StockDriftsStockDriftsTop 29 Intermede Investment Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.86% | 494.2K | $210.5M | -3.53%(-18.06K) | $57.01(+648.82%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 8.52% | 897.6K | $202.5M | +1.46%(+12.88K) | $180.48(+25.26%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.76% | 525.2K | $160.5M | -16.23%(-101.74K) | $232.26(+31.48%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.39% | 443.2K | $151.9M | -12.02%(-60.55K) | $87.81(+290.21%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.29% | 258.5K | $101.8M | +2.79%(+7.01K) | $220.55(+78.53%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP NEW | 4.27% | 914.6K | $101.4M | -4.47%(-42.76K) | $48.13(+131.07%) | 2026-06-30 | |
| MA | MASTERCARD INC | 3.76% | 157.5K | $89.4M | -14.31%(-26.31K) | $205.99(+175.18%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 3.28% | 194.5K | $78.0M | -4.45%(-9.06K) | $323.27(+22.65%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 3.22% | 335.8K | $76.4M | -4.20%(-14.72K) | $212.67(+4.13%) | 2026-06-30 | |
| DXCM | DEXCOM INC | 3.15% | 818.8K | $74.9M | -4.62%(-39.67K) | $66.83(+32.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.10% | +52.47% | +6.57% | +37.45% |
| Top 20 Holdings Unweighted | +12.67% | +43.02% | +5.27% | +29.28% |
Intermede Investment Partners LTD reports $2.38B in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are TSM (8.9%), NVDA (8.5%) and AAPL (6.8%). The top 20 holdings account for 80.17% of reported assets. Its disclosed equity book has returned +52.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Intermede Investment Partners LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1664713). View Intermede Investment Partners LTD’s 13F filings on SEC