Manchester Global Management
Latest statistics and disclosures from Manchester Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UNH, DHR, AMZN, TSM, FWONK, and represent 49.23% of Manchester Global Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$22M), MNDY (+$19M), ACN (+$14M), DHR (+$13M), UNH (+$12M), FWONK (+$11M), CIEN (+$9.2M), LULU (+$7.6M), RIVN (+$6.7M), SNOW.
- Started 4 new stock positions in ACN, RIVN, CIEN, MNDY.
- Reduced shares in these 10 stocks: NVDA (-$23M), APPF (-$20M), GOOGL (-$8.9M), TMO (-$8.7M), ONON (-$7.4M), PCOR (-$7.2M), TSM (-$6.0M), INTU, KLAC, AMD.
- Sold out of its positions in APPF, NVDA, TMO.
- Manchester Global Management was a net buyer of stock by $34M.
- Manchester Global Management has $620M in assets under management (AUM), dropping by 8.95%.
- Central Index Key (CIK): 0001965104
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Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 20 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| UnitedHealth (UNH) | 16.5 | $103M | +13% | 175k | 584.68 |
|
| Danaher Corporation (DHR) | 8.9 | $55M | +32% | 199k | 278.02 |
|
| Amazon (AMZN) | 8.8 | $54M | +69% | 292k | 186.33 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.5 | $47M | -11% | 268k | 173.67 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.5 | $46M | +32% | 599k | 77.43 |
|
| Analog Devices (ADI) | 7.2 | $45M | +8% | 193k | 230.17 |
|
| Apple (AAPL) | 5.2 | $32M | +3% | 138k | 233.00 |
|
| Visa Com Cl A (V) | 4.7 | $29M | +2% | 107k | 274.95 |
|
| Advanced Micro Devices (AMD) | 4.4 | $28M | -2% | 168k | 164.08 |
|
| Lululemon Athletica (LULU) | 3.6 | $22M | +52% | 82k | 271.35 |
|
| Snowflake Cl A (SNOW) | 3.6 | $22M | +22% | 193k | 114.86 |
|
| Procore Technologies (PCOR) | 3.5 | $22M | -24% | 353k | 61.72 |
|
| On Hldg Namen Akt A (ONON) | 3.5 | $22M | -25% | 432k | 50.15 |
|
| Monday SHS (MNDY) | 3.0 | $19M | NEW | 68k | 277.77 |
|
| Kla Corp Com New (KLAC) | 3.0 | $19M | -17% | 24k | 774.41 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $14M | NEW | 40k | 353.48 |
|
| Intuit (INTU) | 2.1 | $13M | -24% | 21k | 621.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $13M | -40% | 77k | 165.85 |
|
| Ciena Corp Com New (CIEN) | 1.5 | $9.2M | NEW | 149k | 61.59 |
|
| Rivian Automotive Com Cl A (RIVN) | 1.1 | $6.7M | NEW | 596k | 11.22 |
|
Past Filings by Manchester Global Management
SEC 13F filings are viewable for Manchester Global Management going back to 2022
- Manchester Global Management 2024 Q3 filed Nov. 14, 2024
- Manchester Global Management 2024 Q2 filed Aug. 14, 2024
- Manchester Global Management 2024 Q1 filed May 15, 2024
- Manchester Global Management 2023 Q4 filed Feb. 14, 2024
- Manchester Global Management 2023 Q3 filed Nov. 13, 2023
- Manchester Global Management 2023 Q2 filed Aug. 11, 2023
- Manchester Global Management 2023 Q1 filed May 12, 2023
- Manchester Global Management 2022 Q4 filed Feb. 13, 2023