Manchester Global Management (UK) Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Manchester Global Management (UK) Ltd reported 20 stock positions worth $619.8 million. Its top holding was Unitedhealth (UNH) at 16.5% of the portfolio, followed by Danaher (DHR, 8.9%) and Amazon.com (AMZN, 8.8%). Compared with Q2 2024, it opened 4 new positions, sold out of 3, added to 9 and reduced 7. The biggest buy was a new position in Monday.com (MNDY) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $619.8M (Q3 2024)
- SEC Filing
- 0001965104-24-000007 ↗ filed Nov 14, 2024
Holdings Value
Holdings 20 stocks · $619.8M
| UNH Unitedhealth Group Inc. | 16.53% | 175,232 | $102.5M | Add +13.1% |
| DHR Danaher Corp. | 8.92% | 198,945 | $55.3M | Add +32.0% |
| AMZN Amazon.com Inc. | 8.77% | 291,760 | $54.4M | Add +69.6% |
| TSM Taiwan Semiconductor-SP ADR | 7.51% | 268,024 | $46.5M | Reduce -11.4% |
| FWONK Liberty Media Corp. Class C | 7.49% | 599,400 | $46.4M | Add +32.6% |
| ADI Analog Devices Inc. | 7.18% | 193,271 | $44.5M | Add +8.2% |
| AAPL Apple Inc. | 5.18% | 137,668 | $32.1M | Add +3.9% |
| V Visa Inc. Class A | 4.73% | 106,643 | $29.3M | Add +2.4% |
| AMD Advanced Micro Devices | 4.44% | 167,746 | $27.5M | Reduce -3.0% |
| LULU Lululemon Athletica Inc. | 3.58% | 81,697 | $22.2M | Add +52.3% |
| SNOW Snowflake Inc. | 3.57% | 192,596 | $22.1M | Add +22.3% |
| PCOR Procore Technologies Inc. | 3.51% | 352,820 | $21.8M | Reduce -24.8% |
| ONON On Holding AG Class A filed as ON HLDG AG | 3.50% | 432,078 | $21.7M | Reduce -25.6% |
| MNDY Monday.com Ltd. | 3.04% | 67,738 | $18.8M | New |
| KLAC KLA Corp. | 3.03% | 24,245 | $18.8M | Reduce -17.7% |
| ACN Accenture PLC Class A | 2.25% | 39,472 | $14.0M | New |
| INTU Intuit Inc. | 2.15% | 21,426 | $13.3M | Reduce -24.0% |
| GOOGL Alphabet Inc. Class A | 2.07% | 77,440 | $12.8M | Reduce -41.0% |
| CIEN Ciena Corp. | 1.48% | 148,878 | $9.2M | New |
| RIVN Rivian Automotive Inc. Class A | 1.08% | 595,939 | $6.7M | New |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Sold out | 0.00% | −4.09 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −3.59 |
| GOOGL Alphabet Inc. Class A | Reduce -41.0% | 2.07% | −2.13 |
| PCOR Procore Technologies Inc. | Reduce -24.8% | 3.51% | −1.95 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.4% | 7.51% | −1.73 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −1.53 |
| KLAC KLA Corp. | Reduce -17.7% | 3.03% | −1.24 |
| INTU Intuit Inc. | Reduce -24.0% | 2.15% | −1.11 |
| AMD Advanced Micro Devices | Reduce -3.0% | 4.44% | −0.49 |
| ONON On Holding AG Class A | Reduce -25.6% | 3.50% | −0.46 |
Portfolio Buys Q2 2024 → Q3 2024
| MNDY Monday.com Ltd. | New | 3.04% | +3.04 |
| AMZN Amazon.com Inc. | Add +69.6% | 8.77% | +2.93 |
| UNH Unitedhealth Group Inc. | Add +13.1% | 16.53% | +2.66 |
| DHR Danaher Corp. | Add +32.0% | 8.92% | +2.31 |
| ACN Accenture PLC Class A | New | 2.25% | +2.25 |
| FWONK Liberty Media Corp. Class C | Add +32.6% | 7.49% | +1.78 |
| CIEN Ciena Corp. | New | 1.48% | +1.48 |
| RIVN Rivian Automotive Inc. Class A | New | 1.08% | +1.08 |
| LULU Lululemon Athletica Inc. | Add +52.3% | 3.58% | +0.76 |
| AAPL Apple Inc. | Add +3.9% | 5.18% | +0.27 |
| ADI Analog Devices Inc. | Add +8.2% | 7.18% | +0.01 |
| V Visa Inc. Class A | Add +2.4% | 4.73% | −0.07 |
| SNOW Snowflake Inc. | Add +22.3% | 3.57% | −0.17 |
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 |