$569 Million is the total value of Manchester Global Management (UK) Ltd's 19 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | Buy | UNITEDHEALTH GROUP INC | $78,893,541 | +16.1% | 154,918 | +12.7% | 13.87% | +16.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $52,560,144 | +29.9% | 302,400 | +1.7% | 9.24% | +30.0% |
| ADI | Buy | ANALOG DEVICES INC | $40,760,616 | +21.9% | 178,571 | +5.6% | 7.16% | +22.0% |
| DHR | Sell | DANAHER CORP | $37,649,397 | -7.0% | 150,688 | -7.1% | 6.62% | -6.9% |
| AMZN | Sell | AMAZON.COM INC | $33,244,411 | -22.2% | 172,028 | -27.4% | 5.84% | -22.2% |
| Buy | LIBERTY MEDIA CORP DEL | $32,464,496 | +58.1% | 451,900 | +44.3% | 5.71% | +58.2% | |
| PCOR | Sell | PROCORE TECHNOLOGIES INC | $31,088,449 | -27.1% | 468,835 | -9.6% | 5.46% | -27.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $28,045,460 | -17.5% | 172,896 | -8.2% | 4.93% | -17.4% |
| AAPL | New | APPLE INC | $27,907,150 | – | 132,500 | +100.0% | 4.91% | – |
| V | VISA INC | $27,334,413 | -6.0% | 104,143 | 0.0% | 4.80% | -5.9% | |
| KLAC | Sell | KLA CORP | $24,287,591 | +16.1% | 29,457 | -1.7% | 4.27% | +16.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $23,892,616 | -7.8% | 131,170 | -23.6% | 4.20% | -7.7% |
| NVDA | Buy | NVIDIA CORPORATION | $23,255,170 | -40.2% | 188,240 | +337.5% | 4.09% | -40.1% |
| Buy | ON HLDG AGnamen akt a | $22,527,474 | +11.0% | 580,605 | +1.2% | 3.96% | +11.1% | |
| SNOW | Buy | SNOWFLAKE INCcl a | $21,279,917 | -0.6% | 157,524 | +18.9% | 3.74% | -0.5% |
| APPF | Buy | APPFOLIO INC | $20,443,362 | +81.7% | 83,589 | +83.4% | 3.59% | +82.0% |
| INTU | Sell | INTUIT INC | $18,538,580 | -34.5% | 28,208 | -35.2% | 3.26% | -34.4% |
| LULU | Sell | LULULEMON ATHLETICA INC | $16,020,775 | -39.2% | 53,635 | -20.5% | 2.82% | -39.1% |
| TMO | THERMO FISHER SCIENTIFIC INC | $8,676,017 | -4.9% | 15,689 | 0.0% | 1.52% | -4.7% | |
| CDNS | Exit | CADENCE DESIGN SYSTEMS INC | $0 | – | -50,312 | -100.0% | -2.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 7 | Q2 2024 | 14.4% |
| SNOWFLAKE INC | 7 | Q2 2024 | 10.1% |
| TAIWAN SEMICONDUCTOR MFG LTD | 7 | Q2 2024 | 9.2% |
| ADVANCED MICRO DEVICES INC | 7 | Q2 2024 | 7.3% |
| VISA INC-CLASS A SHARES | 7 | Q2 2024 | 7.0% |
| LULULEMON ATHLETICA INC | 7 | Q2 2024 | 7.3% |
| AMAZON.COM INC | 7 | Q2 2024 | 8.1% |
| THERMO FISHER SCIENTIFIC INC | 7 | Q2 2024 | 7.6% |
| INTUIT INC | 7 | Q2 2024 | 5.2% |
| ALPHABET INC | 6 | Q2 2024 | 9.1% |
View Manchester Global Management (UK) Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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.