Intermede Investment Partners as of March 31, 2023
Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linde SHS (LIN) | 6.2 | $251M | 707k | 355.44 | |
| Microsoft Corporation (MSFT) | 5.6 | $228M | 790k | 288.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $227M | 2.2M | 104.00 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.3 | $215M | 2.3M | 93.02 | |
| Danaher Corporation (DHR) | 5.2 | $213M | 847k | 252.04 | |
| Cme (CME) | 5.2 | $213M | 1.1M | 191.52 | |
| Schlumberger (SLB) | 5.1 | $206M | 4.2M | 49.10 | |
| Adobe Systems Incorporated (ADBE) | 4.8 | $197M | 512k | 385.37 | |
| Mastercard Cl A (MA) | 4.6 | $188M | 518k | 363.41 | |
| Zoetis Cl A (ZTS) | 4.4 | $178M | 1.1M | 166.44 | |
| Amazon Com Inc option | 4.3 | $176M | 1.7M | 103.29 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.2 | $172M | 600k | 285.81 | |
| S&p Global (SPGI) | 4.2 | $170M | 492k | 344.77 | |
| Walt Disney Company (DIS) | 4.0 | $165M | 1.6M | 100.13 | |
| Cooper Cos Com New | 3.7 | $152M | 407k | 373.36 | |
| Charles Schwab Corporation (SCHW) | 2.9 | $120M | 2.3M | 52.38 | |
| Allegion Pub Ord Shs (ALLE) | 2.9 | $119M | 1.1M | 106.73 | |
| West Pharmaceutical Services (WST) | 2.9 | $117M | 338k | 346.47 | |
| Autodesk (ADSK) | 2.8 | $115M | 554k | 208.16 | |
| Dollar Tree (DLTR) | 2.8 | $113M | 787k | 143.55 | |
| Becton, Dickinson and (BDX) | 2.7 | $112M | 451k | 247.54 | |
| Marsh & McLennan Companies (MMC) | 2.6 | $107M | 643k | 166.55 | |
| Equifax (EFX) | 2.6 | $106M | 522k | 202.84 | |
| Ansys (ANSS) | 2.4 | $97M | 291k | 332.80 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.0 | $80M | 1.2M | 66.67 | |
| Aon Shs Cl A (AON) | 0.4 | $15M | 46k | 315.30 | |
| Applied Materials (AMAT) | 0.3 | $12M | 96k | 122.83 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 0.3 | $11M | 2.1M | 5.29 | |
| Amdocs SHS (DOX) | 0.2 | $8.2M | 85k | 96.03 |
