Intermede Investment Partners portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Intermede Investment Partners reported a $2.4 bn portfolio of 30 positions to the SEC as of the end of Q2 2026. Its largest positions are TSM, NVDA, AAPL. During the quarter it opened Allegion and Ametek and exited Airbnb.
Sections with a free account
What changed this quarter
29 positions with a change (3 new, 4 added to, 21 trimmed, 1 sold). 11 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Airbnb−3.0 ppof portfolioSold out3.3% → —
- Allegion+2.9 ppof portfolioNew— → 2.9%
- Ametek+2.3 ppof portfolioNew— → 2.3%
- Analog Devices+1.9 ppof portfolioNew— → 1.9%
- Linde−34%fewer sharesReduced5.1% → 2.9%
- Apple−16%fewer sharesReduced7.4% → 6.8%
- Meta Platforms−32%fewer sharesReduced4.3% → 2.8%
- Applied Materials−28%fewer sharesReduced2.9% → 2.8%
- Alphabet−12%fewer sharesReduced6.7% → 6.4%
- Mastercard−14%fewer sharesReduced4.3% → 3.8%
- TransDigm Group−19%fewer sharesReduced3.3% → 2.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Taiwan Semiconductor ManufacturingTSM8.9%
- NVIDIANVDA8.5%
- AppleAAPL6.8%
- AlphabetGOOG6.4%
- Amazon5.0%
- BroadcomAVGO4.3%
- Charles SchwabSCHW4.3%
- MastercardMA3.8%
- UnitedHealth GroupUNH3.3%
- Capital One FinancialCOF3.2%
- DexcomDXCM3.2%
- Baker HughesBKR3.1%
- LindeLIN2.9%
- CME GroupCME2.9%
- AllegionALLE2.9%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 36%
- ● Financials 16%
- ● Industrials 15%
- ● Communication Services 9%
- ● Health Care 9%
- ● No sector 5%
- ● Consumer Discretionary 4%
- ● Energy 3%
- ● Materials 3%
How its portfolio changed (8 quarters)
Q2 2026: 30
Q2 2026: 54%
Q2 2026: 10.2%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jul 29, 2026 (medium confidence).
The data, as reported: INTERMEDE INVESTMENT PARTNERS LIMITED (CRD 175312): Institutional mandates; 5.D assets by client type: pension plans 73%, governments 13%, pooled vehicles 12% (of $4.0 bn); 5.F 17 accounts, 0% non-discretionary; 5.D 15 clients, 0 individuals
The type comes from a rule applied to that data. If it looks wrong, tell us.
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