Manchester Global Management as of Dec. 31, 2023
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 12.4 | $38M | 73k | 526.47 | |
| Amazon (AMZN) | 8.1 | $25M | 163k | 151.94 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.4 | $23M | 218k | 104.00 | |
| Lululemon Athletica (LULU) | 6.9 | $21M | 41k | 511.29 | |
| Advanced Micro Devices (AMD) | 6.7 | $21M | 140k | 147.41 | |
| Cadence Design Systems (CDNS) | 6.5 | $20M | 74k | 272.37 | |
| Snowflake Cl A (SNOW) | 6.1 | $19M | 94k | 199.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $17M | 124k | 139.69 | |
| Danaher Corporation (DHR) | 5.3 | $16M | 70k | 231.34 | |
| Visa Com Cl A (V) | 5.2 | $16M | 62k | 260.35 | |
| Intuit (INTU) | 5.2 | $16M | 26k | 625.03 | |
| Procore Technologies (PCOR) | 4.5 | $14M | 202k | 69.22 | |
| Deckers Outdoor Corporation (DECK) | 4.5 | $14M | 21k | 668.43 | |
| Thermo Fisher Scientific (TMO) | 3.8 | $12M | 22k | 530.79 | |
| On Hldg Namen Akt A (ONON) | 2.6 | $8.1M | 299k | 26.97 | |
| NVIDIA Corporation (NVDA) | 2.3 | $7.2M | 15k | 495.22 | |
| Yeti Hldgs (YETI) | 2.1 | $6.5M | 125k | 51.78 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.1 | $6.5M | 102k | 63.13 | |
| Kla Corp Com New (KLAC) | 1.5 | $4.5M | 7.8k | 581.30 | |
| Gitlab Class A Com (GTLB) | 1.0 | $3.1M | 50k | 62.96 |
