Filed: 2/10/2025ACC: 0001664713-25-000001
📋 What this filing means
INTERMEDE INVESTMENT PARTNERS LTD filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $3.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$3.75M
Total AUM (reported)
21.52M
Total Shares
Allocation by class
COM$2.12M56.5%
CL A$508.3K13.6%
SPONSORED ADR$247.9K6.6%
CAP STK CL C$230.8K6.2%
SHS$176.4K4.7%
ORD SHS$110.3K2.9%
COM CL A$106.0K2.8%
Portfolio Concentration
Top 3$739.4K19.7%
4–10$1.13M30.0%
11–25$1.62M43.1%
Rest$267.9K7.1%
Top 3 weight
19.7%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 21.52M
Sole
Full voting authority
21.52M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
MICROSOFT CORP
SOLEShares618.54K
TypeSH
Market value$260.7K
6.96%
Sole
618.54K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.26M
TypeSH
Market value$247.9K
6.61%
Sole
1.26M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.21M
TypeSH
Market value$230.8K
6.16%
Sole
1.21M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares980.34K
TypeSH
Market value$215.1K
5.74%
Sole
980.34K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares320.96K
TypeSH
Market value$169.0K
4.51%
Sole
320.96K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares380.07K
TypeSH
Market value$159.1K
4.25%
Sole
380.07K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares304.84K
TypeSH
Market value$151.8K
4.05%
Sole
304.84K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares256.62K
TypeSH
Market value$150.3K
4.01%
Sole
256.62K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares638.19K
TypeSH
Market value$148.0K
3.95%
Sole
638.19K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares576.17K
TypeSH
Market value$132.3K
3.53%
Sole
576.17K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares556.03K
TypeSH
Market value$129.1K
3.45%
Sole
556.03K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares506.56K
TypeSH
Market value$129.1K
3.44%
Sole
506.56K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares97.21K
TypeSH
Market value$123.2K
3.29%
Sole
97.21K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.04M
TypeSH
Market value$123.2K
3.29%
Sole
2.04M
Shared
0.00
None
0.00
ALLEGION PUB LTD CO
SOLEShares843.76K
TypeSH
Market value$110.3K
2.94%
Sole
843.76K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares675.69K
TypeSH
Market value$109.9K
2.93%
Sole
675.69K
Shared
0.00
None
0.00
MSCI INC
SOLEShares180.78K
TypeSH
Market value$108.5K
2.89%
Sole
180.78K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares806.75K
TypeSH
Market value$106.0K
2.83%
Sole
806.75K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares115.44K
TypeSH
Market value$102.9K
2.75%
Sole
115.44K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares303.33K
TypeSH
Market value$101.4K
2.71%
Sole
303.33K
Shared
0.00
None
0.00
ADOBE SYSTEMS INCORPORATED
SOLEShares225.72K
TypeSH
Market value$100.4K
2.68%
Sole
225.72K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares338.18K
TypeSH
Market value$98.0K
2.62%
Sole
338.18K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares2.31M
TypeSH
Market value$94.9K
2.53%
Sole
2.31M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares577.83K
TypeSH
Market value$94.1K
2.51%
Sole
577.83K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares239.37K
TypeSH
Market value$84.2K
2.25%
Sole
239.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 618.54K | SH | $260.7K 6.96% | 618.54K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 1.26M | SH | $247.9K 6.61% | 1.26M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.21M | SH | $230.8K 6.16% | 1.21M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 980.34K | SH | $215.1K 5.74% | 980.34K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 320.96K | SH | $169.0K 4.51% | 320.96K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 380.07K | SH | $159.1K 4.25% | 380.07K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 304.84K | SH | $151.8K 4.05% | 304.84K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 256.62K | SH | $150.3K 4.01% | 256.62K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 638.19K | SH | $148.0K 3.95% | 638.19K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 576.17K | SH | $132.3K 3.53% | 576.17K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 556.03K | SH | $129.1K 3.45% | 556.03K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 506.56K | SH | $129.1K 3.44% | 506.56K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 97.21K | SH | $123.2K 3.29% | 97.21K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.04M | SH | $123.2K 3.29% | 2.04M | 0.00 | 0.00 |
ALLEGION PUB LTD COSOLE | ORD SHS | 843.76K | SH | $110.3K 2.94% | 843.76K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 675.69K | SH | $109.9K 2.93% | 675.69K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 180.78K | SH | $108.5K 2.89% | 180.78K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 806.75K | SH | $106.0K 2.83% | 806.75K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 115.44K | SH | $102.9K 2.75% | 115.44K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 303.33K | SH | $101.4K 2.71% | 303.33K | 0.00 | 0.00 |
ADOBE SYSTEMS INCORPORATEDSOLE | COM | 225.72K | SH | $100.4K 2.68% | 225.72K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 338.18K | SH | $98.0K 2.62% | 338.18K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 2.31M | SH | $94.9K 2.53% | 2.31M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 577.83K | SH | $94.1K 2.51% | 577.83K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 239.37K | SH | $84.2K 2.25% | 239.37K | 0.00 | 0.00 |
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