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Intermede Investment Partners Ltd - Barry Dargan

Intermede Investment Partners Ltd a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Barry Dargan

Barry Dargan
Intermede Investment Partners Ltd

Hedge Fund Manager
Ranked #73 out of 487 Hedge Fund Managers

Portfolio Gain

+153.50%
Since Jan 2016

Sharpe Ratio

2.90
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$4.79B
Barry Dargan manages more assets than 67% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+17.28%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
29.92% Technology
16.91% Financial
11.67% Communication Services
10.69% Healthcare
9.90% Industrial Goods
6.59% Consumer Cyclical
5.61% Basic Materials
3.18% Energy
A breakdown of Intermede Investment Partners Ltd's portfolio by sector

Intermede Investment Partners Ltd Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Danaher
Reduced
Healthcare
$259.82
($237.95-$281.70)
-17.25%
-1.89%
172.86M
3.61%
Mastercard
Reduced
Financial
$465.33
($428.86-$501.80)
+5.78%
-1.85%
202.27M
4.22%
McDonald's
Reduced
Consumer Cyclical
$275.25
($243.53-$306.96)
-4.40%
-1.90%
153.43M
3.20%
Alphabet Class C
Added
Communication Services
$170.75
($148.20-$193.31)
+5.75%
+23.53%
274.48M
5.73%
West Pharmaceutical Services
Added
Healthcare
$300.17
($265.00-$335.34)
+2.41%
+27.57%
74.80M
1.56%
Marsh & Mclennan Companies
Sold Out
Financial
$220.94
($209.55-$232.32)
+0.63%
-100.00%
0.00
0.00%
Adobe
Reduced
Technology
$543.88
($500.00-$587.75)
-3.53%
-25.27%
117.97M
2.46%
Taiwan Semiconductor Manufacturing
Reduced
Technology
$163.52
($133.57-$193.47)
+7.95%
-2.01%
270.18M
5.64%
Baker Hughes Company
Reduced
Energy
$35.65
($32.25-$39.05)
+19.81%
-1.89%
142.29M
2.95%
Cooper Co
Reduced
Healthcare
$98.57
($84.76-$112.38)
-9.84%
-1.94%
120.72M
2.52%
See a list of Intermede Investment Partners Ltd's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Intermede Investment Partners Ltd's performance with other Hedge Funds and the S&P 500

Intermede Investment Partners Ltd activity FAQ

What is Intermede Investment Partners Ltd’s portfolio gain since Jun 2013?
Intermede Investment Partners Ltd’s portfolio gain since Jun 2013 was 153.50%.
    What is Intermede Investment Partners Ltd’s Sharpe Ratio?
    Intermede Investment Partners Ltd’s Sharpe Ratio is 2.90.
      What is Intermede Investment Partners Ltd’s portfolio value?
      Intermede Investment Partners Ltd’s portfolio value is $4.79B.
        What is Intermede Investment Partners Ltd’s average return since the fund’s last 13F filing?
        Intermede Investment Partners Ltd’s average return since the fund’s last 13F filing is -0.81%.
          What was Intermede Investment Partners Ltd’s average return in the last 12 months?
          Intermede Investment Partners Ltd’s average return in the last 12 months was 20.49%.
            What was Intermede Investment Partners Ltd’s average return in the last 3 years?
            Intermede Investment Partners Ltd’s average return in the last 3 years was 17.28%.
              When was the most recent most recent 13F form submitted by Intermede Investment Partners Ltd?
              Intermede Investment Partners Ltd's most recent 13F form was submitted on Sep 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Barry Dargan Net Worth?
                  Barry Dargan is Managing Intermede Investment Partners Ltd which has a net worth of $4.79B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Barry Dargan and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.