Manchester Global Management (UK) Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Manchester Global Management (UK) Ltd reported 19 stock positions worth $569.5 million. Its top holding was Unitedhealth (UNH) at 11.9% of the portfolio, followed by Amazon.com (AMZN, 7.5%) and Procore Technologies (PCOR, 7.5%). Compared with Q4 2023, it opened 2 new positions, sold out of 3, added to 15 and reduced 2. The biggest buy was a new position in Analog Devices (ADI) and the biggest sale an exit from Deckers Outdoor (DECK).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $569.5M (Q1 2024)
- SEC Filing
- 0001965104-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 19 stocks · $569.5M
| UNH Unitedhealth Group Inc. | 11.94% | 137,418 | $68.0M | Add +89.6% |
| AMZN Amazon.com Inc. | 7.51% | 237,028 | $42.8M | Add +45.4% |
| PCOR Procore Technologies Inc. | 7.49% | 518,835 | $42.6M | Add +157.2% |
| DHR Danaher Corp. | 7.11% | 162,188 | $40.5M | Add +130.6% |
| TSM Taiwan Semiconductor-SP ADR | 7.11% | 297,400 | $40.5M | Add +36.2% |
| NVDA Nvidia Corp. | 6.83% | 43,024 | $38.9M | Add +196.2% |
| AMD Advanced Micro Devices | 5.97% | 188,396 | $34.0M | Add +34.3% |
| ADI Analog Devices Inc. | 5.87% | 169,071 | $33.4M | New |
| V Visa Inc. Class A | 5.10% | 104,143 | $29.1M | Add +68.3% |
| INTU Intuit Inc. | 4.97% | 43,526 | $28.3M | Add +70.0% |
| LULU Lululemon Athletica Inc. | 4.63% | 67,435 | $26.3M | Add +62.9% |
| GOOGL Alphabet Inc. Class A | 4.55% | 171,670 | $25.9M | Add +38.1% |
| SNOW Snowflake Inc. | 3.76% | 132,524 | $21.4M | Add +40.6% |
| KLAC KLA Corp. | 3.67% | 29,957 | $20.9M | Add +284.1% |
| FWONK Liberty Media Corp. Class C | 3.61% | 313,100 | $20.5M | Add +206.4% |
| ONON On Holding AG Class A filed as ON HLDG AG | 3.56% | 573,750 | $20.3M | Add +91.6% |
| CDNS Cadence Design SYS Inc. | 2.75% | 50,312 | $15.7M | Reduce -31.6% |
| APPF Appfolio Inc. Class A | 1.98% | 45,589 | $11.2M | New |
| TMO Thermo Fisher Scientific Inc. | 1.60% | 15,689 | $9.1M | Reduce -29.2% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| ADI Analog Devices Inc. | New | 5.87% | +5.87 |
| NVDA Nvidia Corp. | Add +196.2% | 6.83% | +4.49 |
| PCOR Procore Technologies Inc. | Add +157.2% | 7.49% | +2.94 |
| KLAC KLA Corp. | Add +284.1% | 3.67% | +2.20 |
| APPF Appfolio Inc. Class A | New | 1.98% | +1.98 |
| DHR Danaher Corp. | Add +130.6% | 7.11% | +1.82 |
| FWONK Liberty Media Corp. Class C | Add +206.4% | 3.61% | +1.51 |
| ONON On Holding AG Class A | Add +91.6% | 3.56% | +0.94 |
| V Visa Inc. Class A | Add +68.3% | 5.10% | −0.14 |
| INTU Intuit Inc. | Add +70.0% | 4.97% | −0.24 |
| TSM Taiwan Semiconductor-SP ADR | Add +36.2% | 7.11% | −0.28 |
| UNH Unitedhealth Group Inc. | Add +89.6% | 11.94% | −0.48 |
| AMZN Amazon.com Inc. | Add +45.4% | 7.51% | −0.55 |
| AMD Advanced Micro Devices | Add +34.3% | 5.97% | −0.76 |
| GOOGL Alphabet Inc. Class A | Add +38.1% | 4.55% | −1.10 |
| LULU Lululemon Athletica Inc. | Add +62.9% | 4.63% | −2.26 |
| SNOW Snowflake Inc. | Add +40.6% | 3.76% | −2.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $906.0M | AMZN, SNOW, GOOGL, TXN, ADI |
| Q1 2026 | 23 | $749.1M | AMZN, ADI, GOOGL, FERG, DHR |
| Q4 2025 | 21 | $742.2M | GOOGL, FERG, AMZN, ADI, DHR |
| Q3 2025 | 21 | $760.4M | GOOGL, AMZN, ADI, MSFT, FERG |
| Q2 2025 | 21 | $693.9M | AMZN, ADI, DHR, MSFT, SNOW |
| Q1 2025 | 21 | $669.8M | UNH, AMZN, ADI, DHR, SNOW |
| Q4 2024 | 26 | $758.4M | UNH, AMZN, DHR, ADI, NKE |
| Q3 2024 | 20 | $619.8M | UNH, DHR, AMZN, TSM, FWONK |
| Q2 2024 | 19 | $568.9M | UNH, TSM, ADI, DHR, AMZN |
| Q1 2024 | 19 | $569.5M | UNH, AMZN, PCOR, DHR, TSM |