Filed: 5/15/2026ACC: 0001664713-26-000002
📋 What this filing means
INTERMEDE INVESTMENT PARTNERS LTD filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $2.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$2.16M
Total AUM (reported)
16.04M
Total Shares
Allocation by class
COM$1.29M59.9%
CL A$257.8K11.9%
SPONSORED ADR$173.1K8.0%
CAP STK CL C$144.5K6.7%
SHS$109.7K5.1%
COM CL A$71.1K3.3%
ADS$48.8K2.3%
Portfolio Concentration
Top 3$486.5K22.5%
4–10$707.9K32.8%
11–25$903.9K41.9%
Rest$59.8K2.8%
Top 3 weight
22.5%
Top 10 weight
55.3%
Voting Authority Distribution
Total shares with voting rights: 16.04M
Sole
Full voting authority
16.04M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares512.25K
TypeSH
Market value$173.1K
8.02%
Sole
512.25K
Shared
0.00
None
0.00
APPLE INC
SOLEShares626.97K
TypeSH
Market value$159.1K
7.37%
Sole
626.97K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares884.73K
TypeSH
Market value$154.3K
7.15%
Sole
884.73K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares503.72K
TypeSH
Market value$144.5K
6.70%
Sole
503.72K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares221.21K
TypeSH
Market value$109.7K
5.08%
Sole
221.21K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares473.51K
TypeSH
Market value$98.6K
4.57%
Sole
473.51K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares163.37K
TypeSH
Market value$93.5K
4.33%
Sole
163.37K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares183.84K
TypeSH
Market value$91.9K
4.26%
Sole
183.84K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP NEW
SOLEShares957.37K
TypeSH
Market value$90.0K
4.17%
Sole
957.37K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares270.33K
TypeSH
Market value$79.8K
3.70%
Sole
270.33K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares251.54K
TypeSH
Market value$77.9K
3.61%
Sole
251.54K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares1.19M
TypeSH
Market value$72.5K
3.36%
Sole
1.19M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares563.14K
TypeSH
Market value$71.1K
3.30%
Sole
563.14K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares61.32K
TypeSH
Market value$71.1K
3.29%
Sole
61.32K
Shared
0.00
None
0.00
INTUIT
SOLEShares150.67K
TypeSH
Market value$65.1K
3.02%
Sole
150.67K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares350.55K
TypeSH
Market value$64.0K
2.96%
Sole
350.55K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares875.10K
TypeSH
Market value$62.9K
2.92%
Sole
875.10K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares182.09K
TypeSH
Market value$62.2K
2.88%
Sole
182.09K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares203.55K
TypeSH
Market value$55.1K
2.55%
Sole
203.55K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares858.51K
TypeSH
Market value$53.9K
2.50%
Sole
858.51K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares290.29K
TypeSH
Market value$52.3K
2.42%
Sole
290.29K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares222.70K
TypeSH
Market value$51.2K
2.37%
Sole
222.70K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares979.65K
TypeSH
Market value$48.8K
2.26%
Sole
979.65K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares1.51M
TypeSH
Market value$48.4K
2.24%
Sole
1.51M
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares106.37K
TypeSH
Market value$47.5K
2.20%
Sole
106.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 512.25K | SH | $173.1K 8.02% | 512.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 626.97K | SH | $159.1K 7.37% | 626.97K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 884.73K | SH | $154.3K 7.15% | 884.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 503.72K | SH | $144.5K 6.70% | 503.72K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 221.21K | SH | $109.7K 5.08% | 221.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 473.51K | SH | $98.6K 4.57% | 473.51K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 163.37K | SH | $93.5K 4.33% | 163.37K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 183.84K | SH | $91.9K 4.26% | 183.84K | 0.00 | 0.00 |
SCHWAB CHARLES CORP NEWSOLE | COM | 957.37K | SH | $90.0K 4.17% | 957.37K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 270.33K | SH | $79.8K 3.70% | 270.33K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 251.54K | SH | $77.9K 3.61% | 251.54K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 1.19M | SH | $72.5K 3.36% | 1.19M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 563.14K | SH | $71.1K 3.30% | 563.14K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 61.32K | SH | $71.1K 3.29% | 61.32K | 0.00 | 0.00 |
INTUITSOLE | COM | 150.67K | SH | $65.1K 3.02% | 150.67K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 350.55K | SH | $64.0K 2.96% | 350.55K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 875.10K | SH | $62.9K 2.92% | 875.10K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 182.09K | SH | $62.2K 2.88% | 182.09K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 203.55K | SH | $55.1K 2.55% | 203.55K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 858.51K | SH | $53.9K 2.50% | 858.51K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 290.29K | SH | $52.3K 2.42% | 290.29K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 222.70K | SH | $51.2K 2.37% | 222.70K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 979.65K | SH | $48.8K 2.26% | 979.65K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 1.51M | SH | $48.4K 2.24% | 1.51M | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 106.37K | SH | $47.5K 2.20% | 106.37K | 0.00 | 0.00 |
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