$279 Million is the total value of Manchester Global Management (UK) Ltd's 21 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | Sell | ADVANCED MICRO DEVICES INC | $20,248,866 | +26.1% | 206,600 | -16.7% | 7.26% | +11.6% |
| V | Sell | VISA INC | $18,620,065 | +7.5% | 82,587 | -1.0% | 6.68% | -4.9% |
| DECK | Sell | DECKERS OUTDOOR CORP | $18,161,820 | -20.5% | 40,400 | -29.4% | 6.51% | -29.6% |
| LULU | Sell | LULULEMON ATHLETICA INC | $15,785,087 | -11.9% | 43,343 | -22.5% | 5.66% | -22.1% |
| FWONK | Sell | LIBERTY MEDIA CORP DEL | $14,507,741 | -1.7% | 193,876 | -21.5% | 5.20% | -13.0% |
| TJX | Sell | TJX COS INC NEW | $9,723,771 | -12.2% | 124,091 | -10.8% | 3.49% | -22.3% |
| INTU | Sell | INTUIT | $8,158,689 | -3.4% | 18,300 | -15.7% | 2.92% | -14.5% |
| BSY | Sell | BENTLEY SYSTEMS INC-CLASS B | $3,634,547 | -43.8% | 84,544 | -51.7% | 1.30% | -50.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $2,016,630 | -68.1% | 38,500 | -49.3% | 0.72% | -71.8% |
| ZS | Exit | ZSCALER INC | $0 | – | -47,248 | -100.0% | -2.14% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -60,800 | -100.0% | -2.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.