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

SEC FilingSEC DataHachi Filing

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% identified

30 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

32 positions • $3,178.848K total value

32 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 2

Sort by:

Apple Inc.

AAPL|037833100

1064225

Value:

$236.4M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

1068022(-14.9%)

Value:

$177.3M(-28.5%)

023135906

906871(-7.5%)

Value:

$172.5M(-19.8%)

LINDE PLC

LIN|G54950103

355704(-6.4%)

Value:

$165.6M(+4.1%)

Mastercard Inc

MA|57636Q104

296602(-7.6%)

Value:

$162.6M(-3.8%)

Alphabet Inc.

GOOG|02079K107

1016617(-16.1%)

Value:

$158.8M(-31.2%)

Meta Platforms, Inc.

META|30303M102

237837(-7.3%)

Value:

$137.1M(-8.8%)

TransDigm Group INC

TDG|893641100

89854(-7.6%)

Value:

$124.3M(+0.9%)

SCHWAB CHARLES CORP

SCHW|808513105

1542934

Value:

$120.8M

S&P Global Inc.

SPGI|78409V104

235484(-22.8%)

Value:

$119.6M(-21.2%)

EQUIFAX INC

EFX|294429105

468055(-7.6%)

Value:

$114.0M(-11.7%)

Broadcom Inc.

AVGO|11135F101

672630(+5.4%)

Value:

$112.6M(-23.9%)

Uber Technologies, Inc

UBER|90353T100

1529408(-25.1%)

Value:

$111.4M(-9.5%)

Airbnb, Inc.

ABNB|009066101

908254(+12.6%)

Value:

$108.5M(+2.3%)

216648402

1254627(+72.4%)

Value:

$105.8M(+58.2%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

204045

Value:

$98.9M

Salesforce, Inc.

CRM|79466L302

365951(+20.6%)

Value:

$98.2M(-3.1%)

MSCI Inc.

MSCI|55354G100

167056(-7.6%)

Value:

$94.5M(-12.9%)

APPLIED MATERIALS INC /DE

AMAT|038222105

624356(-7.6%)

Value:

$90.6M(-17.5%)

ANSYS INC

ANSS|03662Q105

286011(+38.1%)

Value:

$90.5M(+29.6%)

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)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	1.1M	QoQ -14.91% (-187.2K) YoY -41.22% (-749.3K)	All Managers (Combined)	$177.3M	QoQ -28.48% (-$71) YoY -28.29% (-$70)
(cusip023135906)✕	906.9K	QoQ -7.49% (-73.5K) YoY -37.83% (-551.9K)	All Managers (Combined)	$172.5M	QoQ -19.77% (-$43) YoY -34.42% (-$91)
Linde Plc(LINcusipG54950103)	355.7K	QoQ -6.41% (-24.4K) YoY -41.63% (-253.7K)	All Managers (Combined)	$165.6M	QoQ +4.08% (-$7) YoY -41.46% (-$117)
Mastercard Inc(MAcusip57636Q104)	296.6K	QoQ -7.58% (-24.4K) YoY -33.38% (-148.6K)	All Managers (Combined)	$162.6M	QoQ -3.80% (-$6) YoY -24.17% (-$52)
Alphabet Inc.(GOOGcusip02079K107)	1.0M	QoQ -16.10% (-195.1K) YoY -42.61% (-755.0K)	All Managers (Combined)	$158.8M	QoQ -31.17% (-$72) YoY -41.11% (-$111)
Meta Platforms, Inc.(METAcusip30303M102)	237.8K	QoQ -7.31% (-18.8K) YoY -47.34% (-213.9K)	All Managers (Combined)	$137.1M	QoQ -8.76% (-$13) YoY -37.50% (-$82)
Transdigm Group Inc(TDGcusip893641100)	89.9K	QoQ -7.56% (-7.4K) YoY NEW(+89.9K)	All Managers (Combined)	$124.3M	QoQ +0.89% (-$1) YoY NEW(+$124)
Schwab Charles Corp(SCHWcusip808513105)	1.5M	QoQ NEW(+1.5M) YoY -43.52% (-1.2M)	All Managers (Combined)	$120.8M	QoQ NEW(+$121) YoY -38.88% (-$77)
S&P Global Inc.(SPGIcusip78409V104)	235.5K	QoQ -22.75% (-69.4K) YoY -44.31% (-187.4K)	All Managers (Combined)	$119.6M	QoQ -21.18% (-$32) YoY -33.50% (-$60)
Equifax Inc(EFXcusip294429105)	468.1K	QoQ -7.60% (-38.5K) YoY -35.38% (-256.4K)	All Managers (Combined)	$114.0M	QoQ -11.69% (-$15) YoY -41.17% (-$80)
Broadcom Inc.(AVGOcusip11135F101)	672.6K	QoQ +5.39% (-34.4K) YoY NEW(+672.6K)	All Managers (Combined)	$112.6M	QoQ -23.88% (-$35) YoY NEW(+$113)
Uber Technologies, Inc(UBERcusip90353T100)	1.5M	QoQ -25.08% (-512.2K) YoY -11.69% (-202.6K)	All Managers (Combined)	$111.4M	QoQ -9.51% (-$12) YoY -16.43% (-$22)
Airbnb, Inc.(ABNBcusip009066101)	908.3K	QoQ +12.58% (+101.5K) YoY +9.64% (-79.9K)	All Managers (Combined)	$108.5M	QoQ +2.34% (+$2) YoY -20.59% (-$28)
(cusip216648402)✕	1.3M	QoQ +72.39% (+526.9K) YoY +5.43% (-64.6K)	All Managers (Combined)	$105.8M	QoQ +58.17% (+$39) YoY -12.34% (-$15)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	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	QoQ +20.64% (-62.6K) YoY NEW(+366.0K)	All Managers (Combined)	$98.2M	QoQ -3.15% (-$3) YoY NEW(+$98)
Msci Inc.(MSCIcusip55354G100)	167.1K	QoQ -7.58% (-13.7K) YoY NEW(+167.1K)	All Managers (Combined)	$94.5M	QoQ -12.90% (-$14) YoY NEW(+$94)
Applied Materials Inc /De(AMATcusip038222105)	624.4K	QoQ -7.59% (-51.3K) YoY -20.41% (-160.1K)	All Managers (Combined)	$90.6M	QoQ -17.54% (-$19) YoY -43.99% (-$71)
Ansys Inc(ANSScusip03662Q105)	286.0K	QoQ +38.14% (+79.0K) YoY -0.46% (-1.3K)	All Managers (Combined)	$90.5M	QoQ +29.64% (+$21) YoY -9.23% (-$9)