Institutional Fund
Intermede Investment Partners Ltd
London, United KingdomCIK 16647135 filings on record
Portfolio Value
$2.16M
Q1 2026
Holdings
28
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-11.3%
from $2.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd8.0%
- Apple Inc7.4%
- Nvidia Corporation7.1%
- Alphabet Inc6.7%
- Linde PLC5.1%
- Amazon Com Inc4.6%
- Other61.1%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 512.3K | $173.1K | 8.0% | −158.3K | Reduced |
| 2 | Apple Inc | 627.0K | $159.1K | 7.4% | −88.1K | Reduced |
| 3 | Nvidia Corporation | 884.7K | $154.3K | 7.1% | +884.7K | New |
| 4 | Alphabet Inc | 503.7K | $144.5K | 6.7% | −27.1K | Reduced |
| 5 | Linde PLC | 221.2K | $109.7K | 5.1% | −61.5K | Reduced |
| 6 | Amazon Com Inc | 473.5K | $98.6K | 4.6% | −25.6K | Reduced |
| 7 | Meta Platforms Inc | 163.4K | $93.5K | 4.3% | −8.8K | Reduced |
| 8 | Mastercard Incorporated | 183.8K | $91.9K | 4.3% | −9.9K | Reduced |
| 9 | Schwab Charles Corp | 957.4K | $90.0K | 4.2% | −51.0K | Reduced |
| 10 | Cme Group Inc | 270.3K | $79.8K | 3.7% | −14.6K | Reduced |
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