13F HOLDINGS REPORT
Intermede Investment Partners Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001664713-25-000002
Total Value
$3.2M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 1,064,225 | $236,396 | 7.44% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,068,022 | $177,292 | 5.58% |
| 3 | AMAZON COM INC | AMZN | 906,871 | $172,541 | 5.43% |
| 4 | LINDE PLC | LIN | 355,704 | $165,630 | 5.21% |
| 5 | MASTERCARD INC | MA | 296,602 | $162,573 | 5.11% |
| 6 | ALPHABET INC | GOOG | 1,016,617 | $158,826 | 5.00% |
| 7 | META PLATFORMS INC | META | 237,837 | $137,080 | 4.31% |
| 8 | TRANSDIGM GROUP INC | TDG | 89,854 | $124,294 | 3.91% |
| 9 | SCHWAB CHARLES CORP NEW | SCHW-PJ | 1,542,934 | $120,781 | 3.80% |
| 10 | S&P GLOBAL INC | SPGI | 235,484 | $119,649 | 3.76% |
| 11 | EQUIFAX INC | EFX | 468,055 | $113,999 | 3.59% |
| 12 | BROADCOM INC | AVGO | 672,630 | $112,618 | 3.54% |
| 13 | UBER TECHNOLOGIES INC | UBER | 1,529,408 | $111,433 | 3.51% |
| 14 | AIRBNB INC | ABNB | 908,254 | $108,500 | 3.41% |
| 15 | COOPER COS INC | 216648402 | 1,254,627 | $105,828 | 3.33% |
| 16 | VERTEX PHARMACEUTICALS INC | VRTX | 204,045 | $98,925 | 3.11% |
| 17 | SALESFORCE COM INC | CRM | 365,951 | $98,207 | 3.09% |
| 18 | MSCI INC | MSCI | 167,056 | $94,470 | 2.97% |
| 19 | APPLIED MATLS INC | 038222105 | 624,356 | $90,607 | 2.85% |
| 20 | ANSYS INC | 03662Q105 | 286,011 | $90,540 | 2.85% |
| 21 | DANAHER CORP DEL | 235851102 | 434,180 | $89,007 | 2.80% |
| 22 | TRIP COM GROUP LTD | TRPCF | 1,393,955 | $88,628 | 2.79% |
| 23 | BAKER HUGHES COMPANY | BKR | 1,917,213 | $84,262 | 2.65% |
| 24 | ADOBE SYSTEMS INCORPORATED | ADBE | 208,575 | $79,995 | 2.52% |
| 25 | HDFC BANK LTD | HDB | 1,175,295 | $78,087 | 2.46% |
| 26 | MCDONALDS CORP | MCD | 190,006 | $59,352 | 1.87% |
| 27 | VERTIV HOLDINGS CO | VRT | 699,491 | $50,503 | 1.59% |
| 28 | GRAB HOLDINGS LIMITED | GRABW | 2,438,783 | $11,048 | 0.35% |
| 29 | AMDOCS LTD | DOX | 108,162 | $9,897 | 0.31% |
| 30 | AON PLC | AON | 24,458 | $9,761 | 0.31% |
| 31 | SCHLUMBERGER LTD | SLB | 228,742 | $9,561 | 0.30% |
| 32 | ALLEGION PUB LTD CO | ALLE | 65,595 | $8,558 | 0.27% |