Hedge Fund - Intermede Investment Partners

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No. Security Ticker Shares Value Activity % Port History
1. TSM 697,637 $194,843,000 -32% 8.01%
2. AAPL 750,911 $191,204,000 -26% 7.86%
3. GOOGL 558,262 $135,965,000 -43% 5.59%
4. META 163,243 $119,882,000 -28% 4.93%
5. AMZN 538,902 $118,327,000 -23% 4.86%