Intermede Investment Partners
Intermede Investment Partners reported 30 stocks worth $2.4M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (8.9%), NVDA (8.5%) and AAPL (6.8%). Compared with Q1 2026, the fund opened new positions in ALLE, AME and ADI, added to NVDA, AVGO and INTU, trimmed TSM, AAPL and GOOG and sold out of ABNB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $210K | 8.9% | 494K | −18K (−4%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $202K | 8.5% | 898K | +13K (+1%) | 2 of 8 | |
| 3 |  AAPL Apple Inc | $160K | 6.8% | 525K | −102K (−16%) | 6 of 8 | |
| 4 |  GOOG Alphabet Inc | $152K | 6.4% | 443K | −61K (−12%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $119K | 5.0% | 453K | −21K (−4%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $102K | 4.3% | 259K | +7,007 (+3%) | 7 of 8 | |
| 7 |  SCHW Schwab Charles Corp | $101K | 4.3% | 915K | −43K (−4%) | 6 of 8 | |
| 8 |  MA Mastercard Incorporated | $89K | 3.8% | 158K | −26K (−14%) | 8 of 8 | |
| 9 |  UNH Unitedhealth Group Inc | $78K | 3.3% | 194K | −9,061 (−4%) | 4 of 8 | |
| 10 |  COF Capital One Finl Corp | $76K | 3.2% | 336K | −15K (−4%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ABNB Airbnb Inc | $71K | 563K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Intermede Investment Partners 13F FAQ
What does Intermede Investment Partners own?
Intermede Investment Partners reported 30 stocks worth $2.4M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (8.9%), NVDA (8.5%) and AAPL (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Intermede Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 4 added to, 23 trimmed and 1 sold out. New positions include ALLE, AME and ADI. It sold all of ABNB.
When will Intermede Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Intermede Investment Partners's portfolio worth?
The Q2 2026 filing reports $2.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.