test

Rupert Thomas George Mahon

@Intermede Investment Partners Ltd

Latest period2024 - Q3ReportedManaged Assets$4.792BTotal holdings33
Assets growth rate1.26%Assets growth rate (2-Q avg)-1.1%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Intermede Investment Partners Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Intermede Investment Partners Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.792B in assets, with a quarterly growth rate of 1.26% and a 2-quarter average growth rate of -1.1%. The portfolio is managed by Rupert Thomas George Mahon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Exited
0%
$163.557M
1.324M shares@ $123.54 avg price
SCHWSchwab Charles Corp New
Recent Activity
Exited
0%
$157.635M
2.139M shares@ $73.7 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Exited
0%
$98.631M
468,068 shares@ $210.72 avg price