Investor Details
| Filer Name: | INTERMEDE INVESTMENT PARTNERS LTD |
|---|---|
| CIK: | 1664713 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 33 |
| Portfolio Value: | $3.75B |
Intermede Investment Partners Ltd Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 618,545 | $261M | 6.96% | -15.6% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 1,255,214 | $248M | 6.61% | -19.3% | - |
| GOOG | US | ALPHABET INC-CL C | 1,211,713 | $231M | 6.16% | -26.2% | - |
| 023135906 | - | AMAZON COM INC | 980,344 | $215M | 5.74% | -28.5% | - |
| MA | US | MASTERCARD INC - A | 320,958 | $169M | 4.51% | -21.6% | - |
| LIN | US | LINDE PLC | 380,069 | $159M | 4.25% | -32.6% | - |
| SPGI | US | S&P GLOBAL INC | 304,837 | $152M | 4.05% | -21.6% | - |
| META | US | META PLATFORMS INC-CLASS A | 256,615 | $150M | 4.01% | 3.2% | - |
| AVGO | US | BROADCOM INC | 638,188 | $148M | 3.95% | 100.0% | - |
| DHR | US | DANAHER CORP | 576,172 | $132M | 3.53% | -7.3% | - |
| CME | US | CME GROUP INC | 556,034 | $129M | 3.45% | -21.7% | - |
| EFX | US | EQUIFAX INC | 506,563 | $129M | 3.44% | -21.7% | - |
| TDG | US | TRANSDIGM GROUP INC | 97,206 | $123M | 3.29% | -0.9% | - |
| UBER | US | UBER TECHNOLOGIES INC | 2,041,646 | $123M | 3.29% | -1.4% | - |
| ALLE | US | ALLEGION PLC | 843,765 | $110M | 2.94% | -18.8% | - |
| AMAT | US | APPLIED MATERIALS INC | 675,688 | $110M | 2.93% | -21.6% | - |
| MSCI | US | MSCI INC | 180,775 | $108M | 2.89% | -21.6% | - |
| ABNB | US | AIRBNB INC-CLASS A | 806,748 | $106M | 2.83% | -34.2% | - |
| NFLX | US | NETFLIX INC | 115,438 | $103M | 2.75% | -42.4% | - |
| CRM | US | SALESFORCE INC | 303,327 | $101M | 2.71% | -40.5% | - |