Sponsored

The Analysis of Intermede Investment Partners Ltd's Holdings & P&L

Currently, Intermede Investment Partners Ltd holds 28 types of securities in its portfolio with a total value $2.2M. In the most recent quarter, they have increased their positions in NVDA (+884.7K shares, valued at $154.3K), INTU (+73.8K shares, valued at $31.9K), UNH (+38.6K shares, valued at $10.4K); decreased their positions in TSM (-158.3K shares, valued at $53.5K), N/A (-61.5K shares, valued at $30.5K), AMAT (-72.0K shares, valued at $24.6K); initiated new positions in NVDA (+884.7K shares, valued at $154.3K).

1M P&L

+33.0M+1.69%

3M P&L

+13.9M+0.71%

HY P&L

+126.6M+6.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors203.8K

10.5%

2Credit Services200.2K

10.3%

3Consumer Electronics194.4K

10.0%

Top Industries by Stock Count

1Software - Application3 stocks

11.5%

2Travel Services2 stocks

7.7%

3Credit Services2 stocks

7.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MFG LTD512.3K shares-23.61%2026-03-312026-05-15

AAPL APPLE INC627.0K shares-12.32%2026-03-312026-05-15

NVDA NVIDIA CORPORATION884.7K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC503.7K shares-5.10%2026-03-312026-05-15

LINDE PLC LINDE PLC221.2K shares-21.75%2026-03-312026-05-15

AMAZON COM INC AMAZON COM INC473.5K shares-5.14%2026-03-312026-05-15

META META PLATFORMS INC163.4K shares-5.10%2026-03-312026-05-15

MA MASTERCARD INC183.8K shares-5.13%2026-03-312026-05-15

Sponsored

SCHW SCHWAB CHARLES CORP NEW957.4K shares-5.06%2026-03-312026-05-15

CME CME GROUP INC270.3K shares-5.13%2026-03-312026-05-15

BROADCOM INC BROADCOM INC251.5K shares13.93%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY1.2M shares-5.13%2026-03-312026-05-15

ABNB AIRBNB INC563.1K shares-5.14%2026-03-312026-05-15

TDG TRANSDIGM GROUP INC61.3K shares-5.18%2026-03-312026-05-15

INTU INTUIT150.7K shares96.07%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP350.5K shares-5.13%2026-03-312026-05-15

Sponsored

UBER UBER TECHNOLOGIES INC875.1K shares-5.13%2026-03-312026-05-15

AMAT APPLIED MATLS INC182.1K shares-28.32%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC203.6K shares23.39%2026-03-312026-05-15

DXCM DEXCOM INC858.5K shares-5.59%2026-03-312026-05-15

EFX EQUIFAX INC290.3K shares-5.14%2026-03-312026-05-15

WM WASTE MGMT INC DEL222.7K shares-5.13%2026-03-312026-05-15

TCOM TRIP COM GROUP LTD979.7K shares-8.03%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC1.5M shares-5.14%2026-03-312026-05-15

Sponsored

VRTX VERTEX PHARMACEUTICALS INC106.4K shares-20.25%2026-03-312026-05-15

HDB HDFC BANK LTD1.9M shares-4.22%2026-03-312026-05-15

SE SEA LTD94.9K shares-4.68%2026-03-312026-05-15

GRAB GRAB HOLDINGS LIMITED1.5M shares-20.22%2026-03-312026-05-15

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-23.61%

Shares512.3K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-12.32%

Shares627.0K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

New

Shares884.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-5.10%

Shares503.7K

Event2026-03-31

Filed2026-05-15

LINDE PLC

-21.75%

Shares221.2K

Event2026-03-31

Filed2026-05-15

AMAZON COM INC

-5.14%

Shares473.5K

Event2026-03-31

Filed2026-05-15