Intermede Investment Partners as of March 31, 2025
Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 32 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $236M | 1.1M | 222.13 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.6 | $177M | 1.1M | 166.00 | |
| Amazon Com Inc option | 5.4 | $173M | 907k | 190.26 | |
| Linde SHS (LIN) | 5.2 | $166M | 356k | 465.64 | |
| Mastercard Cl A (MA) | 5.1 | $163M | 297k | 548.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $159M | 1.0M | 156.23 | |
| Meta Platforms Cl A (META) | 4.3 | $137M | 238k | 576.36 | |
| TransDigm Group Incorporated (TDG) | 3.9 | $124M | 90k | 1383.29 | |
| Charles Schwab Corporation (SCHW) | 3.8 | $121M | 1.5M | 78.28 | |
| S&p Global (SPGI) | 3.8 | $120M | 236k | 508.10 | |
| Equifax (EFX) | 3.6 | $114M | 468k | 243.56 | |
| Broadcom (AVGO) | 3.5 | $113M | 673k | 167.43 | |
| Uber Technologies (UBER) | 3.5 | $111M | 1.5M | 72.86 | |
| Airbnb Com Cl A (ABNB) | 3.4 | $109M | 908k | 119.46 | |
| Cooper Cos Com New | 3.3 | $106M | 1.3M | 84.35 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.1 | $99M | 204k | 484.82 | |
| salesforce (CRM) | 3.1 | $98M | 366k | 268.36 | |
| Msci (MSCI) | 3.0 | $95M | 167k | 565.50 | |
| Applied Materials (AMAT) | 2.9 | $91M | 624k | 145.12 | |
| Ansys (ANSS) | 2.8 | $91M | 286k | 316.56 | |
| Danaher Corporation (DHR) | 2.8 | $89M | 434k | 205.00 | |
| Trip Com Group Ads (TCOM) | 2.8 | $89M | 1.4M | 63.58 | |
| Baker Hughes Company Cl A (BKR) | 2.7 | $84M | 1.9M | 43.95 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $80M | 209k | 383.53 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.5 | $78M | 1.2M | 66.44 | |
| McDonald's Corporation (MCD) | 1.9 | $59M | 190k | 312.37 | |
| Vertiv Holdings Com Cl A (VRT) | 1.6 | $51M | 700k | 72.20 | |
| Grab Holdings Class A Ord (GRAB) | 0.3 | $11M | 2.4M | 4.53 | |
| Amdocs SHS (DOX) | 0.3 | $9.9M | 108k | 91.50 | |
| Aon Shs Cl A (AON) | 0.3 | $9.8M | 25k | 399.09 | |
| Schlumberger (SLB) | 0.3 | $9.6M | 229k | 41.80 | |
| Allegion Pub Ord Shs (ALLE) | 0.3 | $8.6M | 66k | 130.47 |
