Manchester Global Management (UK) Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Manchester Global Management (UK) Ltd disclosed 26 US equity positions worth $758.4m in its Q4 2024 13F filing. The largest position was UNH at 12.2% of the reported book, followed by AMZN and DHR. Against the Q3 2024 filing, it opened 6 new positions, added to 8 and reduced 11 among the top 26 holdings.
What did Manchester Global Management (UK) Ltd own in Q4 2024? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | UNH UNITEDHEALTH GROUP INC | Healthcare | 12.2% | $92.4m | 182,722 | 4% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 11.4% | $86.6m | 394,548 | 35% | added |
| 3 | DHR DANAHER CORPORATION | Healthcare | 7.5% | $57.0m | 248,257 | 25% | added |
| 4 | ADI ANALOG DEVICES INC | Technology | 7.0% | $52.8m | 248,524 | 29% | added |
| 5 | NKE NIKE INC | Consumer Cyclical | 5.0% | $37.7m | 497,640 | – | new |
| 6 | SNOW SNOWFLAKE INC | Technology | 4.7% | $36.0m | 233,285 | 21% | added |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | 4.7% | $35.8m | 385,895 | -36% | reduced | |
| 8 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4.3% | $32.5m | 164,637 | -39% | reduced |
| 9 | PCOR PROCORE TECHNOLOGIES INC | Technology | 4.3% | $32.3m | 431,603 | 22% | added |
| 10 | AAPL APPLE INC | Technology | 4.2% | $32.2m | 128,699 | -7% | reduced |
| 11 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 4.1% | $31.3m | 81,808 | 0% | held |
| 12 | V VISA INC | Financial Services | 4.1% | $31.2m | 98,772 | -7% | reduced |
| 13 | MSFT MICROSOFT CORP | Technology | 3.8% | $28.6m | 67,808 | – | new |
| 14 | DDOG DATADOG INC | Technology | 3.4% | $25.9m | 181,179 | – | new |
| 15 | CIEN CIENA CORP | Technology | 3.0% | $22.8m | 268,640 | 80% | added |
| 16 | ACCENTURE PLC IRELAND | 2.7% | $20.5m | 58,285 | 48% | added | |
| 17 | ON HLDG AG | 2.3% | $17.4m | 318,023 | -26% | reduced | |
| 18 | MNDY MONDAY COM LTD | Technology | 2.0% | $15.0m | 63,600 | -6% | reduced |
| 19 | GOOGL ALPHABET INC | Communication Services | 1.7% | $13.2m | 69,968 | -10% | reduced |
| 20 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.6% | $12.1m | 100,008 | -40% | reduced |
| 21 | PGR PROGRESSIVE CORP | Financial Services | 1.6% | $11.9m | 49,800 | – | new |
| 22 | POOL POOL CORP | Industrials | 1.5% | $11.7m | 34,300 | – | new |
| 23 | INTU INTUIT | Technology | 1.2% | $8.8m | 13,926 | -35% | reduced |
| 24 | KLAC KLA CORP | Technology | 0.8% | $6.1m | 9,745 | -60% | reduced |
| 25 | RIVN RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 0.6% | $4.5m | 335,939 | -44% | reduced |
| 26 | FERG FERGUSON ENTERPRISES INC | Industrials | 0.3% | $2.2m | 12,605 | – | new |
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.