAR
2020-09-30	2020-10-29	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-11	13F-HR	View on EDGAR
2019-12-31	2020-02-10	13F-HR	View on EDGAR
2019-09-30	2019-11-01	13F-HR	View on EDGAR
2019-06-30	2019-07-30	13F-HR	View on EDGAR
2019-03-31	2019-05-01	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-10-29	13F-HR	View on EDGAR
2018-06-30	2018-08-08	13F-HR	View on EDGAR
2018-03-31	2018-05-01	13F-HR	View on EDGAR
2017-12-31	2018-01-19	13F-HR	View on EDGAR
2017-09-30	2017-10-24	13F-HR	View on EDGAR
2017-06-30	2017-07-17	13F-HR	View on EDGAR
2017-03-31	2017-04-25	13F-HR	View on EDGAR
2016-12-31	2017-01-17	13F-HR	View on EDGAR
2016-09-30	2016-10-27	13F-HR	View on EDGAR
2016-06-30	2016-07-27	13F-HR	View on EDGAR
2016-03-31	2016-04-14	13F-HR	View on EDGAR
2015-12-31	2016-02-05	13F-HR	View on EDGAR

FAQ

What is Intermede Investment Partners Ltd and what type of investor is it?

Intermede Investment Partners Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.2B, spread across 28 disclosed positions.

What are Intermede Investment Partners Ltd's largest equity positions?

Based on the latest 13F filing, Intermede Investment Partners Ltd's top holdings by market value are: 1. Taiwan Semiconductor-sp Adr (TSM) — $173.1M (8.0%) 2. Apple INC (AAPL) — $159.1M (7.4%) 3. Nvidia CORP (NVDA) — $154.3M (7.2%) 4. Alphabet Inc-cl C (GOOG) — $144.5M (6.7%) 5. Linde plc (LIN) — $109.7M (5.1%)

What changes did Intermede Investment Partners Ltd make in its most recent portfolio filing?

In the latest reported quarter, Intermede Investment Partners Ltd made 32 notable position adjustments: 1 new positions were initiated, 3 existing holdings were added to, 24 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Nvidia CORP (NVDA); Sold out: Synopsys INC (SNPS); Sold out: Vertiv Holdings Co-a (VRT); Sold out: Danaher CORP (DHR); Sold out: Aon plc (AON)

What sectors does Intermede Investment Partners Ltd focus on?

Intermede Investment Partners Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.9% • Financials: 18.1% • Communication Services: 11.9% • Industrials: 11.5% • Consumer Discretionary: 8.2% • Health Care: 7.6%

Peer Institutions

Institutions with a similar AUM

Cambiar Investors LLC

CIK 0000823621

Total reported value

$2.2B

145 stks

2026-03-31

Concentration7.2

Portfolio Stability26.7

Sector conviction39.9

AUM within 0.0% of this institution

View detail

NewEdge Advisors, LLC

CIK 0001633516

Total reported value

$2.2B

1,217 stks

2026-03-31

Concentration5.3

Portfolio Stability100.0

Sector conviction100.0

AUM within 0.1% of this institution

View detail

Root Financial Partners, LLC

CIK 0001977181

Total reported value

$2.2B

3,466 stks

2026-03-31

Concentration27.1

Portfolio Stability17.3

Sector conviction99.8

AUM within 0.2% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

AMF Tjanstepension AB

CIK 0001553562

Total reported value

$15.1B

117 stks

2026-03-31

Concentration12.8

Portfolio Stability19.5

Sector conviction54.1

4 of the top 5 holdings overlap, including Nvidia CORP

View detail

Fred Alger Management, LLC

CIK 0000003520

Total reported value

$22.8B

525 stks

2026-03-31

Concentration16.8

Portfolio Stability32.2

Sector conviction81.0

3 of the top 5 holdings overlap, including Nvidia CORP

View detail

Jpmorgan Chase & Co

CIK 0000019617

Total reported value

$1.6T

33,063 stks

2026-03-31

Concentration3.5

Portfolio Stability25.6

Sector conviction47.2

3 of the top 5 holdings overlap, including Nvidia CORP

View detail

Intermede Investment Partners Ltd — 13F Filing Insights

CIK: 0001664713

ContrarianQuality / disciplined sizingDiversified strategy

Total reported value

$2.2B

Reporting period: 2026-03-31 · Number of holdings: 28

Intermede Investment Partners Ltd disclosed 28 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.2B and a quarterly turnover rate of 28.4%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "I"

Personality snowflake

Concentration: 18.16
Portfolio Stability: 28.39
Momentum/Contrarian: 0
Sector conviction: 57.39
Diversification: 56
Sizing Uniformity: 94.7

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.53), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

Recent moves

Add BKR
-5.1%　$15.5M
Add INTU
+96.1%　$14.2M
Trim TCOM
-8.0%　-$27.8M
Trim HDB
-4.2%　-$24.8M
Trim COF
-5.1%　-$25.6M
Trim AAPL
-12.3%　-$35.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	8.02%	-0.35%	-23.61%
2	AAPL	Apple INC	Stock-Tech	7.37%	-0.62%	-12.32%
3	NVDA	Nvidia CORP	Stock-Tech	7.15%	+7.15%	NEW
4	GOOG	Alphabet Inc-cl C	Stock-Comm Services	6.70%	-0.14%	-5.10%
5	LIN	Linde plc	Stock-Materials	5.08%	+0.13%	-21.75%
6	✓	Amazon Com INC	Stock-Other	4.57%	-0.16%	-5.13%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	4.33%	-0.34%	-5.10%
8	MA	Mastercard INC - A	Stock-Financials	4.26%	-0.29%	-5.13%
9	SCHW	Schwab (charles) CORP	Stock-Financials	4.17%	+0.03%	-5.06%
10	CME	Cme Group INC	Stock-Financials	3.70%	+0.50%	-5.13%
11	AVGO	Broadcom INC	Stock-Tech	3.61%	+0.47%	+13.93%
12	BKR	Baker Hughes Co	Stock-Energy	3.36%	+1.02%	-5.13%
13	ABNB	Airbnb Inc-class A	Stock-Consumer Disc	3.30%	-0.01%	-5.14%
14	TDG	Transdigm Group INC	Stock-Industrials	3.29%	-0.24%	-5.18%
15	INTU	Intuit INC	Stock-Tech	3.02%	+0.93%	+96.07%
16	COF	Capital One Financial CORP	Stock-Financials	2.96%	-0.72%	-5.13%
17	UBER	Uber Technologies INC	Stock-Industrials	2.92%	-0.18%	-5.13%
18	AMAT	Applied Materials INC	Stock-Tech	2.88%	+0.20%	-28.32%
19	UNH	Unitedhealth Group INC	Stock-Healthcare	2.55%	+0.31%	+23.39%
20	DXCM	Dexcom INC	Stock-Healthcare	2.50%	+0.02%	-5.59%
21	EFX	Equifax INC	Stock-Industrials	2.42%	-0.31%	-5.14%
22	WM	Waste Management INC	Stock-Industrials	2.37%	+0.25%	-5.13%
23	TCOM	Trip.com Group Ltd-adr	Stock-Consumer Disc	2.26%	-0.89%	-8.03%
24	CMG	Chipotle Mexican Grill INC	Stock-Consumer Disc	2.24%	-0.18%	-5.14%
25	VRTX	Vertex Pharmaceuticals INC	Stock-Healthcare	2.20%	-0.28%	-20.25%
26	HDB	Hdfc Bank Ltd-adr	Stock-Financials	2.16%	-0.77%	-4.22%
27	SE	Sea Ltd-adr	Stock-Comm Services	0.36%	-0.16%	-4.68%
28	GRAB	Grab Holdings Limited	Stock-Tech	0.25%	-0.13%	-20.22%

Portfolio Performance

Performance for Q3 2026

+2.5%

Performance Last 4 Quarters

+16.6%

Based on 77% of reported portfolio value with available pricing

Stdev: +13%
Beta: +0.9
Alpha: -2.7%
Max Drawdown: -8.4%
Annualized Perf: +13.8%
Batting Avg vs S&P: +33.3%
Sortino: +1.94
Stutzer: +0.31
Treynor: +0.15
Sterling: +0.76
Calmar: +1.65
Information Ratio: -0.79
Tracking Error: +5.8%
Stdev Down: +7.1%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +28.7%
Worst 12 Months: +2.3%
Efficiency Ratio: +0.43
Sharpe: +1.06
Stdev Sectors: +9.1%
Skewness: +0.02
Kurtosis: +0.08
Upside Potential: +3.54

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	28	$2.2B	28	1TSM 2AAPL 3NVDA Top holdings2026-03-31 1.TSM 2.AAPL 3.NVDA 4.GOOG 5.LIN 6.023135 7.META 8.MA 9.SCHW 10.CME
2025-12-31	31	$2.4B	27	1TSM 2AAPL 3GOOG Top holdings2025-12-31 1.TSM 2.AAPL 3.GOOG 4.LIN 5.023135 6.META 7.MA 8.SCHW 9.COF 10.TDG
2025-09-30	31	$2.4B	47	1TSM 2AAPL 3GOOG Top holdings2025-09-30 1.TSM 2.AAPL 3.GOOG 4.META 5.023135 6.MA 7.LIN 8.SCHW 9.UBER 10.TDG
2025-06-30	30	$3.2B	0	1TSM 2AAPL 3GOOG Top holdings2025-06-30 1.TSM 2.AAPL 3.GOOG 4.META 5.MA 6.LIN 7.023135 8.SCHW 9.TDG 10.UBER
2025-03-31	32	$3.2B	100	1AAPL 2TSM3023135 Top holdings2025-03-31 1.AAPL 2.TSM 3.023135 4.LIN 5.MA 6.GOOG 7.META 8.TDG 9.SCHW 10.SPGI
2024-12-31	33	$3.7B	0	1MSFT 2TSM 3GOOG Top holdings2024-12-31 1.MSFT 2.TSM 3.GOOG 4.023135 5.MA 6.LIN 7.SPGI 8.META 9.AVGO 10.DHR
2024-09-30	33	$4.8B	0	1MSFT 2GOOG 3TSM Top holdings2024-09-30 1.MSFT 2.GOOG 3.TSM 4.LIN 5.023135 6.MA 7.SPGI 8.EFX 9.AMAT 10.DHR
2024-06-30	33	$4.7B	0	1MSFT 2TSM 3LIN Top holdings2024-06-30 1.MSFT 2.TSM 3.LIN 4.GOOG 5.023135 6.META 7.MA 8.EFX 9.SPGI 10.ADBE
2024-03-31	32	$4.9B	0	1MSFT 2LIN 3GOOG Top holdings2024-03-31 1.MSFT 2.LIN 3.GOOG 4.023135 5.TSM 6.META 7.MA 8.DHR 9.SCHW 10.EFX
2023-12-31	29	$4.4B	0	1MSFT 2LIN 3GOOG Top holdings2023-12-31 1.MSFT 2.LIN 3.GOOG 4.023135 5.TSM 6.CME 7.SCHW 8.DHR 9.MA 10.SPGI
2023-09-30	26	$3.9B	0	1GOOG 2LIN 3MSFT Top holdings2023-09-30 1.GOOG 2.LIN 3.MSFT 4.SLB 5.CME 6.023135 7.DHR 8.MA 9.TSM 10.ZTS
2023-06-30	28	$4.3B	0	1LIN 2MSFT 3GOOG Top holdings2023-06-30 1.LIN 2.MSFT 3.GOOG 4.TSM 5.023135 6.SLB 7.CME 8.MA 9.DHR 10.ADBE
2023-03-31	29	$4.1B	0	1LIN 2MSFT 3GOOG Top holdings2023-03-31 1.LIN 2.MSFT 3.GOOG 4.TSM 5.DHR 6.CME 7.SLB 8.ADBE 9.MA 10.ZTS
2022-12-31	27	$3.6B	0	1DHR 2SLB 3SCHW Top holdings2022-12-31 1.DHR 2.SLB 3.SCHW 4.CME 5.GOOG 6.MSFT 7.ADBE 8.ZTS 9.SPGI 10.MA
2022-09-30	28	$3.6B	0	1SCHW 2DHR 3GOOG Top holdings2022-09-30 1.SCHW 2.DHR 3.GOOG 4.CME 5.023135 6.MSFT 7.TSM 8.SPGI 9.ZTS 10.ACN
2022-06-30	27	$3.6B	0	1GOOG 2SCHW 3DHR Top holdings2022-06-30 1.GOOG 2.SCHW 3.DHR 4.CME 5.MSFT 6.ZTS 7.SPGI 8.023135 9.FIS 10.TSM
2022-03-31	28	$4.3B	0	1GOOG 2SCHW 3DHR Top holdings2022-03-31 1.GOOG 2.SCHW 3.DHR 4.CME 5.023135 6.ZTS 7.SPGI 8.TSM 9.ADBE 10.ACN
2021-12-31	31	$4.9B	0	1SCHW 2GOOG 3DHR Top holdings2021-12-31 1.SCHW 2.GOOG 3.DHR 4.ZTS 5.ACN 6.AAPL 7.TSM 8.CME 9.SPGI 10.FIS
2021-09-30	31	$4.3B	0	1GOOG 2DHR 3SCHW Top holdings2021-09-30 1.GOOG 2.DHR 3.SCHW 4.ZTS 5.TSM 6.CME 7.SPGI 8.AAPL 9.ACN 10.FIS
2021-06-30	31	$4.4B	94	1GOOG 2SCHW 3DHR Top holdings2021-06-30 1.GOOG 2.SCHW 3.DHR 4.SPGI 5.TSM 6.CME 7.ZTS 8.FIS 9.023135 10.AAPL
2021-03-31	31	$3.9B	27	1SCHW 2GOOG 3TSM Top holdings2021-03-31 1.SCHW 2.GOOG 3.TSM 4.DHR 5.CME 6.SPGI 7.ZTS 8.FIS 9.DIS 10.META
2020-12-31	28	$3.5B	37	1TSM 2ZTS 3GOOG Top holdings2020-12-31 1.TSM 2.ZTS 3.GOOG 4.SCHW 5.DIS 6.BDX 7.DHR 8.BABA 9.AAPL 10.MA
2020-09-30	27	$2.4B	30	1BABA 2ZTS 3TSM Top holdings2020-09-30 1.BABA 2.ZTS 3.TSM 4.SPGI 5.DHR 6.BDX 7.GOOG 8.FIS 9.MA 10.META
2020-06-30	24	$2.0B	27	1AAPL 2META 3BABA Top holdings2020-06-30 1.AAPL 2.META 3.BABA 4.TSM 5.ZTS 6.SPGI 7.GOOG 8.BDX 9.MA 10.DHR
2020-03-31	24	$1.7B	16	1BABA 2ZTS 3TSM Top holdings2020-03-31 1.BABA 2.ZTS 3.TSM 4.AAPL 5.META 6.GOOG 7.CME 8.BDX 9.SPGI 10.FIS
2019-12-31	25	$2.0B	11	1MA 2AAPL 3TSM Top holdings2019-12-31 1.MA 2.AAPL 3.TSM 4.GOOG 5.ZTS 6.BABA 7.SCHW 8.CME 9.META 10.SPGI
2019-09-30	25	$1.8B	19	1MA 2CME 3AAPL Top holdings2019-09-30 1.MA 2.CME 3.AAPL 4.TSM 5.ZTS 6.CMCSA 7.GOOG 8.FIS 9.SCHW 10.SPGI
2019-06-30	25	$1.7B	16	1MA 2CME 3META Top holdings2019-06-30 1.MA 2.CME 3.META 4.CMCSA 5.ZTS 6.WP 7.AAPL 8.DHR 9.TSM 10.SPGI
2019-03-31	25	$1.6B	41	1MA 2ZTS 3CMCSA Top holdings2019-03-31 1.MA 2.ZTS 3.CMCSA 4.AAPL 5.SCHW 6.CME 7.WP 8.META 9.BABA 10.DHR
2018-12-31	27	$1.3B	20	1CME 2MA 3SCHW Top holdings2018-12-31 1.CME 2.MA 3.SCHW 4.ZTS 5.CMCSA 6.AAPL 7.TSM 8.GOOG 9.META 10.DHR
2018-09-30	26	$1.3B	16	1MA 2SCHW 3AAPL Top holdings2018-09-30 1.MA 2.SCHW 3.AAPL 4.G0177J 5.CME 6.TSM 7.ZTS 8.CMCSA 9.ORCL 10.WFC
2018-06-30	27	$1.3B	20	1BABA 2MA 3SCHW Top holdings2018-06-30 1.BABA 2.MA 3.SCHW 4.CME 5.ORCL 6.G0177J 7.AAPL 8.WFC 9.GOOG 10.ZTS
2018-03-31	25	$1.2B	35	1BABA 2SCHW 3CME Top holdings2018-03-31 1.BABA 2.SCHW 3.CME 4.MA 5.G0177J 6.WFC 7.GOOG 8.ORCL 9.TSM 10.AAPL
2017-12-31	22	$1.2B	15	1BABA 2GOOG 3MA Top holdings2017-12-31 1.BABA 2.GOOG 3.MA 4.G0177J 5.CME 6.CMCSA 7.SCHW 8.TSM 9.MDT 10.ORCL
2017-09-30	23	$1.1B	14	1BABA 2MA 3GOOG Top holdings2017-09-30 1.BABA 2.MA 3.GOOG 4.G0177J 5.CMCSA 6.ALLE 7.CME 8.TSM 9.MDT 10.ORCL
2017-06-30	24	$1.0B	20	1BABA2G0177J3MA Top holdings2017-06-30 1.BABA 2.G0177J 3.MA 4.CMCSA 5.GOOG 6.MDT 7.ALLE 8.CME 9.TSM 10.ORCL
2017-03-31	25	$957.1M	33	1CMCSA 2BABA 3MA Top holdings2017-03-31 1.CMCSA 2.BABA 3.MA 4.GOOG 5.G0177J 6.MDT 7.ALLE 8.TSM 9.CME 10.AKX
2016-12-31	27	$853.4M	22	1CMCSA 2GOOG 3MA Top holdings2016-12-31 1.CMCSA 2.GOOG 3.MA 4.G0177J 5.CME 6.BABA 7.HDSUSD 8.ALLE 9.SCHW 10.MDT
2016-09-30	26	$903.6M	30	1GOOG 2BABA 3CMCSA Top holdings2016-09-30 1.GOOG 2.BABA 3.CMCSA 4.MA 5.GE 6.MDT 7.HDSUSD 8.ALLE 9.CME 10.G0177J
2016-06-30	29	$862.5M	28	1CMCSA 2GOOG 3AKX Top holdings2016-06-30 1.CMCSA 2.GOOG 3.AKX 4.DLTR 5.MDT 6.MA 7.GE 8.HDSUSD 9.G0177J 10.BABA
2016-03-31	27	$830.2M	50	1GOOG 2CMCSA 3AKX Top holdings2016-03-31 1.GOOG 2.CMCSA 3.AKX 4.MA 5.TJX 6.DLTR 7.ACN 8.BABA 9.MDT 10.HDSUSD
2015-12-31	26	$590.6M	0	1CMCSA 2GOOG 3AKX Top holdings2015-12-31 1.CMCSA 2.GOOG 3.AKX 4.MA 5.HDSUSD 6.MDT 7.AMAT 8.SRCLEUR 9.DLTR 10.ACN

Holding changes this quarter

Position changes disclosed by Intermede Investment Partners Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BKR	Baker Hughes Co	+1%	-5.13%	Trim
2	INTU	Intuit INC	+0.9%	+96.07%	Add
3	CME	Cme Group INC	+0.5%	-5.13%	Trim
4	AVGO	Broadcom INC	+0.5%	+13.93%	Add
5	UNH	Unitedhealth Group INC	+0.3%	+23.39%	Add
6	WM	Waste Management INC	+0.3%	-5.13%	Trim
7	AMAT	Applied Materials INC	+0.2%	-28.32%	Trim
8	LIN	Linde plc	+0.1%	-21.75%	Trim
9	SCHW	Schwab (charles) CORP	0%	-5.06%	Trim
10	DXCM	Dexcom INC	0%	-5.59%	Trim
11	ABNB	Airbnb Inc-class A	0%	-5.14%	Trim
12	GRAB	Grab Holdings Limited	-0.1%	-20.22%	Trim
13	GOOG	Alphabet Inc-cl C	-0.1%	-5.10%	Trim
14	✓	Amazon Com INC	-0.2%	-5.13%	Trim
15	SE	Sea Ltd-adr	-0.2%	-4.68%	Trim
16	UBER	Uber Technologies INC	-0.2%	-5.13%	Trim
17	CMG	Chipotle Mexican Grill INC	-0.2%	-5.14%	Trim
18	TDG	Transdigm Group INC	-0.2%	-5.18%	Trim
19	VRTX	Vertex Pharmaceuticals INC	-0.3%	-20.25%	Trim
20	MA	Mastercard INC - A	-0.3%	-5.13%	Trim
21	EFX	Equifax INC	-0.3%	-5.14%	Trim
22	META	Meta Platforms Inc-class A	-0.3%	-5.10%	Trim
23	TSM	Taiwan Semiconductor-sp Adr	-0.4%	-23.61%	Trim
24	AAPL	Apple INC	-0.6%	-12.32%	Trim
25	COF	Capital One Financial CORP	-0.7%	-5.13%	Trim
26	HDB	Hdfc Bank Ltd-adr	-0.8%	-4.22%	Trim
27	TCOM	Trip.com Group Ltd-adr	-0.9%	-8.03%	Trim
28	NVDA	Nvidia CORP	—	NEW	New buy
29	SNPS	Synopsys INC	—	EXIT	Sold out
30	VRT	Vertiv Holdings Co-a	—	EXIT	Sold out
31	DHR	Danaher CORP	—	EXIT	Sold out
32	AON	Aon plc	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-09	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-10	13F-HR	View on EDGAR
2024-09-30	2024-11-04	13F-HR	View on EDGAR
2024-06-30	2024-07-17	13F-HR	View on EDGAR
2024-03-31	2024-05-10	13F-HR	View on EDGAR
2023-12-31	2024-02-12	13F-HR	View on EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-08-09	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-09	13F-HR	View on EDGAR
2022-09-30	2022-10-24	13F-HR	View on EDGAR
2022-06-30	2022-08-03	13F-HR	View on EDGAR
2022-03-31	2022-04-28	13F-HR	View on EDGAR
2021-12-31	2022-01-14	13F-HR	View on EDGAR
2021-09-30	2021-10-27	13F-HR	View on EDGAR
2021-06-30	2021-07-30	13F-HR	View on EDGAR
2021-03-31	2021-05-07	13F-HR	View on EDGAR
2020-12-31	2021-02-05	13F-HR	View on EDGAR
2020-09-30	2020-10-29	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-11	13F-HR	View on EDGAR
2019-12-31	2020-02-10	13F-HR	View on EDGAR
2019-09-30	2019-11-01	13F-HR	View on EDGAR
2019-06-30	2019-07-30	13F-HR	View on EDGAR
2019-03-31	2019-05-01	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-10-29	13F-HR	View on EDGAR
2018-06-30	2018-08-08	13F-HR	View on EDGAR
2018-03-31	2018-05-01	13F-HR	View on EDGAR
2017-12-31	2018-01-19	13F-HR	View on EDGAR
2017-09-30	2017-10-24	13F-HR	View on EDGAR
2017-06-30	2017-07-17	13F-HR	View on EDGAR
2017-03-31	2017-04-25	13F-HR	View on EDGAR
2016-12-31	2017-01-17	13F-HR	View on EDGAR
2016-09-30	2016-10-27	13F-HR	View on EDGAR
2016-06-30	2016-07-27	13F-HR	View on EDGAR
2016-03-31	2016-04-14	13F-HR	View on EDGAR
2015-12-31	2016-02-05	13F-HR	View on EDGAR