Intermede Investment Partners Ltd: 13F holdings
CIK 16647132026Q2
| Positions | 30 |
|---|
| Reported value | $2.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 30 (+2 vs prior quarter) |
|---|
| Reported value | $2.4bn (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 494,195 | $210.5m | 8.9% |
| NVDA NVIDIA CORPORATION | 897,613 | $202.5m | 8.5% |
| AAPL APPLE INC | 525,232 | $160.5m | 6.8% |
| GOOG ALPHABET INC | 443,172 | $151.9m | 6.4% |
| AMAZON COM INC | 452,551 | $119.4m | 5.0% |
| AVGO BROADCOM INC | 258,548 | $101.8m | 4.3% |
| SCHW SCHWAB CHARLES CORP NEW | 914,616 | $101.4m | 4.3% |
| MA MASTERCARD INC | 157,526 | $89.4m | 3.8% |
| UNH UNITEDHEALTH GROUP INC | 194,489 | $78.0m | 3.3% |
| COF CAPITAL ONE FINL CORP | 335,828 | $76.4m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1664713")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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