StockDriftsStockDriftsTop 27 Intermede Investment Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.02% | 512.3K | $173.1M | -23.61%(-158.29K) | $57.01(+661.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.37% | 627.0K | $159.1M | -12.32%(-88.11K) | $232.26(+32.88%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.15% | 884.7K | $154.3M | new | $180.45(+7.97%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.7% | 503.7K | $144.5M | -5.10%(-27.05K) | $87.81(+305.62%) | 2026-03-31 | |
| LIN | LINDE PLC | 5.08% | 221.2K | $109.7M | -21.75%(-61.50K) | $364.67(+49.90%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.33% | 163.4K | $93.5M | -5.10%(-8.79K) | $438.85(+32.82%) | 2026-03-31 | |
| MA | MASTERCARD INC | 4.26% | 183.8K | $91.9M | -5.13%(-9.95K) | $205.99(+161.85%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP NEW | 4.17% | 957.4K | $90.0M | -5.06%(-51.04K) | $48.13(+101.53%) | 2026-03-31 | |
| CME | CME GROUP INC | 3.7% | 270.3K | $79.8M | -5.13%(-14.63K) | $160.90(+47.05%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.61% | 251.5K | $77.9M | +13.93%(+30.76K) | $217.35(+65.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.86% | +43.76% |
| Top 20 Holdings Unweighted | +10.77% | +35.91% |
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