$3.9 Million is the total value of Intermede Investment Partners Ltd's 26 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHW | Buy | SCHWAB CHARLES CORP NEW | $179,197 | +3.7% | 3,264,058 | +7.1% | 4.59% | +13.8% |
EFX | Buy | EQUIFAX INC | $148,516 | +21.2% | 810,768 | +55.6% | 3.80% | +32.9% |
COO | Buy | COOPER COS INC | $123,950 | -6.0% | 389,769 | +13.3% | 3.18% | +3.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
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 | 2024-02-12 |
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 |
13F-HR | 2021-10-27 |
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.