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Intermede Investment Partners Ltd Top Holdings and 13F Report (2024)

About Intermede Investment Partners Ltd

Investment Activity

  • Intermede Investment Partners Ltd has $4.90 million in total holdings as of March 31, 2024.
  • Intermede Investment Partners Ltd owns shares of 32 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 23.50% of the portfolio was purchased this quarter.
  • About 15.92% of the portfolio was sold this quarter.
  • This quarter, Intermede Investment Partners Ltd has purchased 29 new stocks and bought additional shares in 10 stocks.
  • Intermede Investment Partners Ltd sold shares of 16 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft
$335,023
LINDE PLC
$282,958
Alphabet
$269,743
AMAZON COM INC
$263,130

Largest New Holdings this Quarter

Meta Platforms
$219,352 Holding
NVIDIA
$153,294 Holding
Airbnb
$136,645 Holding
Uber Technologies
$133,348 Holding
Netflix
$101,187 Holding

Largest Purchases this Quarter

Meta Platforms
451,732 shares (about $219.35K)
NVIDIA
169,656 shares (about $153.29K)
Applied Materials
724,210 shares (about $149.35K)
Airbnb
828,352 shares (about $136.65K)
Uber Technologies
1,732,020 shares (about $133.35K)

Largest Sales this Quarter

Schlumberger
3,121,843 shares (about $171.11K)
Accenture
155,817 shares (about $54.01K)
CME Group
246,777 shares (about $53.13K)
Taiwan Semiconductor Manufacturing
325,988 shares (about $44.35K)
Charles Schwab
376,986 shares (about $27.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIntermede Investment Partners Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$335,023$4,349 1.3%796,3086.8%Computer and Technology
LINDE PLC
$282,958$17,394 -5.8%609,4025.8%SHS
Alphabet Inc. stock logo
GOOG
Alphabet
$269,743$7,624 2.9%1,771,5935.5%Computer and Technology
AMAZON COM INC
$263,130$17,647 -6.3%1,458,7565.4%COM
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$247,241$44,351 -15.2%1,817,2785.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$219,352$219,352 New Holding451,7324.5%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$214,415$13,631 -6.0%445,2414.4%Business Services
Danaher Co. stock logo
DHR
Danaher
$205,071$13,450 -6.2%821,2054.2%Multi-Sector Conglomerates
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$197,643$27,271 -12.1%2,732,1414.0%Finance
Equifax Inc. stock logo
EFX
Equifax
$193,797$12,710 -6.2%724,4214.0%Business Services
S&P Global Inc. stock logo
SPGI
S&P Global
$179,931$11,844 -6.2%422,9203.7%Business Services
CME Group Inc. stock logo
CME
CME Group
$166,070$53,129 -24.2%771,3763.4%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$161,786$149,354 1,201.4%784,4923.3%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$155,844$10,113 -6.1%921,0073.2%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$153,294$153,294 New Holding169,6563.1%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$145,785$24,928 20.6%288,9123.0%Computer and Technology
Baker Hughes stock logo
BKR
Baker Hughes
$143,526$20,323 16.5%4,284,3612.9%Oils/Energy
Accenture plc stock logo
ACN
Accenture
$136,991$54,008 -28.3%395,2322.8%Business Services
Airbnb, Inc. stock logo
ABNB
Airbnb
$136,645$136,645 New Holding828,3522.8%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$133,348$133,348 New Holding1,732,0202.7%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$132,987$38,771 41.2%471,6702.7%Retail/Wholesale
Allegion plc stock logo
ALLE
Allegion
$131,658$7,931 -5.7%977,3422.7%Industrial Products
HDFC Bank Limited stock logo
HDB
HDFC Bank
$131,189$32,101 32.4%2,343,9222.7%Finance
COOPER COS INC
$120,738$83,080 220.6%1,190,0012.5%COM NEW
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$102,815$18,510 -15.3%499,1512.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$101,187$101,187 New Holding166,6102.1%Consumer Discretionary
ANSYS, Inc. stock logo
ANSS
ANSYS
$99,756$24,825 33.1%287,3482.0%Computer and Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$98,165$16,832 20.7%248,0732.0%Medical
Aon plc stock logo
AON
AON
$14,067$2,064 -12.8%42,1530.3%Finance
Schlumberger Limited stock logo
SLB
Schlumberger
$12,221$171,107 -93.3%222,9720.2%Oils/Energy
Amdocs Limited stock logo
DOX
Amdocs
$10,176$227 -2.2%112,6040.2%Computer and Technology
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$5,969$5,969 New Holding84,0110.1%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$0$126,319 -100.0%00.0%Medical
Autodesk, Inc. stock logo
ADSK
Autodesk
$0$105,993 -100.0%00.0%Computer and Technology
VERALTO CORP
$0$73,017 -100.0%00.0%COM SHS

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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