Intermede Investment Partners Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 0 | 884,728 | +884,728 | 0 | 154,297 | 7.15% | +154,297 |
| BAKER HUGHES COMPANY(BKR) | 1,251,453 | 1,187,263 | -64,190 | 56,991 | 72,482 | 3.36% | +15,491 |
| INTUIT(INTU) | 76,847 | 150,674 | +73,827 | 50,905 | 65,148 | 3.02% | +14,243 |
| CME GROUP INC(CME) | 284,959 | 270,331 | -14,628 | 77,817 | 79,842 | 3.70% | +2,025 |
| BROADCOM INC(AVGO) | 220,777 | 251,541 | +30,764 | 76,411 | 77,854 | 3.61% | +1,443 |
| UNITEDHEALTH GROUP INC(UNH) | 164,960 | 203,550 | +38,590 | 54,455 | 55,079 | 2.55% | +624 |
| WASTE MGMT INC DEL(WM) | 234,749 | 222,703 | -12,046 | 51,577 | 51,175 | 2.37% | -402 |
| APPLIED MATLS INC | 254,050 | 182,091 | -71,959 | 65,288 | 62,237 | 2.88% | -3,051 |
| GRAB HOLDINGS LIMITED | 1,854,024 | 1,479,145 | -374,879 | 9,252 | 5,414 | 0.25% | -3,838 |
| SEA LTD(SE) | 99,522 | 94,868 | -4,654 | 12,696 | 7,856 | 0.36% | -4,840 |
| DEXCOM INC(DXCM) | 909,307 | 858,513 | -50,794 | 60,351 | 53,915 | 2.50% | -6,436 |
| AON PLC(AON) | 23,160 | 0 | -23,160 | 8,173 | 0 | — | -8,173 |
| AIRBNB INC | 593,646 | 563,138 | -30,508 | 80,570 | 71,113 | 3.30% | -9,457 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 1,593,476 | 1,511,509 | -81,967 | 58,959 | 48,383 | 2.24% | -10,576 |
| SCHWAB CHARLES CORP NEW(SCHW) | 1,008,412 | 957,372 | -51,040 | 100,750 | 89,974 | 4.17% | -10,776 |
| LINDE PLC(LIN) | 282,714 | 221,210 | -61,504 | 120,546 | 109,667 | 5.08% | -10,879 |
| UBER TECHNOLOGIES INC(UBER) | 922,397 | 875,095 | -47,302 | 75,369 | 62,946 | 2.92% | -12,423 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 133,378 | 106,370 | -27,008 | 60,468 | 47,498 | 2.20% | -12,970 |
| EQUIFAX INC(EFX) | 306,009 | 290,287 | -15,722 | 66,398 | 52,272 | 2.42% | -14,126 |
| TRANSDIGM GROUP INC(TDG) | 64,676 | 61,324 | -3,352 | 86,009 | 71,072 | 3.29% | -14,937 |
| AMAZON COM INC | 499,139 | 473,508 | -25,631 | 115,211 | 98,618 | 4.57% | -16,593 |
| MASTERCARD INC(MA) | 193,782 | 183,836 | -9,946 | 110,626 | 91,855 | 4.26% | -18,771 |
| META PLATFORMS INC(META) | 172,152 | 163,366 | -8,786 | 113,636 | 93,467 | 4.33% | -20,169 |
| ALPHABET INC(GOOG) | 530,769 | 503,717 | -27,052 | 166,555 | 144,496 | 6.70% | -22,059 |
| HDFC BANK LTD(HDB) | 1,953,685 | 1,871,235 | -82,450 | 71,388 | 46,556 | 2.16% | -24,832 |
| CAPITAL ONE FINL CORP(COF) | 369,497 | 350,547 | -18,950 | 89,551 | 63,950 | 2.96% | -25,601 |
| TRIP COM GROUP LTD(TCOM) | 1,065,153 | 979,652 | -85,501 | 76,595 | 48,777 | 2.26% | -27,818 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 670,538 | 512,252 | -158,286 | 203,770 | 173,116 | 8.02% | -30,654 |
| APPLE INC(AAPL) | 715,082 | 626,968 | -88,114 | 194,402 | 159,118 | 7.37% | -35,284 |
| DANAHER CORP DEL(DHR) | 155,305 | 0 | -155,305 | 35,552 | 0 | — | -35,552 |
| VERTIV HOLDINGS CO(VRT) | 236,210 | 0 | -236,210 | 38,268 | 0 | — | -38,268 |
| SYNOPSYS INC(SNPS) | 96,105 | 0 | -96,105 | 45,142 | 0 | — | -45,142 |