Intermede Investment Partners Ltd just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 399,159 shares of $WDAY (~$95,798,160). This was an increase of ~inf% over their previous position.
- A decrease of -208,575 shares of $ADBE (~$80,693,496). This was a decrease of ~100% from their previous position.
- A decrease of -280,264 shares of $AVGO (~$77,254,772). This was a decrease of ~42% from their previous position.
- A decrease of -190,006 shares of $MCD (~$55,514,053). This was a decrease of ~100% from their previous position.
- An addition of 341,408 shares of $TCOM (~$20,020,165). This was an increase of ~24% over their previous position.
- A decrease of -138,165 shares of $VRT (~$17,741,768). This was a decrease of ~20% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Intermede Investment Partners Ltd for more details.
