Intermede Investment Partners as of Sept. 30, 2024
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 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.7 | $275M | 1.6M | 167.19 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.6 | $270M | 1.6M | 173.67 | |
| Linde SHS (LIN) | 5.6 | $269M | 564k | 476.86 | |
| Amazon Com Inc option | 5.3 | $256M | 1.4M | 186.33 | |
| Mastercard Cl A (MA) | 4.2 | $202M | 410k | 493.80 | |
| S&p Global (SPGI) | 4.2 | $201M | 389k | 516.62 | |
| Equifax (EFX) | 4.0 | $190M | 647k | 293.86 | |
| Applied Materials (AMAT) | 3.6 | $174M | 862k | 202.05 | |
| Danaher Corporation (DHR) | 3.6 | $173M | 622k | 278.02 | |
| Cme (CME) | 3.3 | $157M | 710k | 220.65 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.2 | $156M | 441k | 353.48 | |
| Uber Technologies (UBER) | 3.2 | $156M | 2.1M | 75.16 | |
| Airbnb Com Cl A (ABNB) | 3.2 | $156M | 1.2M | 126.81 | |
| McDonald's Corporation (MCD) | 3.2 | $153M | 504k | 304.51 | |
| Allegion Pub Ord Shs (ALLE) | 3.2 | $152M | 1.0M | 145.74 | |
| Zoetis Cl A (ZTS) | 3.0 | $144M | 738k | 195.38 | |
| Meta Platforms Cl A (META) | 3.0 | $142M | 249k | 572.44 | |
| Baker Hughes Company Cl A (BKR) | 3.0 | $142M | 3.9M | 36.15 | |
| Netflix (NFLX) | 3.0 | $142M | 201k | 709.27 | |
| TransDigm Group Incorporated (TDG) | 2.9 | $140M | 98k | 1427.13 | |
| salesforce (CRM) | 2.9 | $140M | 510k | 273.71 | |
| Msci (MSCI) | 2.8 | $134M | 231k | 582.93 | |
| Cooper Cos Com New | 2.5 | $121M | 1.1M | 110.34 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $118M | 228k | 517.78 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.3 | $108M | 1.7M | 62.56 | |
| Ansys (ANSS) | 1.8 | $84M | 264k | 318.63 | |
| West Pharmaceutical Services (WST) | 1.6 | $75M | 249k | 300.16 | |
| Grab Holdings Class A Ord (GRAB) | 0.2 | $12M | 3.1M | 3.80 | |
| Schlumberger (SLB) | 0.2 | $11M | 257k | 41.95 | |
| Amdocs SHS (DOX) | 0.2 | $9.5M | 108k | 87.48 | |
| Aon Shs Cl A (AON) | 0.2 | $8.5M | 25k | 346.00 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $6.8M | 73k | 92.95 |
