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| Name: |
Manchester Global Management (UK) Ltd |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
W11 3JY |
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| Holdings
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15 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UNH |
Unitedhealth Group Inc |
1 |
- |
$490.69 |
$67,981,000 |
137,418 |
11.94% |
29,821,000 |
64,935 |
0.014 |
Health Care Plans |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$184.30 |
$42,755,000 |
237,028 |
7.51% |
17,985,000 |
74,000 |
0.002 |
Internet Software & S... |
|
|
PCOR |
Procore Technologies, Inc. |
3 |
- |
$65.95 |
$42,633,000 |
518,835 |
7.49% |
28,669,000 |
317,101 |
0.401 |
N/A |
|
|
DHR |
Danaher Corp |
4 |
- |
$263.08 |
$40,502,000 |
162,188 |
7.11% |
24,230,000 |
91,848 |
0.023 |
General Building Mate... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
5 |
- |
$164.39 |
$40,461,000 |
297,400 |
7.11% |
17,747,000 |
79,000 |
0.006 |
Semiconductor - Integ... |
|
|
NVDA |
NVIDIA Corporation |
6 |
- |
$1,208.88 |
$38,875,000 |
43,024 |
6.83% |
31,682,000 |
28,500 |
0.002 |
Semiconductor - Speci... |
|
|
AMD |
Advanced Micro Devices Inc |
7 |
- |
$167.87 |
$34,004,000 |
188,396 |
5.97% |
13,320,000 |
48,077 |
0.016 |
Semiconductor- Broad... |
|
|
V |
Visa Inc |
9 |
- |
$278.67 |
$29,064,000 |
104,143 |
5.1% |
12,952,000 |
42,256 |
0.006 |
Business Services |
|
|
INTU |
Intuit Inc |
10 |
- |
$573.90 |
$28,292,000 |
43,526 |
4.97% |
12,291,000 |
17,926 |
0.017 |
Application Software |
|
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LULU |
Lululemon Athletica Inc |
11 |
- |
$317.86 |
$26,343,000 |
67,435 |
4.63% |
5,179,000 |
26,042 |
0.054 |
Textile - Apparel Clo... |
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GOOGL |
Alphabet Inc |
12 |
- |
$174.46 |
$25,910,000 |
171,670 |
4.55% |
8,545,000 |
47,357 |
0.003 |
Search Engines & Info... |
|
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SNOW |
Snowflake Inc. |
13 |
- |
$131.21 |
$21,416,000 |
132,524 |
3.76% |
2,659,000 |
38,268 |
0.046 |
N/A |
|
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KLAC |
KLA-Tencor Corp |
14 |
- |
$768.97 |
$20,927,000 |
29,957 |
3.67% |
16,393,000 |
22,157 |
0.019 |
Semiconductor Equipme... |
|
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FWONK |
Liberty Media Corporation |
15 |
- |
$0.00 |
$20,539,000 |
313,100 |
3.61% |
14,089,000 |
210,924 |
0.15 |
N/A |
|
|
ONON |
On Holding AG |
16 |
- |
$42.35 |
$20,299,000 |
573,750 |
3.56% |
12,224,000 |
274,350 |
0.191 |
N/A |
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