INTERMEDE INVESTMENT PARTNERS LTD
Q2 2026 Form 13-F
LONDON
CIK 0001664713
· CRD 175312
· SEC-registered investment adviser
Holdings reported by
Russell Investments Group Ltd since Q1 2020
$2.4B Reported Value Total
INTERMEDE INVESTMENT PARTNERS LIMITED reports 17 total accounts under management (AUM). There are 17 discretionary accounts valued at $3,993,977,139, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $33.4M gross asset value
Hedge Fund: $33.4M
Source: Form ADV filed 2026-07-29
Reported value
$2.4B
Quarter over quarter
+12.4%
Holdings
30
Top-10 concentration
54.4%
Filing Structure
Holdings reported by
- Russell Investments Group Ltd · since Q1 2020 · declared by one filing
Key People
Form ADV owners & control persons
Barry Patrick Dargan
SHAREHOLDER AND DIRECTOR
Olivier Lebleu
DIRECTOR
David Ian Macgregor
NON-EXECUTIVE DIRECTOR
Filing Navigation
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $2.4B |
| Positions | 30 |
| Change in reported value | +10.1% |
| New positions | 3 |
| Exited positions | 1 |
| Position turnover | 12.9% |
| Top-10 concentration | 54.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
30 | $2.4B |
|
Q1 2026 13F
Filed May 15, 2026
|
28 | $2.2B |
|
Q4 2025 13F
Filed Feb 9, 2026
|
31 | $2.4B |
|
Q3 2025 13F
Filed Nov 13, 2025
|
31 | $2.4B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
30 | $3.2B |
|
Q1 2025 13F
Filed May 15, 2025
|
32 | $3.2B |
|
Q4 2024 13F
Filed Feb 10, 2025
|
33 | $3.7B |
|
Q3 2024 13F
Filed Nov 4, 2024
|
33 | $4.8B |
|
Q2 2024 13F
Filed Jul 17, 2024
|
33 | $4.7B |
|
Q1 2024 13F
Filed May 10, 2024
|
32 | $4.9B |
|
Q4 2023 13F
Filed Feb 12, 2024
|
29 | $4.4B |
|
Q3 2023 13F
Filed Nov 8, 2023
|
26 | $3.9B |
|
Q2 2023 13F
Filed Aug 9, 2023
|
28 | $4.3B |
|
Q1 2023 13F
Filed May 15, 2023
|
29 | $4.1B |
|
Q4 2022 13F
Filed Feb 9, 2023
|
27 | $3.6B |
|
Q3 2022 13F
Filed Oct 24, 2022
|
28 | $3.6B |
|
Q2 2022 13F
Filed Aug 3, 2022
|
27 | $3.6B |
|
Q1 2022 13F
Filed Apr 28, 2022
|
28 | $4.3B |
|
Q4 2021 13F
Filed Jan 14, 2022
|
31 | $4.9B |
|
Q3 2021 13F
Filed Oct 27, 2021
|
31 | $4.3B |
23 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $210.5M | 8.86% |
| 2 | NVDA NVIDIA CORPORATION | $202.5M | 8.52% |
| 3 | AAPL APPLE INC | $160.5M | 6.76% |
| 4 | GOOG ALPHABET INC | $151.9M | 6.39% |
| 5 | AMZN AMAZON COM INC | $119.4M | 5.02% |
| 6 | AVGO BROADCOM INC | $101.8M | 4.29% |
| 7 | SCHW SCHWAB CHARLES CORP NEW | $101.4M | 4.27% |
| 8 | MA MASTERCARD INC | $89.4M | 3.76% |
| 9 | UNH UNITEDHEALTH GROUP INC | $78.0M | 3.28% |
| 10 | COF CAPITAL ONE FINL CORP | $76.4M | 3.22% |
| 11 | DXCM DEXCOM INC | $74.9M | 3.15% |
| 12 | BKR BAKER HUGHES COMPANY | $73.2M | 3.08% |
| 13 | LIN LINDE PLC | $69.9M | 2.94% |
| 14 | CME CME GROUP INC | $69.4M | 2.92% |
| 15 | ALLE ALLEGION PUB LTD CO | $68.3M | 2.87% |
| 16 | AMAT APPLIED MATLS INC | $66.5M | 2.8% |
| 17 | META META PLATFORMS INC | $66.3M | 2.79% |
| 18 | INTU INTUIT | $63.9M | 2.69% |
| 19 | UBER UBER TECHNOLOGIES INC | $62.9M | 2.65% |
| 20 | TDG TRANSDIGM GROUP INC | $62.0M | 2.61% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.