Filed: 2/9/2026ACC: 0001664713-26-000001
📋 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)
16.94M
Total Shares
Allocation by class
COM$1.36M56.1%
CL A$281.3K11.6%
SPONSORED ADR$203.8K8.4%
CAP STK CL C$166.6K6.8%
SHS$120.5K5.0%
COM CL A$118.8K4.9%
ADS$76.6K3.1%
Portfolio Concentration
Top 3$564.7K23.2%
4–10$736.3K30.3%
11–25$983.5K40.4%
Rest$149.1K6.1%
Top 3 weight
23.2%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 16.94M
Sole
Full voting authority
16.94M
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
SOLEShares670.54K
TypeSH
Market value$203.8K
8.37%
Sole
670.54K
Shared
0.00
None
0.00
APPLE INC
SOLEShares715.08K
TypeSH
Market value$194.4K
7.99%
Sole
715.08K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares530.77K
TypeSH
Market value$166.6K
6.84%
Sole
530.77K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares282.71K
TypeSH
Market value$120.5K
4.95%
Sole
282.71K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares499.14K
TypeSH
Market value$115.2K
4.73%
Sole
499.14K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares172.15K
TypeSH
Market value$113.6K
4.67%
Sole
172.15K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares193.78K
TypeSH
Market value$110.6K
4.55%
Sole
193.78K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP NEW
SOLEShares1.01M
TypeSH
Market value$100.8K
4.14%
Sole
1.01M
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares369.50K
TypeSH
Market value$89.6K
3.68%
Sole
369.50K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares64.68K
TypeSH
Market value$86.0K
3.53%
Sole
64.68K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares593.65K
TypeSH
Market value$80.6K
3.31%
Sole
593.65K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares284.96K
TypeSH
Market value$77.8K
3.20%
Sole
284.96K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares1.07M
TypeSH
Market value$76.6K
3.15%
Sole
1.07M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares220.78K
TypeSH
Market value$76.4K
3.14%
Sole
220.78K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares922.40K
TypeSH
Market value$75.4K
3.10%
Sole
922.40K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares1.95M
TypeSH
Market value$71.4K
2.93%
Sole
1.95M
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares306.01K
TypeSH
Market value$66.4K
2.73%
Sole
306.01K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares254.05K
TypeSH
Market value$65.3K
2.68%
Sole
254.05K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares133.38K
TypeSH
Market value$60.5K
2.48%
Sole
133.38K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares909.31K
TypeSH
Market value$60.4K
2.48%
Sole
909.31K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares1.59M
TypeSH
Market value$59.0K
2.42%
Sole
1.59M
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares1.25M
TypeSH
Market value$57.0K
2.34%
Sole
1.25M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares164.96K
TypeSH
Market value$54.5K
2.24%
Sole
164.96K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares234.75K
TypeSH
Market value$51.6K
2.12%
Sole
234.75K
Shared
0.00
None
0.00
INTUIT
SOLEShares76.85K
TypeSH
Market value$50.9K
2.09%
Sole
76.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 670.54K | SH | $203.8K 8.37% | 670.54K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 715.08K | SH | $194.4K 7.99% | 715.08K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 530.77K | SH | $166.6K 6.84% | 530.77K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 282.71K | SH | $120.5K 4.95% | 282.71K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 499.14K | SH | $115.2K 4.73% | 499.14K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 172.15K | SH | $113.6K 4.67% | 172.15K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 193.78K | SH | $110.6K 4.55% | 193.78K | 0.00 | 0.00 |
SCHWAB CHARLES CORP NEWSOLE | COM | 1.01M | SH | $100.8K 4.14% | 1.01M | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 369.50K | SH | $89.6K 3.68% | 369.50K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 64.68K | SH | $86.0K 3.53% | 64.68K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 593.65K | SH | $80.6K 3.31% | 593.65K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 284.96K | SH | $77.8K 3.20% | 284.96K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 1.07M | SH | $76.6K 3.15% | 1.07M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 220.78K | SH | $76.4K 3.14% | 220.78K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 922.40K | SH | $75.4K 3.10% | 922.40K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | ADR REPS 3 SHS | 1.95M | SH | $71.4K 2.93% | 1.95M | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 306.01K | SH | $66.4K 2.73% | 306.01K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 254.05K | SH | $65.3K 2.68% | 254.05K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 133.38K | SH | $60.5K 2.48% | 133.38K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 909.31K | SH | $60.4K 2.48% | 909.31K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 1.59M | SH | $59.0K 2.42% | 1.59M | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 1.25M | SH | $57.0K 2.34% | 1.25M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 164.96K | SH | $54.5K 2.24% | 164.96K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 234.75K | SH | $51.6K 2.12% | 234.75K | 0.00 | 0.00 |
INTUITSOLE | COM | 76.85K | SH | $50.9K 2.09% | 76.85K | 0.00 | 0.00 |
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