Intermede Investment Partners as of June 30, 2025
Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 30 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 7.1 | $231M | 1.0M | 226.49 | |
| Apple (AAPL) | 6.4 | $208M | 1.0M | 205.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $171M | 966k | 177.39 | |
| Meta Platforms Cl A (META) | 5.2 | $167M | 226k | 738.09 | |
| Mastercard Cl A (MA) | 4.9 | $158M | 282k | 561.94 | |
| Linde SHS (LIN) | 4.8 | $157M | 334k | 469.18 | |
| Amazon Com Inc option | 4.7 | $152M | 692k | 219.39 | |
| Charles Schwab Corporation (SCHW) | 4.1 | $134M | 1.5M | 91.24 | |
| TransDigm Group Incorporated (TDG) | 4.0 | $130M | 85k | 1520.64 | |
| Uber Technologies (UBER) | 3.9 | $125M | 1.3M | 93.30 | |
| S&p Global (SPGI) | 3.6 | $118M | 224k | 527.29 | |
| Equifax (EFX) | 3.6 | $116M | 445k | 259.37 | |
| Airbnb Com Cl A (ABNB) | 3.5 | $114M | 863k | 132.34 | |
| Ansys (ANSS) | 3.5 | $113M | 322k | 351.22 | |
| Applied Materials (AMAT) | 3.4 | $109M | 594k | 183.07 | |
| Broadcom (AVGO) | 3.3 | $108M | 392k | 275.65 | |
| salesforce (CRM) | 3.3 | $108M | 396k | 272.69 | |
| Cooper Cos Com New | 3.2 | $105M | 1.5M | 71.16 | |
| Trip Com Group Ads (TCOM) | 3.1 | $102M | 1.7M | 58.64 | |
| Workday Cl A (WDAY) | 3.0 | $96M | 399k | 240.00 | |
| Msci (MSCI) | 2.8 | $92M | 159k | 576.74 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $86M | 194k | 445.20 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.6 | $83M | 1.1M | 76.67 | |
| Danaher Corporation (DHR) | 2.5 | $82M | 413k | 197.54 | |
| Vertiv Holdings Com Cl A (VRT) | 2.2 | $72M | 561k | 128.41 | |
| Baker Hughes Company Cl A (BKR) | 2.2 | $70M | 1.8M | 38.34 | |
| Grab Holdings Class A Ord (GRAB) | 0.4 | $12M | 2.4M | 5.03 | |
| Amdocs SHS (DOX) | 0.3 | $9.7M | 106k | 91.24 | |
| Aon Shs Cl A (AON) | 0.3 | $8.6M | 24k | 356.77 | |
| Schlumberger (SLB) | 0.2 | $7.6M | 224k | 33.80 |
