Filed: 5/15/2025ACC: 0001664713-25-000002
📋 What this filing means
INTERMEDE INVESTMENT PARTNERS LTD filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $3.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$3.18M
Total AUM (reported)
22.18M
Total Shares
Allocation by class
COM$1.82M57.3%
CL A$383.9K12.1%
SPONSORED ADR$177.3K5.6%
SHS$175.5K5.5%
COM CL A$159.0K5.0%
CAP STK CL C$158.8K5.0%
COM NEW$105.8K3.3%
Portfolio Concentration
Top 3$586.2K18.4%
4–10$988.8K31.1%
11–25$1.45M45.5%
Rest$158.7K5.0%
Top 3 weight
18.4%
Top 10 weight
49.5%
Voting Authority Distribution
Total shares with voting rights: 22.18M
Sole
Full voting authority
22.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
APPLE INC
SOLEShares1.06M
TypeSH
Market value$236.4K
7.44%
Sole
1.06M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.07M
TypeSH
Market value$177.3K
5.58%
Sole
1.07M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares906.87K
TypeSH
Market value$172.5K
5.43%
Sole
906.87K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares355.70K
TypeSH
Market value$165.6K
5.21%
Sole
355.70K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares296.60K
TypeSH
Market value$162.6K
5.11%
Sole
296.60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.02M
TypeSH
Market value$158.8K
5.00%
Sole
1.02M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares237.84K
TypeSH
Market value$137.1K
4.31%
Sole
237.84K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares89.85K
TypeSH
Market value$124.3K
3.91%
Sole
89.85K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP NEW
SOLEShares1.54M
TypeSH
Market value$120.8K
3.80%
Sole
1.54M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares235.48K
TypeSH
Market value$119.6K
3.76%
Sole
235.48K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares468.06K
TypeSH
Market value$114.0K
3.59%
Sole
468.06K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares672.63K
TypeSH
Market value$112.6K
3.54%
Sole
672.63K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares1.53M
TypeSH
Market value$111.4K
3.51%
Sole
1.53M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares908.25K
TypeSH
Market value$108.5K
3.41%
Sole
908.25K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares1.25M
TypeSH
Market value$105.8K
3.33%
Sole
1.25M
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares204.04K
TypeSH
Market value$98.9K
3.11%
Sole
204.04K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares365.95K
TypeSH
Market value$98.2K
3.09%
Sole
365.95K
Shared
0.00
None
0.00
MSCI INC
SOLEShares167.06K
TypeSH
Market value$94.5K
2.97%
Sole
167.06K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares624.36K
TypeSH
Market value$90.6K
2.85%
Sole
624.36K
Shared
0.00
None
0.00
ANSYS INC
SOLEShares286.01K
TypeSH
Market value$90.5K
2.85%
Sole
286.01K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares434.18K
TypeSH
Market value$89.0K
2.80%
Sole
434.18K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares1.39M
TypeSH
Market value$88.6K
2.79%
Sole
1.39M
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares1.92M
TypeSH
Market value$84.3K
2.65%
Sole
1.92M
Shared
0.00
None
0.00
ADOBE SYSTEMS INCORPORATED
SOLEShares208.57K
TypeSH
Market value$80.0K
2.52%
Sole
208.57K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares1.18M
TypeSH
Market value$78.1K
2.46%
Sole
1.18M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.06M | SH | $236.4K 7.44% | 1.06M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 1.07M | SH | $177.3K 5.58% | 1.07M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 906.87K | SH | $172.5K 5.43% | 906.87K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 355.70K | SH | $165.6K 5.21% | 355.70K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 296.60K | SH | $162.6K 5.11% | 296.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.02M | SH | $158.8K 5.00% | 1.02M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 237.84K | SH | $137.1K 4.31% | 237.84K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 89.85K | SH | $124.3K 3.91% | 89.85K | 0.00 | 0.00 |
SCHWAB CHARLES CORP NEWSOLE | COM | 1.54M | SH | $120.8K 3.80% | 1.54M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 235.48K | SH | $119.6K 3.76% | 235.48K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 468.06K | SH | $114.0K 3.59% | 468.06K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 672.63K | SH | $112.6K 3.54% | 672.63K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 1.53M | SH | $111.4K 3.51% | 1.53M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 908.25K | SH | $108.5K 3.41% | 908.25K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM NEW | 1.25M | SH | $105.8K 3.33% | 1.25M | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 204.04K | SH | $98.9K 3.11% | 204.04K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 365.95K | SH | $98.2K 3.09% | 365.95K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 167.06K | SH | $94.5K 2.97% | 167.06K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 624.36K | SH | $90.6K 2.85% | 624.36K | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 286.01K | SH | $90.5K 2.85% | 286.01K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 434.18K | SH | $89.0K 2.80% | 434.18K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 1.39M | SH | $88.6K 2.79% | 1.39M | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 1.92M | SH | $84.3K 2.65% | 1.92M | 0.00 | 0.00 |
ADOBE SYSTEMS INCORPORATEDSOLE | COM | 208.57K | SH | $80.0K 2.52% | 208.57K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | ADR REPS 3 SHS | 1.18M | SH | $78.1K 2.46% | 1.18M | 0.00 | 0.00 |
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