Institutional
Intermede Investment Partners Ltd
CIK 0001664713
$2.2M
Reported AUM
28
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $374.67 | -4.50% | 61.05% | 241.53% | $173K | 8.02% | — | HELD |
| 2 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $159K | 7.37% | — | HELD |
| 3 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 9.52% | 751.61% | $154K | 7.15% | — | HELD |
| 4 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $144K | 6.70% | — | HELD |
| 5 | LIN | LINDE PLC | $511.17 | 0.00% | 11.84% | 72.45% | $110K | 5.08% | — | HELD |
| 6 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $99K | 4.57% | — | HELD |
| 7 | META | META PLATFORMS INC | $585.61 | -1.31% | -21.66% | 55.72% | $93K | 4.33% | — | HELD |
| 8 | MA | MASTERCARD INC | $563.32 | 0.10% | 1.24% | 67.59% | $92K | 4.26% | — | HELD |
| 9 | SCHW | SCHWAB CHARLES CORP NEW | $104.47 | -1.42% | 12.19% | 54.86% | $90K | 4.17% | — | HELD |
| 10 | CME | CME GROUP INC | $265.44 | 2.09% | -1.78% | 62.34% | $80K | 3.70% | — | HELD |
| 11 | AVGO | BROADCOM INC | $370.32 | -2.78% | 31.81% | 734.42% | $78K | 3.61% | — | HELD |
| 12 | BKR | BAKER HUGHES COMPANY | $58.72 | 0.44% | 37.29% | 188.06% | $72K | 3.36% | — | HELD |
| 13 | ABNB | AIRBNB INC | $153.01 | -0.07% | 19.60% | -1.21% | $71K | 3.30% | — | HELD |
| 14 | TDG | TRANSDIGM GROUP INC | $1264.60 | -3.32% | -14.73% | 150.47% | $71K | 3.29% | — | HELD |
| 15 | INTU | INTUIT | $333.13 | 6.43% | -57.09% | -39.66% | $65K | 3.02% | — | HELD |
| 16 | COF | CAPITAL ONE FINL CORP | $208.71 | -1.74% | 2.08% | 36.84% | $64K | 2.96% | — | HELD |
| 17 | UBER | UBER TECHNOLOGIES INC | $71.20 | 0.65% | -19.24% | 79.33% | $63K | 2.92% | — | HELD |
| 18 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | 152.89% | 248.14% | $62K | 2.88% | — | HELD |
| 19 | UNH | UNITEDHEALTH GROUP INC | $420.57 | -1.92% | 83.63% | 11.52% | $55K | 2.55% | — | HELD |
| 20 | DXCM | DEXCOM INC | $75.14 | 0.39% | -4.67% | -42.90% | $54K | 2.50% | — | HELD |
| 21 | EFX | EQUIFAX INC | $187.05 | 0.02% | -21.25% | -28.64% | $52K | 2.42% | — | HELD |
| 22 | WM | WASTE MGMT INC DEL | $236.60 | -1.17% | 5.03% | 64.94% | $51K | 2.37% | — | HELD |
| 23 | TCOM | TRIP COM GROUP LTD | $46.00 | 1.52% | -25.27% | 49.33% | $49K | 2.26% | — | HELD |
| 24 | CMG | CHIPOTLE MEXICAN GRILL INC | $34.24 | 2.18% | -19.58% | -10.20% | $48K | 2.24% | — | HELD |
| 25 | VRTX | VERTEX PHARMACEUTICALS INC | $483.33 | -1.44% | 4.59% | 141.32% | $47K | 2.20% | — | HELD |
| 26 | HDB | HDFC BANK LTD | $24.03 | 1.91% | -37.71% | -35.22% | $47K | 2.16% | — | HELD |
| 27 | SE | SEA LTD | $108.37 | 0.89% | -29.73% | -67.97% | $8K | 0.36% | — | HELD |
| 28 | GRAB | GRAB HOLDINGS LIMITED | $3.35 | -2.90% | -30.21% | -68.84% | $5K | 0.25% | — | HELD |
Source: SEC EDGAR · accession 0001664713-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.