Filed: 11/13/2025ACC: 0001664713-25-000005
📋 What this filing means
INTERMEDE INVESTMENT PARTNERS LTD filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $2.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$2.43M
Total AUM (reported)
17.24M
Total Shares
Allocation by class
COM$1.31M53.9%
CL A$299.7K12.3%
SPONSORED ADR$194.8K8.0%
CAP STK CL C$136.0K5.6%
COM CL A$126.9K5.2%
SHS$113.6K4.7%
ADS$83.3K3.4%
Portfolio Concentration
Top 3$522.0K21.5%
4–10$744.6K30.6%
11–25$1.02M42.0%
Rest$143.4K5.9%
Top 3 weight
21.5%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 17.24M
Sole
Full voting authority
17.24M
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)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares697.64K
TypeSH
Market value$194.8K
8.01%
Sole
697.64K
Shared
0.00
None
0.00
APPLE INC
SOLEShares750.91K
TypeSH
Market value$191.2K
7.86%
Sole
750.91K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares558.26K
TypeSH
Market value$136.0K
5.59%
Sole
558.26K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares163.24K
TypeSH
Market value$119.9K
4.93%
Sole
163.24K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares538.90K
TypeSH
Market value$118.3K
4.86%
Sole
538.90K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares203.44K
TypeSH
Market value$115.7K
4.76%
Sole
203.44K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares221.60K
TypeSH
Market value$105.3K
4.33%
Sole
221.60K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP NEW
SOLEShares1.06M
TypeSH
Market value$101.1K
4.15%
Sole
1.06M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares968.45K
TypeSH
Market value$94.9K
3.90%
Sole
968.45K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares67.87K
TypeSH
Market value$89.5K
3.68%
Sole
67.87K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares1.11M
TypeSH
Market value$83.3K
3.42%
Sole
1.11M
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares387.89K
TypeSH
Market value$82.5K
3.39%
Sole
387.89K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares321.27K
TypeSH
Market value$82.4K
3.39%
Sole
321.27K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares231.79K
TypeSH
Market value$76.5K
3.14%
Sole
231.79K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares221.10K
TypeSH
Market value$76.3K
3.14%
Sole
221.10K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares623.27K
TypeSH
Market value$75.7K
3.11%
Sole
623.27K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares346.04K
TypeSH
Market value$70.8K
2.91%
Sole
346.04K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares1.96M
TypeSH
Market value$66.8K
2.74%
Sole
1.96M
Shared
0.00
None
0.00
MSCI INC
SOLEShares114.63K
TypeSH
Market value$65.0K
2.67%
Sole
114.63K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares1.32M
TypeSH
Market value$64.1K
2.63%
Sole
1.32M
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares917.30K
TypeSH
Market value$62.9K
2.58%
Sole
917.30K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares246.71K
TypeSH
Market value$58.5K
2.40%
Sole
246.71K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares140.02K
TypeSH
Market value$54.8K
2.25%
Sole
140.02K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares1.33M
TypeSH
Market value$52.3K
2.15%
Sole
1.33M
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares339.55K
TypeSH
Market value$51.2K
2.11%
Sole
339.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 697.64K | SH | $194.8K 8.01% | 697.64K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 750.91K | SH | $191.2K 7.86% | 750.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 558.26K | SH | $136.0K 5.59% | 558.26K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 163.24K | SH | $119.9K 4.93% | 163.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 538.90K | SH | $118.3K 4.86% | 538.90K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 203.44K | SH | $115.7K 4.76% | 203.44K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 221.60K | SH | $105.3K 4.33% | 221.60K | 0.00 | 0.00 |
SCHWAB CHARLES CORP NEWSOLE | COM | 1.06M | SH | $101.1K 4.15% | 1.06M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 968.45K | SH | $94.9K 3.90% | 968.45K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 67.87K | SH | $89.5K 3.68% | 67.87K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 1.11M | SH | $83.3K 3.42% | 1.11M | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 387.89K | SH | $82.5K 3.39% | 387.89K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 321.27K | SH | $82.4K 3.39% | 321.27K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 231.79K | SH | $76.5K 3.14% | 231.79K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 221.10K | SH | $76.3K 3.14% | 221.10K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 623.27K | SH | $75.7K 3.11% | 623.27K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 346.04K | SH | $70.8K 2.91% | 346.04K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | ADR REPS 3 SHS | 1.96M | SH | $66.8K 2.74% | 1.96M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 114.63K | SH | $65.0K 2.67% | 114.63K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 1.32M | SH | $64.1K 2.63% | 1.32M | 0.00 | 0.00 |
COOPER COS INCSOLE | COM NEW | 917.30K | SH | $62.9K 2.58% | 917.30K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 246.71K | SH | $58.5K 2.40% | 246.71K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 140.02K | SH | $54.8K 2.25% | 140.02K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 1.33M | SH | $52.3K 2.15% | 1.33M | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 339.55K | SH | $51.2K 2.11% | 339.55K | 0.00 | 0.00 |
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