$261 Million is the total value of Manchester Global Management (UK) Ltd's 18 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 25.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UNH | UNITEDHEALTH GROUP INC | $36,545,204 | +4.9% | 72,483 | 0.0% | 14.00% | -0.9% | |
GOOGL | Buy | ALPHABET INCcap stk cl a | $23,805,135 | +59.1% | 181,913 | +45.5% | 9.12% | +50.3% |
AMZN | Buy | AMAZON COM INC | $18,804,607 | +111.4% | 147,928 | +116.8% | 7.21% | +99.8% |
CDNS | Buy | CADENCE DESIGN SYSTEMS INC | $17,244,480 | +9.4% | 73,600 | +9.5% | 6.61% | +3.4% |
DECK | Sell | DECKERS OUTDOOR CORP | $15,936,790 | -23.0% | 31,000 | -20.9% | 6.11% | -27.2% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $15,720,210 | -8.9% | 180,900 | +5.9% | 6.02% | -13.9% |
V | VISA INC | $15,614,689 | -3.1% | 67,887 | 0.0% | 5.98% | -8.5% | |
SNOW | Sell | SNOWFLAKE INCcl a | $14,170,334 | -29.2% | 92,756 | -18.4% | 5.43% | -33.1% |
LULU | Buy | LULULEMON ATHLETICA INC | $14,129,907 | +21.8% | 36,643 | +19.6% | 5.41% | +15.1% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $13,551,676 | -16.1% | 131,800 | -7.1% | 5.19% | -20.7% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $13,247,481 | -29.6% | 26,172 | -27.4% | 5.08% | -33.5% |
INTU | Buy | INTUIT | $13,080,064 | +26.3% | 25,600 | +13.3% | 5.01% | +19.4% |
DHR | New | DANAHER CORPORATION | $12,191,634 | – | 49,140 | +100.0% | 4.67% | – |
Sell | ON HLDG AGnamen akt a | $11,347,778 | -21.5% | 407,900 | -6.9% | 4.35% | -25.8% | |
New | LIBERTY MEDIA CORP DEL | $9,792,065 | – | 157,176 | +100.0% | 3.75% | – | |
ABNB | Sell | AIRBNB INC | $6,987,419 | -26.7% | 50,925 | -31.6% | 2.68% | -30.8% |
NVDA | New | NVIDIA CORPORATION | $5,219,880 | – | 12,000 | +100.0% | 2.00% | – |
KLAC | Sell | KLA CORP | $3,577,548 | -32.9% | 7,800 | -29.1% | 1.37% | -36.6% |
FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -157,176 | -100.0% | -4.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITEDHEALTH GROUP INC | 4 | Q3 2023 | 14.4% |
SNOWFLAKE INC | 4 | Q3 2023 | 10.1% |
DECKERS OUTDOOR CORP | 4 | Q3 2023 | 9.2% |
THERMO FISHER SCIENTIFIC INC | 4 | Q3 2023 | 7.6% |
VISA INC-CLASS A SHARES | 4 | Q3 2023 | 7.0% |
ADVANCED MICRO DEVICES INC | 4 | Q3 2023 | 7.3% |
LULULEMON ATHLETICA INC | 4 | Q3 2023 | 7.3% |
TAIWAN SEMICONDUCTOR MFG LTD | 4 | Q3 2023 | 7.0% |
AIRBNB INC | 4 | Q3 2023 | 5.9% |
INTUIT | 4 | Q3 2023 | 5.0% |
View Manchester Global Management (UK) Ltd's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
View Manchester Global Management (UK) Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.