Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Intermede Investment Partners Ltd (CIK 1664713) reported $2.16B across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($173.1M, 8.02%), AAPL ($159.1M, 7.37%), NVDA ($154.3M, 7.15%), GOOG ($144.5M, 6.70%), LIN ($109.7M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $173.1M | 8.02% | 512,252 | Trimmed |
| 2 | AAPL | APPLE INC | $159.1M | 7.37% | 626,968 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $154.3M | 7.15% | 884,728 | New |
| 4 | GOOG | ALPHABET INC | $144.5M | 6.70% | 503,717 | Trimmed |
| 5 | LIN | LINDE PLC | $109.7M | 5.08% | 221,210 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $98.6M | 4.57% | 473,508 | Trimmed |
| 7 | META | META PLATFORMS INC | $93.5M | 4.33% | 163,366 | Trimmed |
| 8 | MA | MASTERCARD INC | $91.9M | 4.26% | 183,836 | Trimmed |
| 9 | SCHW | SCHWAB CHARLES CORP NEW | $90.0M | 4.17% | 957,372 | Trimmed |
| 10 | CME | CME GROUP INC | $79.8M | 3.70% | 270,331 | Trimmed |
| 11 | AVGO | BROADCOM INC | $77.9M | 3.61% | 251,541 | Added |
| 12 | BKR | BAKER HUGHES COMPANY | $72.5M | 3.36% | 1.2M | Trimmed |
| 13 | ABNB | AIRBNB INC | $71.1M | 3.30% | 563,138 | Trimmed |
| 14 | TDG | TRANSDIGM GROUP INC | $71.1M | 3.29% | 61,324 | Trimmed |
| 15 | INTU | INTUIT | $65.1M | 3.02% | 150,674 | Added |
| 16 | COF | CAPITAL ONE FINL CORP | $64.0M | 2.96% | 350,547 | Trimmed |
| 17 | UBER | UBER TECHNOLOGIES INC | $62.9M | 2.92% | 875,095 | Trimmed |
| 18 | AMAT | APPLIED MATLS INC | $62.2M | 2.88% | 182,091 | Trimmed |
| 19 | UNH | UNITEDHEALTH GROUP INC | $55.1M | 2.55% | 203,550 | Added |
| 20 | DXCM | DEXCOM INC | $53.9M | 2.50% | 858,513 | Trimmed |
| 21 | EFX | EQUIFAX INC | $52.3M | 2.42% | 290,287 | Trimmed |
| 22 | WM | WASTE MGMT INC DEL | $51.2M | 2.37% | 222,703 | Trimmed |
| 23 | TCOM | TRIP COM GROUP LTD | $48.8M | 2.26% | 979,652 | Trimmed |
| 24 | CMG | CHIPOTLE MEXICAN GRILL INC | $48.4M | 2.24% | 1.5M | Trimmed |
| 25 | VRTX | VERTEX PHARMACEUTICALS INC | $47.5M | 2.20% | 106,370 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31