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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 Mar 31, 2024
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Barry Dargan

Barry Dargan
Intermede Investment Partners Ltd

Hedge Fund Manager
Ranked #84 out of 487 Hedge Fund Managers

Portfolio Gain

+131.77%
Since Jan 2016

Sharpe Ratio

2.46
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$4.90B
Barry Dargan manages more assets than 69% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+15.74%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
29.02% Technology
20.47% Financial
12.04% Communication Services
11.82% Healthcare
6.64% Industrial Goods
5.77% Basic Materials
5.62% Consumer Cyclical
3.16% 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
Accenture
Reduced
Technology
$358.60
($329.69-$387.51)
-11.10%
-28.28%
136.99M
2.78%
Adobe
Added
Technology
$561.63
($485.00-$638.25)
-5.68%
+20.63%
145.78M
2.97%
Amdocs
Reduced
Technology
$90.47
($86.90-$94.04)
-9.18%
-2.18%
10.18M
0.21%
Ansys
Added
Technology
$342.88
($321.45-$364.31)
-6.14%
+33.13%
99.76M
2.03%
Aon
Reduced
Financial
$310.96
($285.86-$336.06)
-13.52%
-12.80%
14.07M
0.29%
Applied Materials
Added
Technology
$181.48
($148.05-$214.91)
+1.74%
+1201.37%
161.79M
3.30%
Autodesk
Sold Out
Technology
$252.49
($225.45-$279.53)
-17.12%
-100.00%
0.00
0.00%
Baker Hughes Company
Added
Energy
$31.48
($28.32-$34.65)
-1.95%
+16.50%
143.53M
2.91%
Becton Dickinson
Sold Out
Healthcare
$241.03
($232.18-$249.89)
-5.03%
-100.00%
0.00
0.00%
Cooper Co
Reduced
Healthcare
$97.34
($90.61-$104.07)
-5.42%
-19.85%
120.74M
2.46%
See a list of Intermede Investment Partners Ltd's holdings, as reported to the SEC on Mar 31, 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 131.77%.
    What is Intermede Investment Partners Ltd’s Sharpe Ratio?
    Intermede Investment Partners Ltd’s Sharpe Ratio is 2.46.
      What is Intermede Investment Partners Ltd’s portfolio value?
      Intermede Investment Partners Ltd’s portfolio value is $4.90B.
        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 -2.11%.
          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 21.04%.
            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 15.74%.
              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 Mar 31, 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 $4.90B.
                    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.