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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TDGTransdigm Group Inc
| 2.93% | $140.007M 98,104 shares@ $1427.13 avg price | New Position |
CRMSalesforce Com Inc
| 2.92% | $139.451M 509,483 shares@ $273.72 avg price | Decreased -1.91% |
MSCIMsci Inc
| 2.81% | $134.443M 230,633 shares@ $582.94 avg price | New Position |
COOCooper Cos Inc
| 2.52% | $120.72M 1.094M shares@ $110.34 avg price | Decreased -1.94% |
ADBEAdobe Systems Incorporated
| 2.47% | $117.966M 227,830 shares@ $517.79 avg price | Decreased -25.27% |
HDBHdfc Bank Ltd
| 2.27% | $108.314M 1.731M shares@ $62.56 avg price | Decreased -2.78% |
ANSSAnsys Inc
| 1.76% | $84.24M 264,383 shares@ $318.63 avg price | Decreased -1.88% |
WSTWest Pharmaceutical Svsc Inc
| 1.57% | $74.795M 249,185 shares@ $300.16 avg price | Increased 27.57% |
GRABGrab Holdings Limited
| 0.25% | $11.961M 3.148M shares@ $3.8 avg price | New Position |
SLBSchlumberger Ltd
| 0.23% | $10.799M 257,414 shares@ $41.96 avg price | Decreased -2.62% |