13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001965104-23-000001
Total Value
$246.8M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 67,083 | $35.6M | 14.41% |
| 2 | SNOWFLAKE INC | SNOW | 173,256 | $24.9M | 10.08% |
| 3 | DECKERS OUTDOOR CORP | DECK | 57,200 | $22.8M | 9.25% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 33,972 | $18.7M | 7.58% |
| 5 | LULULEMON ATHLETICA INC | LULU | 55,943 | $17.9M | 7.26% |
| 6 | VISA INC-CLASS A SHARES | V | 83,387 | $17.3M | 7.02% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 247,900 | $16.1M | 6.51% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 246,876 | $14.8M | 5.98% |
| 9 | AIRBNB INC | ABNB | 131,625 | $11.3M | 4.56% |
| 10 | TJX COS INC NEW | 872540109 | 139,100 | $11.1M | 4.49% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 138,700 | $10.3M | 4.19% |
| 12 | INTUIT | INTU | 21,700 | $8.4M | 3.42% |
| 13 | BLOCK INC | BSQKZ | 115,200 | $7.2M | 2.93% |
| 14 | QUALCOMM INC | QCOM | 60,800 | $6.7M | 2.71% |
| 15 | BENTLEY SYS INC INC-CLASS B | BSY | 175,000 | $6.5M | 2.62% |
| 16 | SCHWAB CHARLES CORP | SCHW-PJ | 75,900 | $6.3M | 2.56% |
| 17 | ZSCALER INC | ZS | 47,248 | $5.3M | 2.14% |
| 18 | AMAZON COM INC | AMZN | 45,828 | $3.8M | 1.56% |
| 19 | JD.COM INC | JDCMF | 32,600 | $1.8M | 0.74% |