account_balance
Investment manager · 13F filer · SEC CIK 1664713
Intermede Investment Partners Ltd
Reported value$2.38Bas of Jun 30, 2026
Positions30 3 new, 1 sold out
Top 10 weight54.4%TSM alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.9%Trimmed −4%
NVDANVIDIA Corp
8.5%
AAPLApple Inc.
6.8%Trimmed −16%
GOOGAlphabet Inc.
6.4%Trimmed −12%
Amazon.com Inc
5.0%Trimmed −4%
AVGOBroadcom Inc.
4.3%Added +3%
SCHWCharles Schwab Corp
4.3%Trimmed −4%
MAMastercard Inc
3.8%Trimmed −14%
UNHUnitedHealth Group Inc
3.3%Trimmed −4%
COFCapital One Financial Corp
3.2%Trimmed −4%
DXCMDexcom Inc
3.2%Trimmed −5%
BKRBaker Hughes Co
3.1%Trimmed −4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.9%Trimmed −4%
NVDANVIDIA Corp
8.5%
AAPLApple Inc.
6.8%Trimmed −16%
GOOGAlphabet Inc.
6.4%Trimmed −12%
Amazon.com Inc
AVGOBroadcom Inc.
4.3%
SCHWCharles Schwab Corp
4.3%
MAMastercard Inc
3.8%
UNHUnitedHealth Group Inc
3.3%
COF3.2%DXCMBKR3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 8.9% Trimmed −4%NVDA NVIDIA Corp 8.5% HeldAAPL Apple Inc. 6.8% Trimmed −16%GOOG Alphabet Inc. 6.4% Trimmed −12%
Amazon.com Inc 5.0% Trimmed −4%
AVGO Broadcom Inc. 4.3% Added +3%SCHW Charles Schwab Corp 4.3% Trimmed −4%MA Mastercard Inc 3.8% Trimmed −14%UNH UnitedHealth Group Inc 3.3% Trimmed −4%COF Capital One Financial Corp 3.2% Trimmed −4%DXCM Dexcom Inc 3.2% Trimmed −5%BKR Baker Hughes Co 3.1% Trimmed −4%What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.