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Intermede Investment Partners Ltd

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13F filer, CIK 1664713, LONDON, United Kingdom

Intermede Investment Partners Ltd reported $3,178,848,000 across 32 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 49.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001664713-25-000002

Period
2025-03-31
Reported value
$3.18B
Holdings
32
Top 10 weight
49.55%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLnew+1,064,225$236M
SCHWnew+1,542,934$121M
VRTXnew+204,045$98.9M
TCOMnew+1,393,955$88.6M
VRTnew+699,491$50.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTexited-618,545-$261M
CMEexited-556,034-$129M
NFLXexited-115,438-$103M
ALLEreduced-778,170-$102M
ZTSexited-577,832-$94.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001664713-25-000002, largest first. % of portfolio is the value over $3,178,848,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,064,225 shares 1,064,225$236M7.44%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555,692 shares; 2024Q4: 1,255,214 shares; 2025Q1: 1,068,022 shares 1,068,022$177M5.58%-187,192Timeline
AMAZON COM INCAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372,012 shares; 2024Q4: 980,344 shares; 2025Q1: 906,871 shares 906,871$173M5.43%-73,473
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,220 shares; 2024Q4: 380,069 shares; 2025Q1: 355,704 shares 355,704$166M5.21%-24,365Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,611 shares; 2024Q4: 320,958 shares; 2025Q1: 296,602 shares 296,602$163M5.11%-24,356Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641,704 shares; 2024Q4: 1,211,713 shares; 2025Q1: 1,016,617 shares 1,016,617$159M5%-195,096Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,585 shares; 2024Q4: 256,615 shares; 2025Q1: 237,837 shares 237,837$137M4.31%-18,778Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,104 shares; 2024Q4: 97,206 shares; 2025Q1: 89,854 shares 89,854$124M3.91%-7,352Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,542,934 shares 1,542,934$121M3.8%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,827 shares; 2024Q4: 304,837 shares; 2025Q1: 235,484 shares 235,484$120M3.76%-69,353Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,724 shares; 2024Q4: 506,563 shares; 2025Q1: 468,055 shares 468,055$114M3.59%-38,508Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 638,188 shares; 2025Q1: 672,630 shares 672,630$113M3.54%+34,442Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071,152 shares; 2024Q4: 2,041,646 shares; 2025Q1: 1,529,408 shares 1,529,408$111M3.51%-512,238Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226,359 shares; 2024Q4: 806,748 shares; 2025Q1: 908,254 shares 908,254$108M3.41%+101,506Timeline
THE COOPER COMPANIESTHE COOPER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094,073 shares; 2024Q4: 727,771 shares; 2025Q1: 1,254,627 shares 1,254,627$106M3.33%+526,856
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,045 shares 204,045$98.9M3.11%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,483 shares; 2024Q4: 303,327 shares; 2025Q1: 365,951 shares 365,951$98.2M3.09%+62,624Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,633 shares; 2024Q4: 180,775 shares; 2025Q1: 167,056 shares 167,056$94.5M2.97%-13,719Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862,136 shares; 2024Q4: 675,688 shares; 2025Q1: 624,356 shares 624,356$90.6M2.85%-51,332Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,383 shares; 2024Q4: 207,034 shares; 2025Q1: 286,011 shares 286,011$90.5M2.85%+78,977
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,752 shares; 2024Q4: 576,172 shares; 2025Q1: 434,180 shares 434,180$89M2.8%-141,992Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,393,955 shares 1,393,955$88.6M2.79%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935,979 shares; 2024Q4: 2,312,473 shares; 2025Q1: 1,917,213 shares 1,917,213$84.3M2.65%-395,260Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,830 shares; 2024Q4: 225,716 shares; 2025Q1: 208,575 shares 208,575$80M2.52%-17,141Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731,367 shares; 2024Q4: 1,274,348 shares; 2025Q1: 1,175,295 shares 1,175,295$78.1M2.46%-99,053Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,861 shares; 2024Q4: 338,176 shares; 2025Q1: 190,006 shares 190,006$59.4M1.87%-148,170Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 699,491 shares 699,491$50.5M1.59%newTimeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147,655 shares; 2024Q4: 2,420,540 shares; 2025Q1: 2,438,783 shares 2,438,783$11M0.35%+18,243Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,446 shares; 2024Q4: 107,350 shares; 2025Q1: 108,162 shares 108,162$9.9M0.31%+812Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,477 shares; 2024Q4: 24,281 shares; 2025Q1: 24,458 shares 24,458$9.76M0.31%+177Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,414 shares; 2024Q4: 323,314 shares; 2025Q1: 228,742 shares 228,742$9.56M0.3%-94,572Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039,613 shares; 2024Q4: 843,765 shares; 2025Q1: 65,595 shares 65,595$8.56M0.27%-778,170Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP618,545$261Mshares
CMECME GROUP INC556,034$129Mshares
NFLXNETFLIX INC.115,438$103Mshares
ZTSZOETIS INC577,832$94.1Mshares
ACNACCENTURE PLC IRELAND239,372$84.2Mshares
MMYTMAKEMYTRIP LIMITED MAURITIUS72,300$8.12Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001664713-25-000002 base2025-05-15acceptance time not in the bulk data set