Intermede Investment Partners Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 32Value: $3.2BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "ABNB",
  "ADBE",
  "AVGO",
  null,
  "MCD",
  "AMAT",
  "META",
  "LIN",
  "MA",
  "ANSS",
  "AAPL",
  "SPGI",
  "SLB",
  "TDG",
  "UBER",
  "SCHW",
  null,
  "TSM",
  "VRTX",
  "VRT",
  "AON",
  "ALLE",
  "EFX",
  "BKR",
  "DOX",
  "HDB",
  "MSCI",
  "TCOM",
  "CRM",
  "DHR",
  "GOOG"
]

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: intermede-investment-partners
Manager Name: Intermede-Investment-Partners

Data Enrichment

94% identified

30 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

32 positions • $3.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:1.1M

Value:$236.4M

% of Portfolio:7436.5% ($236.4M/$3.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.1M

Value:$177.3M

% of Portfolio:5577.2% ($177.3M/$3.2M)

023135906

Shares:906.9K

Value:$172.5M

% of Portfolio:5427.8% ($172.5M/$3.2M)

LINDE PLC

LIN|G54950103

Shares:355.7K

Value:$165.6M

% of Portfolio:5210.4% ($165.6M/$3.2M)

Mastercard Inc

MA|57636Q104

Shares:296.6K

Value:$162.6M

% of Portfolio:5114.2% ($162.6M/$3.2M)

Alphabet Inc.

GOOG|02079K107

Shares:1.0M

Value:$158.8M

% of Portfolio:4996.3% ($158.8M/$3.2M)

Meta Platforms, Inc.

META|30303M102

Shares:237.8K

Value:$137.1M

% of Portfolio:4312.3% ($137.1M/$3.2M)

TransDigm Group INC

TDG|893641100

Shares:89.9K

Value:$124.3M

% of Portfolio:3910.0% ($124.3M/$3.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:1.5M

Value:$120.8M

% of Portfolio:3799.5% ($120.8M/$3.2M)

S&P Global Inc.

SPGI|78409V104

Shares:235.5K

Value:$119.6M

% of Portfolio:3763.9% ($119.6M/$3.2M)

EQUIFAX INC

EFX|294429105

Shares:468.1K

Value:$114.0M

% of Portfolio:3586.2% ($114.0M/$3.2M)

Broadcom Inc.

AVGO|11135F101

Shares:672.6K

Value:$112.6M

% of Portfolio:3542.7% ($112.6M/$3.2M)

Uber Technologies, Inc

UBER|90353T100

Shares:1.5M

Value:$111.4M

% of Portfolio:3505.5% ($111.4M/$3.2M)

Airbnb, Inc.

ABNB|009066101

Shares:908.3K

Value:$108.5M

% of Portfolio:3413.2% ($108.5M/$3.2M)

216648402

Shares:1.3M

Value:$105.8M

% of Portfolio:3329.1% ($105.8M/$3.2M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:204.0K

Value:$98.9M

% of Portfolio:3112.0% ($98.9M/$3.2M)

Salesforce, Inc.

CRM|79466L302

Shares:366.0K

Value:$98.2M

% of Portfolio:3089.4% ($98.2M/$3.2M)

MSCI Inc.

MSCI|55354G100

Shares:167.1K

Value:$94.5M

% of Portfolio:2971.8% ($94.5M/$3.2M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:624.4K

Value:$90.6M

% of Portfolio:2850.3% ($90.6M/$3.2M)

ANSYS INC

ANSS|03662Q105

Shares:286.0K

Value:$90.5M

% of Portfolio:2848.2% ($90.5M/$3.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	1.1M	QoQ NEW(+1.1M) YoY NEW(+1.1M)	All Managers (Combined)	$236.4M	7436.5% ($236.4M/$3.2M)	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	5577.2% ($177.3M/$3.2M)	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	5427.8% ($172.5M/$3.2M)	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	5210.4% ($165.6M/$3.2M)	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	5114.2% ($162.6M/$3.2M)	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	4996.3% ($158.8M/$3.2M)	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	4312.3% ($137.1M/$3.2M)	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	3910.0% ($124.3M/$3.2M)	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	3799.5% ($120.8M/$3.2M)	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	3763.9% ($119.6M/$3.2M)	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	3586.2% ($114.0M/$3.2M)	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	3542.7% ($112.6M/$3.2M)	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	3505.5% ($111.4M/$3.2M)	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	3413.2% ($108.5M/$3.2M)	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	3329.1% ($105.8M/$3.2M)	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	3112.0% ($98.9M/$3.2M)	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	3089.4% ($98.2M/$3.2M)	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	2971.8% ($94.5M/$3.2M)	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	2850.3% ($90.6M/$3.2M)	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	2848.2% ($90.5M/$3.2M)	QoQ +29.64% (+$21) YoY -9.23% (-$9)