Intermede Investment Partners Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Intermede Investment Partners Ltd reported 33 stock positions worth $3.7 billion. Its top holding was Microsoft (MSFT) at 7.0% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 6.6%) and Alphabet Class C (GOOG, 6.2%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 2 and reduced 30. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale an exit from West Pharmaceutical Services (WST).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001664713
- Portfolio Value
- $3.7B (Q4 2024)
- SEC Filing
- 0001664713-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 33 stocks · $3.7B
| MSFT Microsoft Corp. | 6.96% | 618,545 | $260.7M | Reduce -15.6% |
| TSM Taiwan Semiconductor-SP ADR | 6.61% | 1,255,214 | $247.9M | Reduce -19.3% |
| GOOG Alphabet Inc. Class C | 6.16% | 1,211,713 | $230.8M | Reduce -26.2% |
| AMAZON COM INC | 5.74% | 980,344 | $215.1M | Reduce -28.6% |
| MA Mastercard Inc. Class A | 4.51% | 320,958 | $169.0M | Reduce -21.6% |
| LIN Linde PLC | 4.25% | 380,069 | $159.1M | Reduce -32.6% |
| SPGI S&P Global Inc. | 4.05% | 304,837 | $151.8M | Reduce -21.6% |
| META Meta Platforms Inc. Class A | 4.01% | 256,615 | $150.3M | Add +3.2% |
| AVGO Broadcom Inc. | 3.95% | 638,188 | $148.0M | New |
| DHR Danaher Corp. | 3.53% | 576,172 | $132.3M | Reduce -7.3% |
| CME Cme Group Inc. | 3.45% | 556,034 | $129.1M | Reduce -21.7% |
| EFX Equifax Inc. | 3.44% | 506,563 | $129.1M | Reduce -21.7% |
| TDG Transdigm Group Inc. | 3.29% | 97,206 | $123.2M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 3.29% | 2,041,646 | $123.2M | Reduce -1.4% |
| ALLE Allegion PLC | 2.94% | 843,765 | $110.3M | Reduce -18.8% |
| AMAT Applied Materials Inc. | 2.93% | 675,688 | $109.9M | Reduce -21.6% |
| MSCI MSCI Inc. | 2.89% | 180,775 | $108.5M | Reduce -21.6% |
| ABNB Airbnb Inc. Class A | 2.83% | 806,748 | $106.0M | Reduce -34.2% |
| NFLX Netflix Inc. | 2.75% | 115,438 | $102.9M | Reduce -42.4% |
| CRM Salesforce Inc. | 2.71% | 303,327 | $101.4M | Reduce -40.5% |
| ADBE Adobe Inc. | 2.68% | 225,716 | $100.4M | Reduce -0.9% |
| MCD McDonald's Corp. | 2.62% | 338,176 | $98.0M | Reduce -32.9% |
| BKR Baker Hughes Co. | 2.53% | 2,312,473 | $94.9M | Reduce -41.3% |
| ZTS Zoetis Inc. | 2.51% | 577,832 | $94.1M | Reduce -21.7% |
| ACN Accenture PLC Class A | 2.25% | 239,372 | $84.2M | Reduce -45.7% |
| HDB HDFC Bank Ltd.-ADR | 2.17% | 1,274,348 | $81.4M | Reduce -26.4% |
| ANSS Ansys Inc. | 1.86% | 207,034 | $69.8M | Reduce -21.7% |
| COO Cooper Cos Inc. | 1.79% | 727,771 | $66.9M | Reduce -33.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.33% | 323,314 | $12.4M | Add +25.6% |
| GRAB Grab Holdings Ltd. Class A | 0.30% | 2,420,540 | $11.4M | Reduce -23.1% |
| DOX Amdocs Ltd. | 0.24% | 107,350 | $9.1M | Reduce -1.0% |
| AON Aon PLC Class A | 0.23% | 24,281 | $8.7M | Reduce -0.8% |
| MMYT Makemytrip Ltd. | 0.22% | 72,300 | $8.1M | Reduce -1.0% |
Portfolio Sells Q3 2024 → Q4 2024
| WST West Pharmaceutical Services | Sold out | 0.00% | −1.56 |
| LIN Linde PLC | Reduce -32.6% | 4.25% | −1.37 |
| ACN Accenture PLC Class A | Reduce -45.7% | 2.25% | −1.00 |
| COO Cooper Cos Inc. | Reduce -33.5% | 1.79% | −0.73 |
| AMAT Applied Materials Inc. | Reduce -21.6% | 2.93% | −0.70 |
| MCD McDonald's Corp. | Reduce -32.9% | 2.62% | −0.59 |
| EFX Equifax Inc. | Reduce -21.7% | 3.44% | −0.52 |
| ZTS Zoetis Inc. | Reduce -21.7% | 2.51% | −0.50 |
| BKR Baker Hughes Co. | Reduce -41.3% | 2.53% | −0.44 |
| ABNB Airbnb Inc. Class A | Reduce -34.2% | 2.83% | −0.42 |
| NFLX Netflix Inc. | Reduce -42.4% | 2.75% | −0.22 |
| ALLE Allegion PLC | Reduce -18.8% | 2.94% | −0.22 |
| CRM Salesforce Inc. | Reduce -40.5% | 2.71% | −0.20 |
| SPGI S&P Global Inc. | Reduce -21.6% | 4.05% | −0.14 |
| HDB HDFC Bank Ltd.-ADR | Reduce -26.4% | 2.17% | −0.09 |
| DHR Danaher Corp. | Reduce -7.3% | 3.53% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -1.4% | 3.29% | +0.04 |
| DOX Amdocs Ltd. | Reduce -1.0% | 0.24% | +0.05 |
| GRAB Grab Holdings Ltd. Class A | Reduce -23.1% | 0.30% | +0.06 |
| AON Aon PLC Class A | Reduce -0.8% | 0.23% | +0.06 |
| MMYT Makemytrip Ltd. | Reduce -1.0% | 0.22% | +0.07 |
| MSCI MSCI Inc. | Reduce -21.6% | 2.89% | +0.09 |
| ANSS Ansys Inc. | Reduce -21.7% | 1.86% | +0.11 |
| CME Cme Group Inc. | Reduce -21.7% | 3.45% | +0.18 |
| ADBE Adobe Inc. | Reduce -0.9% | 2.68% | +0.22 |
| MA Mastercard Inc. Class A | Reduce -21.6% | 4.51% | +0.29 |
| TDG Transdigm Group Inc. | Reduce -0.9% | 3.29% | +0.36 |
| MSFT Microsoft Corp. | Reduce -15.6% | 6.96% | +0.37 |
| AMAZON COM INC | Reduce -28.6% | 5.74% | +0.40 |
| GOOG Alphabet Inc. Class C | Reduce -26.2% | 6.16% | +0.43 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -19.3% | 6.61% | +0.98 |
Portfolio Buys Q3 2024 → Q4 2024
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 |