13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001965104-24-000004
Total Value
$568.9M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 154,918 | $78.9M | 13.87% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 302,400 | $52.6M | 9.24% |
| 3 | ANALOG DEVICES INC | ADI | 178,571 | $40.8M | 7.17% |
| 4 | DANAHER CORP | 235851102 | 150,688 | $37.6M | 6.62% |
| 5 | AMAZON.COM INC | AMZN | 172,028 | $33.2M | 5.84% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 451,900 | $32.5M | 5.71% |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 468,835 | $31.1M | 5.46% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 172,896 | $28.0M | 4.93% |
| 9 | APPLE INC | AAPL | 132,500 | $27.9M | 4.91% |
| 10 | VISA INC | V | 104,143 | $27.3M | 4.81% |
| 11 | KLA CORP | KLAC | 29,457 | $24.3M | 4.27% |
| 12 | ALPHABET INC | GOOG | 131,170 | $23.9M | 4.20% |
| 13 | NVIDIA CORPORATION | NVDA | 188,240 | $23.3M | 4.09% |
| 14 | ON HLDG AG | H5919C104 | 580,605 | $22.5M | 3.96% |
| 15 | SNOWFLAKE INC | SNOW | 157,524 | $21.3M | 3.74% |
| 16 | APPFOLIO INC | APPF | 83,589 | $20.4M | 3.59% |
| 17 | INTUIT INC | INTU | 28,208 | $18.5M | 3.26% |
| 18 | LULULEMON ATHLETICA INC | LULU | 53,635 | $16.0M | 2.82% |
| 19 | THERMO FISHER SCIENTIFIC INC | TMO | 15,689 | $8.7M | 1.53% |