Intermede Investment Partners Ltd
•CIK: 1664713•Filing: Q4 2025
**Intermede Investment Partners Ltd.** manages $2.4B across a concentrated portfolio of 31 positions. The fund exhibits significant exposure to technology and market leaders, with top holdings including TSM at $203.8M and AAPL at $194.4M. Further allocations are notable in GOOG ($166.6M), LIN ($120.5M), and VYLD ($115.2M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$2.4B
QoQ Performance
+0.0%
Positions
31
Top 10 Concentration
53.5%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM
AAPL
GOOGL
TSM8.4%
AAPL8.0%
GOOGL6.8%
LIN5.0%
AMZN4.7%
META4.7%
MA4.5%
SCHW4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.4%
Technology24.7%
Consumer13.6%
Financial12.7%
Materials5.0%
Healthcare3.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑6 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022