13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001965104-23-000002
Total Value
$278.9M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 71,583 | $33.8M | 12.13% |
| 2 | SNOWFLAKE INC | SNOW | 176,256 | $27.2M | 9.75% |
| 3 | THERMO FISHER SCIENTIFIC INC | TMO | 36,772 | $21.2M | 7.60% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 206,600 | $20.2M | 7.26% |
| 5 | VISA INC | V | 82,587 | $18.6M | 6.68% |
| 6 | DECKERS OUTDOOR CORP | DECK | 40,400 | $18.2M | 6.51% |
| 7 | AIRBNB INC | ABNB | 131,625 | $16.4M | 5.87% |
| 8 | LULULEMON ATHLETICA INC | LULU | 43,343 | $15.8M | 5.66% |
| 9 | LIBERTY MEDIA CORP DEL | FWONB | 193,876 | $14.5M | 5.20% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 145,900 | $13.6M | 4.87% |
| 11 | ON HLDG AG | H5919C104 | 371,900 | $11.5M | 4.14% |
| 12 | CADENCE DESIGN SYSTEMS INC | CDNS | 54,100 | $11.4M | 4.08% |
| 13 | KLA CORP | KLAC | 28,100 | $11.2M | 4.02% |
| 14 | TJX COS INC NEW | 872540109 | 124,091 | $9.7M | 3.49% |
| 15 | INTUIT | INTU | 18,300 | $8.2M | 2.93% |
| 16 | BLOCK INC | BSQKZ | 115,200 | $7.9M | 2.84% |
| 17 | AMAZON COM INC | AMZN | 69,428 | $7.2M | 2.57% |
| 18 | ALPHABET INC | GOOG | 50,613 | $5.3M | 1.88% |
| 19 | BENTLEY SYSTEMS INC-CLASS B | BSY | 84,544 | $3.6M | 1.30% |
| 20 | SCHWAB CHARLES CORP | SCHW-PJ | 38,500 | $2.0M | 0.72% |
| 21 | JD.COM INC | JDCMF | 32,600 | $1.4M | 0.51% |