Intermede Investment Partners LTD Portfolio Holdings by Sector
Intermede Investment Partners LTD
- $4.79 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME MSCI 3 stocks |
$491,921
11.53% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE DOX 3 stocks |
$442,842
10.38% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$416,776
9.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM ANSS GRAB 4 stocks |
$391,320
9.17% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$270,177
6.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$202,266
4.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
COO WST 2 stocks |
$195,515
4.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$190,046
4.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$174,195
4.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$172,859
4.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB MMYT 2 stocks |
$162,305
3.8% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$155,732
3.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$153,431
3.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB 2 stocks |
$153,085
3.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$151,513
3.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$144,117
3.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$142,224
3.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$140,007
3.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$108,314
2.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$8,469
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|