Intermede Investment Partners Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Intermede Investment Partners Ltd reported 32 stock positions worth $4.9 billion. Its top holding was Microsoft (MSFT) at 6.8% of the portfolio, followed by Linde (LIN, 5.8%) and Alphabet Class C (GOOG, 5.5%). Compared with Q4 2023, it opened 6 new positions, sold out of 3, added to 10 and reduced 16. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale SLB (SLB, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $4.9B (Q1 2024)
- SEC Filing
- 0001664713-24-000002 ↗ filed May 10, 2024
Holdings Value
Holdings 32 stocks · $4.9B
| MSFT Microsoft Corp. | 6.83% | 796,308 | $335.0M | Add +1.3% |
| LIN Linde PLC | 5.77% | 609,402 | $283.0M | Reduce -5.8% |
| GOOG Alphabet Inc. Class C | 5.50% | 1,771,593 | $269.7M | Add +2.9% |
| AMAZON COM INC | 5.37% | 1,458,756 | $263.1M | Reduce -6.3% |
| TSM Taiwan Semiconductor-SP ADR | 5.04% | 1,817,278 | $247.2M | Reduce -15.2% |
| META Meta Platforms Inc. Class A | 4.47% | 451,732 | $219.4M | New |
| MA Mastercard Inc. Class A | 4.37% | 445,241 | $214.4M | Reduce -6.0% |
| DHR Danaher Corp. | 4.18% | 821,205 | $205.1M | Reduce -6.2% |
| SCHW Schwab (charles) Corp. | 4.03% | 2,732,141 | $197.6M | Reduce -12.1% |
| EFX Equifax Inc. | 3.95% | 724,421 | $193.8M | Reduce -6.2% |
| SPGI S&P Global Inc. | 3.67% | 422,920 | $179.9M | Reduce -6.2% |
| CME Cme Group Inc. | 3.39% | 771,376 | $166.1M | Reduce -24.2% |
| AMAT Applied Materials Inc. | 3.30% | 784,492 | $161.8M | Add +1201.4% |
| ZTS Zoetis Inc. | 3.18% | 921,007 | $155.8M | Reduce -6.1% |
| NVDA Nvidia Corp. | 3.13% | 169,656 | $153.3M | New |
| ADBE Adobe Inc. | 2.97% | 288,912 | $145.8M | Add +20.6% |
| BKR Baker Hughes Co. | 2.93% | 4,284,361 | $143.5M | Add +16.5% |
| ACN Accenture PLC Class A | 2.79% | 395,232 | $137.0M | Reduce -28.3% |
| ABNB Airbnb Inc. Class A | 2.79% | 828,352 | $136.6M | New |
| UBER Uber Technologies Inc. | 2.72% | 1,732,020 | $133.3M | New |
| MCD McDonald's Corp. | 2.71% | 471,670 | $133.0M | Add +41.1% |
| ALLE Allegion PLC | 2.69% | 977,342 | $131.7M | Reduce -5.7% |
| HDB HDFC Bank Ltd.-ADR | 2.68% | 2,343,922 | $131.2M | Add +32.4% |
| COO Cooper Cos Inc. | 2.46% | 1,190,001 | $120.7M | Add +220.6% |
| MRSH Marsh & McLennan Cos | 2.10% | 499,151 | $102.8M | Reduce -15.3% |
| NFLX Netflix Inc. | 2.06% | 166,610 | $101.2M | New |
| ANSS Ansys Inc. | 2.03% | 287,348 | $99.8M | Add +33.1% |
| WST West Pharmaceutical Services | 2.00% | 248,073 | $98.2M | Add +20.7% |
| AON Aon PLC Class A | 0.29% | 42,153 | $14.1M | Reduce -12.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.25% | 222,972 | $12.2M | Reduce -93.3% |
| DOX Amdocs Ltd. | 0.21% | 112,604 | $10.2M | Reduce -2.2% |
| MMYT Makemytrip Ltd. | 0.12% | 84,011 | $6.0M | New |
Portfolio Sells Q4 2023 → Q1 2024
| SLB SLB Ltd. | Reduce -93.3% | 0.25% | −3.70 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −2.87 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −2.41 |
| VLTO Veralto Corp. | Sold out | 0.00% | −1.66 |
| ACN Accenture PLC Class A | Reduce -28.3% | 2.79% | −1.59 |
| CME Cme Group Inc. | Reduce -24.2% | 3.39% | −1.48 |
| ZTS Zoetis Inc. | Reduce -6.1% | 3.18% | −1.21 |
| SPGI S&P Global Inc. | Reduce -6.2% | 3.67% | −0.84 |
| SCHW Schwab (charles) Corp. | Reduce -12.1% | 4.03% | −0.82 |
| MRSH Marsh & McLennan Cos | Reduce -15.3% | 2.10% | −0.44 |
| DHR Danaher Corp. | Reduce -6.2% | 4.18% | −0.41 |
| EFX Equifax Inc. | Reduce -6.2% | 3.95% | −0.38 |
| ALLE Allegion PLC | Reduce -5.7% | 2.69% | −0.29 |
| LIN Linde PLC | Reduce -5.8% | 5.77% | −0.26 |
| MA Mastercard Inc. Class A | Reduce -6.0% | 4.37% | −0.21 |
| AON Aon PLC Class A | Reduce -12.8% | 0.29% | −0.03 |
| DOX Amdocs Ltd. | Reduce -2.2% | 0.21% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -15.2% | 5.04% | −0.02 |
| AMAZON COM INC | Reduce -6.3% | 5.37% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | New | 4.47% | +4.47 |
| NVDA Nvidia Corp. | New | 3.13% | +3.13 |
| AMAT Applied Materials Inc. | Add +1201.4% | 3.30% | +3.08 |
| ABNB Airbnb Inc. Class A | New | 2.79% | +2.79 |
| UBER Uber Technologies Inc. | New | 2.72% | +2.72 |
| NFLX Netflix Inc. | New | 2.06% | +2.06 |
| MCD McDonald's Corp. | Add +41.1% | 2.71% | +0.46 |
| WST West Pharmaceutical Services | Add +20.7% | 2.00% | +0.36 |
| ANSS Ansys Inc. | Add +33.1% | 2.03% | +0.26 |
| MSFT Microsoft Corp. | Add +1.3% | 6.83% | +0.13 |
| MMYT Makemytrip Ltd. | New | 0.12% | +0.12 |
| BKR Baker Hughes Co. | Add +16.5% | 2.93% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +2.9% | 5.50% | −0.00 |
| HDB HDFC Bank Ltd.-ADR | Add +32.4% | 2.68% | −0.02 |
| ADBE Adobe Inc. | Add +20.6% | 2.97% | −0.27 |
| COO Cooper Cos Inc. | Add +220.6% | 2.46% | −0.72 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $2.4B | TSM, NVDA, AAPL, GOOG, AMAZON COM INC |
| Q1 2026 | 28 | $2.2B | TSM, AAPL, NVDA, GOOG, LIN |
| Q4 2025 | 31 | $2.4B | TSM, AAPL, GOOG, LIN, AMAZON COM INC |
| Q3 2025 | 31 | $2.4B | TSM, AAPL, GOOG, META, AMAZON COM INC |
| Q2 2025 | 30 | $3.2B | TSM, AAPL, GOOG, META, MA |
| Q1 2025 | 32 | $3.2B | AAPL, TSM, AMAZON COM INC, LIN, MA |
| Q4 2024 | 33 | $3.7B | MSFT, TSM, GOOG, AMAZON COM INC, MA |
| Q3 2024 | 33 | $4.8B | MSFT, GOOG, TSM, LIN, AMAZON COM INC |
| Q2 2024 | 33 | $4.7B | MSFT, TSM, LIN, GOOG, AMAZON COM INC |
| Q1 2024 | 32 | $4.9B | MSFT, LIN, GOOG, AMAZON COM INC, TSM |