Intermede Investment Partners as of March 31, 2024
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 | 609k | 464.32 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $270M | 1.8M | 152.26 | |
| Amazon Com Inc option | 5.4 | $263M | 1.5M | 180.38 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.0 | $247M | 1.8M | 136.05 | |
| Meta Platforms Cl A (META) | 4.5 | $219M | 452k | 485.58 | |
| Mastercard Cl A (MA) | 4.4 | $214M | 445k | 481.57 | |
| Danaher Corporation (DHR) | 4.2 | $205M | 821k | 249.72 | |
| Charles Schwab Corporation (SCHW) | 4.0 | $198M | 2.7M | 72.34 | |
| Equifax (EFX) | 4.0 | $194M | 724k | 267.52 | |
| S&p Global (SPGI) | 3.7 | $180M | 423k | 425.45 | |
| Cme (CME) | 3.4 | $166M | 771k | 215.29 | |
| Applied Materials (AMAT) | 3.3 | $162M | 785k | 206.23 | |
| Zoetis Cl A (ZTS) | 3.2 | $156M | 921k | 169.21 | |
| NVIDIA Corporation (NVDA) | 3.1 | $153M | 170k | 903.56 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $146M | 289k | 504.60 | |
| Baker Hughes Company Cl A (BKR) | 2.9 | $144M | 4.3M | 33.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.8 | $137M | 395k | 346.61 | |
| Airbnb Com Cl A (ABNB) | 2.8 | $137M | 828k | 164.96 | |
| Uber Technologies (UBER) | 2.7 | $133M | 1.7M | 76.99 | |
| McDonald's Corporation (MCD) | 2.7 | $133M | 472k | 281.95 | |
| Allegion Pub Ord Shs (ALLE) | 2.7 | $132M | 977k | 134.71 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.7 | $131M | 2.3M | 55.97 | |
| Cooper Cos Com New | 2.5 | $121M | 1.2M | 101.46 | |
| Marsh & McLennan Companies (MMC) | 2.1 | $103M | 499k | 205.98 | |
| Netflix (NFLX) | 2.1 | $101M | 167k | 607.33 | |
| Ansys (ANSS) | 2.0 | $100M | 287k | 347.16 | |
| West Pharmaceutical Services (WST) | 2.0 | $98M | 248k | 395.71 | |
| Aon Shs Cl A (AON) | 0.3 | $14M | 42k | 333.71 | |
| Schlumberger (SLB) | 0.2 | $12M | 223k | 54.81 | |
| Amdocs SHS (DOX) | 0.2 | $10M | 113k | 90.37 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $6.0M | 84k | 71.05 |
