Latest Intermede Investment Partners Ltd Stock Portfolio
Intermede Investment Partners Ltd Performance:
2025 Q1: -3.49%YTD: -3.49%2024: 5.77%
Performance for 2025 Q1 is -3.49%, and YTD is -3.49%, and 2024 is 5.77%.
About Intermede Investment Partners Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Intermede Investment Partners Ltd reported an equity portfolio of $3.2 Billions as of 31 Mar, 2025.
The top stock holdings of Intermede Investment Partners Ltd are AAPL, TSM, LIN. The fund has invested 7.4% of it's portfolio in APPLE INC and 5.6% of portfolio in TAIWAN SEMICONDUCTOR MFG LTD.
The fund managers got completely rid off MICROSOFT CORP (MSFT), CME GROUP INC (CME) and NETFLIX INC (NFLX) stocks. They significantly reduced their stock positions in ALLEGION PUB LTD CO (ALLE), MCDONALDS CORP (MCD) and SCHLUMBERGER LTD (SLB). Intermede Investment Partners Ltd opened new stock positions in APPLE INC (AAPL), SCHWAB CHARLES CORP NEW (SCHW) and VERTEX PHARMACEUTICALS INC (VRTX). The fund showed a lot of confidence in some stocks as they added substantially to COOPER COS INC (COO), ANSYS INC (ANSS) and SALESFORCE COM INC (CRM).
The top stock holdings of Intermede Investment Partners Ltd are AAPL, TSM, LIN. The fund has invested 7.4% of it's portfolio in APPLE INC and 5.6% of portfolio in TAIWAN SEMICONDUCTOR MFG LTD.
The fund managers got completely rid off MICROSOFT CORP (MSFT), CME GROUP INC (CME) and NETFLIX INC (NFLX) stocks. They significantly reduced their stock positions in ALLEGION PUB LTD CO (ALLE), MCDONALDS CORP (MCD) and SCHLUMBERGER LTD (SLB). Intermede Investment Partners Ltd opened new stock positions in APPLE INC (AAPL), SCHWAB CHARLES CORP NEW (SCHW) and VERTEX PHARMACEUTICALS INC (VRTX). The fund showed a lot of confidence in some stocks as they added substantially to COOPER COS INC (COO), ANSYS INC (ANSS) and SALESFORCE COM INC (CRM).
Intermede Investment Partners Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Intermede Investment Partners Ltd made a return of -3.49% in the last quarter. In trailing 12 months, it's portfolio return was 0.41%.
New Buys
| Ticker | $ Bought |
|---|---|
| apple inc | 236,396,000 |
| schwab charles corp new | 120,781,000 |
| vertex pharmaceuticals inc | 98,925,000 |
| trip com group ltd | 88,628,000 |
| vertiv holdings co | 50,503,000 |
New stocks bought by Intermede Investment Partners Ltd
Additions
| Ticker | % Inc. |
|---|---|
| cooper cos inc | 72.39 |
| ansys inc | 38.15 |
| salesforce com inc | 20.65 |
| airbnb inc | 12.58 |
| broadcom inc | 5.4 |
| amdocs ltd | 0.76 |
| grab holdings limited | 0.75 |
| aon plc | 0.73 |
Additions to existing portfolio by Intermede Investment Partners Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| allegion pub ltd co | -92.23 |
| mcdonalds corp | -43.81 |
| schlumberger ltd | -29.25 |
| uber technologies inc | -25.09 |
| danaher corp del | -24.64 |
| s&p global inc | -22.75 |
| baker hughes company | -17.09 |
| alphabet inc | -16.1 |
Intermede Investment Partners Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| microsoft corp | -260,717,000 |
| zoetis inc | -94,146,000 |
| cme group inc | -129,128,000 |
| accenture plc ireland | -84,209,000 |
| netflix inc | -102,892,000 |
| makemytrip limited mauritius | -8,118,000 |
Intermede Investment Partners Ltd got rid off the above stocks
Sector Distribution
Intermede Investment Partners Ltd has about 27.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 27.3 |
| Financial Services | 16.9 |
| Others | 12.1 |
| Industrials | 9.9 |
| Healthcare | 9.8 |
| Communication Services | 9.8 |
| Consumer Cyclical | 5.6 |
| Basic Materials | 5.5 |
| Energy | 3.1 |
Market Cap. Distribution
Intermede Investment Partners Ltd has about 87.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 49.6 |
| MEGA-CAP | 38.3 |
| UNALLOCATED | 12.1 |
Stocks belong to which Index?
About 82.5% of the stocks held by Intermede Investment Partners Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 82.5 |
| Others | 17.5 |
Intermede Investment Partners Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Intermede Investment Partners Ltd
Intermede Investment Partners Ltd has 31 stocks in it's portfolio. About 47.7% of the portfolio is in top 10 stocks. AVGO proved to be the most loss making stock for the portfolio. UBER was the most profitable stock for Intermede Investment Partners Ltd last quarter.
Last Reported on: 15 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.44 | 1,064,220 | 236,396,000 | new | |||
| ABNB | airbnb inc | 3.41 | 908,254 | 108,500,000 | added | 12.58 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe systems incorporated | 2.52 | 208,575 | 79,995,000 | reduced | -7.59 | ||
| ALLE | allegion pub ltd co | 0.27 | 65,595 | 8,558,000 | reduced | -92.23 | ||
| AMAT | applied matls inc | 2.85 | 624,356 | 90,607,000 | reduced | -7.6 | ||
| ANSS | ansys inc | 2.85 | 286,011 | 90,540,000 | added | 38.15 | ||
| AON | aon plc | 0.31 | 24,458 | 9,761,000 | added | 0.73 | ||
| AVGO | broadcom inc | 3.54 | 672,630 | 112,618,000 | added | 5.4 | ||
| BKR | baker hughes company | 2.65 | 1,917,210 | 84,262,000 | reduced | -17.09 | ||
| CME | cme group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COO | cooper cos inc | 3.33 | 1,254,630 | 105,828,000 | added | 72.39 | ||
| CRM | salesforce com inc | 3.09 | 365,951 | 98,207,000 | added | 20.65 | ||
| DHR | danaher corp del | 2.80 | 434,180 | 89,007,000 | reduced | -24.64 | ||
| EFX | equifax inc | 3.59 | 468,055 | 113,999,000 | reduced | -7.6 | ||
| GOOG | alphabet inc | 5.00 | 1,016,620 | 158,826,000 | reduced | -16.1 | ||
| HDB | hdfc bank ltd | 2.46 | 1,175,300 | 78,087,000 | reduced | -7.77 | ||
| LIN | linde plc | 5.21 | 355,704 | 165,630,000 | reduced | -6.41 | ||
| MA | mastercard inc | 5.11 | 296,602 | 162,573,000 | reduced | -7.59 | ||
| MCD | mcdonalds corp | 1.87 | 190,006 | 59,352,000 | reduced | -43.81 | ||