13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001965104-23-000003
Total Value
$246.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 72,483 | $34.8M | 14.13% |
| 2 | DECKERS OUTDOOR CORP | DECK | 39,200 | $20.7M | 8.39% |
| 3 | SNOWFLAKE INC | SNOW | 113,656 | $20.0M | 8.11% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 36,072 | $18.8M | 7.63% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 170,900 | $17.2M | 6.99% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 141,800 | $16.2M | 6.55% |
| 7 | VISA INC | V | 67,887 | $16.1M | 6.54% |
| 8 | CADENCE DESIGN SYSTEMS INC | CDNS | 67,200 | $15.8M | 6.39% |
| 9 | ALPHABET INC | GOOG | 125,013 | $15.0M | 6.07% |
| 10 | ON HLDG AG | H5919C104 | 437,900 | $14.5M | 5.86% |
| 11 | LIBERTY MEDIA CORP DEL | FWONB | 157,176 | $11.8M | 4.80% |
| 12 | LULULEMON ATHLETICA INC | LULU | 30,643 | $11.6M | 4.70% |
| 13 | INTUIT | INTU | 22,600 | $10.4M | 4.20% |
| 14 | AIRBNB INC | ABNB | 74,425 | $9.5M | 3.87% |
| 15 | AMAZON COM INC | AMZN | 68,228 | $8.9M | 3.61% |
| 16 | KLA CORP | KLAC | 11,000 | $5.3M | 2.16% |