Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
SLB Schlumberger Ltd. | 2.11% |
GOOG Alphabet Inc. Class | 1.57% |
ADBE Adobe Systems, Inc. | 1.07% |
BDX Becton, Dickinson an | 0.74% |
CME CME Group Inc | 0.61% |
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