Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 785,971 | +26,933 | $295,557 |
MSFT | 785,971 | +26,933 | $295,557 |
LINDE PLC | 646,863 | -36,463 | $265,673 |
LIN | 646,863 | -36,463 | $265,673 |
ALPHABET INC | 1,721,524 | -373,905 | $242,614 |
GOOG | 1,721,524 | -373,905 | $242,614 |
AMAZON COM INC | 1,556,586 | +1,556,586 | $236,508 |
COM | 1,556,586 | +1,556,586 | $236,508 |
TAIWAN SEMICONDUCTOR MFG LTD | 2,143,266 | -92,933 | $222,900 |
TSM | 2,143,266 | -92,933 | $222,900 |
CME GROUP INC | 1,018,153 | -49,926 | $214,423 |
CME | 1,018,153 | -49,926 | $214,423 |
SCHWAB CHARLES CORP NEW | 3,109,127 | -154,931 | $213,908 |
SCHW | 3,109,127 | -154,931 | $213,908 |
DANAHER CORP DEL | 875,067 | +62,115 | $202,438 |
DHR | 875,067 | +62,115 | $202,438 |
MASTERCARD INC | 473,546 | -23,734 | $201,972 |
MA | 473,546 | -23,734 | $201,972 |
S&P GLOBAL INC | 450,759 | -21,837 | $198,568 |
SPGI | 450,759 | -21,837 | $198,568 |
ZOETIS INC | 980,773 | -49,293 | $193,575 |
ZTS | 980,773 | -49,293 | $193,575 |
ACCENTURE PLC IRELAND | 551,049 | -29,275 | $193,369 |
ACN | 551,049 | -29,275 | $193,369 |
EQUIFAX INC | 771,932 | -38,836 | $190,891 |
EFX | 771,932 | -38,836 | $190,891 |
SCHLUMBERGER LTD | 3,344,815 | -709,637 | $174,064 |
SLB | 3,344,815 | -709,637 | $174,064 |
ADOBE SYSTEMS INCORPORATED | 239,511 | -90,671 | $142,892 |
ADBE | 239,511 | -90,671 | $142,892 |
COOPER COS INC | 371,164 | -18,605 | $140,463 |
COO | 371,164 | -18,605 | $140,463 |
ALLEGION PUB LTD CO | 1,036,217 | -42,687 | $131,278 |
ALLE | 1,036,217 | -42,687 | $131,278 |
BECTON DICKINSON & CO | 518,061 | -25,871 | $126,319 |
BDX | 518,061 | -25,871 | $126,319 |
BAKER HUGHES COMPANY | 3,677,690 | +3,677,690 | $125,703 |
BKR | 3,677,690 | +3,677,690 | $125,703 |
HDFC BANK LTD | 1,770,379 | +573,347 | $118,810 |
HDB | 1,770,379 | +573,347 | $118,810 |
MARSH & MCLENNAN COS INC | 589,016 | -28,713 | $111,601 |
MMC | 589,016 | -28,713 | $111,601 |
AUTODESK INC | 435,326 | -96,579 | $105,993 |
ADSK | 435,326 | -96,579 | $105,993 |
MCDONALDS CORP | 334,160 | +334,160 | $99,082 |
MCD | 334,160 | +334,160 | $99,082 |
ANSYS INC | 215,840 | -10,506 | $78,324 |
ANSS | 215,840 | -10,506 | $78,324 |
VERALTO CORP | 887,631 | +887,631 | $73,017 |
VLTO | 887,631 | +887,631 | $73,017 |
WEST PHARMACEUTICAL SVSC INC | 205,537 | -10,061 | $72,374 |
WST | 205,537 | -10,061 | $72,374 |
AON PLC | 48,339 | +853 | $14,068 |
AON | 48,339 | +853 | $14,068 |
AMDOCS LTD | 115,114 | +27,585 | $10,117 |
DOX | 115,114 | +27,585 | $10,117 |
APPLIED MATLS INC | 60,282 | -8,712 | $9,770 |
AMAT | 60,282 | -8,712 | $9,770 |
AMAZON COM INC | 0 | -1,634,889 | $0 (exited) |
COM | 0 | -1,634,889 | $0 |
See Summary: Intermede Investment Partners Ltd Top Holdings
See Details: Top 10 Stocks Held By Intermede Investment Partners Ltd
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AMZN | +1,556,586 | +$236,508 |
BKR | +3,677,690 | +$125,703 |
MCD | +334,160 | +$99,082 |
VLTO | +887,631 | +$73,017 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AMAZON COM INC | -1,634,889 | -$207,827 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
HDB | +573,347 | +$48,173 |
DHR | +62,115 | +$745 |
DOX | +27,585 | +$2,722 |
MSFT | +26,933 | +$55,891 |
AON | +853 | -$1,328 |
AMAT | -8,712 | +$218 |
WST | -10,061 | -$8,521 |
ANSS | -10,506 | +$10,975 |
COO | -18,605 | +$16,513 |
SPGI | -21,837 | +$25,877 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SLB | -709,637 | -$62,311 |
GOOG | -373,905 | -$33,668 |
SCHW | -154,931 | +$34,711 |
ADSK | -96,579 | -$4,063 |
TSM | -92,933 | +$28,574 |
ADBE | -90,671 | -$25,468 |
CME | -49,926 | +$572 |
ZTS | -49,293 | +$14,364 |
ALLE | -42,687 | +$18,856 |
Size ($ in 1000's)
At 12/31/2023: $4,406,271 At 09/30/2023: $3,903,361 Intermede Investment Partners Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Intermede Investment Partners Ltd 13F filings. Link to 13F filings: SEC filings |