Intermede Investment Partners
Latest statistics and disclosures from Intermede Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, LIN, GOOG, Amazon Com Inc option, TSM, and represent 28.52% of Intermede Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: META (+$219M), NVDA (+$153M), AMAT (+$149M), ABNB (+$137M), UBER (+$133M), NFLX (+$101M), Cooper Companies (+$83M), MCD (+$39M), HDB (+$32M), ADBE (+$25M).
- Started 6 new stock positions in UBER, NVDA, NFLX, META, ABNB, MMYT.
- Reduced shares in these 10 stocks: SLB (-$171M), BDX (-$126M), ADSK (-$106M), VLTO (-$73M), ACN (-$54M), CME (-$53M), TSM (-$44M), SCHW (-$27M), MMC (-$19M), Amazon Com Inc option (-$18M).
- Sold out of its positions in ADSK, BDX, VLTO.
- Intermede Investment Partners was a net buyer of stock by $371M.
- Intermede Investment Partners has $4.9B in assets under management (AUM), dropping by 11.26%.
- Central Index Key (CIK): 0001664713
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Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 32 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.8 | $335M | 796k | 420.72 |
|
|
| Linde SHS (LIN) | 5.8 | $283M | -5% | 609k | 464.32 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $270M | +2% | 1.8M | 152.26 |
|
| Amazon Com Inc option | 5.4 | $263M | -6% | 1.5M | 180.38 |
|
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.0 | $247M | -15% | 1.8M | 136.05 |
|
| Meta Platforms Cl A (META) | 4.5 | $219M | NEW | 452k | 485.58 |
|
| Mastercard Cl A (MA) | 4.4 | $214M | -5% | 445k | 481.57 |
|
| Danaher Corporation (DHR) | 4.2 | $205M | -6% | 821k | 249.72 |
|
| Charles Schwab Corporation (SCHW) | 4.0 | $198M | -12% | 2.7M | 72.34 |
|
| Equifax (EFX) | 4.0 | $194M | -6% | 724k | 267.52 |
|
| S&p Global (SPGI) | 3.7 | $180M | -6% | 423k | 425.45 |
|
| Cme (CME) | 3.4 | $166M | -24% | 771k | 215.29 |
|
| Applied Materials (AMAT) | 3.3 | $162M | +1201% | 785k | 206.23 |
|
| Zoetis Cl A (ZTS) | 3.2 | $156M | -6% | 921k | 169.21 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $153M | NEW | 170k | 903.56 |
|
| Adobe Systems Incorporated (ADBE) | 3.0 | $146M | +20% | 289k | 504.60 |
|
| Baker Hughes Company Cl A (BKR) | 2.9 | $144M | +16% | 4.3M | 33.50 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.8 | $137M | -28% | 395k | 346.61 |
|
| Airbnb Com Cl A (ABNB) | 2.8 | $137M | NEW | 828k | 164.96 |
|
| Uber Technologies (UBER) | 2.7 | $133M | NEW | 1.7M | 76.99 |
|
| McDonald's Corporation (MCD) | 2.7 | $133M | +41% | 472k | 281.95 |
|
| Allegion Pub Ord Shs (ALLE) | 2.7 | $132M | -5% | 977k | 134.71 |
|
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.7 | $131M | +32% | 2.3M | 55.97 |
|
| Cooper Cos Com New | 2.5 | $121M | +220% | 1.2M | 101.46 |
|
| Marsh & McLennan Companies (MMC) | 2.1 | $103M | -15% | 499k | 205.98 |
|
| Netflix (NFLX) | 2.1 | $101M | NEW | 167k | 607.33 |
|
| Ansys (ANSS) | 2.0 | $100M | +33% | 287k | 347.16 |
|
| West Pharmaceutical Services (WST) | 2.0 | $98M | +20% | 248k | 395.71 |
|
| Aon Shs Cl A (AON) | 0.3 | $14M | -12% | 42k | 333.71 |
|
| Schlumberger (SLB) | 0.2 | $12M | -93% | 223k | 54.81 |
|
| Amdocs SHS (DOX) | 0.2 | $10M | -2% | 113k | 90.37 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $6.0M | NEW | 84k | 71.05 |
|
Past Filings by Intermede Investment Partners
SEC 13F filings are viewable for Intermede Investment Partners going back to 2015
- Intermede Investment Partners 2024 Q1 filed May 10, 2024
- Intermede Investment Partners 2023 Q4 filed Feb. 12, 2024
- Intermede Investment Partners 2023 Q3 filed Nov. 8, 2023
- Intermede Investment Partners 2023 Q2 filed Aug. 9, 2023
- Intermede Investment Partners 2023 Q1 filed May 15, 2023
- Intermede Investment Partners 2022 Q4 filed Feb. 9, 2023
- Intermede Investment Partners 2022 Q3 filed Oct. 24, 2022
- Intermede Investment Partners 2022 Q2 filed Aug. 3, 2022
- Intermede Investment Partners 2022 Q1 filed April 28, 2022
- Intermede Investment Partners 2021 Q4 filed Jan. 14, 2022
- Intermede Investment Partners 2021 Q3 filed Oct. 27, 2021
- Intermede Investment Partners 2021 Q2 filed July 30, 2021
- Intermede Investment Partners 2021 Q1 filed May 7, 2021
- Intermede Investment Partners 2020 Q4 filed Feb. 5, 2021
- Intermede Investment Partners 2020 Q3 filed Oct. 29, 2020
- Intermede Investment Partners 2020 Q2 filed Aug. 6, 2020