Q4 2024 · 13F-HR
Intermede Investment Partners Ltdholdings as filed
Filed 2025-02-10 · accession 0001664713-25-000001
$3.7M
Reported value
33
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $260,717 | 6.96% | 618,545 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $247,892 | 6.61% | 1,255,214 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $230,759 | 6.16% | 1,211,713 | Common | SOLE |
| 023135906 | — | AMAZON COM INC | $215,078 | 5.74% | 980,344 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $169,007 | 4.51% | 320,958 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $159,123 | 4.25% | 380,069 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $151,818 | 4.05% | 304,837 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $150,251 | 4.01% | 256,615 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $147,958 | 3.95% | 638,188 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $132,260 | 3.53% | 576,172 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $129,128 | 3.45% | 556,034 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $129,098 | 3.44% | 506,563 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $123,187 | 3.29% | 97,206 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $123,152 | 3.29% | 2,041,646 | Common | SOLE |
| G0176J109 | ALLE | ALLEGION PUB LTD CO | $110,263 | 2.94% | 843,765 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $109,887 | 2.93% | 675,688 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $108,467 | 2.89% | 180,775 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $106,015 | 2.83% | 806,748 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $102,892 | 2.75% | 115,438 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $101,411 | 2.71% | 303,327 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $100,371 | 2.68% | 225,716 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $98,034 | 2.62% | 338,176 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $94,858 | 2.53% | 2,312,473 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $94,146 | 2.51% | 577,832 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $84,209 | 2.25% | 239,372 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $81,380 | 2.17% | 1,274,348 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $69,839 | 1.86% | 207,034 | Common | SOLE |
| 216648402 | — | COOPER COS INC | $66,904 | 1.79% | 727,771 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $12,396 | 0.33% | 323,314 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $11,425 | 0.30% | 2,420,540 | Common | SOLE |
| G02602103 | DOX | AMDOCS LTD | $9,140 | 0.24% | 107,350 | Common | SOLE |
| G0403H108 | AON | AON PLC | $8,721 | 0.23% | 24,281 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $8,118 | 0.22% | 72,300 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.