Intermede Investment Partners Ltd
Investment Portfolio & 13F Holdings Analysis
About
Intermede Investment Partners Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 32 holdings worth $3.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 32
- Total Value
- 3178848
- Accession Number
- 0001664713-25-000002
- Form Type
- 13F-HR
- CIK
- 0001664713
- Manager Name
- Intermede Investment Partners Ltd
Data Enrichment
94% identified30 identified2 unidentified
Holdings
32 positions
Manager:
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023135906
Shares:
906871(-7.5%)
Value:
$172.5M(-19.8%)
216648402
Shares:
1254627(+72.4%)
Value:
$105.8M(+58.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 1.1M | QoQ NEW(+1.1M) YoY NEW(+1.1M) | All Managers (Combined) | $236.4M | QoQ NEW(+$236) YoY NEW(+$236) |
1.1M | All Managers (Combined) | $177.3M | |||
(cusip023135906)✕ | 906.9K | All Managers (Combined) | $172.5M | ||
355.7K | All Managers (Combined) | $165.6M | |||
Mastercard Inc(MAcusip57636Q104) | 296.6K | All Managers (Combined) | $162.6M | QoQ -3.80% (-$6) | |
Alphabet Inc.(GOOGcusip02079K107) | 1.0M | All Managers (Combined) | $158.8M | ||
237.8K | All Managers (Combined) | $137.1M | |||
89.9K | YoY NEW(+89.9K) | All Managers (Combined) | $124.3M | QoQ +0.89% (-$1)YoY NEW(+$124) | |
1.5M | QoQ NEW(+1.5M) | All Managers (Combined) | $120.8M | QoQ NEW(+$121) | |
S&P Global Inc.(SPGIcusip78409V104) | 235.5K | All Managers (Combined) | $119.6M | ||
Equifax Inc(EFXcusip294429105) | 468.1K | All Managers (Combined) | $114.0M | ||
Broadcom Inc.(AVGOcusip11135F101) | 672.6K | YoY NEW(+672.6K) | All Managers (Combined) | $112.6M | YoY NEW(+$113) |
1.5M | All Managers (Combined) | $111.4M | |||
Airbnb, Inc.(ABNBcusip009066101) | 908.3K | All Managers (Combined) | $108.5M | QoQ +2.34% (+$2) | |
(cusip216648402)✕ | 1.3M | All Managers (Combined) | $105.8M | ||
204.0K | QoQ NEW(+204.0K) YoY NEW(+204.0K) | All Managers (Combined) | $98.9M | QoQ NEW(+$99) YoY NEW(+$99) | |
Salesforce, Inc.(CRMcusip79466L302) | 366.0K | YoY NEW(+366.0K) | All Managers (Combined) | $98.2M | QoQ -3.15% (-$3)YoY NEW(+$98) |
167.1K | YoY NEW(+167.1K) | All Managers (Combined) | $94.5M | YoY NEW(+$94) | |
624.4K | All Managers (Combined) | $90.6M | |||
286.0K | All Managers (Combined) | $90.5M | YoY -9.23% (-$9) |