Manchester Global Management (UK) Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Manchester Global Management (UK) Ltd disclosed 21 US equity positions worth $669.8m in its Q1 2025 13F filing. The largest position was UNH at 15.1% of the reported book, followed by AMZN and ADI. Against the Q4 2024 filing, it opened 3 new positions, added to 10 and reduced 5 among the top 21 holdings.
What did Manchester Global Management (UK) Ltd own in Q1 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | UNH UNITEDHEALTH GROUP INC | Healthcare | 15.1% | $100.9m | 192,722 | 5% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 14.7% | $98.4m | 517,335 | 31% | added |
| 3 | ADI ANALOG DEVICES INC | Technology | 8.1% | $54.0m | 267,524 | 8% | added |
| 4 | DHR DANAHER CORPORATION | Healthcare | 7.9% | $53.1m | 259,257 | 4% | added |
| 5 | SNOW SNOWFLAKE INC | Technology | 6.6% | $43.9m | 300,185 | 29% | added |
| 6 | LLYVK LIBERTY MEDIA CORP DEL | 5.2% | $34.7m | 385,895 | 0% | held | |
| 7 | V VISA INC | Financial Services | 5.2% | $34.6m | 98,772 | 0% | held |
| 8 | PCOR PROCORE TECHNOLOGIES INC | Technology | 4.8% | $32.3m | 489,713 | 13% | added |
| 9 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4.4% | $29.4m | 177,313 | 8% | added |
| 10 | ON HLDG AG | 4.2% | $28.0m | 638,023 | 101% | added | |
| 11 | NFLX NETFLIX INC | Communication Services | 3.5% | $23.3m | 25,000 | – | new |
| 12 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 3.5% | $23.2m | 91,400 | – | new |
| 13 | MSFT MICROSOFT CORP | Technology | 3.3% | $22.2m | 59,145 | -13% | reduced |
| 14 | TEAM ATLASSIAN CORPORATION | Technology | 3.1% | $20.7m | 97,538 | – | new |
| 15 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 2.2% | $14.7m | 51,808 | -37% | reduced |
| 16 | PGR PROGRESSIVE CORP | Financial Services | 2.2% | $14.5m | 51,301 | 3% | added |
| 17 | ACCENTURE PLC IRELAND | 1.9% | $12.6m | 40,285 | -31% | reduced | |
| 18 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.5% | $9.7m | 60,616 | 381% | added |
| 19 | CIEN CIENA CORP | Technology | 1.2% | $7.9m | 130,640 | -51% | reduced |
| 20 | NKE NIKE INC | Consumer Cyclical | 1.1% | $7.3m | 114,887 | -77% | reduced |
| 21 | RIVN RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 0.6% | $4.2m | 335,939 | 0% | held |
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.