Intermede Investment Partners LTD Portfolio Holdings

Intermede Investment Partners LTD

  • $3.75 Billion
  • Q4 2024

Intermede Investment Partners LTD has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.75 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $261M, Taiwan Semiconductor Manufacturing CO LTD with a value of $248M, Alphabet Inc. with a value of $231M, Amazon Com Inc with a value of $215M, and Mastercard Inc with a value of $169M.

Examining the 13F form we can see an decrease of $1.04B in the current position value, from $4.79B to 3.75B.

Below you can find more details about Intermede Investment Partners LTD portfolio as well as his latest detailed transactions.

Portfolio value $3.75 Billion
Technology: $1.27 Billion
Financial Services: $649 Million
Communication Services: $484 Million
Industrials: $363 Million
Healthcare: $293 Million
Consumer Cyclical: $212 Million
Energy: $107 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.05T
$261 Million 6.96% of portfolio
618,545
Q4 2024 Reduced 15.61%
$1.07T
$248 Million 6.61% of portfolio
1,255,214
Q4 2024 Reduced 19.31%
$1.13T
$231 Million 6.16% of portfolio
1,211,713
Q4 2024 Reduced 26.19%
Amazon Com Inc
-
$215 Million 5.74% of portfolio
-
Q4 2024 Reduced 28.55%
$539B
$169 Million 4.51% of portfolio
320,958
Q4 2024 Reduced 21.64%
Linde PLC
-
$159 Million 4.25% of portfolio
-
Q4 2024 Reduced 32.64%
$173B
$152 Million 4.05% of portfolio
304,837
Q4 2024 Reduced 21.6%
$1.62T
$150 Million 4.01% of portfolio
256,615
Q4 2024 Added 3.23%
$95.7B
$148 Million 3.95% of portfolio
638,188
Q4 2024 New
$147B
$132 Million 3.53% of portfolio
576,172
Q4 2024 Reduced 7.33%
$89.5B
$129 Million 3.45% of portfolio
556,034
Q4 2024 Reduced 21.66%
$31.1B
$129 Million 3.44% of portfolio
506,563
Q4 2024 Reduced 21.67%
$157B
$123 Million 3.29% of portfolio
2,041,646
Q4 2024 Reduced 1.42%
$73.4B
$123 Million 3.29% of portfolio
97,206
Q4 2024 Reduced 0.92%
$11.6B
$110 Million 2.94% of portfolio
843,765
Q4 2024 Reduced 18.84%
$156B
$110 Million 2.93% of portfolio
675,688
Q4 2024 Reduced 21.63%
$56.1B
$106 Million 2.83% of portfolio
806,748
Q4 2024 Reduced 34.22%
$457B
$103 Million 2.75% of portfolio
115,438
Q4 2024 Reduced 42.43%
$326B
$101 Million 2.71% of portfolio
303,327
Q4 2024 Reduced 40.46%
$215B
$100 Million 2.68% of portfolio
225,716
Q4 2024 Reduced 0.93%
$226B
$98 Million 2.62% of portfolio
338,176
Q4 2024 Reduced 32.88%
$46.5B
$94.9 Million 2.53% of portfolio
2,312,473
Q4 2024 Reduced 41.25%
$81.4B
$94.1 Million 2.51% of portfolio
577,832
Q4 2024 Reduced 21.66%
$245B
$84.2 Million 2.25% of portfolio
239,372
Q4 2024 Reduced 45.67%
$112B
$81.4 Million 2.17% of portfolio
1,274,348
Q4 2024 Reduced 26.4%
$29.1B
$69.8 Million 1.86% of portfolio
207,034
Q4 2024 Reduced 21.69%
$4.54B
$66.9 Million 1.79% of portfolio
727,771
Q4 2024 Reduced 33.48%
$58.8B
$12.4 Million 0.33% of portfolio
323,314
Q4 2024 Added 25.6%
$18.6B
$11.4 Million 0.3% of portfolio
2,420,540
Q4 2024 Reduced 23.1%
$10.5B
$9.14 Million 0.24% of portfolio
107,350
Q4 2024 Reduced 1.01%
$80B
$8.72 Million 0.23% of portfolio
24,281
Q4 2024 Reduced 0.8%
$5.65B
$8.12 Million 0.22% of portfolio
72,300
Q4 2024 Reduced 1.03%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $3.75 Billion
  • Prior Value $4.79 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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