Intermede Investment Partners

Latest statistics and disclosures from Intermede Investment Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, GOOG, TSM, LIN, Amazon Com Inc option, and represent 28.90% of Intermede Investment Partners's stock portfolio.
  • Added to shares of these 8 stocks: TDG (+$140M), MSCI (+$134M), AMAT (+$53M), GOOG (+$52M), Amazon Com Inc option (+$38M), ABNB (+$38M), WST (+$16M), GRAB (+$12M).
  • Started 3 new stock positions in GRAB, MSCI, TDG.
  • Reduced shares in these 10 stocks: NVDA (-$164M), SCHW (-$158M), MMC (-$99M), META (-$77M), ADBE (-$40M), EFX (-$29M), AON (-$8.5M), MSFT (-$6.0M), TSM (-$5.5M), LIN.
  • Sold out of its positions in MMC, NVDA, SCHW.
  • Intermede Investment Partners was a net seller of stock by $-153M.
  • Intermede Investment Partners has $4.8B in assets under management (AUM), dropping by 1.26%.
  • Central Index Key (CIK): 0001664713

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Portfolio Holdings for Intermede Investment Partners

Intermede Investment Partners holds 33 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.6 $315M 733k 430.30
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Alphabet Cap Stk Cl C (GOOG) 5.7 $275M +23% 1.6M 167.19
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Taiwan Semiconductor Mfg Sponsored Adr (TSM) 5.6 $270M -2% 1.6M 173.67
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Linde SHS (LIN) 5.6 $269M 564k 476.86
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Amazon Com Inc option 5.3 $256M +17% 1.4M 186.33
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Mastercard Cl A (MA) 4.2 $202M 410k 493.80
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S&p Global (SPGI) 4.2 $201M 389k 516.62
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Equifax (EFX) 4.0 $190M -13% 647k 293.86
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Applied Materials (AMAT) 3.6 $174M +43% 862k 202.05
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Danaher Corporation (DHR) 3.6 $173M 622k 278.02
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Cme (CME) 3.3 $157M 710k 220.65
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Accenture Plc Ireland Shs Class A (ACN) 3.2 $156M 441k 353.48
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Uber Technologies (UBER) 3.2 $156M 2.1M 75.16
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Airbnb Com Cl A (ABNB) 3.2 $156M +32% 1.2M 126.81
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McDonald's Corporation (MCD) 3.2 $153M 504k 304.51
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Allegion Pub Ord Shs (ALLE) 3.2 $152M -2% 1.0M 145.74
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Zoetis Cl A (ZTS) 3.0 $144M 738k 195.38
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Meta Platforms Cl A (META) 3.0 $142M -35% 249k 572.44
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Baker Hughes Company Cl A (BKR) 3.0 $142M 3.9M 36.15
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Netflix (NFLX) 3.0 $142M 201k 709.27
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TransDigm Group Incorporated (TDG) 2.9 $140M NEW 98k 1427.13
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salesforce (CRM) 2.9 $140M 510k 273.71
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Msci (MSCI) 2.8 $134M NEW 231k 582.93
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Cooper Cos Com New 2.5 $121M 1.1M 110.34
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Adobe Systems Incorporated (ADBE) 2.5 $118M -25% 228k 517.78
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Hdfc Bank Adr Reps 3 Shs (HDB) 2.3 $108M -2% 1.7M 62.56
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Ansys (ANSS) 1.8 $84M 264k 318.63
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West Pharmaceutical Services (WST) 1.6 $75M +27% 249k 300.16
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Grab Holdings Class A Ord (GRAB) 0.2 $12M NEW 3.1M 3.80
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Schlumberger (SLB) 0.2 $11M -2% 257k 41.95
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Amdocs SHS (DOX) 0.2 $9.5M -2% 108k 87.48
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Aon Shs Cl A (AON) 0.2 $8.5M -49% 25k 346.00
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Makemytrip Limited Mauritius SHS (MMYT) 0.1 $6.8M -12% 73k 92.95
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Past Filings by Intermede Investment Partners

SEC 13F filings are viewable for Intermede Investment Partners going back to 2015

View all past filings