Intermede Investment Partners Ltd — 13F holdings

Intermede Investment Partners Ltd reported 30 holdings worth $2.38B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $210M (8.9%)
2. NVDA NVIDIA CORPORATION — $202M (8.5%)
3. AAPL APPLE INC — $160M (6.8%)
4. GOOG ALPHABET INC — $152M (6.4%)
5. AMAZON COM INC — $119M (5.0%)
6. AVGO BROADCOM INC — $102M (4.3%)
7. SCHW SCHWAB CHARLES CORP — $101M (4.3%)
8. MA MASTERCARD INCORPORATED — $89.4M (3.8%)
9. UNH UNITEDHEALTH GROUP INC — $78.0M (3.3%)
10. COF CAPITAL ONE FINL CORP — $76.4M (3.2%)