Manchester Global Management (Uk) Ltd Top Holdings and 13F Report (2024)

About Manchester Global Management (Uk) Ltd

Investment Activity

Manchester Global Management (Uk) Ltd has $568.87 million in total holdings as of June 30, 2024.
Manchester Global Management (Uk) Ltd owns shares of 19 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 14.19% of the portfolio was purchased this quarter.
About 10.35% of the portfolio was sold this quarter.
This quarter, Manchester Global Management (Uk) Ltd has purchased 19 new stocks and bought additional shares in 8 stocks.
Manchester Global Management (Uk) Ltd sold shares of 8 stocks and completely divested from 1 stock this quarter.

Largest Holdings

UnitedHealth Group: $78,893,541
Taiwan Semiconductor Manufacturing: $52,560,144
Analog Devices: $40,760,616
Danaher: $37,649,397
Amazon.com: $33,244,411

Largest New Holdings this Quarter

Apple: $27,907,150 Holding

Largest Purchases this Quarter

Apple: 132,500 shares (about $27.91M)
NVIDIA: 145,216 shares (about $17.94M)
Formula One Group: 138,800 shares (about $9.97M)
AppFolio: 38,000 shares (about $9.29M)
UnitedHealth Group: 17,500 shares (about $8.91M)

Largest Sales this Quarter

Amazon.com: 65,000 shares (about $12.56M)
Intuit: 15,318 shares (about $10.07M)
Alphabet: 40,500 shares (about $7.38M)
Lululemon Athletica: 13,800 shares (about $4.12M)
Procore Technologies: 50,000 shares (about $3.32M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
UNH UnitedHealth Group	$78,893,541	$8,912,050 ▲	12.7%	154,918	13.9%	Medical
TSM Taiwan Semiconductor Manufacturing	$52,560,144	$869,050 ▲	1.7%	302,400	9.2%	Computer and Technology
ADI Analog Devices	$40,760,616	$2,168,470 ▲	5.6%	178,571	7.2%	Computer and Technology
DHR Danaher	$37,649,397	$2,873,275 ▼	-7.1%	150,688	6.6%	Multi-Sector Conglomerates
AMZN Amazon.com	$33,244,411	$12,561,250 ▼	-27.4%	172,028	5.8%	Retail/Wholesale
FWONK Formula One Group	$32,464,496	$9,971,392 ▲	44.3%	451,900	5.7%	Consumer Discretionary
PCOR Procore Technologies	$31,088,449	$3,315,500 ▼	-9.6%	468,835	5.5%	Business Services
AMD Advanced Micro Devices	$28,045,460	$2,514,255 ▼	-8.2%	172,896	4.9%	Computer and Technology
AAPL Apple	$27,907,150	$27,907,150 ▲	New Holding	132,500	4.9%	Computer and Technology
V Visa	$27,334,413		0.0%	104,143	4.8%	Business Services
KLAC KLA	$24,287,591	$412,255 ▼	-1.7%	29,457	4.3%	Computer and Technology
GOOGL Alphabet	$23,892,616	$7,377,075 ▼	-23.6%	131,170	4.2%	Computer and Technology
NVDA NVIDIA	$23,255,170	$17,939,985 ▲	337.5%	188,240	4.1%	Computer and Technology
ONON ON	$22,527,474	$265,974 ▲	1.2%	580,605	4.0%	Consumer Discretionary
SNOW Snowflake	$21,279,917	$3,377,250 ▲	18.9%	157,524	3.7%	Computer and Technology
APPF AppFolio	$20,443,362	$9,293,660 ▲	83.4%	83,589	3.6%	Computer and Technology
INTU Intuit	$18,538,580	$10,067,143 ▼	-35.2%	28,208	3.3%	Computer and Technology
LULU Lululemon Athletica	$16,020,775	$4,122,060 ▼	-20.5%	53,635	2.8%	Consumer Discretionary
TMO Thermo Fisher Scientific	$8,676,017		0.0%	15,689	1.5%	Medical
CDNS Cadence Design Systems	$0	$15,661,119 ▼	-100.0%	0	0.0%	Computer and Technology