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
MSFTMicrosoft Corp
Recent Activity
Decreased -1.85%
6.59%
$315.389M
732,952 shares@ $430.3 avg price
GOOGAlphabet Inc
Recent Activity
Increased 23.54%
5.73%
$274.476M
1.642M shares@ $167.19 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -2%
5.64%
$270.177M
1.556M shares@ $173.67 avg price
LINLinde Plc
Recent Activity
Decreased -1.77%
5.62%
$269.054M
564,220 shares@ $476.87 avg price
0231⤦Amazon Com Inc
Recent Activity
Increased 17.64%
5.34%
$255.647M
1.372M shares@ $186.34 avg price
MAMastercard Inc
Recent Activity
Decreased -1.84%
4.23%
$202.266M
409,611 shares@ $493.81 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -1.92%
4.2%
$200.876M
388,827 shares@ $516.63 avg price
EFXEquifax Inc
Recent Activity
Decreased -13.25%
3.97%
$190.046M
646,724 shares@ $293.86 avg price
AMATApplied Matls Inc
Recent Activity
Increased 43.22%
3.64%
$174.195M
862,136 shares@ $202.06 avg price
DHRDanaher Corp Del
Recent Activity
Decreased -1.88%
3.61%
$172.859M
621,752 shares@ $278.02 avg price