$247 Million is the total value of Manchester Global Management (UK) Ltd's 19 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | New | UNITEDHEALTH GROUP INC | $35,566,065 | – | 67,083 | +100.0% | 14.41% | – |
| SNOW | New | SNOWFLAKE INCcl a | $24,869,166 | – | 173,256 | +100.0% | 10.08% | – |
| DECK | New | DECKERS OUTDOOR CORP | $22,831,952 | – | 57,200 | +100.0% | 9.25% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $18,708,040 | – | 33,972 | +100.0% | 7.58% | – |
| LULU | New | LULULEMON ATHLETICA INC | $17,923,018 | – | 55,943 | +100.0% | 7.26% | – |
| V | New | VISA INC-CLASS A SHARES | $17,324,483 | – | 83,387 | +100.0% | 7.02% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $16,056,483 | – | 247,900 | +100.0% | 6.50% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL | $14,758,247 | – | 246,876 | +100.0% | 5.98% | – |
| ABNB | New | AIRBNB INC | $11,253,938 | – | 131,625 | +100.0% | 4.56% | – |
| TJX | New | TJX COS INC NEW | $11,072,360 | – | 139,100 | +100.0% | 4.49% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $10,331,763 | – | 138,700 | +100.0% | 4.19% | – |
| INTU | New | INTUIT | $8,446,074 | – | 21,700 | +100.0% | 3.42% | – |
| SQ | New | BLOCK INCcl a | $7,239,168 | – | 115,200 | +100.0% | 2.93% | – |
| QCOM | New | QUALCOMM INC | $6,684,352 | – | 60,800 | +100.0% | 2.71% | – |
| BSY | New | BENTLEY SYS INC INC-CLASS B | $6,468,000 | – | 175,000 | +100.0% | 2.62% | – |
| SCHW | New | SCHWAB CHARLES CORP | $6,319,434 | – | 75,900 | +100.0% | 2.56% | – |
| ZS | New | ZSCALER INC | $5,287,051 | – | 47,248 | +100.0% | 2.14% | – |
| AMZN | New | AMAZON COM INC | $3,849,552 | – | 45,828 | +100.0% | 1.56% | – |
| JD | New | JD.COM INCspon adr cl a | $1,829,838 | – | 32,600 | +100.0% | 0.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.