67 is the total number of securities Intermede Investment Partners Ltd has owned. The longest Intermede Investment Partners Ltd has owned a single stock is 32 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GOOG | ALPHABET INC | 32 | 32 | 3.76% | 5.54% | 7.16% | Q4 2015 | Q3 2023 | 32 |
| MA | MASTERCARD INC | 32 | 32 | 3.21% | 5.02% | 6.78% | Q4 2015 | Q3 2023 | 32 |
| CME | CME GROUP INC | 32 | 32 | 3.76% | 4.93% | 6.47% | Q4 2015 | Q3 2023 | 32 |
| ALLE | ALLEGION PUB LTD CO | 32 | 32 | 2.43% | 3.74% | 5.12% | Q4 2015 | Q3 2023 | 32 |
| ANSS | ANSYS INC | 32 | 32 | 1.72% | 3.54% | 5.52% | Q4 2015 | Q3 2023 | 32 |
| SCHW | SCHWAB CHARLES CORP NEW | 31 | 31 | 1.75% | 4.84% | 7.05% | Q1 2016 | Q3 2023 | 31 |
| TSM | TAIWAN SEMICONDUCTOR M... | 29 | 29 | 3.60% | 4.91% | 6.13% | Q3 2016 | Q3 2023 | 29 |
| DHR | DANAHER CORP DEL | 29 | 29 | 3.48% | 4.75% | 6.44% | Q3 2016 | Q3 2023 | 29 |
| SPGI | S&P GLOBAL INC | 27 | 27 | 2.22% | 4.17% | 5.61% | Q1 2017 | Q3 2023 | 27 |
| BABA | ALIBABA GROUP HLDG LTD | 25 | 25 | 2.50% | 4.96% | 7.11% | Q4 2015 | Q4 2021 | 25 |
| ACN | ACCENTURE PLC IRELAND | 19 | 5 | 2.52% | 3.88% | 4.74% | Q4 2015 | Q3 2023 | 24 |
| ZTS | ZOETIS INC | 23 | 23 | 3.68% | 4.91% | 5.98% | Q1 2018 | Q3 2023 | 23 |
| WST | WEST PHARMACEUTICAL SV... | 23 | 23 | 1.64% | 2.15% | 2.86% | Q1 2018 | Q3 2023 | 23 |
| HDB | HDFC BANK LTD | 23 | 23 | 0.11% | 1.11% | 2.24% | Q1 2018 | Q3 2023 | 23 |
| FB | FACEBOOK INC | 21 | 21 | 2.64% | 4.31% | 6.00% | Q4 2016 | Q4 2021 | 21 |
| ECL | ECOLAB INC | 21 | 21 | 1.69% | 2.50% | 3.11% | Q1 2016 | Q1 2021 | 21 |
| TV | GRUPO TELEVISA SA | 21 | 21 | 0.21% | 1.07% | 2.69% | Q2 2018 | Q2 2023 | 21 |
| CMCSA | COMCAST CORP NEW | 19 | 19 | 2.92% | 5.12% | 6.68% | Q4 2015 | Q2 2020 | 19 |
| BDX | BECTON DICKINSON & CO | 18 | 18 | 2.73% | 3.95% | 5.08% | Q2 2019 | Q3 2023 | 18 |
| AAPL | APPLE INC | 17 | 17 | 3.75% | 4.85% | 6.43% | Q1 2018 | Q1 2022 | 17 |
| FIS | FIDELITY NATL INFORMAT... | 13 | 4 | 2.38% | 3.79% | 4.79% | Q2 2016 | Q3 2022 | 17 |
| DLTR | DOLLAR TREE INC | 9 | 8 | 1.81% | 3.22% | 5.21% | Q4 2015 | Q1 2023 | 17 |
| COO | COOPER COS INC | 11 | 5 | 1.67% | 2.74% | 3.74% | Q4 2015 | Q3 2023 | 16 |
| DIS | DISNEY WALT CO | 13 | 13 | 3.33% | 3.79% | 4.62% | Q2 2020 | Q2 2023 | 13 |
| BIO | BIO RAD LABS INC | 13 | 13 | 1.51% | 3.24% | 4.47% | Q4 2018 | Q4 2021 | 13 |
| MMC | MARSH & MCLENNAN COS INC | 13 | 13 | 2.62% | 3.07% | 3.40% | Q3 2020 | Q3 2023 | 13 |
| BIIB | BIOGEN INC | 13 | 13 | 2.01% | 2.95% | 3.74% | Q4 2015 | Q4 2018 | 13 |
| AON | AON PLC | 13 | 13 | 0.33% | 0.39% | 0.47% | Q3 2020 | Q3 2023 | 13 |
| AGN | ALLERGAN PLC | 12 | 12 | 3.87% | 5.01% | 6.02% | Q2 2016 | Q1 2019 | 12 |
| AMAZON COM INC | 12 | 12 | 3.53% | 4.36% | 5.38% | Q4 2020 | Q3 2023 | 12 | |
| ADBE | ADOBE SYSTEMS INCORPOR... | 11 | 11 | 2.97% | 4.14% | 5.16% | Q1 2021 | Q3 2023 | 11 |
| TJX | TJX COS INC NEW | 11 | 11 | 3.21% | 3.61% | 4.72% | Q4 2015 | Q2 2018 | 11 |
| DOX | AMDOCS LTD | 11 | 11 | 0.18% | 0.22% | 0.28% | Q1 2021 | Q3 2023 | 11 |
| MDT | MEDTRONIC PLC | 10 | 10 | 4.05% | 4.73% | 5.33% | Q4 2015 | Q1 2018 | 10 |
| CL | COLGATE PALMOLIVE CO | 9 | 1 | 2.10% | 2.91% | 3.62% | Q4 2015 | Q2 2020 | 10 |
| HDS | HD SUPPLY HLDGS INC | 9 | 9 | 2.40% | 3.95% | 4.81% | Q4 2015 | Q4 2017 | 9 |
| WFC | WELLS FARGO & CO NEW | 9 | 9 | 2.56% | 3.83% | 5.09% | Q4 2016 | Q4 2018 | 9 |
| AMGN | AMGEN INC | 9 | 9 | 2.59% | 3.56% | 4.01% | Q4 2015 | Q4 2017 | 9 |
| LBTYA | LIBERTY GLOBAL PLC | 9 | 9 | 2.52% | 3.32% | 4.19% | Q4 2015 | Q4 2017 | 9 |
| EA | ELECTRONIC ARTS INC | 9 | 9 | 2.13% | 3.21% | 3.69% | Q1 2018 | Q1 2020 | 9 |
| AMAT | APPLIED MATS INC | 8 | 1 | 0.23% | 1.96% | 4.45% | Q4 2015 | Q3 2023 | 9 |
| WBT | WELBILT INC | 8 | 8 | 1.54% | 2.17% | 2.79% | Q1 2018 | Q4 2019 | 8 |
| ORCL | ORACLE CORP | 7 | 7 | 3.46% | 4.61% | 5.08% | Q2 2017 | Q4 2018 | 7 |
| ADSK | AUTODESK INC | 7 | 7 | 2.64% | 2.91% | 3.16% | Q1 2022 | Q3 2023 | 7 |
| MSFT | MICROSOFT CORP | 6 | 6 | 5.02% | 5.58% | 6.28% | Q2 2022 | Q3 2023 | 6 |
| SLB | SCHLUMBERGER LTD | 5 | 5 | 3.38% | 5.12% | 6.24% | Q3 2022 | Q3 2023 | 5 |
| BEAV | B/E AEROSPACE INC | 5 | 5 | 2.72% | 3.77% | 4.80% | Q4 2015 | Q4 2016 | 5 |
| VWR | VWR CORP | 5 | 5 | 2.00% | 2.94% | 3.86% | Q4 2015 | Q4 2016 | 5 |
| CHKP | CHECK POINT SOFTWARE T... | 5 | 5 | 2.43% | 2.73% | 3.09% | Q1 2016 | Q1 2017 | 5 |
| MTCH | MATCH GROUP INC NEW | 5 | 5 | 2.16% | 2.27% | 2.60% | Q3 2020 | Q3 2021 | 5 |
| APTV | APTIV PLC | 5 | 5 | 1.74% | 2.02% | 2.16% | Q1 2021 | Q1 2022 | 5 |
| LINDE PLC | 3 | 3 | 6.16% | 6.33% | 6.52% | Q1 2023 | Q3 2023 | 3 | |
| WP | WORLDPAY INC | 3 | 3 | 3.80% | 4.62% | 5.07% | Q4 2018 | Q2 2019 | 3 |
| VRSK | VERISK ANALYTICS INC | 3 | 3 | 3.39% | 3.48% | 3.54% | Q4 2015 | Q2 2016 | 3 |
| TMO | THERMO FISHER SCIENTIF... | 3 | 3 | 2.67% | 3.34% | 3.73% | Q4 2015 | Q2 2016 | 3 |
| SRCL | STERICYCLE INC | 3 | 3 | 1.85% | 3.25% | 4.36% | Q4 2015 | Q2 2016 | 3 |
| EFX | EQUIFAX INC | 3 | 3 | 2.59% | 3.09% | 3.80% | Q1 2023 | Q3 2023 | 3 |
| PRGO | PERRIGO CO PLC | 3 | 3 | 1.94% | 2.53% | 3.07% | Q4 2015 | Q2 2016 | 3 |
| CMG | CHIPOTLE MEXICAN GRILL... | 3 | 3 | 1.81% | 1.94% | 2.16% | Q1 2016 | Q3 2016 | 3 |
| DSEY | DIVERSEY HLDGS LTD | 3 | 3 | 1.28% | 1.58% | 1.83% | Q2 2021 | Q4 2021 | 3 |
| COL | ROCKWELL COLLINS INC | 2 | 2 | 3.72% | 3.72% | 3.72% | Q1 2017 | Q2 2017 | 2 |
| INTU | INTUIT | 2 | 2 | 3.08% | 3.08% | 3.08% | Q3 2020 | Q4 2020 | 2 |
| EL | LAUDER ESTEE COS INC | 2 | 2 | 2.94% | 3.04% | 3.15% | Q4 2015 | Q1 2016 | 2 |
| CRM | SALESFORCE COM INC | 2 | 2 | 1.74% | 2.00% | 2.27% | Q3 2020 | Q4 2020 | 2 |
| IVR | INVESCO MORTGAGE CAPIT... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
| AXP | AMERICAN EXPRESS CO | 1 | 1 | 2.57% | 2.57% | 2.57% | Q4 2015 | Q4 2015 | 1 |
| LILA | LIBERTY GLOBAL PLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
Download | |||||||||
The securities at the top of the list , including ALPHABET INC, MASTERCARD INC, and CME GROUP INC, are the highest-conviction holdings of Intermede Investment Partners Ltd.
The conviction is calculated by counting the number of quarters a security has been reported by Intermede Investment Partners Ltd. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Intermede Investment Partners Ltd owns currently or has owned in the past.