Filed: 8/14/2026ACC: 0001664713-26-000003
📋 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 $2.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$2.38M
Total AUM (reported)
15.71M
Total Shares
Allocation by class
COM$1.54M64.8%
CL A$228.8K9.6%
SPONSORED ADR$210.5K8.9%
CAP STK CL C$151.9K6.4%
SHS$69.9K2.9%
ORD SHS$68.3K2.9%
ADR REPS 3 SHS$48.3K2.0%
Portfolio Concentration
Top 3$573.4K24.1%
4–10$718.3K30.2%
11–25$931.3K39.2%
Rest$152.8K6.4%
Top 3 weight
24.1%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 15.71M
Sole
Full voting authority
15.71M
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
SOLEShares494.19K
TypeSH
Market value$210.5K
8.86%
Sole
494.19K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares897.61K
TypeSH
Market value$202.5K
8.52%
Sole
897.61K
Shared
0.00
None
0.00
APPLE INC
SOLEShares525.23K
TypeSH
Market value$160.5K
6.76%
Sole
525.23K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares443.17K
TypeSH
Market value$151.9K
6.39%
Sole
443.17K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares452.55K
TypeSH
Market value$119.4K
5.02%
Sole
452.55K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares258.55K
TypeSH
Market value$101.8K
4.29%
Sole
258.55K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP NEW
SOLEShares914.62K
TypeSH
Market value$101.4K
4.27%
Sole
914.62K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares157.53K
TypeSH
Market value$89.4K
3.76%
Sole
157.53K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares194.49K
TypeSH
Market value$78.0K
3.28%
Sole
194.49K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares335.83K
TypeSH
Market value$76.4K
3.22%
Sole
335.83K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares818.84K
TypeSH
Market value$74.9K
3.15%
Sole
818.84K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares1.14M
TypeSH
Market value$73.2K
3.08%
Sole
1.14M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares145.48K
TypeSH
Market value$69.9K
2.94%
Sole
145.48K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares258.69K
TypeSH
Market value$69.4K
2.92%
Sole
258.69K
Shared
0.00
None
0.00
ALLEGION PUB LTD CO
SOLEShares413.59K
TypeSH
Market value$68.3K
2.87%
Sole
413.59K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares131.26K
TypeSH
Market value$66.5K
2.80%
Sole
131.26K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares111.73K
TypeSH
Market value$66.3K
2.79%
Sole
111.73K
Shared
0.00
None
0.00
INTUIT
SOLEShares183.25K
TypeSH
Market value$63.9K
2.69%
Sole
183.25K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares833.93K
TypeSH
Market value$62.9K
2.65%
Sole
833.93K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares49.68K
TypeSH
Market value$62.0K
2.61%
Sole
49.68K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares215.01K
TypeSH
Market value$55.1K
2.32%
Sole
215.01K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares101.62K
TypeSH
Market value$51.5K
2.17%
Sole
101.62K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares277.38K
TypeSH
Market value$50.7K
2.13%
Sole
277.38K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares1.44M
TypeSH
Market value$48.5K
2.04%
Sole
1.44M
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares2.07M
TypeSH
Market value$48.3K
2.03%
Sole
2.07M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 494.19K | SH | $210.5K 8.86% | 494.19K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 897.61K | SH | $202.5K 8.52% | 897.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 525.23K | SH | $160.5K 6.76% | 525.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 443.17K | SH | $151.9K 6.39% | 443.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 452.55K | SH | $119.4K 5.02% | 452.55K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 258.55K | SH | $101.8K 4.29% | 258.55K | 0.00 | 0.00 |
SCHWAB CHARLES CORP NEWSOLE | COM | 914.62K | SH | $101.4K 4.27% | 914.62K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 157.53K | SH | $89.4K 3.76% | 157.53K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 194.49K | SH | $78.0K 3.28% | 194.49K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 335.83K | SH | $76.4K 3.22% | 335.83K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 818.84K | SH | $74.9K 3.15% | 818.84K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 1.14M | SH | $73.2K 3.08% | 1.14M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 145.48K | SH | $69.9K 2.94% | 145.48K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 258.69K | SH | $69.4K 2.92% | 258.69K | 0.00 | 0.00 |
ALLEGION PUB LTD COSOLE | ORD SHS | 413.59K | SH | $68.3K 2.87% | 413.59K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 131.26K | SH | $66.5K 2.80% | 131.26K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 111.73K | SH | $66.3K 2.79% | 111.73K | 0.00 | 0.00 |
INTUITSOLE | COM | 183.25K | SH | $63.9K 2.69% | 183.25K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 833.93K | SH | $62.9K 2.65% | 833.93K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 49.68K | SH | $62.0K 2.61% | 49.68K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 215.01K | SH | $55.1K 2.32% | 215.01K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 101.62K | SH | $51.5K 2.17% | 101.62K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 277.38K | SH | $50.7K 2.13% | 277.38K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 1.44M | SH | $48.5K 2.04% | 1.44M | 0.00 | 0.00 |
HDFC BANK LTDSOLE | ADR REPS 3 SHS | 2.07M | SH | $48.3K 2.03% | 2.07M | 0.00 | 0.00 |
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