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Intermede Investment Partners Ltd13F | |
| Intermede Investment Partners Ltd | |
| Last update 2025-05-15 | 31 Stocks (5 new) |
| Value $3.01 Bil | Turnover 23 % |
Intermede Investment Partners ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,064,225 | 236,400.0 | New Holding | 7.860 | +7.86% | 0.010 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 1,068,022 | 177,290.0 | -14.91% | 5.900 | -1.05% | 0.020 | +47.67% | +23.24% | 1,253,063.2 | Semiconductors | |
LIN | Linde PLC | 355,704 | 165,630.0 | -6.41% | 5.510 | -0.29% | 0.080 | +5.22% | +13.35% | 221,941.9 | Chemicals | |
MA | Mastercard Inc | 296,602 | 162,570.0 | -7.59% | 5.410 | -0.36% | 0.030 | +5.38% | +7.49% | 511,704.3 | Credit Services | |
GOOG | Alphabet Inc | 1,016,617 | 158,830.0 | -16.10% | 5.280 | -1.05% | 0.010 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media | |
META | Meta Platforms Inc | 237,837 | 137,080.0 | -7.32% | 4.560 | -0.31% | 0.010 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
TDG | TransDigm Group Inc | 89,854 | 124,290.0 | -7.56% | 4.130 | -0.26% | 0.160 | +16.90% | +26.19% | 89,824.6 | Aerospace & Defense | |
SCHW | Charles Schwab Corp | 1,542,934 | 120,780.0 | New Holding | 4.020 | +4.02% | 0.080 | +21.96% | +31.24% | 175,337.6 | Capital Markets | |
SPGI | S&P Global Inc | 235,484 | 119,650.0 | -22.75% | 3.980 | -0.98% | 0.080 | +10.51% | +6.98% | 162,802.6 | Capital Markets | |
EFX | Equifax Inc | 468,055 | 114,000.0 | -7.60% | 3.790 | -0.28% | 0.380 | -4.18% | -3.14% | 30,304.1 | Business Services |
Intermede Investment Partners Ltd's Historical Top Holdings Breakdowns
Intermede Investment Partners Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | New Buy New Buy | +7.86% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | New holding | 1,064,225 | 1,064,225 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -7.38% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Sold Out | 0 | -618,545 | |
SCHW | Charles Schwab Corp | 2025-03-31 | New Buy New Buy | +4.02% | 71.24 ($78.48) 83.64 | $96.50 | 22.96% | New holding | 1,542,934 | 1,542,934 | |
CME | CME Group Inc | 2025-03-31 | Sold Out Sold Out | -3.66% | 225.82 ($246.67) 266.54 | $277.18 | 12.37% | Sold Out | 0 | -556,034 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +3.29% | 402.49 ($466) 513.76 | $472.27 | 1.35% | New holding | 204,045 | 204,045 | |
TCOM | Trip.com Group Ltd | 2025-03-31 | New Buy New Buy | +2.95% | 56.68 ($65.47) 73.5 | $64.54 | -1.42% | New holding | 1,393,955 | 1,393,955 | |
NFLX | Netflix Inc | 2025-03-31 | Sold Out Sold Out | -2.91% | 828.4 ($951.01) 1058.6 | $1,180.76 | 24.16% | Sold Out | 0 | -115,438 | |
ALLE | Allegion PLC | 2025-03-31 | Reduce Reduce | -2.88% | 123.79 ($129.42) 135.5 | $163.67 | 26.46% | Reduce -92.23% | 65,595 | -778,170 | |
ZTS | Zoetis Inc | 2025-03-31 | Sold Out Sold Out | -2.66% | 156.48 ($166.29) 175.67 | $152.82 | -8.10% | Sold Out | 0 | -577,832 | |
ACN | Accenture PLC | 2025-03-31 | Sold Out Sold Out | -2.38% | 300.91 ($353.16) 398.25 | $281.71 | -20.23% | Sold Out | 0 | -239,372 |
Intermede Investment Partners Ltd Total Holding History ($B)
Intermede Investment Partners Ltd's Asset Allocation
Intermede Investment Partners Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Intermede Investment Partners Ltd's Hypothetical Growth since 2025-03-31
Intermede Investment Partners Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Intermede Investment Partners Ltd's Holdings Heat Map
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Intermede Investment Partners Ltd's Holdings Bubble Chart
Intermede Investment Partners Ltd News
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