Q1 2025 · 13F-HR
Manchester Global Management (UK) Ltdholdings as filed
Filed 2025-05-15 · accession 0001965104-25-000003
$669.8M
Reported value
21
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $100.9M | 15.1% | 192,722 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $98.4M | 14.7% | 517,335 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $54.0M | 8.06% | 267,524 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $53.1M | 7.94% | 259,257 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $43.9M | 6.55% | 300,185 | Common | NONE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $34.7M | 5.19% | 385,895 | Common | NONE |
| 92826C839 | V | VISA INC | $34.6M | 5.17% | 98,772 | Common | NONE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $32.3M | 4.83% | 489,713 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $29.4M | 4.39% | 177,313 | Common | NONE |
| H5919C104 | ONON | ON HLDG AG | $28.0M | 4.18% | 638,023 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $23.3M | 3.48% | 25,000 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $23.2M | 3.47% | 91,400 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $22.2M | 3.31% | 59,145 | Common | NONE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $20.7M | 3.09% | 97,538 | Common | NONE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $14.7M | 2.19% | 51,808 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP | $14.5M | 2.17% | 51,301 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $12.6M | 1.88% | 40,285 | Common | NONE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $9.7M | 1.45% | 60,616 | Common | NONE |
| 171779309 | CIEN | CIENA CORP | $7.9M | 1.18% | 130,640 | Common | NONE |
| 654106103 | NKE | NIKE INC | $7.3M | 1.09% | 114,887 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $4.2M | 0.62% | 335,939 | 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.