Fund HoldingsIntermede Investment Partners Ltd

Total Portfolio Value
$4.90M
Total Bought
$1.10M
Total Sold
$740.0K
Net Transaction
+$362.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
META PLATFORMS INC(META)0451,732+451,73202194.47%+219
NVIDIA CORPORATION(NVDA)0169,656+169,65601533.13%+153
APPLIED MATLS INC60,282784,492+724,210101623.30%+152
AIRBNB INC0828,352+828,35201372.79%+137
UBER TECHNOLOGIES INC(UBER)01,732,020+1,732,02001332.72%+133
NETFLIX INC(NFLX)0166,610+166,61001012.06%+101
MICROSOFT CORP(MSFT)785,971796,308+10,3372963356.83%+39
MCDONALDS CORP(MCD)334,160471,670+137,510991332.71%+34
ALPHABET INC(GOOG)1,721,5241,771,593+50,0692432705.50%+27
AMAZON COM INC1,556,5861,458,756-97,8302372635.37%+27
WEST PHARMACEUTICAL SVSC INC(WST)205,537248,073+42,53672982.00%+26
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,143,2661,817,278-325,9882232475.04%+24
ANSYS INC215,840287,348+71,508781002.03%+21
BAKER HUGHES COMPANY(BKR)3,677,6904,284,361+606,6711261442.93%+18
LINDE PLC(LIN)646,863609,402-37,4612662835.77%+17
MASTERCARD INC(MA)473,546445,241-28,3052022144.37%+12
HDFC BANK LTD(HDB)1,770,3792,343,922+573,5431191312.68%+12
MAKEMYTRIP LIMITED MAURITIUS
SHS
084,011+84,011060.12%+6
EQUIFAX INC(EFX)771,932724,421-47,5111911943.95%+3
ADOBE SYSTEMS INCORPORATED(ADBE)239,511288,912+49,4011431462.97%+3
DANAHER CORP DEL(DHR)875,067821,205-53,8622022054.18%+3
ALLEGION PUB LTD CO(ALLE)1,036,217977,342-58,8751311322.69%0
AMDOCS LTD(DOX)115,114112,604-2,51010100.21%0
AON PLC(AON)48,33942,153-6,18614140.29%-0
MARSH & MCLENNAN COS INC(MRSH)589,016499,151-89,8651121032.10%-9
SCHWAB CHARLES CORP NEW(SCHW)3,109,1272,732,141-376,9862141984.03%-16
S&P GLOBAL INC(SPGI)450,759422,920-27,8391991803.67%-19
COOPER COS INC(COO)371,1641,190,001+818,8371401212.46%-20
ZOETIS INC(ZTS)980,773921,007-59,7661941563.18%-38
CME GROUP INC(CME)1,018,153771,376-246,7772141663.39%-48
ACCENTURE PLC IRELAND
SHS CLASS A
551,049395,232-155,8171931372.79%-56
VERALTO CORP(VLTO)887,6310-887,631730-73
AUTODESK INC435,3260-435,3261060-106
BECTON DICKINSON & CO(BDX)518,0610-518,0611260-126
SCHLUMBERGER LTD(SLB)3,344,815222,972-3,121,843174120.25%-162
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