Intermede Investment Partners LTD Portfolio Holdings

Intermede Investment Partners LTD

  • $3.24 Billion
  • Q2 2025

Intermede Investment Partners LTD has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.24 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $231M, Apple Inc. with a value of $208M, Alphabet Inc. with a value of $171M, Meta Platforms, Inc. with a value of $167M, and Mastercard Inc with a value of $158M.

Examining the 13F form we can see an increase of $64.3M in the current position value, from $3.18B to 3.24B.

Below you can find more details about Intermede Investment Partners LTD portfolio as well as his latest detailed transactions.

Portfolio value $3.24 Billion
Technology: $1.12 Billion
Financial Services: $593 Million
Communication Services: $339 Million
Industrials: $317 Million
Healthcare: $273 Million
Consumer Cyclical: $216 Million
Energy: $77.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27T
$231 Million 7.12% of portfolio
1,019,689
Q2 2025 Reduced 4.53%
$3.69T
$208 Million 6.4% of portfolio
1,011,733
Q2 2025 Reduced 4.93%
$1.24T
$171 Million 5.28% of portfolio
966,221
Q2 2025 Reduced 4.96%
$1.78T
$167 Million 5.15% of portfolio
226,431
Q2 2025 Reduced 4.8%
$548B
$158 Million 4.88% of portfolio
281,922
Q2 2025 Reduced 4.95%
$179B
$134 Million 4.13% of portfolio
1,466,510
Q2 2025 Reduced 4.95%
$76.5B
$130 Million 4.0% of portfolio
85,398
Q2 2025 Reduced 4.96%
$182B
$125 Million 3.86% of portfolio
1,341,228
Q2 2025 Reduced 12.3%
$182B
$118 Million 3.64% of portfolio
223,797
Q2 2025 Reduced 4.96%
$29.5B
$115 Million 3.56% of portfolio
445,161
Q2 2025 Reduced 4.89%
$48.5B
$114 Million 3.52% of portfolio
863,191
Q2 2025 Reduced 4.96%
$32.6B
$113 Million 3.49% of portfolio
321,840
Q2 2025 Added 12.53%
$162B
$109 Million 3.35% of portfolio
593,530
Q2 2025 Reduced 4.94%
$127B
$108 Million 3.33% of portfolio
392,366
Q2 2025 Reduced 41.67%
$232B
$108 Million 3.33% of portfolio
396,274
Q2 2025 Added 8.29%
$3.59B
$105 Million 3.24% of portfolio
1,475,971
Q2 2025 Added 17.64%
$43.1B
$95.8 Million 2.95% of portfolio
399,159
Q2 2025 New
$44B
$91.6 Million 2.82% of portfolio
158,768
Q2 2025 Reduced 4.96%
$99.5B
$86.3 Million 2.66% of portfolio
193,915
Q2 2025 Reduced 4.96%
$137B
$83 Million 2.56% of portfolio
1,083,185
Q2 2025 Reduced 7.84%
$150B
$81.5 Million 2.51% of portfolio
412,623
Q2 2025 Reduced 4.96%
$32.7B
$72.1 Million 2.22% of portfolio
561,326
Q2 2025 Reduced 19.75%
$42.6B
$69.9 Million 2.15% of portfolio
1,822,066
Q2 2025 Reduced 4.96%
$18.6B
$12 Million 0.37% of portfolio
2,392,076
Q2 2025 Reduced 1.92%
$10.5B
$9.68 Million 0.3% of portfolio
106,092
Q2 2025 Reduced 1.91%
$75.3B
$8.56 Million 0.26% of portfolio
23,990
Q2 2025 Reduced 1.91%
$46.7B
$7.59 Million 0.23% of portfolio
224,405
Q2 2025 Reduced 1.9%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $3.24 Billion
  • Prior Value $3.18 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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