Intermede Investment Partners LTD Portfolio Holdings by Sector
Intermede Investment Partners LTD
- $3.24 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
UBER ANSS CRM WDAY GRAB 5 stocks |
$454,064
15.47% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM AVGO 2 stocks |
$339,105
11.55% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$338,524
11.54% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB TCOM 2 stocks |
$215,997
7.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI 2 stocks |
$209,574
7.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$207,577
7.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$158,423
5.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$133,804
4.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$129,860
4.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$115,461
3.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$108,658
3.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
COO 1 stocks |
$105,030
3.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$86,331
2.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$83,048
2.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$81,510
2.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB 2 stocks |
$77,443
2.64% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$72,080
2.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
DOX 1 stocks |
$9,680
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$8,559
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|