Intermede Investment Partners as of June 30, 2024
Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 33 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.1 | $334M | 747k | 446.95 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.8 | $276M | 1.6M | 173.81 | |
| Linde SHS (LIN) | 5.3 | $252M | 574k | 438.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $244M | 1.3M | 183.42 | |
| Amazon Com Inc option | 4.8 | $225M | 1.2M | 193.25 | |
| Meta Platforms Cl A (META) | 4.1 | $193M | 383k | 504.22 | |
| Mastercard Cl A (MA) | 3.9 | $184M | 417k | 441.16 | |
| Equifax (EFX) | 3.8 | $181M | 746k | 242.46 | |
| S&p Global (SPGI) | 3.7 | $177M | 397k | 446.00 | |
| Adobe Systems Incorporated (ADBE) | 3.6 | $169M | 305k | 555.54 | |
| NVIDIA Corporation (NVDA) | 3.5 | $164M | 1.3M | 123.54 | |
| Danaher Corporation (DHR) | 3.3 | $158M | 634k | 249.85 | |
| Charles Schwab Corporation (SCHW) | 3.3 | $158M | 2.1M | 73.69 | |
| Uber Technologies (UBER) | 3.2 | $154M | 2.1M | 72.68 | |
| Cme (CME) | 3.0 | $142M | 723k | 196.60 | |
| Applied Materials (AMAT) | 3.0 | $142M | 602k | 235.99 | |
| Baker Hughes Company Cl A (BKR) | 3.0 | $141M | 4.0M | 35.17 | |
| Airbnb Com Cl A (ABNB) | 3.0 | $140M | 926k | 151.63 | |
| Netflix (NFLX) | 2.9 | $138M | 204k | 674.88 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.9 | $136M | 449k | 303.41 | |
| salesforce (CRM) | 2.8 | $134M | 519k | 257.10 | |
| McDonald's Corporation (MCD) | 2.8 | $131M | 514k | 254.84 | |
| Zoetis Cl A (ZTS) | 2.8 | $130M | 752k | 173.36 | |
| Allegion Pub Ord Shs (ALLE) | 2.7 | $126M | 1.1M | 118.15 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.4 | $115M | 1.8M | 64.33 | |
| Marsh & McLennan Companies (MMC) | 2.1 | $99M | 468k | 210.72 | |
| Cooper Cos Com New | 2.1 | $97M | 1.1M | 87.30 | |
| Ansys (ANSS) | 1.8 | $87M | 270k | 321.50 | |
| West Pharmaceutical Services (WST) | 1.4 | $64M | 195k | 329.39 | |
| Aon Shs Cl A (AON) | 0.3 | $14M | 49k | 293.58 | |
| Schlumberger (SLB) | 0.3 | $13M | 264k | 47.18 | |
| Amdocs SHS (DOX) | 0.2 | $8.8M | 111k | 78.92 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $7.0M | 83k | 84.10 |
