13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001965104-25-000002
Total Value
$758.4M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 182,722 | $92.4M | 12.19% |
| 2 | AMAZON COM INC | AMZN | 394,548 | $86.6M | 11.41% |
| 3 | DANAHER CORPORATION | 235851102 | 248,257 | $57.0M | 7.51% |
| 4 | ANALOG DEVICES INC | ADI | 248,524 | $52.8M | 6.96% |
| 5 | NIKE INC | NKE | 497,640 | $37.7M | 4.96% |
| 6 | SNOWFLAKE INC | SNOW | 233,285 | $36.0M | 4.75% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 385,895 | $35.8M | 4.71% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 164,637 | $32.5M | 4.29% |
| 9 | PROCORE TECHNOLOGIES INC | PCOR | 431,603 | $32.3M | 4.26% |
| 10 | APPLE INC | AAPL | 128,699 | $32.2M | 4.25% |
| 11 | LULULEMON ATHLETICA INC | LULU | 81,808 | $31.3M | 4.12% |
| 12 | VISA INC | V | 98,772 | $31.2M | 4.12% |
| 13 | MICROSOFT CORP | MSFT | 67,808 | $28.6M | 3.77% |
| 14 | DATADOG INC | DDOG | 181,179 | $25.9M | 3.41% |
| 15 | CIENA CORP | CIEN | 268,640 | $22.8M | 3.00% |
| 16 | ACCENTURE PLC IRELAND | ACN | 58,285 | $20.5M | 2.70% |
| 17 | ON HLDG AG | H5919C104 | 318,023 | $17.4M | 2.30% |
| 18 | MONDAY COM LTD | MNDY | 63,600 | $15.0M | 1.97% |
| 19 | ALPHABET INC | GOOG | 69,968 | $13.2M | 1.75% |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 100,008 | $12.1M | 1.59% |
| 21 | PROGRESSIVE CORP | 743315103 | 49,800 | $11.9M | 1.57% |
| 22 | POOL CORP | POOL | 34,300 | $11.7M | 1.54% |
| 23 | INTUIT | INTU | 13,926 | $8.8M | 1.15% |
| 24 | KLA CORP | KLAC | 9,745 | $6.1M | 0.81% |
| 25 | RIVIAN AUTOMOTIVE INC | RIVN | 335,939 | $4.5M | 0.59% |
| 26 | FERGUSON ENTERPRISES INC | FERG | 12,605 | $2.2M | 0.29% |