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Intermede Investment Partners Ltd

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13F filer, CIK 1664713, LONDON, United Kingdom

Intermede Investment Partners Ltd reported $2,433,681,000 across 31 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-09. Its ten largest share positions make up 53.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001664713-26-000001

Period
2025-12-31
Reported value
$2.43B
Holdings
31
Top 10 weight
53.46%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CMEnew+284,959$77.8M
DXCMnew+909,307$60.4M
WMnew+234,749$51.6M
INTUnew+76,847$50.9M
LINadded+61,110$26.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSCIexited-114,625-$65M
THE COOPER COMPANIESexited-917,299-$62.9M
CRMexited-246,710-$58.5M
AMATreduced-91,991-$23.6M
DHRreduced-88,056-$20.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001664713-26-000001, largest first. % of portfolio is the value over $2,433,681,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555,692 shares; 2024Q4: 1,255,214 shares; 2025Q1: 1,068,022 shares; 2025Q2: 1,019,689 shares; 2025Q3: 697,637 shares; 2025Q4: 670,538 shares 670,538$204M8.37%-27,099Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,064,225 shares; 2025Q2: 1,011,733 shares; 2025Q3: 750,911 shares; 2025Q4: 715,082 shares 715,082$194M7.99%-35,829Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641,704 shares; 2024Q4: 1,211,713 shares; 2025Q1: 1,016,617 shares; 2025Q2: 966,221 shares; 2025Q3: 558,262 shares; 2025Q4: 530,769 shares 530,769$167M6.84%-27,493Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,220 shares; 2024Q4: 380,069 shares; 2025Q1: 355,704 shares; 2025Q2: 333,525 shares; 2025Q3: 221,604 shares; 2025Q4: 282,714 shares 282,714$121M4.95%+61,110Timeline
AMAZON COM INCAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372,012 shares; 2024Q4: 980,344 shares; 2025Q1: 906,871 shares; 2025Q2: 692,431 shares; 2025Q3: 538,902 shares; 2025Q4: 499,139 shares 499,139$115M4.73%-39,763
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,585 shares; 2024Q4: 256,615 shares; 2025Q1: 237,837 shares; 2025Q2: 226,431 shares; 2025Q3: 163,243 shares; 2025Q4: 172,152 shares 172,152$114M4.67%+8,909Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,611 shares; 2024Q4: 320,958 shares; 2025Q1: 296,602 shares; 2025Q2: 281,922 shares; 2025Q3: 203,436 shares; 2025Q4: 193,782 shares 193,782$111M4.55%-9,654Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,542,934 shares; 2025Q2: 1,466,510 shares; 2025Q3: 1,058,778 shares; 2025Q4: 1,008,412 shares 1,008,412$101M4.14%-50,366Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387,894 shares; 2025Q4: 369,497 shares 369,497$89.6M3.68%-18,397Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,104 shares; 2024Q4: 97,206 shares; 2025Q1: 89,854 shares; 2025Q2: 85,398 shares; 2025Q3: 67,873 shares; 2025Q4: 64,676 shares 64,676$86M3.53%-3,197Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226,359 shares; 2024Q4: 806,748 shares; 2025Q1: 908,254 shares; 2025Q2: 863,191 shares; 2025Q3: 623,268 shares; 2025Q4: 593,646 shares 593,646$80.6M3.31%-29,622Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,731 shares; 2024Q4: 556,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284,959 shares 284,959$77.8M3.2%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,393,955 shares; 2025Q2: 1,735,363 shares; 2025Q3: 1,107,199 shares; 2025Q4: 1,065,153 shares 1,065,153$76.6M3.15%-42,046Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 638,188 shares; 2025Q1: 672,630 shares; 2025Q2: 392,366 shares; 2025Q3: 231,789 shares; 2025Q4: 220,777 shares 220,777$76.4M3.14%-11,012Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071,152 shares; 2024Q4: 2,041,646 shares; 2025Q1: 1,529,408 shares; 2025Q2: 1,341,228 shares; 2025Q3: 968,454 shares; 2025Q4: 922,397 shares 922,397$75.4M3.1%-46,057Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731,367 shares; 2024Q4: 1,274,348 shares; 2025Q1: 1,175,295 shares; 2025Q2: 1,083,185 shares; 2025Q3: 1,955,058 shares; 2025Q4: 1,953,685 shares 1,953,685$71.4M2.93%-1,373Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,724 shares; 2024Q4: 506,563 shares; 2025Q1: 468,055 shares; 2025Q2: 445,161 shares; 2025Q3: 321,275 shares; 2025Q4: 306,009 shares 306,009$66.4M2.73%-15,266Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862,136 shares; 2024Q4: 675,688 shares; 2025Q1: 624,356 shares; 2025Q2: 593,530 shares; 2025Q3: 346,041 shares; 2025Q4: 254,050 shares 254,050$65.3M2.68%-91,991Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,045 shares; 2025Q2: 193,915 shares; 2025Q3: 140,023 shares; 2025Q4: 133,378 shares 133,378$60.5M2.48%-6,645Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909,307 shares 909,307$60.4M2.48%newTimeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334,695 shares; 2025Q4: 1,593,476 shares 1,593,476$59M2.42%+258,781Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935,979 shares; 2024Q4: 2,312,473 shares; 2025Q1: 1,917,213 shares; 2025Q2: 1,822,066 shares; 2025Q3: 1,315,146 shares; 2025Q4: 1,251,453 shares 1,251,453$57M2.34%-63,693Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221,102 shares; 2025Q4: 164,960 shares 164,960$54.5M2.24%-56,142Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,749 shares 234,749$51.6M2.12%newTimeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,847 shares 76,847$50.9M2.09%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,890 shares; 2025Q4: 96,105 shares 96,105$45.1M1.85%-4,785Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 699,491 shares; 2025Q2: 561,326 shares; 2025Q3: 339,548 shares; 2025Q4: 236,210 shares 236,210$38.3M1.57%-103,338Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,752 shares; 2024Q4: 576,172 shares; 2025Q1: 434,180 shares; 2025Q2: 412,623 shares; 2025Q3: 243,361 shares; 2025Q4: 155,305 shares 155,305$35.6M1.46%-88,056Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,083 shares; 2025Q4: 99,522 shares 99,522$12.7M0.52%+439Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147,655 shares; 2024Q4: 2,420,540 shares; 2025Q1: 2,438,783 shares; 2025Q2: 2,392,076 shares; 2025Q3: 1,845,825 shares; 2025Q4: 1,854,024 shares 1,854,024$9.25M0.38%+8,199Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,477 shares; 2024Q4: 24,281 shares; 2025Q1: 24,458 shares; 2025Q2: 23,990 shares; 2025Q3: 23,059 shares; 2025Q4: 23,160 shares 23,160$8.17M0.34%+101Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSCIMSCI INC114,625$65Mshares
THE COOPER COMPANIESTHE COOPER COMPANIES917,299$62.9Mshares
CRMSALESFORCE INC246,710$58.5Mshares
DOXAMDOCS LTD101,970$8.37Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001664713-26-000001 base2026-02-09acceptance time not in the bulk data set