Intermede Investment Partners Ltd 13F 持仓 · 2026年Q2
Intermede Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 23.76 亿美元。前几大持仓：TSM（8.86%）、NVDA（8.52%）、AAPL（6.76%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $210.5M | 8.86% | 494,195 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $202.5M | 8.52% | 897,613 | 增持 |
| 3 | AAPL | APPLE INC | $160.5M | 6.76% | 525,232 | 减持 |
| 4 | GOOG | ALPHABET INC | $151.9M | 6.39% | 443,172 | 减持 |
| 5 | AMZN | AMAZON COM INC | $119.4M | 5.02% | 452,551 | 减持 |
| 6 | AVGO | BROADCOM INC | $101.8M | 4.29% | 258,548 | 增持 |
| 7 | SCHW | SCHWAB CHARLES CORP NEW | $101.4M | 4.27% | 914,616 | 减持 |
| 8 | MA | MASTERCARD INC | $89.4M | 3.76% | 157,526 | 减持 |
| 9 | UNH | UNITEDHEALTH GROUP INC | $78.0M | 3.28% | 194,489 | 减持 |
| 10 | COF | CAPITAL ONE FINL CORP | $76.4M | 3.22% | 335,828 | 减持 |
| 11 | DXCM | DEXCOM INC | $74.9M | 3.15% | 818,840 | 减持 |
| 12 | BKR | BAKER HUGHES COMPANY | $73.2M | 3.08% | 1.1M | 减持 |
| 13 | LIN | LINDE PLC | $69.9M | 2.94% | 145,480 | 减持 |
| 14 | CME | CME GROUP INC | $69.4M | 2.92% | 258,688 | 减持 |
| 15 | ALLE | ALLEGION PUB LTD CO | $68.3M | 2.87% | 413,589 | 新建仓 |
| 16 | AMAT | APPLIED MATLS INC | $66.5M | 2.80% | 131,259 | 减持 |
| 17 | META | META PLATFORMS INC | $66.3M | 2.79% | 111,729 | 减持 |
| 18 | INTU | INTUIT | $63.9M | 2.69% | 183,254 | 增持 |
| 19 | UBER | UBER TECHNOLOGIES INC | $62.9M | 2.65% | 833,934 | 减持 |
| 20 | TDG | TRANSDIGM GROUP INC | $62.0M | 2.61% | 49,681 | 减持 |
| 21 | AME | AMETEK INC | $55.1M | 2.32% | 215,011 | 新建仓 |
| 22 | VRTX | VERTEX PHARMACEUTICALS INC | $51.5M | 2.17% | 101,619 | 减持 |
| 23 | EFX | EQUIFAX INC | $50.7M | 2.13% | 277,384 | 减持 |
| 24 | CMG | CHIPOTLE MEXICAN GRILL INC | $48.5M | 2.04% | 1.4M | 减持 |
| 25 | HDB | HDFC BANK LTD | $48.3M | 2.03% | 2.1M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR