Manchester Global Management (UK) Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Manchester Global Management (UK) Ltd reported 19 stock positions worth $568.9 million. Its top holding was Unitedhealth (UNH) at 13.9% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 9.2%) and Analog Devices (ADI, 7.2%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 7 and reduced 9. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from Cadence Design SYS (CDNS).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $568.9M (Q2 2024)
- SEC Filing
- 0001965104-24-000004 ↗ filed Aug 14, 2024
Holdings Value
Holdings 19 stocks · $568.9M
| UNH Unitedhealth Group Inc. | 13.87% | 154,918 | $78.9M | Add +12.7% |
| TSM Taiwan Semiconductor-SP ADR | 9.24% | 302,400 | $52.6M | Add +1.7% |
| ADI Analog Devices Inc. | 7.17% | 178,571 | $40.8M | Add +5.6% |
| DHR Danaher Corp. | 6.62% | 150,688 | $37.6M | Reduce -7.1% |
| AMZN Amazon.com Inc. | 5.84% | 172,028 | $33.2M | Reduce -27.4% |
| FWONK Liberty Media Corp. Class C | 5.71% | 451,900 | $32.5M | Add +44.3% |
| PCOR Procore Technologies Inc. | 5.46% | 468,835 | $31.1M | Reduce -9.6% |
| AMD Advanced Micro Devices | 4.93% | 172,896 | $28.0M | Reduce -8.2% |
| AAPL Apple Inc. | 4.91% | 132,500 | $27.9M | New |
| V Visa Inc. Class A | 4.80% | 104,143 | $27.3M | No change |
| KLAC KLA Corp. | 4.27% | 29,457 | $24.3M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 4.20% | 131,170 | $23.9M | Reduce -23.6% |
| NVDA Nvidia Corp. | 4.09% | 188,240 | $23.3M | Reduce -56.3% |
| ONON On Holding AG Class A filed as ON HLDG AG | 3.96% | 580,605 | $22.5M | Add +1.2% |
| SNOW Snowflake Inc. | 3.74% | 157,524 | $21.3M | Add +18.9% |
| APPF Appfolio Inc. Class A | 3.59% | 83,589 | $20.4M | Add +83.3% |
| INTU Intuit Inc. | 3.26% | 28,208 | $18.5M | Reduce -35.2% |
| LULU Lululemon Athletica Inc. | 2.82% | 53,635 | $16.0M | Reduce -20.5% |
| TMO Thermo Fisher Scientific Inc. | 1.53% | 15,689 | $8.7M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −2.75 |
| NVDA Nvidia Corp. | Reduce -56.3% | 4.09% | −2.74 |
| PCOR Procore Technologies Inc. | Reduce -9.6% | 5.46% | −2.02 |
| LULU Lululemon Athletica Inc. | Reduce -20.5% | 2.82% | −1.81 |
| INTU Intuit Inc. | Reduce -35.2% | 3.26% | −1.71 |
| AMZN Amazon.com Inc. | Reduce -27.4% | 5.84% | −1.66 |
| AMD Advanced Micro Devices | Reduce -8.2% | 4.93% | −1.04 |
| DHR Danaher Corp. | Reduce -7.1% | 6.62% | −0.49 |
| GOOGL Alphabet Inc. Class A | Reduce -23.6% | 4.20% | −0.35 |
| KLAC KLA Corp. | Reduce -1.7% | 4.27% | +0.59 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | New | 4.91% | +4.91 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.7% | 9.24% | +2.13 |
| FWONK Liberty Media Corp. Class C | Add +44.3% | 5.71% | +2.10 |
| UNH Unitedhealth Group Inc. | Add +12.7% | 13.87% | +1.93 |
| APPF Appfolio Inc. Class A | Add +83.3% | 3.59% | +1.62 |
| ADI Analog Devices Inc. | Add +5.6% | 7.17% | +1.29 |
| ONON On Holding AG Class A | Add +1.2% | 3.96% | +0.40 |
| SNOW Snowflake Inc. | Add +18.9% | 3.74% | −0.02 |
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 |