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IIP

Intermede Investment Partners Portfolio holdings

AUM $2.16B
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
-5.18%
1 Year Est. Return
+18.47%
3 Year Est. Return
+69.55%
5 Year Est. Return
+72.34%
10 Year Est. Return
+364.13%
AUM
$2.16B
AUM Growth
-$276M
Cap. Flow
-$127M
Cap. Flow %
-5.9%
Top 10 Hldgs %
55.35%
Holding
32
New
1
Increased
3
Reduced
24
Closed
4

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$162M
2
INTU icon
Intuit
INTU
+$35.2M
3
UNH icon
UnitedHealth
UNH
+$11.5M
4
AVGO icon
Broadcom
AVGO
+$10.1M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$54.5M
2
SNPS icon
Synopsys
SNPS
+$45.1M
3
VRT icon
Vertiv
VRT
+$38.3M
4
DHR icon
Danaher
DHR
+$35.6M
5
LIN icon
Linde
LIN
+$29M

Sector Composition

Rank Sector Weight
1 Technology 35.22%
2 Financials 17.24%
3 Consumer Discretionary 12.73%
4 Communication Services 11.03%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
26
HDFC Bank
HDB
$123B
$46.6M 2.16%
1,871,235
-82,450
-4% -$2.56M
SE icon
27
Sea Limited
SE
$66.4B
$7.86M 0.36%
94,868
-4,654
-5% -$499K
GRAB icon
28
Grab
GRAB
$13.7B
$5.41M 0.25%
1,479,145
-374,879
-20% -$1.59M
AON icon
29
Aon
AON
$80.6B
– –
-23,160
Closed -$8.17M
DHR icon
30
Danaher
DHR
$138B
– –
-155,305
Closed -$35.6M
SNPS icon
31
Synopsys
SNPS
$71.6B
– –
-96,105
Closed -$45.1M
VRT icon
32
Vertiv
VRT
$85.7B
– –
-236,210
Closed -$38.3M
1
2

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MA
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TAL
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MIAS
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MMLI
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Intermede Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Intermede Investment Partners held 32 positions worth $2.16B, down 11% from $2.43B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Intermede Investment Partners withdrew a net $127M in Q1 2026, closing 4 positions and reducing 24 holdings. Its most notable exit was Synopsys, an estimated $45.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Intermede Investment Partners opened a new position in NVIDIA worth $154M.

  • Intermede Investment Partners's largest Q1 2026 buy was NVIDIA: 884,728 shares worth $154M.
  • Intermede Investment Partners added most to Intuit in Q1 2026, an estimated $35.2M increase.
  • Intermede Investment Partners's biggest Q1 2026 reduction was TSMC, cutting an estimated $54.5M.
  • Intermede Investment Partners fully exited Synopsys in Q1 2026, selling an estimated $45.1M.
  • Intermede Investment Partners's ten largest holdings make up 55% of its $2.16B portfolio in Q1 2026.
  • Intermede Investment Partners opened 1 new position and closed 4 in Q1 2026.
  • Intermede Investment Partners's portfolio value fell 11% quarter-over-quarter to $2.16B.

Based on Intermede Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.