Q4 2024 · 13F-HR
Manchester Global Management (UK) Ltdholdings as filed
Filed 2025-02-14 · accession 0001965104-25-000002
$758.4M
Reported value
26
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $92.4M | 12.2% | 182,722 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $86.6M | 11.4% | 394,548 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $57.0M | 7.51% | 248,257 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $52.8M | 6.96% | 248,524 | Common | NONE |
| 654106103 | NKE | NIKE INC | $37.7M | 4.96% | 497,640 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $36.0M | 4.75% | 233,285 | Common | NONE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $35.8M | 4.71% | 385,895 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $32.5M | 4.29% | 164,637 | Common | NONE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $32.3M | 4.26% | 431,603 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $32.2M | 4.25% | 128,699 | Common | NONE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $31.3M | 4.12% | 81,808 | Common | NONE |
| 92826C839 | V | VISA INC | $31.2M | 4.12% | 98,772 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $28.6M | 3.77% | 67,808 | Common | NONE |
| 23804L103 | DDOG | DATADOG INC | $25.9M | 3.41% | 181,179 | Common | NONE |
| 171779309 | CIEN | CIENA CORP | $22.8M | 3.00% | 268,640 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $20.5M | 2.70% | 58,285 | Common | NONE |
| H5919C104 | ONON | ON HLDG AG | $17.4M | 2.30% | 318,023 | Common | NONE |
| M7S64H106 | MNDY | MONDAY COM LTD | $15.0M | 1.97% | 63,600 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $13.2M | 1.75% | 69,968 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $12.1M | 1.59% | 100,008 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP | $11.9M | 1.57% | 49,800 | Common | NONE |
| 73278L105 | POOL | POOL CORP | $11.7M | 1.54% | 34,300 | Common | NONE |
| 461202103 | INTU | INTUIT | $8.8M | 1.15% | 13,926 | Common | NONE |
| 482480100 | KLAC | KLA CORP | $6.1M | 0.81% | 9,745 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $4.5M | 0.59% | 335,939 | Common | NONE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $2.2M | 0.29% | 12,605 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.