13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001965104-24-000007
Total Value
$619.8M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 175,232 | $102.5M | 16.53% |
| 2 | DANAHER CORPORATION | 235851102 | 198,945 | $55.3M | 8.92% |
| 3 | AMAZON COM INC | AMZN | 291,760 | $54.4M | 8.77% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 268,024 | $46.5M | 7.51% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 599,400 | $46.4M | 7.49% |
| 6 | ANALOG DEVICES INC | ADI | 193,271 | $44.5M | 7.18% |
| 7 | APPLE INC | AAPL | 137,668 | $32.1M | 5.18% |
| 8 | VISA INC | V | 106,643 | $29.3M | 4.73% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 167,746 | $27.5M | 4.44% |
| 10 | LULULEMON ATHLETICA INC | LULU | 81,697 | $22.2M | 3.58% |
| 11 | SNOWFLAKE INC | SNOW | 192,596 | $22.1M | 3.57% |
| 12 | PROCORE TECHNOLOGIES INC | PCOR | 352,820 | $21.8M | 3.51% |
| 13 | ON HLDG AG | H5919C104 | 432,078 | $21.7M | 3.50% |
| 14 | MONDAY COM LTD | MNDY | 67,738 | $18.8M | 3.04% |
| 15 | KLA CORP | KLAC | 24,245 | $18.8M | 3.03% |
| 16 | ACCENTURE PLC IRELAND | ACN | 39,472 | $14.0M | 2.25% |
| 17 | INTUIT | INTU | 21,426 | $13.3M | 2.15% |
| 18 | ALPHABET INC | GOOG | 77,440 | $12.8M | 2.07% |
| 19 | CIENA CORP | CIEN | 148,878 | $9.2M | 1.48% |
| 20 | RIVIAN AUTOMOTIVE INC | RIVN | 595,939 | $6.7M | 1.08% |