$2.04 Billion is the total value of Intermede Investment Partners Ltd's 24 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHR | Sell | DANAHER CORP DEL | $97,311,000 | +23.6% | 550,311 | -3.3% | 4.76% | +2.6% |
| BIO | Sell | BIO RAD LABS INCcl a | $79,679,000 | +5.0% | 176,481 | -18.5% | 3.90% | -12.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $59,692,000 | -15.0% | 1,531,349 | -25.0% | 2.92% | -29.4% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC | $49,131,000 | +29.9% | 216,276 | -13.0% | 2.40% | +7.9% |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -598,631 | -100.0% | -3.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 32 | Q3 2023 | 7.2% |
| MASTERCARD INC | 32 | Q3 2023 | 6.8% |
| CME GROUP INC | 32 | Q3 2023 | 6.5% |
| ALLEGION PUB LTD CO | 32 | Q3 2023 | 5.1% |
| ANSYS INC | 32 | Q3 2023 | 5.5% |
| SCHWAB CHARLES CORP NEW | 31 | Q3 2023 | 7.0% |
| TAIWAN SEMICONDUCTOR MFG LTD | 29 | Q3 2023 | 6.1% |
| DANAHER CORP DEL | 29 | Q3 2023 | 6.4% |
| S&P GLOBAL INC | 27 | Q3 2023 | 5.6% |
| ALIBABA GROUP HLDG LTD | 25 | Q4 2021 | 7.1% |
View Intermede Investment Partners Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-14 |
View Intermede Investment Partners Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.