13F HOLDINGS REPORT
Intermede Investment Partners Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001664713-25-000004
Total Value
$3.2M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,019,689 | $230,949 | 7.12% |
| 2 | APPLE INC | AAPL | 1,011,733 | $207,577 | 6.40% |
| 3 | ALPHABET INC | GOOG | 966,221 | $171,398 | 5.28% |
| 4 | META PLATFORMS INC | META | 226,431 | $167,126 | 5.15% |
| 5 | MASTERCARD INC | MA | 281,922 | $158,423 | 4.88% |
| 6 | LINDE PLC | LIN | 333,525 | $156,483 | 4.83% |
| 7 | AMAZON COM INC | AMZN | 692,431 | $151,912 | 4.68% |
| 8 | SCHWAB CHARLES CORP NEW | SCHW-PJ | 1,466,510 | $133,804 | 4.13% |
| 9 | TRANSDIGM GROUP INC | TDG | 85,398 | $129,860 | 4.00% |
| 10 | UBER TECHNOLOGIES INC | UBER | 1,341,228 | $125,137 | 3.86% |
| 11 | S&P GLOBAL INC | SPGI | 223,797 | $118,006 | 3.64% |
| 12 | EQUIFAX INC | EFX | 445,161 | $115,461 | 3.56% |
| 13 | AIRBNB INC | ABNB | 863,191 | $114,235 | 3.52% |
| 14 | ANSYS INC | 03662Q105 | 321,840 | $113,037 | 3.49% |
| 15 | APPLIED MATLS INC | 038222105 | 593,530 | $108,658 | 3.35% |
| 16 | BROADCOM INC | AVGO | 392,366 | $108,156 | 3.33% |
| 17 | SALESFORCE COM INC | CRM | 396,274 | $108,060 | 3.33% |
| 18 | COOPER COS INC | 216648402 | 1,475,971 | $105,030 | 3.24% |
| 19 | TRIP COM GROUP LTD | TRPCF | 1,735,363 | $101,762 | 3.14% |
| 20 | WORKDAY INC | WDAY | 399,159 | $95,798 | 2.95% |
| 21 | MSCI INC | MSCI | 158,768 | $91,568 | 2.82% |
| 22 | VERTEX PHARMACEUTICALS INC | VRTX | 193,915 | $86,331 | 2.66% |
| 23 | HDFC BANK LTD | HDB | 1,083,185 | $83,048 | 2.56% |
| 24 | DANAHER CORP DEL | 235851102 | 412,623 | $81,510 | 2.51% |
| 25 | VERTIV HOLDINGS CO | VRT | 561,326 | $72,080 | 2.22% |
| 26 | BAKER HUGHES COMPANY | BKR | 1,822,066 | $69,858 | 2.15% |
| 27 | GRAB HOLDINGS LIMITED | GRABW | 2,392,076 | $12,032 | 0.37% |
| 28 | AMDOCS LTD | DOX | 106,092 | $9,680 | 0.30% |
| 29 | AON PLC | AON | 23,990 | $8,559 | 0.26% |
| 30 | SCHLUMBERGER LTD | SLB | 224,405 | $7,585 | 0.23% |