13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001965104-25-000003
Total Value
$669.8M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 192,722 | $100.9M | 15.07% |
| 2 | AMAZON COM INC | AMZN | 517,335 | $98.4M | 14.70% |
| 3 | ANALOG DEVICES INC | ADI | 267,524 | $54.0M | 8.06% |
| 4 | DANAHER CORPORATION | 235851102 | 259,257 | $53.1M | 7.94% |
| 5 | SNOWFLAKE INC | SNOW | 300,185 | $43.9M | 6.55% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 385,895 | $34.7M | 5.19% |
| 7 | VISA INC | V | 98,772 | $34.6M | 5.17% |
| 8 | PROCORE TECHNOLOGIES INC | PCOR | 489,713 | $32.3M | 4.83% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 177,313 | $29.4M | 4.39% |
| 10 | ON HLDG AG | H5919C104 | 638,023 | $28.0M | 4.18% |
| 11 | NETFLIX INC | NFLX | 25,000 | $23.3M | 3.48% |
| 12 | CADENCE DESIGN SYSTEM INC | CDNS | 91,400 | $23.2M | 3.47% |
| 13 | MICROSOFT CORP | MSFT | 59,145 | $22.2M | 3.31% |
| 14 | ATLASSIAN CORPORATION | TEAM | 97,538 | $20.7M | 3.09% |
| 15 | LULULEMON ATHLETICA INC | LULU | 51,808 | $14.7M | 2.19% |
| 16 | PROGRESSIVE CORP | 743315103 | 51,301 | $14.5M | 2.17% |
| 17 | ACCENTURE PLC IRELAND | ACN | 40,285 | $12.6M | 1.88% |
| 18 | FERGUSON ENTERPRISES INC | FERG | 60,616 | $9.7M | 1.45% |
| 19 | CIENA CORP | CIEN | 130,640 | $7.9M | 1.18% |
| 20 | NIKE INC | NKE | 114,887 | $7.3M | 1.09% |
| 21 | RIVIAN AUTOMOTIVE INC | RIVN | 335,939 | $4.2M | 0.62% |