Intermede Investment Partners Ltd Reveals Recent Portfolio Changes

Intermede Investment Partners Ltd has recently submitted a portfolio update through a 13F disclosure, reflecting the fund’s holdings for the period ending March 31, 2025. Detailed insights into the fund’s portfolio can be accessed on Quiver Quantitative, where readers can also monitor other funds’ activities.

Recent Stock Movements

Based on our analysis, the most significant stock transactions included:

• An addition of 1,064,225 shares of $AAPL, valued at approximately $236,396,299, marking a substantial increase from their prior position.
• A reduction of 618,545 shares of $MSFT, translating to about $232,195,608, reflecting a complete exit from their earlier investment.
• A decrease of 556,034 shares of $CME, worth around $147,510,260, indicating a total divestment.
• An increase of 1,542,934 shares of $SCHW, approximately valued at $120,780,874, representing a significant addition to their holdings.
• A reduction of 115,438 shares of $NFLX, valued at about $107,649,398, as they completely exited this position.
• A decrease of 778,170 shares of $ALLE, valued at approximately $101,520,058, showing a 92% decline in their stake.

It is important to note that these estimates may contain inaccuracies due to potential filing errors by the funds or parsing errors on our end, as well as other anomalies.

Further Information

For additional details on Intermede Investment Partners Ltd, readers can explore the fund’s page on Quiver Quantitative.

The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.