13F HOLDINGS REPORT
Intermede Investment Partners Ltd
Quarter ended Q2 2024 · Filed July 17, 2024 · Accession 0001664713-24-000003
Total Value
$4.7M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 746,838 | $333,799 | 7.05% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,587,535 | $275,929 | 5.83% |
| 3 | LINDE PLC | LIN | 574,405 | $252,055 | 5.33% |
| 4 | ALPHABET INC | GOOG | 1,328,959 | $243,758 | 5.15% |
| 5 | AMAZON COM INC | AMZN | 1,166,296 | $225,387 | 4.76% |
| 6 | META PLATFORMS INC | META | 382,653 | $192,941 | 4.08% |
| 7 | MASTERCARD INC | MA | 417,320 | $184,105 | 3.89% |
| 8 | EQUIFAX INC | EFX | 745,575 | $180,772 | 3.82% |
| 9 | S&P GLOBAL INC | SPGI | 396,474 | $176,827 | 3.74% |
| 10 | ADOBE SYSTEMS INCORPORATED | ADBE | 304,876 | $169,371 | 3.58% |
| 11 | NVIDIA CORPORATION | NVDA | 1,323,920 | $163,557 | 3.46% |
| 12 | DANAHER CORP DEL | 235851102 | 633,713 | $158,333 | 3.35% |
| 13 | SCHWAB CHARLES CORP NEW | SCHW-PJ | 2,139,159 | $157,635 | 3.33% |
| 14 | UBER TECHNOLOGIES INC | UBER | 2,111,322 | $153,451 | 3.24% |
| 15 | CME GROUP INC | CME | 723,370 | $142,215 | 3.01% |
| 16 | APPLIED MATLS INC | 038222105 | 601,996 | $142,065 | 3.00% |
| 17 | BAKER HUGHES COMPANY | BKR | 4,011,939 | $141,100 | 2.98% |
| 18 | AIRBNB INC | ABNB | 925,597 | $140,348 | 2.97% |
| 19 | NETFLIX INC | NFLX | 204,376 | $137,929 | 2.91% |
| 20 | ACCENTURE PLC IRELAND | ACN | 449,364 | $136,342 | 2.88% |
| 21 | SALESFORCE COM INC | CRM | 519,427 | $133,545 | 2.82% |
| 22 | MCDONALDS CORP | MCD | 513,628 | $130,893 | 2.77% |
| 23 | ZOETIS INC | ZTS | 751,854 | $130,341 | 2.75% |
| 24 | ALLEGION PUB LTD CO | ALLE | 1,061,921 | $125,466 | 2.65% |
| 25 | HDFC BANK LTD | HDB | 1,781,058 | $114,575 | 2.42% |
| 26 | MARSH & MCLENNAN COS INC | 571748102 | 468,068 | $98,631 | 2.08% |
| 27 | COOPER COS INC | 216648402 | 1,115,757 | $97,406 | 2.06% |
| 28 | ANSYS INC | 03662Q105 | 269,465 | $86,633 | 1.83% |
| 29 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 195,334 | $64,341 | 1.36% |
| 30 | AON PLC | AON | 48,951 | $14,371 | 0.30% |
| 31 | SCHLUMBERGER LTD | SLB | 264,352 | $12,472 | 0.26% |
| 32 | AMDOCS LTD | DOX | 111,375 | $8,790 | 0.19% |
| 33 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 83,099 | $6,989 | 0.15% |