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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 $619.78 million in total holdings as of September 30, 2024.
  • Manchester Global Management (Uk) Ltd owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 20.10% of the portfolio was purchased this quarter.
  • About 14.68% of the portfolio was sold this quarter.
  • This quarter, Manchester Global Management (Uk) Ltd has purchased 19 new stocks and bought additional shares in 9 stocks.
  • Manchester Global Management (Uk) Ltd sold shares of 7 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

UnitedHealth Group
$102,454,646
Danaher
$55,310,689
Amazon.com
$54,363,641
Formula One Group
$46,411,542

Largest New Holdings this Quarter

monday.com
$18,815,584 Holding
Accenture
$13,952,563 Holding
Ciena
$9,169,396 Holding
Rivian Automotive
$6,686,436 Holding

Largest Purchases this Quarter

Amazon.com
119,732 shares (about $22.31M)
monday.com
67,738 shares (about $18.82M)
Accenture
39,472 shares (about $13.95M)
Danaher
48,257 shares (about $13.42M)
UnitedHealth Group
20,314 shares (about $11.88M)

Largest Sales this Quarter

Alphabet
53,730 shares (about $8.91M)
ON
148,527 shares (about $7.45M)
Procore Technologies
116,015 shares (about $7.16M)
Taiwan Semiconductor Manufacturing
34,376 shares (about $5.97M)
Intuit
6,782 shares (about $4.21M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofManchester Global Management (Uk) Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$102,454,646$11,877,190 13.1%175,23216.5%Medical
Danaher Co. stock logo
DHR
Danaher
$55,310,689$13,416,411 32.0%198,9458.9%Multi-Sector Conglomerates
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$54,363,641$22,309,664 69.6%291,7608.8%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$46,547,728$5,970,080 -11.4%268,0247.5%Computer and Technology
Formula One Group stock logo
FWONK
Formula One Group
$46,411,542$11,420,925 32.6%599,4007.5%Consumer Discretionary
Analog Devices, Inc. stock logo
ADI
Analog Devices
$44,485,186$3,383,499 8.2%193,2717.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$32,076,644$1,204,144 3.9%137,6685.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$29,321,493$687,375 2.4%106,6434.7%Business Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$27,523,764$845,012 -3.0%167,7464.4%Computer and Technology
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$22,168,481$7,614,624 52.3%81,6973.6%Consumer Discretionary
Snowflake Inc. stock logo
SNOW
Snowflake
$22,121,577$4,028,370 22.3%192,5963.6%Computer and Technology
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$21,776,050$7,160,446 -24.7%352,8203.5%Business Services
On Holding AG stock logo
ONON
ON
$21,668,712$7,448,629 -25.6%432,0783.5%Retail/Wholesale
monday.com Ltd. stock logo
MNDY
monday.com
$18,815,584$18,815,584 New Holding67,7383.0%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$18,775,570$4,036,225 -17.7%24,2453.0%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$13,952,563$13,952,563 New Holding39,4722.3%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$13,305,546$4,211,622 -24.0%21,4262.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$12,843,424$8,911,121 -41.0%77,4402.1%Computer and Technology
Ciena Co. stock logo
CIEN
Ciena
$9,169,396$9,169,396 New Holding148,8781.5%Computer and Technology
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$6,686,436$6,686,436 New Holding595,9391.1%Auto/Tires/Trucks
NVIDIA Co. stock logo
NVDA
NVIDIA
$0$23,255,170 -100.0%00.0%Computer and Technology
AppFolio, Inc. stock logo
APPF
AppFolio
$0$20,443,362 -100.0%00.0%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$0$8,676,017 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data