Intermede Investment Partners Ltd

LONDON, X0 · CIK 1664713 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$2.3bn reported value +9.6% vs Q1 2026

29positions

55.3%in top 10

3 new 4 added 22 reduced 1 sold out vs Q1 2026

Options: 1 call positions ($119.4m notional), 0 put positions (— notional) – listed below, not included above.

Also in the report of:

Russell Investments Group, Ltd. – $374.7m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	494,195	$210.5m9.33%	9.33%	Reduced -18.1k	-18,057 -3.5%
2	NVIDIA CORPORATION COM NVDA	NVDA	897,613	$202.5m8.97%	8.97%	Added +12.9k	+12,885 1.5%
3	APPLE INC COM AAPL	AAPL	525,232	$160.5m7.11%	7.11%	Reduced -101.7k	-101,736 -16.2%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	443,172	$151.9m6.73%	6.73%	Reduced -60.5k	-60,545 -12.0%
5	BROADCOM INC COM AVGO	AVGO	258,548	$101.8m4.51%	4.51%	Added +7.0k	+7,007 2.8%
6	SCHWAB CHARLES CORP COM SCHW	SCHW	914,616	$101.4m4.49%	4.49%	Reduced -42.8k	-42,756 -4.5%
7	MASTERCARD INCORPORATED CL A MA	MA	157,526	$89.4m3.96%	3.96%	Reduced -26.3k	-26,310 -14.3%
8	UNITEDHEALTH GROUP INC COM UNH	UNH	194,489	$78.0m3.46%	3.46%	Reduced -9.1k	-9,061 -4.5%
9	CAPITAL ONE FINL CORP COM COF	COF	335,828	$76.4m3.39%	3.39%	Reduced -14.7k	-14,719 -4.2%
10	DEXCOM INC COM DXCM	DXCM	818,840	$74.9m3.32%	3.32%	Reduced -39.7k	-39,673 -4.6%
11	BAKER HUGHES COMPANY CL A BKR	BKR	1,135,690	$73.2m3.24%	3.24%	Reduced -51.6k	-51,573 -4.3%
12	LINDE PLC SHS LIN	LIN	145,480	$69.9m3.10%	3.10%	Reduced -75.7k	-75,730 -34.2%
13	CME GROUP INC COM CME	CME	258,688	$69.4m3.08%	3.08%	Reduced -11.6k	-11,643 -4.3%
14	ALLEGION PLC ORD SHS ALLE	ALLE	413,589	$68.3m3.03%	3.03%	New
15	APPLIED MATLS INC COM AMAT	AMAT	131,259	$66.5m2.95%	2.95%	Reduced -50.8k	-50,832 -27.9%
16	META PLATFORMS INC CL A META	META	111,729	$66.3m2.94%	2.94%	Reduced -51.6k	-51,637 -31.6%
17	INTUIT COM INTU	INTU	183,254	$63.9m2.83%	2.83%	Added +32.6k	+32,580 21.6%
18	UBER TECHNOLOGIES INC COM UBER	UBER	833,934	$62.9m2.79%	2.79%	Reduced -41.2k	-41,161 -4.7%
19	TRANSDIGM GROUP INC COM TDG	TDG	49,681	$62.0m2.75%	2.75%	Reduced -11.6k	-11,643 -19.0%
20	AMETEK INC COM AME	AME	215,011	$55.1m2.44%	2.44%	New
21	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	101,619	$51.5m2.28%	2.28%	Reduced -4.8k	-4,751 -4.5%
22	EQUIFAX INC COM EFX	EFX	277,384	$50.7m2.25%	2.25%	Reduced -12.9k	-12,903 -4.4%
23	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	1,444,660	$48.5m2.15%	2.15%	Reduced -66.8k	-66,849 -4.4%
24	HDFC BANK LTD SPONSORED ADS HDB	HDB	2,073,833	$48.3m2.14%	2.14%	Added +202.6k	+202,598 10.8%
25	WASTE MGMT INC DEL COM WM	WM	212,930	$47.7m2.12%	2.12%	Reduced -9.8k	-9,773 -4.4%
26	ANALOG DEVICES INC COM ADI	ADI	119,908	$45.7m2.03%	2.03%	New
27	TRIP COM GROUP LTD ADS TCOM	TCOM	942,905	$42.3m1.87%	1.87%	Reduced -36.7k	-36,747 -3.8%
28	SEA LTD SPONSORD ADS SE	SE	94,590	$11.7m0.52%	0.52%	Reduced -278	-278 -0.3%
29	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	1,474,355	$5.4m0.24%	0.24%	Reduced -4.8k	-4,790 -0.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AIRBNB INC ABNB	ABNB	563,138	$71.1m563.1k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
AMAZON COM INC AMZN · Call	AMZN	Call	452,551	$119.4m452.6k shares	Reduced