The Analysis of Intermede Investment Partners Ltd's Holdings
Currently, Intermede Investment Partners Ltd holds 31 types of securities in its portfolio with a total value $2.4M. In the most recent quarter, they have increased their positions in COF (+387.9K shares, valued at $82.5K), UNH (+221.1K shares, valued at $76.3K), CMG (+1.3M shares, valued at $52.3K); decreased their positions in GOOG (-408.0K shares, valued at $99.4K), TSM (-322.1K shares, valued at $89.9K), AAPL (-260.8K shares, valued at $66.4K); initiated new positions in COF (+387.9K shares, valued at $82.5K), UNH (+221.1K shares, valued at $76.3K), CMG (+1.3M shares, valued at $52.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD697.6K shares-31.58%2025-09-302025-11-13
AAPL APPLE INC750.9K shares-25.78%2025-09-302025-11-13 GOOG ALPHABET INC558.3K shares-42.22%2025-09-302025-11-13 META META PLATFORMS INC163.2K shares-27.91%2025-09-302025-11-13 MA MASTERCARD INC203.4K shares-27.84%2025-09-302025-11-13 LIN LINDE PLC221.6K shares-33.56%2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP NEW1.1M shares-27.80%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC968.5K shares-27.79%2025-09-302025-11-13 TDG TRANSDIGM GROUP INC67.9K shares-20.52%2025-09-302025-11-13 TCOM TRIP COM GROUP LTD1.1M shares-36.20%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP387.9K sharesnew addition2025-09-302025-11-13 EFX EQUIFAX INC321.3K shares-27.83%2025-09-302025-11-13 AVGO BROADCOM INC231.8K shares-40.93%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC221.1K sharesnew addition2025-09-302025-11-13 ABNB AIRBNB INC623.3K shares-27.79%2025-09-302025-11-13 AMAT APPLIED MATLS INC346.0K shares-41.70%2025-09-302025-11-13 HDB HDFC BANK LTD2.0M shares80.49%2025-09-302025-11-13 MSCI MSCI INC114.6K shares-27.80%2025-09-302025-11-13 BKR BAKER HUGHES COMPANY1.3M shares-27.82%2025-09-302025-11-13 COO COOPER COS INC917.3K shares-37.85%2025-09-302025-11-13 CRM SALESFORCE COM INC246.7K shares-37.74%2025-09-302025-11-13 VRTX VERTEX PHARMACEUTICALS INC140.0K shares-27.79%2025-09-302025-11-13 CMG CHIPOTLE MEXICAN GRILL INC1.3M sharesnew addition2025-09-302025-11-13 VRT VERTIV HOLDINGS CO339.5K shares-39.51%2025-09-302025-11-13 SNPS SYNOPSYS INC100.9K sharesnew addition2025-09-302025-11-13 DHR DANAHER CORP DEL243.4K shares-41.02%2025-09-302025-11-13 SE SEA LTD99.1K sharesnew addition2025-09-302025-11-13 GRAB GRAB HOLDINGS LIMITED1.8M shares-22.84%2025-09-302025-11-13 DOX AMDOCS LTD102.0K shares-3.89%2025-09-302025-11-13 AON AON PLC23.1K shares-3.88%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available