Q1 2025 · 13F-HR
Intermede Investment Partners Ltdholdings as filed
Filed 2025-05-15 · accession 0001664713-25-000002
$3.2M
Reported value
32
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $236,396 | 7.44% | 1,064,225 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $177,292 | 5.58% | 1,068,022 | Common | SOLE |
| 023135906 | — | AMAZON COM INC | $172,541 | 5.43% | 906,871 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $165,630 | 5.21% | 355,704 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $162,573 | 5.11% | 296,602 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $158,826 | 5.00% | 1,016,617 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $137,080 | 4.31% | 237,837 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $124,294 | 3.91% | 89,854 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP NEW | $120,781 | 3.80% | 1,542,934 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $119,649 | 3.76% | 235,484 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $113,999 | 3.59% | 468,055 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $112,618 | 3.54% | 672,630 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $111,433 | 3.51% | 1,529,408 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $108,500 | 3.41% | 908,254 | Common | SOLE |
| 216648402 | — | COOPER COS INC | $105,828 | 3.33% | 1,254,627 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $98,925 | 3.11% | 204,045 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $98,207 | 3.09% | 365,951 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $94,470 | 2.97% | 167,056 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $90,607 | 2.85% | 624,356 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $90,540 | 2.85% | 286,011 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $89,007 | 2.80% | 434,180 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $88,628 | 2.79% | 1,393,955 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $84,262 | 2.65% | 1,917,213 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $79,995 | 2.52% | 208,575 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $78,087 | 2.46% | 1,175,295 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $59,352 | 1.87% | 190,006 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $50,503 | 1.59% | 699,491 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $11,048 | 0.35% | 2,438,783 | Common | SOLE |
| G02602103 | DOX | AMDOCS LTD | $9,897 | 0.31% | 108,162 | Common | SOLE |
| G0403H108 | AON | AON PLC | $9,761 | 0.31% | 24,458 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $9,561 | 0.30% | 228,742 | Common | SOLE |
| G0176J109 | ALLE | ALLEGION PUB LTD CO | $8,558 | 0.27% | 65,595 | 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.