INTERMEDE INVESTMENT PARTNERS LTD

PrivateCIK: 1664713
Location

LONDON, X0

28
Positions
$2.16M
Total AUM (reported)
16.04M
Total Shares

Allocation by class

TOTAL AUM$2.16M28 positions
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 322.5%4–1032.8%11–2541.9%Rest2.8%TOP 1055.3%0%100%
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

SOLE
SPONSORED ADR
Shares512.25K
TypeSH
Market value$173.1K
8.02%
Sole
512.25K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares626.97K
TypeSH
Market value$159.1K
7.37%
Sole
626.97K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares884.73K
TypeSH
Market value$154.3K
7.15%
Sole
884.73K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares503.72K
TypeSH
Market value$144.5K
6.70%
Sole
503.72K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares221.21K
TypeSH
Market value$109.7K
5.08%
Sole
221.21K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares473.51K
TypeSH
Market value$98.6K
4.57%
Sole
473.51K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares163.37K
TypeSH
Market value$93.5K
4.33%
Sole
163.37K
Shared
0.00
None
0.00

MASTERCARD INC

SOLE
CL A
Shares183.84K
TypeSH
Market value$91.9K
4.26%
Sole
183.84K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP NEW

SOLE
COM
Shares957.37K
TypeSH
Market value$90.0K
4.17%
Sole
957.37K
Shared
0.00
None
0.00

CME GROUP INC

SOLE
COM
Shares270.33K
TypeSH
Market value$79.8K
3.70%
Sole
270.33K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares251.54K
TypeSH
Market value$77.9K
3.61%
Sole
251.54K
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares1.19M
TypeSH
Market value$72.5K
3.36%
Sole
1.19M
Shared
0.00
None
0.00

AIRBNB INC

SOLE
COM CL A
Shares563.14K
TypeSH
Market value$71.1K
3.30%
Sole
563.14K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares61.32K
TypeSH
Market value$71.1K
3.29%
Sole
61.32K
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares150.67K
TypeSH
Market value$65.1K
3.02%
Sole
150.67K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares350.55K
TypeSH
Market value$64.0K
2.96%
Sole
350.55K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares875.10K
TypeSH
Market value$62.9K
2.92%
Sole
875.10K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares182.09K
TypeSH
Market value$62.2K
2.88%
Sole
182.09K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares203.55K
TypeSH
Market value$55.1K
2.55%
Sole
203.55K
Shared
0.00
None
0.00

DEXCOM INC

SOLE
COM
Shares858.51K
TypeSH
Market value$53.9K
2.50%
Sole
858.51K
Shared
0.00
None
0.00

EQUIFAX INC

SOLE
COM
Shares290.29K
TypeSH
Market value$52.3K
2.42%
Sole
290.29K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares222.70K
TypeSH
Market value$51.2K
2.37%
Sole
222.70K
Shared
0.00
None
0.00

TRIP COM GROUP LTD

SOLE
ADS
Shares979.65K
TypeSH
Market value$48.8K
2.26%
Sole
979.65K
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL INC

SOLE
COM
Shares1.51M
TypeSH
Market value$48.4K
2.24%
Sole
1.51M
Shared
0.00
None
0.00

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares106.37K
TypeSH
Market value$47.5K
2.20%
Sole
106.37K
Shared
0.00
None
0.00
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