13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001965104-24-000003
Total Value
$569.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 137,418 | $68.0M | 11.94% |
| 2 | AMAZON.COM INC | AMZN | 237,028 | $42.8M | 7.51% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 518,835 | $42.6M | 7.49% |
| 4 | DANAHER CORPORATION | 235851102 | 162,188 | $40.5M | 7.11% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 297,400 | $40.5M | 7.11% |
| 6 | NVIDIA CORPORATION | NVDA | 43,024 | $38.9M | 6.83% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 188,396 | $34.0M | 5.97% |
| 8 | ANALOG DEVICES INC | ADI | 169,071 | $33.4M | 5.87% |
| 9 | VISA INC | V | 104,143 | $29.1M | 5.10% |
| 10 | INTUIT | INTU | 43,526 | $28.3M | 4.97% |
| 11 | LULULEMON ATHLETICA INC | LULU | 67,435 | $26.3M | 4.63% |
| 12 | ALPHABET INC | GOOG | 171,670 | $25.9M | 4.55% |
| 13 | SNOWFLAKE INC | SNOW | 132,524 | $21.4M | 3.76% |
| 14 | KLA CORP | KLAC | 29,957 | $20.9M | 3.67% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 313,100 | $20.5M | 3.61% |
| 16 | ON HLDG AG | H5919C104 | 573,750 | $20.3M | 3.56% |
| 17 | CADENCE DESIGN SYSTEMS INC | CDNS | 50,312 | $15.7M | 2.75% |
| 18 | APPFOLIO INC | APPF | 45,589 | $11.2M | 1.98% |
| 19 | THERMO FISHER SCIENTIFIC INC | TMO | 15,689 | $9.1M | 1.60% |