Intermede Investment Partners Ltd

Long Only Manager

Intermede Investment Partners Ltd is a Long Only Manager led by Barry Patrick Dargan, reporting $5.5B in AUM as of Q3 2025 with 57% concentrated in top 10 holdings.

CEOBarry Patrick Dargan

Portfolio Value: $2.0B
Positions: 26
Top Holding: AAPL at 9.79%
Last Reported: Q3 2025

Address6 Warwick Street, London, W1B 5LU, United Kingdom

Top Holdings

Largest long holdings in Intermede Investment Partners Ltd's portfolio (57.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$191.2M	9.79%	-$66.4M Sold	0.01% 750.9K shares	Q1 2025 Held for 8 months
2 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$136.0M	6.96%	-$99.4M Sold	0.00% 558.3K shares	Q4 2015 Held for 9y 11m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$119.9M	6.14%	-$46.4M Sold	0.01% 163.2K shares	Q1 2024 Held for 1y 8m
4 Mastercard MA	Financial - Credit Services Financial Services	$115.7M	5.93%	-$44.6M Sold	0.02% 203.4K shares	Q4 2015 Held for 9y 11m
5 Linde LIN	Chemicals - Specialty Basic Materials	$105.3M	5.39%	-$53.2M Sold	0.05% 221.6K shares	Q1 2023 Held for 2y 8m
6 Charles Schwab Corporation SCHW	Financial - Capital Markets Financial Services	$101.1M	5.18%	-$38.9M Sold	0.06% 1.1M shares	Q1 2025 Held for 8 months
7 Uber Technologies UBER	Software - Application Technology	$94.9M	4.86%	-$36.5M Sold	0.05% 968.5K shares	Q1 2024 Held for 1y 8m
8 TransDigm Group TDG	Aerospace & Defense Industrials	$89.5M	4.58%	-$23.1M Sold	0.12% 67.9K shares	Q3 2024 Held for 1y 2m
9 Capital One Financial COF	Financial - Credit Services Financial Services	$82.5M	4.22%	+$82.5M New	0.06% 387.9K shares	Q3 2025 Held for 2 months
10 Equifax EFX	Consulting Services Industrials	$82.4M	4.22%	-$31.8M Sold	0.26% 321.3K shares	Q1 2023 Held for 2y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Intermede Investment Partners Ltd's latest filing

See all changes

GthenC

Market Value

$2.0B

Prior: $2.7B

Q/Q Change

-27.03%

-$723.2M

Net Flows % of MV

-46.84%

Turnover Ratio

35.45%

New Purchases

3 stocks

$208.6M

Added To

0 stocks

Sold Out Of

4 stocks

$334.4M

Reduced Holdings

22 stocks

-$788.7M

Increased Positions

Position	Shares Δ	Change
1 Capital One Financial COF	New	0 → 387.9K +$82.5M
2 UnitedHealth Group UNH	New	0 → 221.1K +$76.3M
3 Synopsys SNPS	New	0 → 100.9K +$49.8M

Decreased Positions

Position	Shares Δ	Change
1 S&P Global SPGI	Sold	223.8K → 0 −$118.0M
2 Ansys ANSS	Sold	321.8K → 0 −$113.0M
3 Workday, Inc. WDAY	Sold	399.2K → 0 −$95.8M
4 Schlumberger SLB	Sold	224.4K → 0 −$7.6M
5 Alphabet Inc. GOOG	-42.22%	966.2K → 558.3K −$99.4M