13F HOLDINGS REPORT
Intermede Investment Partners Ltd
Quarter ended Q3 2024 · Filed November 4, 2024 · Accession 0001664713-24-000005
Total Value
$4.8M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 732,952 | $315,389 | 6.58% |
| 2 | ALPHABET INC | GOOG | 1,641,704 | $274,476 | 5.73% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,555,692 | $270,177 | 5.64% |
| 4 | LINDE PLC | LIN | 564,220 | $269,054 | 5.61% |
| 5 | AMAZON COM INC | AMZN | 1,372,012 | $255,647 | 5.34% |
| 6 | MASTERCARD INC | MA | 409,611 | $202,266 | 4.22% |
| 7 | S&P GLOBAL INC | SPGI | 388,827 | $200,876 | 4.19% |
| 8 | EQUIFAX INC | EFX | 646,724 | $190,046 | 3.97% |
| 9 | APPLIED MATLS INC | 038222105 | 862,136 | $174,195 | 3.64% |
| 10 | DANAHER CORP DEL | 235851102 | 621,752 | $172,859 | 3.61% |
| 11 | CME GROUP INC | CME | 709,731 | $156,602 | 3.27% |
| 12 | ACCENTURE PLC IRELAND | ACN | 440,567 | $155,732 | 3.25% |
| 13 | UBER TECHNOLOGIES INC | UBER | 2,071,152 | $155,668 | 3.25% |
| 14 | AIRBNB INC | ABNB | 1,226,359 | $155,515 | 3.25% |
| 15 | MCDONALDS CORP | MCD | 503,861 | $153,431 | 3.20% |
| 16 | ALLEGION PUB LTD CO | ALLE | 1,039,613 | $151,513 | 3.16% |
| 17 | ZOETIS INC | ZTS | 737,624 | $144,117 | 3.01% |
| 18 | META PLATFORMS INC | META | 248,585 | $142,300 | 2.97% |
| 19 | BAKER HUGHES COMPANY | BKR | 3,935,979 | $142,286 | 2.97% |
| 20 | NETFLIX INC | NFLX | 200,522 | $142,224 | 2.97% |
| 21 | TRANSDIGM GROUP INC | TDG | 98,104 | $140,007 | 2.92% |
| 22 | SALESFORCE COM INC | CRM | 509,483 | $139,451 | 2.91% |
| 23 | MSCI INC | MSCI | 230,633 | $134,443 | 2.81% |
| 24 | COOPER COS INC | 216648402 | 1,094,073 | $120,720 | 2.52% |
| 25 | ADOBE SYSTEMS INCORPORATED | ADBE | 227,830 | $117,966 | 2.46% |
| 26 | HDFC BANK LTD | HDB | 1,731,367 | $108,314 | 2.26% |
| 27 | ANSYS INC | 03662Q105 | 264,383 | $84,240 | 1.76% |
| 28 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 249,185 | $74,795 | 1.56% |
| 29 | GRAB HOLDINGS LIMITED | GRABW | 3,147,655 | $11,961 | 0.25% |
| 30 | SCHLUMBERGER LTD | SLB | 257,414 | $10,799 | 0.23% |
| 31 | AMDOCS LTD | DOX | 108,446 | $9,487 | 0.20% |
| 32 | AON PLC | AON | 24,477 | $8,469 | 0.18% |
| 33 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 73,053 | $6,790 | 0.14% |