Fund HoldingsIntermede Investment Partners Ltd

Total Portfolio Value
$3.75M
Total Bought
$157.5K
Total Sold
$1.20M
Net Transaction
-$1.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)0638,188+638,18801483.95%+148
META PLATFORMS INC(META)248,585256,615+8,0301421504.01%+8
SCHLUMBERGER LTD(SLB)257,414323,314+65,90011120.33%+2
MAKEMYTRIP LIMITED MAURITIUS
SHS
73,05372,300-753780.22%+1
AON PLC(AON)24,47724,281-196890.23%0
AMDOCS LTD(DOX)108,446107,350-1,096990.24%-0
GRAB HOLDINGS LIMITED
CLASS A ORD
3,147,6552,420,540-727,11512110.30%-1
ANSYS INC264,383207,034-57,34984701.86%-14
TRANSDIGM GROUP INC(TDG)98,10497,206-8981401233.29%-17
ADOBE SYSTEMS INCORPORATED(ADBE)227,830225,716-2,1141181002.68%-18
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,555,6921,255,214-300,4782702486.61%-22
MSCI INC(MSCI)230,633180,775-49,8581341082.89%-26
HDFC BANK LTD(HDB)1,731,3671,274,348-457,019108812.17%-27
CME GROUP INC(CME)709,731556,034-153,6971571293.45%-27
UBER TECHNOLOGIES INC(UBER)2,071,1522,041,646-29,5061561233.29%-33
MASTERCARD INC(MA)409,611320,958-88,6532021694.51%-33
SALESFORCE COM INC(CRM)509,483303,327-206,1561391012.71%-38
NETFLIX INC(NFLX)200,522115,438-85,0841421032.75%-39
AMAZON COM INC1,372,012980,344-391,6682562155.74%-41
DANAHER CORP DEL(DHR)621,752576,172-45,5801731323.53%-41
ALLEGION PUB LTD CO(ALLE)1,039,613843,765-195,8481521102.94%-41
ALPHABET INC(GOOG)1,641,7041,211,713-429,9912742316.16%-44
BAKER HUGHES COMPANY(BKR)3,935,9792,312,473-1,623,506142952.53%-47
S&P GLOBAL INC(SPGI)388,827304,837-83,9902011524.05%-49
AIRBNB INC1,226,359806,748-419,6111561062.83%-49
ZOETIS INC(ZTS)737,624577,832-159,792144942.51%-50
COOPER COS INC(COO)1,094,073727,771-366,302121671.79%-54
MICROSOFT CORP(MSFT)732,952618,545-114,4073152616.96%-55
MCDONALDS CORP(MCD)503,861338,176-165,685153982.62%-55
EQUIFAX INC(EFX)646,724506,563-140,1611901293.44%-61
APPLIED MATLS INC862,136675,688-186,4481741102.93%-64
ACCENTURE PLC IRELAND
SHS CLASS A
440,567239,372-201,195156842.25%-72
WEST PHARMACEUTICAL SVSC INC(WST)249,1850-249,185750-75
LINDE PLC(LIN)564,220380,069-184,1512691594.25%-110
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