Manchester Global Management as of March 31, 2023
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 21 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 12.1 | $34M | 72k | 472.59 | |
Snowflake Cl A (SNOW) | 9.8 | $27M | 176k | 154.29 | |
Thermo Fisher Scientific (TMO) | 7.6 | $21M | 37k | 576.37 | |
Advanced Micro Devices (AMD) | 7.3 | $20M | 207k | 98.01 | |
Visa Com Cl A (V) | 6.7 | $19M | 83k | 225.46 | |
Deckers Outdoor Corporation (DECK) | 6.5 | $18M | 40k | 449.55 | |
Airbnb Com Cl A (ABNB) | 5.9 | $16M | 132k | 124.40 | |
Lululemon Athletica (LULU) | 5.7 | $16M | 43k | 364.19 | |
Liberty Media Corp Del Com Ser C Frmla | 5.2 | $15M | 194k | 74.83 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $14M | 146k | 93.02 | |
On Hldg Namen Akt A (ONON) | 4.1 | $12M | 372k | 31.03 | |
Cadence Design Systems (CDNS) | 4.1 | $11M | 54k | 210.09 | |
Kla Corp Com New (KLAC) | 4.0 | $11M | 28k | 399.17 | |
TJX Companies (TJX) | 3.5 | $9.7M | 124k | 78.36 | |
Intuit (INTU) | 2.9 | $8.2M | 18k | 445.83 | |
Block Cl A (SQ) | 2.8 | $7.9M | 115k | 68.65 | |
Amazon (AMZN) | 2.6 | $7.2M | 69k | 103.29 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $5.3M | 51k | 103.73 | |
Bentley Systems Inc-class B Com Cl B (BSY) | 1.3 | $3.6M | 85k | 42.99 | |
Charles Schwab Corporation (SCHW) | 0.7 | $2.0M | 39k | 52.38 | |
Jd.com Spon Adr Cl A (JD) | 0.5 | $1.4M | 33k | 43.89 |