Intermede Investment Partners LTD Portfolio Holdings by Sector
Intermede Investment Partners LTD
- $4.73 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ADBE DOX 3 stocks |
$511,960
12.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$439,486
10.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$436,699
10.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM ANSS 3 stocks |
$373,629
8.78% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME 2 stocks |
$319,042
7.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$184,105
4.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$180,772
4.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
COO WST 2 stocks |
$161,747
3.8% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$158,333
3.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$157,635
3.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB 2 stocks |
$153,572
3.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB MMYT 2 stocks |
$147,337
3.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$142,065
3.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$137,929
3.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$136,342
3.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$130,893
3.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$130,341
3.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$125,466
2.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$114,575
2.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON 2 stocks |
$113,002
2.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|