Intermede Investment Partners LTD Portfolio Holdings by Sector
Intermede Investment Partners LTD
- $3.18 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
UBER CRM ANSS GRAB 4 stocks |
$311,228
10.96% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$295,906
10.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM AVGO 2 stocks |
$289,910
10.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$236,396
8.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI 2 stocks |
$214,119
7.54% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB TCOM 2 stocks |
$197,128
6.94% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$162,573
5.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$124,294
4.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$120,781
4.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$113,999
4.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
COO 1 stocks |
$105,828
3.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$98,925
3.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB 2 stocks |
$93,823
3.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$90,607
3.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ADBE DOX 2 stocks |
$89,892
3.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$89,007
3.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$78,087
2.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$59,352
2.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$50,503
1.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$9,761
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$8,558
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|