Intermede Investment Partners LTD Portfolio Holdings

Intermede Investment Partners LTD

  • $2.43 Billion
  • Q3 2025

Intermede Investment Partners LTD has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.43 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $195M, Apple Inc. with a value of $191M, Alphabet Inc. with a value of $136M, Meta Platforms, Inc. with a value of $120M, and Amazon Com Inc with a value of $118M.

Examining the 13F form we can see an decrease of $810M in the current position value, from $3.24B to 2.43B.

Below you can find more details about Intermede Investment Partners LTD portfolio as well as his latest detailed transactions.

Portfolio value $2.43 Billion
Technology: $756 Million
Financial Services: $439 Million
Communication Services: $256 Million
Healthcare: $242 Million
Consumer Cyclical: $229 Million
Industrials: $223 Million
Energy: $64.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$195 Million 8.01% of portfolio
697,637
Q3 2025 Reduced 31.58%
$4.3T
$191 Million 7.86% of portfolio
750,911
Q3 2025 Reduced 25.78%
$1.74T
$136 Million 5.59% of portfolio
558,262
Q3 2025 Reduced 42.22%
$1.37T
$120 Million 4.93% of portfolio
163,243
Q3 2025 Reduced 27.91%
Amazon Com Inc
-
$118 Million 4.86% of portfolio
-
Q3 2025 Reduced 22.17%
$512B
$116 Million 4.76% of portfolio
203,436
Q3 2025 Reduced 27.84%
Linde PLC
-
$105 Million 4.33% of portfolio
-
Q3 2025 Reduced 33.56%
$167B
$101 Million 4.15% of portfolio
1,058,778
Q3 2025 Reduced 27.8%
$181B
$94.9 Million 3.9% of portfolio
968,454
Q3 2025 Reduced 27.79%
$72.7B
$89.5 Million 3.68% of portfolio
67,873
Q3 2025 Reduced 20.52%
$46.2B
$83.3 Million 3.42% of portfolio
1,107,199
Q3 2025 Reduced 36.2%
$25.4B
$82.4 Million 3.39% of portfolio
321,275
Q3 2025 Reduced 27.83%
$77.2B
$82.5 Million 3.39% of portfolio
387,894
Q3 2025 New
$139B
$76.5 Million 3.14% of portfolio
231,789
Q3 2025 Reduced 40.93%
$300B
$76.3 Million 3.14% of portfolio
221,102
Q3 2025 New
$46.9B
$75.7 Million 3.11% of portfolio
623,268
Q3 2025 Reduced 27.79%
$68.4B
$66.8 Million 2.74% of portfolio
1,955,058
Q3 2025 Added 80.49%
$45.2B
$65 Million 2.67% of portfolio
114,625
Q3 2025 Reduced 27.8%
$48.8B
$64.1 Million 2.63% of portfolio
1,315,146
Q3 2025 Reduced 27.82%
$3.56B
$62.9 Million 2.58% of portfolio
917,299
Q3 2025 Reduced 37.85%
$237B
$58.5 Million 2.4% of portfolio
246,710
Q3 2025 Reduced 37.74%
$111B
$54.8 Million 2.25% of portfolio
140,023
Q3 2025 Reduced 27.79%
$875M
$52.3 Million 2.15% of portfolio
1,334,695
Q3 2025 New
$32.7B
$51.2 Million 2.11% of portfolio
339,548
Q3 2025 Reduced 39.51%
$59.7B
$49.8 Million 2.05% of portfolio
100,890
Q3 2025 New
$160B
$48.2 Million 1.98% of portfolio
243,361
Q3 2025 Reduced 41.02%
$79.1B
$17.7 Million 0.73% of portfolio
99,083
Q3 2025 New
$20.1B
$11.1 Million 0.46% of portfolio
1,845,825
Q3 2025 Reduced 22.84%
$9.48B
$8.37 Million 0.34% of portfolio
101,970
Q3 2025 Reduced 3.89%
$72.4B
$8.22 Million 0.34% of portfolio
23,059
Q3 2025 Reduced 3.88%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $2.43 Billion
  • Prior Value $3.24 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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