Intermede Investment Partners Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Intermede Investment Partners Ltd reported 33 stock positions worth $4.8 billion. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Alphabet Class C (GOOG, 5.7%) and Taiwan Semiconductor-SP ADR (TSM, 5.6%). Compared with Q2 2024, it opened 3 new positions, sold out of 3, added to 5 and reduced 25. The biggest buy was a new position in Transdigm (TDG) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $4.8B (Q3 2024)
- SEC Filing
- 0001664713-24-000005 ↗ filed Nov 4, 2024
Holdings Value
Holdings 33 stocks · $4.8B
| MSFT Microsoft Corp. | 6.58% | 732,952 | $315.4M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 5.73% | 1,641,704 | $274.5M | Add +23.5% |
| TSM Taiwan Semiconductor-SP ADR | 5.64% | 1,555,692 | $270.2M | Reduce -2.0% |
| LIN Linde PLC | 5.61% | 564,220 | $269.1M | Reduce -1.8% |
| AMAZON COM INC | 5.34% | 1,372,012 | $255.6M | Add +17.6% |
| MA Mastercard Inc. Class A | 4.22% | 409,611 | $202.3M | Reduce -1.9% |
| SPGI S&P Global Inc. | 4.19% | 388,827 | $200.9M | Reduce -1.9% |
| EFX Equifax Inc. | 3.97% | 646,724 | $190.0M | Reduce -13.3% |
| AMAT Applied Materials Inc. | 3.64% | 862,136 | $174.2M | Add +43.2% |
| DHR Danaher Corp. | 3.61% | 621,752 | $172.9M | Reduce -1.9% |
| CME Cme Group Inc. | 3.27% | 709,731 | $156.6M | Reduce -1.9% |
| ACN Accenture PLC Class A | 3.25% | 440,567 | $155.7M | Reduce -2.0% |
| UBER Uber Technologies Inc. | 3.25% | 2,071,152 | $155.7M | Reduce -1.9% |
| ABNB Airbnb Inc. Class A | 3.25% | 1,226,359 | $155.5M | Add +32.5% |
| MCD McDonald's Corp. | 3.20% | 503,861 | $153.4M | Reduce -1.9% |
| ALLE Allegion PLC | 3.16% | 1,039,613 | $151.5M | Reduce -2.1% |
| ZTS Zoetis Inc. | 3.01% | 737,624 | $144.1M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 2.97% | 248,585 | $142.3M | Reduce -35.0% |
| BKR Baker Hughes Co. | 2.97% | 3,935,979 | $142.3M | Reduce -1.9% |
| NFLX Netflix Inc. | 2.97% | 200,522 | $142.2M | Reduce -1.9% |
| TDG Transdigm Group Inc. | 2.92% | 98,104 | $140.0M | New |
| CRM Salesforce Inc. | 2.91% | 509,483 | $139.5M | Reduce -1.9% |
| MSCI MSCI Inc. | 2.81% | 230,633 | $134.4M | New |
| COO Cooper Cos Inc. | 2.52% | 1,094,073 | $120.7M | Reduce -1.9% |
| ADBE Adobe Inc. | 2.46% | 227,830 | $118.0M | Reduce -25.3% |
| HDB HDFC Bank Ltd.-ADR | 2.26% | 1,731,367 | $108.3M | Reduce -2.8% |
| ANSS Ansys Inc. | 1.76% | 264,383 | $84.2M | Reduce -1.9% |
| WST West Pharmaceutical Services | 1.56% | 249,185 | $74.8M | Add +27.6% |
| GRAB Grab Holdings Ltd. Class A | 0.25% | 3,147,655 | $12.0M | New |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.23% | 257,414 | $10.8M | Reduce -2.6% |
| DOX Amdocs Ltd. | 0.20% | 108,446 | $9.5M | Reduce -2.6% |
| AON Aon PLC Class A | 0.18% | 24,477 | $8.5M | Reduce -50.0% |
| MMYT Makemytrip Ltd. | 0.14% | 73,053 | $6.8M | Reduce -12.1% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Sold out | 0.00% | −3.46 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −3.33 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −2.08 |
| ADBE Adobe Inc. | Reduce -25.3% | 2.46% | −1.12 |
| META Meta Platforms Inc. Class A | Reduce -35.0% | 2.97% | −1.11 |
| MSFT Microsoft Corp. | Reduce -1.9% | 6.58% | −0.47 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.0% | 5.64% | −0.19 |
| HDB HDFC Bank Ltd.-ADR | Reduce -2.8% | 2.26% | −0.16 |
| AON Aon PLC Class A | Reduce -50.0% | 0.18% | −0.13 |
| ANSS Ansys Inc. | Reduce -1.9% | 1.76% | −0.07 |
| SLB SLB Ltd. | Reduce -2.6% | 0.23% | −0.04 |
| BKR Baker Hughes Co. | Reduce -1.9% | 2.97% | −0.01 |
| MMYT Makemytrip Ltd. | Reduce -12.1% | 0.14% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 3.25% | +0.01 |
| DOX Amdocs Ltd. | Reduce -2.6% | 0.20% | +0.01 |
| NFLX Netflix Inc. | Reduce -1.9% | 2.97% | +0.05 |
| CRM Salesforce Inc. | Reduce -1.9% | 2.91% | +0.09 |
| EFX Equifax Inc. | Reduce -13.3% | 3.97% | +0.15 |
| ZTS Zoetis Inc. | Reduce -1.9% | 3.01% | +0.25 |
| DHR Danaher Corp. | Reduce -1.9% | 3.61% | +0.26 |
| CME Cme Group Inc. | Reduce -1.9% | 3.27% | +0.26 |
| LIN Linde PLC | Reduce -1.8% | 5.61% | +0.29 |
| MA Mastercard Inc. Class A | Reduce -1.9% | 4.22% | +0.33 |
| ACN Accenture PLC Class A | Reduce -2.0% | 3.25% | +0.37 |
| MCD McDonald's Corp. | Reduce -1.9% | 3.20% | +0.44 |
| SPGI S&P Global Inc. | Reduce -1.9% | 4.19% | +0.46 |
| COO Cooper Cos Inc. | Reduce -1.9% | 2.52% | +0.46 |
| ALLE Allegion PLC | Reduce -2.1% | 3.16% | +0.51 |
Portfolio Buys Q2 2024 → Q3 2024
| TDG Transdigm Group Inc. | New | 2.92% | +2.92 |
| MSCI MSCI Inc. | New | 2.81% | +2.81 |
| AMAT Applied Materials Inc. | Add +43.2% | 3.64% | +0.63 |
| GOOG Alphabet Inc. Class C | Add +23.5% | 5.73% | +0.58 |
| AMAZON COM INC | Add +17.6% | 5.34% | +0.57 |
| ABNB Airbnb Inc. Class A | Add +32.5% | 3.25% | +0.28 |
| GRAB Grab Holdings Ltd. Class A | New | 0.25% | +0.25 |
| WST West Pharmaceutical Services | Add +27.6% | 1.56% | +0.20 |
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 |