Manchester Global Management as of March 31, 2024
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 11.9 | $68M | 137k | 494.70 | |
Amazon (AMZN) | 7.5 | $43M | 237k | 180.38 | |
Procore Technologies (PCOR) | 7.5 | $43M | 519k | 82.17 | |
Danaher Corporation (DHR) | 7.1 | $41M | 162k | 249.72 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.1 | $41M | 297k | 136.05 | |
NVIDIA Corporation (NVDA) | 6.8 | $39M | 43k | 903.56 | |
Advanced Micro Devices (AMD) | 6.0 | $34M | 188k | 180.49 | |
Analog Devices (ADI) | 5.9 | $33M | 169k | 197.79 | |
Visa Com Cl A (V) | 5.1 | $29M | 104k | 279.08 | |
Intuit (INTU) | 5.0 | $28M | 44k | 650.00 | |
Lululemon Athletica (LULU) | 4.6 | $26M | 67k | 390.65 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $26M | 172k | 150.93 | |
Snowflake Cl A (SNOW) | 3.8 | $21M | 133k | 161.60 | |
Kla Corp Com New (KLAC) | 3.7 | $21M | 30k | 698.57 | |
Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.6 | $21M | 313k | 65.60 | |
On Hldg Namen Akt A (ONON) | 3.6 | $20M | 574k | 35.38 | |
Cadence Design Systems (CDNS) | 2.8 | $16M | 50k | 311.28 | |
Appfolio Com Cl A (APPF) | 2.0 | $11M | 46k | 246.74 | |
Thermo Fisher Scientific (TMO) | 1.6 | $9.1M | 16k | 581.21 |