Intermede Investment Partners Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Intermede Investment Partners Ltd reported 33 stock positions worth $4.7 billion. Its top holding was Microsoft (MSFT) at 7.1% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 5.8%) and Linde (LIN, 5.3%). Compared with Q1 2024, it opened 1 new position, added to 10 and reduced 22. The biggest buy was a new position in Salesforce (CRM) and the biggest sale Danaher (DHR, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $4.7B (Q2 2024)
- SEC Filing
- 0001664713-24-000003 ↗ filed Jul 17, 2024
Holdings Value
Holdings 33 stocks · $4.7B
| MSFT Microsoft Corp. | 7.05% | 746,838 | $333.8M | Reduce -6.2% |
| TSM Taiwan Semiconductor-SP ADR | 5.83% | 1,587,535 | $275.9M | Reduce -12.6% |
| LIN Linde PLC | 5.33% | 574,405 | $252.1M | Reduce -5.7% |
| GOOG Alphabet Inc. Class C | 5.15% | 1,328,959 | $243.8M | Reduce -25.0% |
| AMAZON COM INC | 4.76% | 1,166,296 | $225.4M | Reduce -20.1% |
| META Meta Platforms Inc. Class A | 4.08% | 382,653 | $192.9M | Reduce -15.3% |
| MA Mastercard Inc. Class A | 3.89% | 417,320 | $184.1M | Reduce -6.3% |
| EFX Equifax Inc. | 3.82% | 745,575 | $180.8M | Add +2.9% |
| SPGI S&P Global Inc. | 3.74% | 396,474 | $176.8M | Reduce -6.3% |
| ADBE Adobe Inc. | 3.58% | 304,876 | $169.4M | Add +5.5% |
| NVDA Nvidia Corp. | 3.46% | 1,323,920 | $163.6M | Reduce -22.0% |
| DHR Danaher Corp. | 3.35% | 633,713 | $158.3M | Reduce -22.8% |
| SCHW Schwab (charles) Corp. | 3.33% | 2,139,159 | $157.6M | Reduce -21.7% |
| UBER Uber Technologies Inc. | 3.24% | 2,111,322 | $153.5M | Add +21.9% |
| CME Cme Group Inc. | 3.01% | 723,370 | $142.2M | Reduce -6.2% |
| AMAT Applied Materials Inc. | 3.00% | 601,996 | $142.1M | Reduce -23.3% |
| BKR Baker Hughes Co. | 2.98% | 4,011,939 | $141.1M | Reduce -6.4% |
| ABNB Airbnb Inc. Class A | 2.97% | 925,597 | $140.3M | Add +11.7% |
| NFLX Netflix Inc. | 2.91% | 204,376 | $137.9M | Add +22.7% |
| ACN Accenture PLC Class A | 2.88% | 449,364 | $136.3M | Add +13.7% |
| CRM Salesforce Inc. | 2.82% | 519,427 | $133.5M | New |
| MCD McDonald's Corp. | 2.77% | 513,628 | $130.9M | Add +8.9% |
| ZTS Zoetis Inc. | 2.75% | 751,854 | $130.3M | Reduce -18.4% |
| ALLE Allegion PLC | 2.65% | 1,061,921 | $125.5M | Add +8.7% |
| HDB HDFC Bank Ltd.-ADR | 2.42% | 1,781,058 | $114.6M | Reduce -24.0% |
| MRSH Marsh & McLennan Cos | 2.08% | 468,068 | $98.6M | Reduce -6.2% |
| COO Cooper Cos Inc. | 2.06% | 1,115,757 | $97.4M | Reduce -6.2% |
| ANSS Ansys Inc. | 1.83% | 269,465 | $86.6M | Reduce -6.2% |
| WST West Pharmaceutical Services | 1.36% | 195,334 | $64.3M | Reduce -21.3% |
| AON Aon PLC Class A | 0.30% | 48,951 | $14.4M | Add +16.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.26% | 264,352 | $12.5M | Add +18.6% |
| DOX Amdocs Ltd. | 0.19% | 111,375 | $8.8M | Reduce -1.1% |
| MMYT Makemytrip Ltd. | 0.15% | 83,099 | $7.0M | Reduce -1.1% |
Portfolio Sells Q1 2024 → Q2 2024
| DHR Danaher Corp. | Reduce -22.8% | 3.35% | −0.84 |
| SCHW Schwab (charles) Corp. | Reduce -21.7% | 3.33% | −0.70 |
| WST West Pharmaceutical Services | Reduce -21.3% | 1.36% | −0.64 |
| AMAZON COM INC | Reduce -20.1% | 4.76% | −0.60 |
| MA Mastercard Inc. Class A | Reduce -6.3% | 3.89% | −0.48 |
| LIN Linde PLC | Reduce -5.7% | 5.33% | −0.45 |
| ZTS Zoetis Inc. | Reduce -18.4% | 2.75% | −0.42 |
| COO Cooper Cos Inc. | Reduce -6.2% | 2.06% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -15.3% | 4.08% | −0.40 |
| CME Cme Group Inc. | Reduce -6.2% | 3.01% | −0.38 |
| GOOG Alphabet Inc. Class C | Reduce -25.0% | 5.15% | −0.35 |
| AMAT Applied Materials Inc. | Reduce -23.3% | 3.00% | −0.30 |
| HDB HDFC Bank Ltd.-ADR | Reduce -24.0% | 2.42% | −0.25 |
| ANSS Ansys Inc. | Reduce -6.2% | 1.83% | −0.20 |
| DOX Amdocs Ltd. | Reduce -1.1% | 0.19% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -6.2% | 2.08% | −0.01 |
| MMYT Makemytrip Ltd. | Reduce -1.1% | 0.15% | +0.03 |
| BKR Baker Hughes Co. | Reduce -6.4% | 2.98% | +0.05 |
| SPGI S&P Global Inc. | Reduce -6.3% | 3.74% | +0.07 |
| MSFT Microsoft Corp. | Reduce -6.2% | 7.05% | +0.22 |
| NVDA Nvidia Corp. | Reduce -22.0% | 3.46% | +0.33 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -12.6% | 5.83% | +0.79 |
Portfolio Buys Q1 2024 → Q2 2024
| CRM Salesforce Inc. | New | 2.82% | +2.82 |
| NFLX Netflix Inc. | Add +22.7% | 2.91% | +0.85 |
| ADBE Adobe Inc. | Add +5.5% | 3.58% | +0.61 |
| UBER Uber Technologies Inc. | Add +21.9% | 3.24% | +0.52 |
| ABNB Airbnb Inc. Class A | Add +11.7% | 2.97% | +0.18 |
| ACN Accenture PLC Class A | Add +13.7% | 2.88% | +0.09 |
| MCD McDonald's Corp. | Add +8.9% | 2.77% | +0.05 |
| AON Aon PLC Class A | Add +16.1% | 0.30% | +0.02 |
| SLB SLB Ltd. | Add +18.6% | 0.26% | +0.01 |
| ALLE Allegion PLC | Add +8.7% | 2.65% | −0.03 |
| EFX Equifax Inc. | Add +2.9% | 3.82% | −0.13 |
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 |