Manchester Global Management (UK) Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Manchester Global Management (UK) Ltd reported 26 stock positions worth $758.4 million. Its top holding was Unitedhealth (UNH) at 12.2% of the portfolio, followed by Amazon.com (AMZN, 11.4%) and Danaher (DHR, 7.5%). Compared with Q3 2024, it opened 6 new positions, added to 9 and reduced 11. The biggest buy was a new position in Nike Class B (NKE) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $758.4M (Q4 2024)
- SEC Filing
- 0001965104-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 26 stocks · $758.4M
| UNH Unitedhealth Group Inc. | 12.19% | 182,722 | $92.4M | Add +4.3% |
| AMZN Amazon.com Inc. | 11.41% | 394,548 | $86.6M | Add +35.2% |
| DHR Danaher Corp. | 7.51% | 248,257 | $57.0M | Add +24.8% |
| ADI Analog Devices Inc. | 6.96% | 248,524 | $52.8M | Add +28.6% |
| NKE Nike Inc. Class B | 4.96% | 497,640 | $37.7M | New |
| SNOW Snowflake Inc. | 4.75% | 233,285 | $36.0M | Add +21.1% |
| FWONK Liberty Media Corp. Class C | 4.71% | 385,895 | $35.8M | Reduce -35.6% |
| TSM Taiwan Semiconductor-SP ADR | 4.29% | 164,637 | $32.5M | Reduce -38.6% |
| PCOR Procore Technologies Inc. | 4.26% | 431,603 | $32.3M | Add +22.3% |
| AAPL Apple Inc. | 4.25% | 128,699 | $32.2M | Reduce -6.5% |
| LULU Lululemon Athletica Inc. | 4.12% | 81,808 | $31.3M | Add +0.1% |
| V Visa Inc. Class A | 4.12% | 98,772 | $31.2M | Reduce -7.4% |
| MSFT Microsoft Corp. | 3.77% | 67,808 | $28.6M | New |
| DDOG Datadog Inc. Class A | 3.41% | 181,179 | $25.9M | New |
| CIEN Ciena Corp. | 3.00% | 268,640 | $22.8M | Add +80.4% |
| ACN Accenture PLC Class A | 2.70% | 58,285 | $20.5M | Add +47.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.30% | 318,023 | $17.4M | Reduce -26.4% |
| MNDY Monday.com Ltd. | 1.97% | 63,600 | $15.0M | Reduce -6.1% |
| GOOGL Alphabet Inc. Class A | 1.75% | 69,968 | $13.2M | Reduce -9.7% |
| AMD Advanced Micro Devices | 1.59% | 100,008 | $12.1M | Reduce -40.4% |
| PGR Progressive Corp. | 1.57% | 49,800 | $11.9M | New |
| POOL Pool Corp. | 1.54% | 34,300 | $11.7M | New |
| INTU Intuit Inc. | 1.15% | 13,926 | $8.8M | Reduce -35.0% |
| KLAC KLA Corp. | 0.81% | 9,745 | $6.1M | Reduce -59.8% |
| RIVN Rivian Automotive Inc. Class A | 0.59% | 335,939 | $4.5M | Reduce -43.6% |
| FERG Ferguson Enterprises Inc. | 0.29% | 12,605 | $2.2M | New |
Portfolio Sells Q3 2024 → Q4 2024
| TSM Taiwan Semiconductor-SP ADR | Reduce -38.6% | 4.29% | −3.22 |
| AMD Advanced Micro Devices | Reduce -40.4% | 1.59% | −2.85 |
| FWONK Liberty Media Corp. Class C | Reduce -35.6% | 4.71% | −2.77 |
| KLAC KLA Corp. | Reduce -59.8% | 0.81% | −2.22 |
| ONON On Holding AG Class A | Reduce -26.4% | 2.30% | −1.20 |
| MNDY Monday.com Ltd. | Reduce -6.1% | 1.97% | −1.06 |
| INTU Intuit Inc. | Reduce -35.0% | 1.15% | −0.99 |
| AAPL Apple Inc. | Reduce -6.5% | 4.25% | −0.93 |
| V Visa Inc. Class A | Reduce -7.4% | 4.12% | −0.62 |
| RIVN Rivian Automotive Inc. Class A | Reduce -43.6% | 0.59% | −0.49 |
| GOOGL Alphabet Inc. Class A | Reduce -9.7% | 1.75% | −0.33 |
Portfolio Buys Q3 2024 → Q4 2024
| NKE Nike Inc. Class B | New | 4.96% | +4.96 |
| MSFT Microsoft Corp. | New | 3.77% | +3.77 |
| DDOG Datadog Inc. Class A | New | 3.41% | +3.41 |
| AMZN Amazon.com Inc. | Add +35.2% | 11.41% | +2.64 |
| PGR Progressive Corp. | New | 1.57% | +1.57 |
| POOL Pool Corp. | New | 1.54% | +1.54 |
| CIEN Ciena Corp. | Add +80.4% | 3.00% | +1.52 |
| SNOW Snowflake Inc. | Add +21.1% | 4.75% | +1.18 |
| PCOR Procore Technologies Inc. | Add +22.3% | 4.26% | +0.75 |
| LULU Lululemon Athletica Inc. | Add +0.1% | 4.12% | +0.55 |
| ACN Accenture PLC Class A | Add +47.7% | 2.70% | +0.45 |
| FERG Ferguson Enterprises Inc. | New | 0.29% | +0.29 |
| ADI Analog Devices Inc. | Add +28.6% | 6.96% | −0.22 |
| DHR Danaher Corp. | Add +24.8% | 7.51% | −1.41 |
| UNH Unitedhealth Group Inc. | Add +4.3% | 12.19% | −4.34 |
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 |