Manchester Global Management (UK) Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Manchester Global Management (UK) Ltd disclosed 20 US equity positions worth $619.8m in its Q3 2024 13F filing. The largest position was UNH at 16.5% of the reported book, followed by DHR and AMZN.
What did Manchester Global Management (UK) Ltd own in Q3 2024? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UNH UNITEDHEALTH GROUP INC | Healthcare | 16.5% | $102.5m | 175,232 | – | |
| 2 | DHR DANAHER CORPORATION | Healthcare | 8.9% | $55.3m | 198,945 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 8.8% | $54.4m | 291,760 | – | |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 7.5% | $46.5m | 268,024 | – | |
| 5 | LLYVK LIBERTY MEDIA CORP DEL | 7.5% | $46.4m | 599,400 | – | ||
| 6 | ADI ANALOG DEVICES INC | Technology | 7.2% | $44.5m | 193,271 | – | |
| 7 | AAPL APPLE INC | Technology | 5.2% | $32.1m | 137,668 | – | |
| 8 | V VISA INC | Financial Services | 4.7% | $29.3m | 106,643 | – | |
| 9 | AMD ADVANCED MICRO DEVICES INC | Technology | 4.4% | $27.5m | 167,746 | – | |
| 10 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 3.6% | $22.2m | 81,697 | – | |
| 11 | SNOW SNOWFLAKE INC | Technology | 3.6% | $22.1m | 192,596 | – | |
| 12 | PCOR PROCORE TECHNOLOGIES INC | Technology | 3.5% | $21.8m | 352,820 | – | |
| 13 | ON HLDG AG | 3.5% | $21.7m | 432,078 | – | ||
| 14 | MNDY MONDAY COM LTD | Technology | 3.0% | $18.8m | 67,738 | – | |
| 15 | KLAC KLA CORP | Technology | 3.0% | $18.8m | 24,245 | – | |
| 16 | ACCENTURE PLC IRELAND | 2.3% | $14.0m | 39,472 | – | ||
| 17 | INTU INTUIT | Technology | 2.1% | $13.3m | 21,426 | – | |
| 18 | GOOGL ALPHABET INC | Communication Services | 2.1% | $12.8m | 77,440 | – | |
| 19 | CIEN CIENA CORP | Technology | 1.5% | $9.2m | 148,878 | – | |
| 20 | RIVN RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 1.1% | $6.7m | 595,939 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.