§ 13F · FUND PROFILE
Intermede Investment Partners Ltd.
AUM · $2M (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$169K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 494K | $210K | 8.9% | −4% |
| 2 | NVDA | NVIDIA CORPORATION | 898K | $202K | 8.5% | +1% |
| 3 | AAPL | APPLE INC | 525K | $160K | 6.8% | −16% |
| 4 | GOOG | ALPHABET INC | 443K | $152K | 6.4% | −12% |
| 5 | AMZN | AMAZON COM INC | 453K | $119K | 5.0% | −4% |
| 6 | AVGO | BROADCOM INC | 259K | $102K | 4.3% | +3% |
| 7 | SCHW | SCHWAB CHARLES CORP NEW | 915K | $101K | 4.3% | −4% |
| 8 | MA | MASTERCARD INC | 158K | $89K | 3.8% | −14% |
| 9 | UNH | UNITEDHEALTH GROUP INC | 194K | $78K | 3.3% | −4% |
| 10 | COF | CAPITAL ONE FINL CORP | 336K | $76K | 3.2% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INTERMEDE SIGNAL
AC read
Intermede Investment Partners Ltd is a Other fund managing $2 million in assets. The fund runs a portfolio of 30 positions.
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