Fund HoldingsIntermede Investment Partners Ltd

Total Portfolio Value
$4.79M
Total Bought
$405.1K
Total Sold
$779.2K
Net Transaction
-$374.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TRANSDIGM GROUP INC(TDG)098,104+98,10401402.92%+140
MSCI INC(MSCI)0230,633+230,63301342.81%+134
APPLIED MATLS INC601,996862,136+260,1401421743.64%+32
ALPHABET INC(GOOG)1,328,9591,641,704+312,7452442745.73%+31
AMAZON COM INC1,166,2961,372,012+205,7162252565.34%+30
ALLEGION PUB LTD CO(ALLE)1,061,9211,039,613-22,3081251523.16%+26
S&P GLOBAL INC(SPGI)396,474388,827-7,6471772014.19%+24
COOPER COS INC(COO)1,115,7571,094,073-21,684971212.52%+23
MCDONALDS CORP(MCD)513,628503,861-9,7671311533.20%+23
ACCENTURE PLC IRELAND
SHS CLASS A
449,364440,567-8,7971361563.25%+19
MASTERCARD INC(MA)417,320409,611-7,7091842024.22%+18
LINDE PLC(LIN)574,405564,220-10,1852522695.61%+17
AIRBNB INC925,5971,226,359+300,7621401563.25%+15
DANAHER CORP DEL(DHR)633,713621,752-11,9611581733.61%+15
CME GROUP INC(CME)723,370709,731-13,6391421573.27%+14
ZOETIS INC(ZTS)751,854737,624-14,2301301443.01%+14
GRAB HOLDINGS LIMITED
CLASS A ORD
03,147,655+3,147,6550120.25%+12
WEST PHARMACEUTICAL SVSC INC(WST)195,334249,185+53,85164751.56%+10
EQUIFAX INC(EFX)745,575646,724-98,8511811903.97%+9
SALESFORCE COM INC(CRM)519,427509,483-9,9441341392.91%+6
NETFLIX INC(NFLX)204,376200,522-3,8541381422.97%+4
UBER TECHNOLOGIES INC(UBER)2,111,3222,071,152-40,1701531563.25%+2
BAKER HUGHES COMPANY(BKR)4,011,9393,935,979-75,9601411422.97%+1
AMDOCS LTD(DOX)111,375108,446-2,929990.20%+1
MAKEMYTRIP LIMITED MAURITIUS
SHS
83,09973,053-10,046770.14%-0
SCHLUMBERGER LTD(SLB)264,352257,414-6,93812110.23%-2
ANSYS INC269,465264,383-5,08287841.76%-2
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,587,5351,555,692-31,8432762705.64%-6
AON PLC(AON)48,95124,477-24,4741480.18%-6
HDFC BANK LTD(HDB)1,781,0581,731,367-49,6911151082.26%-6
MICROSOFT CORP(MSFT)746,838732,952-13,8863343156.58%-18
META PLATFORMS INC(META)382,653248,585-134,0681931422.97%-51
ADOBE SYSTEMS INCORPORATED(ADBE)304,876227,830-77,0461691182.46%-51
MARSH & MCLENNAN COS INC(MRSH)468,0680-468,068990-99
SCHWAB CHARLES CORP NEW(SCHW)2,139,1590-2,139,1591580-158
NVIDIA CORPORATION(NVDA)1,323,9200-1,323,9201640-164
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