Latest Manchester Global Management (UK) Ltd Stock Portfolio
$569Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Manchester Global Management (UK) Ltd and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Manchester Global Management (UK) Ltd reported an equity portfolio of $569.5 Millions as of 31 Mar, 2024.
The top stock holdings of Manchester Global Management (UK) Ltd are UNH, AMZN, PCOR. The fund has invested 11.9% of it's portfolio in UNITEDHEALTH GROUP INC and 7.5% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off DECKERS OUTDOOR CORP (DECK), YETI HLDGS INC (YETI) and GITLAB INC (GTLB) stocks. They significantly reduced their stock positions in CADENCE DESIGN SYSTEMS INC (CDNS) and THERMO FISHER SCIENTIFIC INC (TMO). Manchester Global Management (UK) Ltd opened new stock positions in ANALOG DEVICES INC (ADI) and APPFOLIO INC (APPF). The fund showed a lot of confidence in some stocks as they added substantially to KLA CORP (KLAC), LIBERTY MEDIA CORP DEL (BATRA) and NVIDIA CORPORATION (NVDA).
The top stock holdings of Manchester Global Management (UK) Ltd are UNH, AMZN, PCOR. The fund has invested 11.9% of it's portfolio in UNITEDHEALTH GROUP INC and 7.5% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off DECKERS OUTDOOR CORP (DECK), YETI HLDGS INC (YETI) and GITLAB INC (GTLB) stocks. They significantly reduced their stock positions in CADENCE DESIGN SYSTEMS INC (CDNS) and THERMO FISHER SCIENTIFIC INC (TMO). Manchester Global Management (UK) Ltd opened new stock positions in ANALOG DEVICES INC (ADI) and APPFOLIO INC (APPF). The fund showed a lot of confidence in some stocks as they added substantially to KLA CORP (KLAC), LIBERTY MEDIA CORP DEL (BATRA) and NVIDIA CORPORATION (NVDA).
New Buys
| Ticker | $ Bought |
|---|---|
| ANALOG DEVICES INC | 33,440,600 |
| APPFOLIO INC | 11,248,600 |
New stocks bought by Manchester Global Management (UK) Ltd
Additions
| Ticker | % Inc. |
|---|---|
| KLA CORP | 284 |
| LIBERTY MEDIA CORP DEL | 206 |
| NVIDIA CORPORATION | 196 |
| PROCORE TECHNOLOGIES INC | 157 |
| DANAHER CORPORATION | 130 |
| ON HLDG AG | 91.63 |
| UNITEDHEALTH GROUP INC | 89.59 |
| INTUIT | 70.02 |
Additions to existing portfolio by Manchester Global Management (UK) Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| CADENCE DESIGN SYSTEMS INC | -31.64 |
| THERMO FISHER SCIENTIFIC INC | -29.24 |
Manchester Global Management (UK) Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| YETI HLDGS INC | -6,472,500 |
| GITLAB INC | -3,148,000 |
| DECKERS OUTDOOR CORP | -13,772,300 |
Manchester Global Management (UK) Ltd got rid off the above stocks
Current Stock Holdings of Manchester Global Management (UK) Ltd
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | 5.87 | 169,071 | 33,440,600 | NEW | ||
| AMD | ADVANCED MICRO DEVICES INC | 5.97 | 188,396 | 34,003,600 | ADDED | 34.26 | |
| AMZN | AMAZON.COM INC | 7.51 | 237,028 | 42,755,100 | ADDED | 45.39 | |
| APPF | APPFOLIO INC | 1.98 | 45,589 | 11,248,600 | NEW | ||
| BATRA | LIBERTY MEDIA CORP DEL | 3.61 | 313,100 | 20,539,400 | ADDED | 206 | |
| CDNS | CADENCE DESIGN SYSTEMS INC | 2.75 | 50,312 | 15,661,100 | REDUCED | -31.64 | |
| DECK | DECKERS OUTDOOR CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DHR | DANAHER CORPORATION | 7.11 | 162,188 | 40,501,600 | ADDED | 130 | |
| GOOG | ALPHABET INC | 4.55 | 171,670 | 25,910,200 | ADDED | 38.09 | |
| GTLB | GITLAB INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INTU | INTUIT | 4.97 | 43,526 | 28,291,900 | ADDED | 70.02 | |
| KLAC | KLA CORP | 3.67 | 29,957 | 20,927,100 | ADDED | 284 | |
| LULU | LULULEMON ATHLETICA INC | 4.63 | 67,435 | 26,343,500 | ADDED | 62.91 | |
| NVDA | NVIDIA CORPORATION | 6.83 | 43,024 | 38,874,800 | ADDED | 196 | |
| ONON | ON HLDG AG | 3.56 | 573,750 | 20,299,300 | ADDED | 91.63 | |
| PCOR | PROCORE TECHNOLOGIES INC | 7.49 | 518,835 | 42,632,700 | ADDED | 157 | |
| SNOW | SNOWFLAKE INC | 3.76 | 132,524 | 21,415,900 | ADDED | 40.6 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.60 | 15,689 | 9,118,600 | REDUCED | -29.24 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.11 | 297,400 | 40,461,300 | ADDED | 36.17 | |
| UNH | UNITEDHEALTH GROUP INC | 11.94 | 137,418 | 67,980,700 | ADDED | 89.59 | |
| V | VISA INC | 5.10 | 104,143 | 29,064,200 | ADDED | 68.28 | |
| YETI | YETI HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |