13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001965104-23-000004
Total Value
$261.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 72,483 | $36.5M | 14.00% |
| 2 | ALPHABET INC | GOOG | 181,913 | $23.8M | 9.12% |
| 3 | AMAZON COM INC | AMZN | 147,928 | $18.8M | 7.21% |
| 4 | CADENCE DESIGN SYSTEMS INC | CDNS | 73,600 | $17.2M | 6.61% |
| 5 | DECKERS OUTDOOR CORP | DECK | 31,000 | $15.9M | 6.11% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 180,900 | $15.7M | 6.02% |
| 7 | VISA INC | V | 67,887 | $15.6M | 5.98% |
| 8 | SNOWFLAKE INC | SNOW | 92,756 | $14.2M | 5.43% |
| 9 | LULULEMON ATHLETICA INC | LULU | 36,643 | $14.1M | 5.41% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 131,800 | $13.6M | 5.19% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 26,172 | $13.2M | 5.08% |
| 12 | INTUIT | INTU | 25,600 | $13.1M | 5.01% |
| 13 | DANAHER CORPORATION | 235851102 | 49,140 | $12.2M | 4.67% |
| 14 | ON HLDG AG | H5919C104 | 407,900 | $11.3M | 4.35% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 157,176 | $9.8M | 3.75% |
| 16 | AIRBNB INC | ABNB | 50,925 | $7.0M | 2.68% |
| 17 | NVIDIA CORPORATION | NVDA | 12,000 | $5.2M | 2.00% |
| 18 | KLA CORP | KLAC | 7,800 | $3.6M | 1.37% |