Intermede Investment Partners LTD Portfolio Holdings

Intermede Investment Partners LTD

  • $4.9 Billion
  • Q1 2024

Intermede Investment Partners LTD has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.9 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $335M, Linde PLC with a value of $283M, Alphabet Inc. with a value of $270M, Amazon Com Inc with a value of $263M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $247M.

Examining the 13F form we can see an increase of $496M in the current position value, from $4.41B to 4.9B.

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

Portfolio value $4.9 Billion
Technology: $1.42 Billion
Financial Services: $1.01 Billion
Communication Services: $590 Million
Healthcare: $580 Million
Industrials: $325 Million
Consumer Cyclical: $276 Million
Energy: $156 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$335 Million 6.83% of portfolio
796,308
Q1 2024 Added 1.32%
Linde PLC
-
$283 Million 5.77% of portfolio
-
Q1 2024 Reduced 5.79%
$1.06T
$270 Million 5.5% of portfolio
1,771,593
Q1 2024 Added 2.91%
Amazon Com Inc
-
$263 Million 5.37% of portfolio
-
Q1 2024 Reduced 6.28%
$783B
$247 Million 5.04% of portfolio
1,817,278
Q1 2024 Reduced 15.21%
$1.05T
$219 Million 4.47% of portfolio
451,732
Q1 2024 New
$426B
$214 Million 4.37% of portfolio
445,241
Q1 2024 Reduced 5.98%
$187B
$205 Million 4.18% of portfolio
821,205
Q1 2024 Reduced 6.16%
$133B
$198 Million 4.03% of portfolio
2,732,141
Q1 2024 Reduced 12.13%
$28.3B
$194 Million 3.95% of portfolio
724,421
Q1 2024 Reduced 6.15%
$139B
$180 Million 3.67% of portfolio
422,920
Q1 2024 Reduced 6.18%
$73B
$166 Million 3.39% of portfolio
771,376
Q1 2024 Reduced 24.24%
$185B
$162 Million 3.3% of portfolio
784,492
Q1 2024 Added 1,201.37%
$79.4B
$156 Million 3.18% of portfolio
921,007
Q1 2024 Reduced 6.09%
$2.73T
$153 Million 3.13% of portfolio
169,656
Q1 2024 New
$207B
$146 Million 2.97% of portfolio
288,912
Q1 2024 Added 20.63%
$178B
$137 Million 2.79% of portfolio
395,232
Q1 2024 Reduced 28.28%
$57.9B
$137 Million 2.79% of portfolio
828,352
Q1 2024 New
$128B
$133 Million 2.72% of portfolio
1,732,020
Q1 2024 New
$190B
$133 Million 2.71% of portfolio
471,670
Q1 2024 Added 41.15%
$10.7B
$132 Million 2.69% of portfolio
977,342
Q1 2024 Reduced 5.68%
$107B
$131 Million 2.68% of portfolio
2,343,922
Q1 2024 Added 32.4%
$4.65B
$121 Million 2.46% of portfolio
1,190,001
Q1 2024 Added 220.61%
$103B
$103 Million 2.1% of portfolio
499,151
Q1 2024 Reduced 15.26%
$286B
$101 Million 2.06% of portfolio
166,610
Q1 2024 New
$27.6B
$99.8 Million 2.03% of portfolio
287,348
Q1 2024 Added 33.13%
$24.5B
$98.2 Million 2.0% of portfolio
248,073
Q1 2024 Added 20.7%
$58.3B
$14.1 Million 0.29% of portfolio
42,153
Q1 2024 Reduced 12.8%
$65.1B
$12.2 Million 0.25% of portfolio
222,972
Q1 2024 Reduced 93.33%
$9.63B
$10.2 Million 0.21% of portfolio
112,604
Q1 2024 Reduced 2.18%
$4.96B
$5.97 Million 0.12% of portfolio
84,011
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $4.9 Billion
  • Prior Value $4.41 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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