Intermede Investment Partners Ltd
LONDON X0 · SEC CIK 0001664713
$23.76亿2026Q2 申报市值
30持仓数
54.4%前十大占比 · 第一大 8.9%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALLE 新建仓+$6,826.70万
AME 新建仓+$5,509.00万
ADI 新建仓+$4,570.50万
INTU 加仓+$1,135.32万
HDB 加仓+$471.95万
2026Q2 卖出最多 按季末市值估算
ABNB 清仓-$7,111.30万
LIN 减仓-$3,638.35万
AAPL 减仓-$3,108.61万
META 减仓-$3,062.20万
AMAT 减仓-$2,573.68万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.10亿 | 8.86% | 494,195 | -18,057 | -3.5% | -$769.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.02亿 | 8.52% | 897,613 | 12,885 | 1.5% | $290.63万 | 加仓 |
| AAPL | APPLE INC | $1.60亿 | 6.76% | 525,232 | -101,736 | -16.2% | -$3,108.61万 | 减仓 |
| GOOG | ALPHABET INC | $1.52亿 | 6.39% | 443,172 | -60,545 | -12.0% | -$2,075.55万 | 减仓 |
| — | AMAZON COM INC | $1.19亿 | 5.02% | 452,551 | -20,957 | -4.4% | -$552.73万 | 减仓 |
| AVGO | BROADCOM INC | $1.02亿 | 4.29% | 258,548 | 7,007 | 2.8% | $275.96万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $1.01亿 | 4.27% | 914,616 | -42,756 | -4.5% | -$473.95万 | 减仓 |
| MA | MASTERCARD INC | $8,935.50万 | 3.76% | 157,526 | -26,310 | -14.3% | -$1,492.41万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $7,800.10万 | 3.28% | 194,489 | -9,061 | -4.5% | -$363.40万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $7,640.80万 | 3.22% | 335,828 | -14,719 | -4.2% | -$334.89万 | 减仓 |
| DXCM | DEXCOM INC | $7,490.70万 | 3.15% | 818,840 | -39,673 | -4.6% | -$362.93万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $7,318.40万 | 3.08% | 1,135,690 | -51,573 | -4.3% | -$332.34万 | 减仓 |
| LIN | LINDE PLC | $6,989.40万 | 2.94% | 145,480 | -75,730 | -34.2% | -$3,638.35万 | 减仓 |
| CME | CME GROUP INC | $6,943.10万 | 2.92% | 258,688 | -11,643 | -4.3% | -$312.49万 | 减仓 |
| ALLE | ALLEGION PUB LTD CO | $6,826.70万 | 2.87% | 413,589 | 413,589 | — | $6,826.70万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $6,645.80万 | 2.80% | 131,259 | -50,832 | -27.9% | -$2,573.68万 | 减仓 |
| META | META PLATFORMS INC | $6,625.80万 | 2.79% | 111,729 | -51,637 | -31.6% | -$3,062.20万 | 减仓 |
| INTU | INTUIT | $6,385.90万 | 2.69% | 183,254 | 32,580 | 21.6% | $1,135.32万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $6,294.10万 | 2.65% | 833,934 | -41,161 | -4.7% | -$310.66万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $6,200.00万 | 2.61% | 49,681 | -11,643 | -19.0% | -$1,453.00万 | 减仓 |
| AME | AMETEK INC | $5,509.00万 | 2.32% | 215,011 | 215,011 | — | $5,509.00万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5,150.30万 | 2.17% | 101,619 | -4,751 | -4.5% | -$240.79万 | 减仓 |
| EFX | EQUIFAX INC | $5,069.50万 | 2.13% | 277,384 | -12,903 | -4.4% | -$235.82万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,847.60万 | 2.04% | 1,444,660 | -66,849 | -4.4% | -$224.31万 | 减仓 |
| HDB | HDFC BANK LTD | $4,831.00万 | 2.03% | 2,073,833 | 202,598 | 10.8% | $471.95万 | 加仓 |
| WM | WASTE MGMT INC DEL | $4,774.10万 | 2.01% | 212,930 | -9,773 | -4.4% | -$219.12万 | 减仓 |
| ADI | ANALOG DEVICES INC | $4,570.50万 | 1.92% | 119,908 | 119,908 | — | $4,570.50万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $4,226.10万 | 1.78% | 942,905 | -36,747 | -3.8% | -$164.70万 | 减仓 |
| SE | SEA LTD | $1,166.50万 | 0.49% | 94,590 | -278 | -0.3% | -$3.43万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $538.10万 | 0.23% | 1,474,355 | -4,790 | -0.3% | -$1.75万 | 减仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -563,138 | -100.0% | -$7,111.30万 | 清仓 |