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 28.67% of Intermede Investment Partners's stock portfolio.
- Added to shares of these 8 stocks: BKR (+$126M), MCD (+$99M), VLTO (+$73M), HDB (+$39M), DHR (+$14M), MSFT (+$10M), DOX, AON.
- Started 3 new stock positions in BKR, VLTO, MCD.
- Reduced shares in these 10 stocks: ADBE (-$54M), GOOG (-$53M), SLB (-$37M), ADSK (-$24M), LIN (-$15M), Amazon Com Inc option (-$12M), SCHW (-$11M), CME (-$11M), ACN (-$10M), MA (-$10M).
- Intermede Investment Partners was a net buyer of stock by $56M.
- Intermede Investment Partners has $4.4B in assets under management (AUM), dropping by 12.88%.
- Central Index Key (CIK): 0001664713
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Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 29 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.7 | $296M | +3% | 786k | 376.04 |
|
| Linde SHS (LIN) | 6.0 | $266M | -5% | 647k | 410.71 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $243M | -17% | 1.7M | 140.93 |
|
| Amazon Com Inc option | 5.4 | $237M | -4% | 1.6M | 151.94 |
|
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.1 | $223M | -4% | 2.1M | 104.00 |
|
| Cme (CME) | 4.9 | $214M | -4% | 1.0M | 210.60 |
|
| Charles Schwab Corporation (SCHW) | 4.9 | $214M | -4% | 3.1M | 68.80 |
|
| Danaher Corporation (DHR) | 4.6 | $202M | +7% | 875k | 231.34 |
|
| Mastercard Cl A (MA) | 4.6 | $202M | -4% | 474k | 426.51 |
|
| S&p Global (SPGI) | 4.5 | $199M | -4% | 451k | 440.52 |
|
| Zoetis Cl A (ZTS) | 4.4 | $194M | -4% | 981k | 197.37 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 4.4 | $193M | -5% | 551k | 350.91 |
|
| Equifax (EFX) | 4.3 | $191M | -4% | 772k | 247.29 |
|
| Schlumberger (SLB) | 4.0 | $174M | -17% | 3.3M | 52.04 |
|
| Adobe Systems Incorporated (ADBE) | 3.2 | $143M | -27% | 240k | 596.60 |
|
| Cooper Cos Com New | 3.2 | $141M | -4% | 371k | 378.44 |
|
| Allegion Pub Ord Shs (ALLE) | 3.0 | $131M | -3% | 1.0M | 126.69 |
|
| Becton, Dickinson and (BDX) | 2.9 | $126M | -4% | 518k | 243.83 |
|
| Baker Hughes Company Cl A (BKR) | 2.9 | $126M | NEW | 3.7M | 34.18 |
|
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.7 | $119M | +47% | 1.8M | 67.11 |
|
| Marsh & McLennan Companies (MMC) | 2.5 | $112M | -4% | 589k | 189.47 |
|
| Autodesk (ADSK) | 2.4 | $106M | -18% | 435k | 243.48 |
|
| McDonald's Corporation (MCD) | 2.2 | $99M | NEW | 334k | 296.51 |
|
| Ansys (ANSS) | 1.8 | $78M | -4% | 216k | 362.88 |
|
| Veralto Corp Com Shs (VLTO) | 1.7 | $73M | NEW | 888k | 82.26 |
|
| West Pharmaceutical Services (WST) | 1.6 | $72M | -4% | 206k | 352.12 |
|
| Aon Shs Cl A (AON) | 0.3 | $14M | 48k | 291.03 |
|
|
| Amdocs SHS (DOX) | 0.2 | $10M | +31% | 115k | 87.89 |
|
| Applied Materials (AMAT) | 0.2 | $9.8M | -12% | 60k | 162.07 |
|
Past Filings by Intermede Investment Partners
SEC 13F filings are viewable for Intermede Investment Partners going back to 2015
- 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
- Intermede Investment Partners 2020 Q1 filed May 11, 2020