Intermede Investment Partners LTD Portfolio Holdings by Sector
Intermede Investment Partners LTD
- $2.43 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
TSM AVGO 2 stocks |
$271,313
12.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$255,847
11.58% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA COF 2 stocks |
$198,175
8.97% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$191,204
8.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM GRAB 3 stocks |
$164,461
7.44% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
TCOM ABNB 2 stocks |
$158,938
7.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$101,082
4.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$89,458
4.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$82,417
3.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$76,347
3.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$70,848
3.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$66,785
3.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI 1 stocks |
$65,039
2.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$64,074
2.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
COO 1 stocks |
$62,890
2.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SNPS DOX 2 stocks |
$58,145
2.63% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$54,839
2.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$52,307
2.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$51,224
2.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$48,249
2.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
SE 1 stocks |
$17,709
0.8% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$8,222
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|