Hedge Fund - Intermede Investment Partners

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No. Security Ticker Shares Value Activity % Port History
1. MSFT 618,545 $260,717,000 -16% 6.95%
2. TSM 1,255,214 $247,892,000 -20% 6.61%
3. GOOGL 1,211,713 $230,759,000 -27% 6.15%
4. AMZN 980,344 $215,078,000 -29% 5.73%
5. MA 320,958 $169,007,000 -22% 4.5%