Intermede Investment Partners Ltd logo

Intermede Investment Partners Ltd Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Intermede Investment Partners Ltd with $2.0B in long positions as of Q3 2025, 29% allocated to Technology, and 57% concentrated in top 10 positions.

Portfolio Value
$2.0B
Top 10 Concentration
57%
Top Sector
Technology (29%)
US Exposure
94%
Market Cap Focus
Mega Cap
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 28.70%TechnologyFinancial Services: 19.10%Financial ServicesCommunication Services: 13.10%Communication ServicesHealthcare: 12.40%HealthcareIndustrials: 11.40%IndustrialsConsumer Cyclical: 6.60%Basic Materials: 5.40%Energy: 3.30%
Technology
28.70%
Financial Services
19.10%
Communication Services
13.10%
Healthcare
12.40%
Industrials
11.40%
Consumer Cyclical
6.60%
Basic Materials
5.40%
Energy
3.30%

Industry Breakdown

20 industries across all sectors

Internet Content & Information: 13.11%Internet Content & InformationFinancial - Credit Services: 10.15%Financial - Credit ServicesConsumer Electronics: 9.79%Consumer ElectronicsSoftware - Application: 8.42%Software - ApplicationSemiconductors: 7.55%Chemicals - Specialty: 5.39%Financial - Capital Markets: 5.18%Aerospace & Defense: 4.58%Consulting Services: 4.22%Medical - Healthcare Plans: 3.91%Travel Services: 3.88%Financial - Data & Stock Exchanges: 3.33%8 more: 20.49%8 more
Internet Content & Information
Communication Services
13.11%
Financial - Credit Services
Financial Services
10.15%
Consumer Electronics
Technology
9.79%
Software - Application
Technology
8.42%
Semiconductors
Technology
7.55%
Chemicals - Specialty
Basic Materials
5.39%
Financial - Capital Markets
Financial Services
5.18%
Aerospace & Defense
Industrials
4.58%
Consulting Services
Industrials
4.22%
Medical - Healthcare Plans
Healthcare
3.91%
Travel Services
Consumer Cyclical
3.88%
Financial - Data & Stock Exchanges
Financial Services
3.33%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 49.90%Mega Cap (> $200B)Large Cap ($10B - $200B): 49.67%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.43%
Mega Cap (> $200B)
49.90%
Large Cap ($10B - $200B)
49.67%
Mid Cap ($2B - $10B)
0.43%

Portfolio Concentration

Top 10 Holdings %
57.28%
Top 20 Holdings %
90.94%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
93.62%
International
6.38%
Countries
4
Largest Int'l Market
United Kingdom - 5.39%
United States of America
93.62% ($1.8B)
23 holdings
United Kingdom
5.39% ($105.3M)
1 holdings
Singapore
0.57% ($11.1M)
1 holdings
Ireland
0.42% ($8.2M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
11.8 quarters
Avg. Top 20
8.9 quarters
Avg. All Positions
9.9 quarters
Median Holding Period
5.5 quarters
Persistence Rate
65.38%
Persistent Holdings Weight
62.31%
Persistent Positions
17
Longest Held
Alphabet Inc. Class C Capital Stock logo
Alphabet Inc. Class C Capital StockGOOG - 39 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
3.56%
Avg. Position Weight
3.85%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 9.79%
Largest Ownership Stake
The Cooper Companies, Inc. Common Stock logo
The Cooper Companies, Inc. Common StockCOO - 0.46%
Avg. Ownership Stake
0.07%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2015)

Avg. New Position
3.58%
Avg. Ownership Stake
0.19%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 9.79% (Q3 2025)
Largest Ownership Stake
Allegion Public Limited Company logo
Allegion Public Limited CompanyALLE - 1.37% (Q2 2022)

Portfolio Turnover

Current Quarter

Turnover Ratio
35.4%
Value Traded
$691.99M
Positions Added
3
Positions Exited
4

Historical (Since Q4 2015)

Avg. Turnover Ratio
11.1%
Avg. Positions Added
2
Avg. Positions Exited
2
Highest Turnover
50.0%
Q4 2015
Lowest Turnover
2.0%
Q3 2021

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