Filed: 8/14/2025ACC: 0001664713-25-000004
📋 What this filing means
INTERMEDE INVESTMENT PARTNERS LTD filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $3.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$3.24M
Total AUM (reported)
21.25M
Total Shares
Allocation by class
COM$1.69M52.0%
CL A$491.2K15.1%
SPONSORED ADR$230.9K7.1%
COM CL A$186.3K5.7%
CAP STK CL C$171.4K5.3%
SHS$166.2K5.1%
COM NEW$105.0K3.2%
Portfolio Concentration
Top 3$609.9K18.8%
4–10$1.02M31.5%
11–25$1.50M46.3%
Rest$107.7K3.3%
Top 3 weight
18.8%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 21.25M
Sole
Full voting authority
21.25M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.02M
TypeSH
Market value$230.9K
7.12%
Sole
1.02M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.01M
TypeSH
Market value$207.6K
6.40%
Sole
1.01M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares966.22K
TypeSH
Market value$171.4K
5.28%
Sole
966.22K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares226.43K
TypeSH
Market value$167.1K
5.15%
Sole
226.43K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares281.92K
TypeSH
Market value$158.4K
4.88%
Sole
281.92K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares333.52K
TypeSH
Market value$156.5K
4.83%
Sole
333.52K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares692.43K
TypeSH
Market value$151.9K
4.68%
Sole
692.43K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP NEW
SOLEShares1.47M
TypeSH
Market value$133.8K
4.13%
Sole
1.47M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares85.40K
TypeSH
Market value$129.9K
4.00%
Sole
85.40K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares1.34M
TypeSH
Market value$125.1K
3.86%
Sole
1.34M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares223.80K
TypeSH
Market value$118.0K
3.64%
Sole
223.80K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares445.16K
TypeSH
Market value$115.5K
3.56%
Sole
445.16K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares863.19K
TypeSH
Market value$114.2K
3.52%
Sole
863.19K
Shared
0.00
None
0.00
ANSYS INC
SOLEShares321.84K
TypeSH
Market value$113.0K
3.49%
Sole
321.84K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares593.53K
TypeSH
Market value$108.7K
3.35%
Sole
593.53K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares392.37K
TypeSH
Market value$108.2K
3.33%
Sole
392.37K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares396.27K
TypeSH
Market value$108.1K
3.33%
Sole
396.27K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares1.48M
TypeSH
Market value$105.0K
3.24%
Sole
1.48M
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares1.74M
TypeSH
Market value$101.8K
3.14%
Sole
1.74M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares399.16K
TypeSH
Market value$95.8K
2.95%
Sole
399.16K
Shared
0.00
None
0.00
MSCI INC
SOLEShares158.77K
TypeSH
Market value$91.6K
2.82%
Sole
158.77K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares193.91K
TypeSH
Market value$86.3K
2.66%
Sole
193.91K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares1.08M
TypeSH
Market value$83.0K
2.56%
Sole
1.08M
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares412.62K
TypeSH
Market value$81.5K
2.51%
Sole
412.62K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares561.33K
TypeSH
Market value$72.1K
2.22%
Sole
561.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 1.02M | SH | $230.9K 7.12% | 1.02M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.01M | SH | $207.6K 6.40% | 1.01M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 966.22K | SH | $171.4K 5.28% | 966.22K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 226.43K | SH | $167.1K 5.15% | 226.43K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 281.92K | SH | $158.4K 4.88% | 281.92K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 333.52K | SH | $156.5K 4.83% | 333.52K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 692.43K | SH | $151.9K 4.68% | 692.43K | 0.00 | 0.00 |
SCHWAB CHARLES CORP NEWSOLE | COM | 1.47M | SH | $133.8K 4.13% | 1.47M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 85.40K | SH | $129.9K 4.00% | 85.40K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 1.34M | SH | $125.1K 3.86% | 1.34M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 223.80K | SH | $118.0K 3.64% | 223.80K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 445.16K | SH | $115.5K 3.56% | 445.16K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 863.19K | SH | $114.2K 3.52% | 863.19K | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 321.84K | SH | $113.0K 3.49% | 321.84K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 593.53K | SH | $108.7K 3.35% | 593.53K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 392.37K | SH | $108.2K 3.33% | 392.37K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 396.27K | SH | $108.1K 3.33% | 396.27K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM NEW | 1.48M | SH | $105.0K 3.24% | 1.48M | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 1.74M | SH | $101.8K 3.14% | 1.74M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 399.16K | SH | $95.8K 2.95% | 399.16K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 158.77K | SH | $91.6K 2.82% | 158.77K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 193.91K | SH | $86.3K 2.66% | 193.91K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | ADR REPS 3 SHS | 1.08M | SH | $83.0K 2.56% | 1.08M | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 412.62K | SH | $81.5K 2.51% | 412.62K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 561.33K | SH | $72.1K 2.22% | 561.33K | 0.00 | 0.00 |
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