Fund Universe

← Fund Universe

☆Intermede Investment Partners Ltd

CIK 0001664713 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.717
AUM ($M)
2,376
Positions
30
Turnover
0.12
Top-10 wt
54%
Herfindahl
0.045
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 31 positions · portfolio value $2,376M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD TRIM — 8.9% +0.8% 210.5 494,195 -18,057 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 8.5% +1.4% 202.5 897,613 +12,885 2 —
☆AAPL funds › APPLE INC TRIM — 6.8% -0.6% 160.5 525,232 -101,736 5 —
☆GOOG funds › ALPHABET INC TRIM — 6.4% -0.3% 151.9 443,172 -60,545 5 —
☆CUSIP:023135906 funds › AMAZON COM INC TRIM — 5.0% +0.5% 119.4 452,551 -20,957 5 —
☆AVGO funds › BROADCOM INC ADD — 4.3% +0.7% 101.8 258,548 +7,007 5 —
☆SCHW funds › SCHWAB CHARLES CORP NEW TRIM — 4.3% +0.1% 101.4 914,616 -42,756 5 —
☆MA funds › MASTERCARD INC TRIM — 3.8% -0.5% 89.4 157,526 -26,310 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 3.3% +0.7% 78.0 194,489 -9,061 4 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 3.2% +0.3% 76.4 335,828 -14,719 4 —
☆DXCM funds › DEXCOM INC TRIM — 3.2% +0.7% 74.9 818,840 -39,673 3 —
☆BKR funds › BAKER HUGHES COMPANY TRIM — 3.1% -0.3% 73.2 1,135,690 -51,573 5 —
☆LIN funds › LINDE PLC TRIM — 2.9% -2.1% 69.9 145,480 -75,730 5 —
☆CME funds › CME GROUP INC TRIM — 2.9% -0.8% 69.4 258,688 -11,643 3 —
☆ALLE funds › ALLEGION PUB LTD CO NEW — 2.9% +2.9% 68.3 413,589 +413,589 1 —
☆AMAT funds › APPLIED MATLS INC TRIM — 2.8% -0.1% 66.5 131,259 -50,832 5 —
☆META funds › META PLATFORMS INC TRIM — 2.8% -1.5% 66.3 111,729 -51,637 5 —
☆INTU funds › INTUIT ADD — 2.7% -0.3% 63.9 183,254 +32,580 3 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 2.6% -0.3% 62.9 833,934 -41,161 5 —
☆TDG funds › TRANSDIGM GROUP INC TRIM — 2.6% -0.7% 62.0 49,681 -11,643 5 —
☆AME funds › AMETEK INC NEW — 2.3% +2.3% 55.1 215,011 +215,011 1 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC TRIM — 2.2% -0.0% 51.5 101,619 -4,751 5 —
☆EFX funds › EQUIFAX INC TRIM — 2.1% -0.3% 50.7 277,384 -12,903 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM — 2.0% -0.2% 48.5 1,444,660 -66,849 4 —
☆HDB funds › HDFC BANK LTD ADD — 2.0% -0.1% 48.3 2,073,833 +202,598 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 2.0% -0.4% 47.7 212,930 -9,773 3 —
☆ADI funds › ANALOG DEVICES INC NEW — 1.9% +1.9% 45.7 119,908 +119,908 1 —
☆TCOM funds › TRIP COM GROUP LTD TRIM — 1.8% -0.5% 42.3 942,905 -36,747 5 —
☆SE funds › SEA LTD TRIM — 0.5% +0.1% 11.7 94,590 -278 4 —
☆GRAB funds › GRAB HOLDINGS LIMITED TRIM — 0.2% -0.0% 5.4 1,474,355 -4,790 5 —
☆ABNB funds › AIRBNB INC EXIT — 0.0% -3.3% 0.0 0 -563,138 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,376 30 0.12 54% 0.045 0.714 — in
2026Q1 2,158 28 0.11 55% 0.045 0.746 — in
2025Q4 2,434 31 0.13 53% 0.043 0.657 — in
2025Q3 2,433 31 0.15 52% 0.042 0.612 — in
2025Q2 3,243 30 0.09 50% 0.041 0.788 — entered
2025Q1 3,179 32 0.00 50% 0.040 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status