Intermede Investment Partners Ltd
CIK 1664713
13F filing for Q2 2026・No. 1,484
- Holdings
- US$2.38B
- Quarter change
- +US$217.54M
- Entries
- 30
- Net bought (estimate)
- −US$103.37M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 1
- Cut 23
- Added 4
- Corporate actions 0
- Unchanged 0
Largest holdings
30 stocks worth US$2.38B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADR | Cut | 494,195 | US$210.48M | 8.86% |
| NVDANvidiaCOM | Added | 897,613 | US$202.47M | 8.52% |
| AAPLAppleCOM | Cut | 525,232 | US$160.49M | 6.76% |
| GOOGALPHABET INCCAP STK CL C | Cut | 443,172 | US$151.92M | 6.39% |
| AMAZON COM INCCOM | Cut | 452,551 | US$119.36M | 5.02% |
| AVGOBroadcomCOM | Added | 258,548 | US$101.83M | 4.29% |
| SCHWSCHWAB CHARLES CORP NEWCOM | Cut | 914,616 | US$101.39M | 4.27% |
| MAMASTERCARD INCCL A | Cut | 157,526 | US$89.36M | 3.76% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 194,489 | US$78M | 3.28% |
| COFCAPITAL ONE FINL CORPCOM | Cut | 335,828 | US$76.41M | 3.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.