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Latest Intermede Investment Partners Ltd Stock Portfolio

$4.90Billion– No. of Holdings #31

Performance:
2024 Q1: 1.66%YTD: 1.66%2023: 29.64%

Performance for 2024 Q1 is 1.66%, and YTD is 1.66%, and 2023 is 29.64%.

About Intermede Investment Partners Ltd and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Intermede Investment Partners Ltd reported an equity portfolio of $4.9 Billions as of 31 Mar, 2024.

The top stock holdings of Intermede Investment Partners Ltd are MSFT, LIN, GOOG. The fund has invested 6.8% of it's portfolio in MICROSOFT CORP and 5.8% of portfolio in LINDE PLC.

The fund managers got completely rid off BECTON DICKINSON & CO (BDX), AUTODESK INC (ADSK) and VERALTO CORP stocks. They significantly reduced their stock positions in SCHLUMBERGER LTD (SLB), ACCENTURE PLC IRELAND (ACN) and CME GROUP INC (CME). Intermede Investment Partners Ltd opened new stock positions in META PLATFORMS INC (META), NVIDIA CORPORATION (NVDA) and AIRBNB INC (ABNB). The fund showed a lot of confidence in some stocks as they added substantially to APPLIED MATLS INC (AMAT), COOPER COS INC (COO) and MCDONALDS CORP (MCD).
Equity Portfolio Value
Last Reported on: 10 May, 2024

Performance Estimate

Our best estimate is that Intermede Investment Partners Ltd made a return of 1.66% in the last quarter. In trailing 12 months, it's portfolio return was 17.21%.

New Buys

Ticker$ Bought
meta platforms inc219,352,000
nvidia corporation153,294,000
airbnb inc136,645,000
uber technologies inc133,348,000
netflix inc101,187,000
makemytrip limited mauritius5,969,000

New stocks bought by Intermede Investment Partners Ltd

Additions to existing portfolio by Intermede Investment Partners Ltd

Reductions

Ticker% Reduced
schlumberger ltd-93.33
accenture plc ireland-28.28
cme group inc-24.24
marsh & mclennan cos inc-15.26
taiwan semiconductor mfg ltd-15.21
aon plc-12.8
schwab charles corp new-12.13
s&p global inc-6.18

Intermede Investment Partners Ltd reduced stake in above stock

Sold off

Ticker$ Sold
veralto corp-73,017,000
becton dickinson & co-126,319,000
autodesk inc-105,993,000

Intermede Investment Partners Ltd got rid off the above stocks

Sector Distribution

Intermede Investment Partners Ltd has about 25.1% of it's holdings in Technology sector.

Sector%
Technology25.1
Financial Services18.9
Communication Services12.7
Healthcare12.5
Others8.5
Industrials7
Basic Materials6.1
Consumer Cyclical5.8
Energy3.4

Market Cap. Distribution

Intermede Investment Partners Ltd has about 91.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP57.5
MEGA-CAP34
UNALLOCATED8.5

Stocks belong to which Index?

About 88.6% of the stocks held by Intermede Investment Partners Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50088.6
Others11.4
Top 5 Winners (%)%
MMYT
makemytrip limited mauritius
NVDA
nvidia corporation
24.4 %
AON
aon plc
13.7 %
MA
mastercard inc
12.7 %
LIN
linde plc
12.6 %
Top 5 Winners ($)$
MSFT
microsoft corp
35.2 M
LIN
linde plc
33.5 M
NVDA
nvidia corporation
30.1 M
MA
mastercard inc
25.7 M
GOOG
alphabet inc
19.9 M
Top 5 Losers (%)%
COO
cooper cos inc
-44.9 %
ADBE
adobe systems incorporated
-14.6 %
ZTS
zoetis inc
-13.7 %
MCD
mcdonalds corp
-4.5 %
SLB
schlumberger ltd
-4.0 %
Top 5 Losers ($)$
COO
cooper cos inc
-98.3 M
ZTS
zoetis inc
-26.4 M
ADBE
adobe systems incorporated
-25.0 M
SLB
schlumberger ltd
-6.9 M
SPGI
s&p global inc
-6.7 M

Current Stock Holdings of Intermede Investment Partners Ltd

Intermede Investment Partners Ltd has 31 stocks in it's portfolio. About 47.8% of the portfolio is in top 10 stocks. COO proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Intermede Investment Partners Ltd last quarter.

Last Reported on: 10 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions