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INTERMEDE INVESTMENT PARTNERS LTD

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LONDON X0 Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Intermede Investment Partners LTD is based out of London. Intermede Investment Partners LTD is a hedge fund with 28 clients and discretionary assets under management (AUM) of $6,425,544,441 (Form ADV from 2023-03-23). Their last reported 13F filing for Q4 2023 included $4,406,271,000 in managed 13F securities and a top 10 holdings concentration of 52.07%. Intermede Investment Partners LTD's largest holding is Microsoft Corp. with shares held of 785,971. Whalewisdom has at least 33 13F filings

2023-12-31

Top Buys (13F)

Name % Change
BKR Baker Hughes Company 2.85%
MCD McDonalds Corp. 2.25%
VLTO Veralto Corp 1.66%
HDB HDFC Bank Ltd ADR 0.89%
MSFT Microsoft Corp. 0.57%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 6.71%
LIN Linde Plc. 6.03%
GOOG Alphabet Inc. Class 5.51%
AMZN Amazon.com Inc. 5.37%
TSM Taiwan Semiconductor 5.06%

2023-12-31

13F Activity

Market Value $4.41b, Prior: $3.90b
New Purchases 3 stocks
Added To 4 stocks
Sold out of 0 stocks
Reduced holdings in 22 stocks
Top 10 Holdings % 52.07%
Turnover %[1] 10.34%
Turnover Alt %[2] 6.7%
Time Held Top 20 15.05 quarters
Time Held Top 10 6 quarters
Time Held All 16.72 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance