Intermede Investment Partners Ltd
- SEC CIK
- 0001664713
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/12 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 29
- 較 2023 年第 3 季 +3
- 總值
- $44.1 億
- 較 2023 年第 3 季 +$5.03 億 (+12.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 785,971 | $2.96 億 | 6.7% | +26,933+3.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 646,863 | $2.66 億 | 6.0% | −36,463−5.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,721,524 | $2.43 億 | 5.5% | −373,905−17.8% | 減碼 | 歷史 |
| Amazon Com Inc023135906 | CALL | 1,556,586 | $2.37 億 | 5.4% | −78,303−4.8% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,143,266 | $2.23 億 | 5.1% | −92,933−4.2% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,018,153 | $2.14 億 | 4.9% | −49,926−4.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,109,127 | $2.14 億 | 4.9% | −154,931−4.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 875,067 | $2.02 億 | 4.6% | +62,115+7.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 473,546 | $2.02 億 | 4.6% | −23,734−4.8% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 450,759 | $1.99 億 | 4.5% | −21,837−4.6% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 980,773 | $1.94 億 | 4.4% | −49,293−4.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 551,049 | $1.93 億 | 4.4% | −29,275−5.0% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 771,932 | $1.91 億 | 4.3% | −38,836−4.8% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 3,344,815 | $1.74 億 | 4.0% | −709,637−17.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 239,511 | $1.43 億 | 3.2% | −90,671−27.5% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 371,164 | $1.40 億 | 3.2% | −18,605−4.8% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 1,036,217 | $1.31 億 | 3.0% | −42,687−4.0% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 518,061 | $1.26 億 | 2.9% | −25,871−4.8% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 3,677,690 | $1.26 億 | 2.9% | +3,677,690 | 新進 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 1,770,379 | $1.19 億 | 2.7% | +573,347+47.9% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 589,016 | $1.12 億 | 2.5% | −28,713−4.6% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 435,326 | $1.06 億 | 2.4% | −96,579−18.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 334,160 | $9,908 萬 | 2.2% | +334,160 | 新進 | 歷史 |
| ANSSAnsys Inc | COM | 215,840 | $7,832 萬 | 1.8% | −10,506−4.6% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 887,631 | $7,302 萬 | 1.7% | +887,631 | 新進 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 205,537 | $7,237 萬 | 1.6% | −10,061−4.7% | 減碼 | 歷史 |
| AONAon plc | CL A | 48,339 | $1,407 萬 | 0.3% | +853+1.8% | 加碼 | 歷史 |
| DOXAmdocs Ltd | SHS | 115,114 | $1,012 萬 | 0.2% | +27,585+31.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 60,282 | $977.0 萬 | 0.2% | −8,712−12.6% | 減碼 | 歷史 |