Intermede Investment Partners Ltd

Q3 2020 13F Holdings Report, Stock Holdings

Signature - Title: Rupert Thomas George Mahon - Chief Operating Officer
Location: London, United Kingdom
Holdings as of: September 30, 2020
Value $: $2.39B
Num holdings: 27
Date filed: 10/29/2020, 12:05 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included BABA, ZTS, TSM, SPGI, and DHR.
Previous filing: Q2 2020 - Aug 6, 2020
Next filing: Q4 2020 - Feb 5, 2021
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
BABA	6.73%	+0.09%	Alibaba Group Hldg Ltd	SPONSORED ADS	+7.74K	+1.43%	+$2.27M	$161M	293.98	548K
ZTS	5.98%	+0.16%	Zoetis Inc	CL A	+22.8K	+2.7%	+$3.77M	$143M	165.37	866K
TSM	5.61%	-1.3%	Taiwan Semiconductor Mfg Ltd	SPONSORED ADR	-384K	-18.8%	-$31.1M	$134M	81.07	1.66M
SPGI	5.38%	+0.14%	S&P Global Inc	COM	+9.3K	+2.67%	+$3.35M	$129M	360.60	357K
DHR	5.08%	+0.13%	Danaher Corp Del	COM	+14.6K	+2.66%	+$3.15M	$122M	215.33	565K
BDX	4.91%	+0.9%	Becton Dickinson & Co	COM	+92.3K	+22.4%	+$21.5M	$117M	232.68	505K
GOOG	4.87%	+0.13%	Alphabet Inc	CAP STK CL C	+2.08K	+2.7%	+$3.06M	$117M	1,469.60	79.4K
FIS	4.79%	+0.61%	Fidelity Natl Information Sv	COM	+99.3K	+14.6%	+$14.6M	$115M	147.21	778K
MA	4.76%	+0.09%	Mastercard Inc	CL A	+6.21K	+1.88%	+$2.1M	$114M	338.17	337K
META	4.76%	-1.16%	Facebook Inc	CL A	-106K	-19.5%	-$27.7M	$114M	261.90	435K
AAPL	4.54%	+2.79%	Apple Inc	COM	+577K	+160.3%	+$66.9M	$109M	115.81	938K
ANSS	4.05%	-0.44%	Ansys Inc	COM	-32.4K	-9.85%	-$10.6M	$96.9M	327.23	296K
BIO	3.9%	+0.1%	Bio Rad Labs Inc	CL A	+4.69K	+2.66%	+$2.42M	$93.4M	515.46	181K
ACN	3.89%	+0.14%	Accenture Plc Ireland	SHS CLASS A	+15.3K	+3.84%	+$3.45M	$93.2M	225.99	412K
SCHW	3.78%	+0.1%	Schwab Charles Corp New	COM	+64.8K	+2.67%	+$2.35M	$90.5M	36.23	2.5M
CME	3.76%	+0.14%	Cme Group Inc	COM	+20.6K	+3.98%	+$3.44M	$89.9M	167.31	537K
DIS	3.68%	+0.1%	Disney Walt Co	COM	+18.4K	+2.66%	+$2.28M	$88M	124.08	710K
ALLE	3.54%	+0.13%	Allegion Pub Ltd Co	ORD SHS	+31.6K	+3.83%	+$3.13M	$84.8M	98.91	857K
MMC	3.2%	+3.2%	Marsh & Mclennan Cos Inc	COM	+667K	NEW	+$76.5M	$76.5M	114.70	667K
INTU	3.08%	+3.08%	Intuit	COM	+226K	NEW	+$73.7M	$73.7M	326.21	226K
WST	2.29%	-0.19%	West Pharmaceutical Svsc Inc	COM	-16.8K	-7.75%	-$4.61M	$54.8M	274.90	200K
MTCH	2.23%	+2.23%	Match Group Inc New	COM	+482K	NEW	+$53.3M	$53.3M	110.65	482K
ECL	2.01%	+0.05%	Ecolab Inc	COM	+6.27K	+2.67%	+$1.25M	$48.1M	199.84	241K
CRM	1.74%	+1.74%	Salesforce Com Inc	COM	+166K	NEW	+$41.6M	$41.6M	251.32	166K
HDB	0.77%	+0.02%	Hdfc Bank Ltd	ADR REPS 3 SHS	+11.1K	+3.11%	+$556K	$18.4M	49.96	369K
AON	0.47%	+0.47%	Aon Plc	SHS CL A	+54.7K	NEW	+$11.3M	$11.3M	206.29	54.7K
TV	0.23%	-1.18%	Grupo Televisa Sa	SPON ADR REP ORD	-4.59M	-83.9%	-$28.4M	$5.43M	6.18	879K
CL		-2.17%	Colgate Palmolive Co	COM	-605K	-100%	-$44.3M	$0		0
CMCSA		-2.92%	Comcast Corp New	CL A	-1.53M	-100%	-$59.7M	$0		0

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Rupert Thomas George Mahon	Chief Operating Officer	London, United Kingdom	10/29/2020