Manchester Global Management as of June 30, 2024
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 13.9 | $79M | 155k | 509.26 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.2 | $53M | 302k | 173.81 | |
Analog Devices (ADI) | 7.2 | $41M | 179k | 228.26 | |
Danaher Corporation (DHR) | 6.6 | $38M | 151k | 249.85 | |
Amazon (AMZN) | 5.8 | $33M | 172k | 193.25 | |
Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.7 | $33M | 452k | 71.84 | |
Procore Technologies (PCOR) | 5.5 | $31M | 469k | 66.31 | |
Advanced Micro Devices (AMD) | 4.9 | $28M | 173k | 162.21 | |
Apple (AAPL) | 4.9 | $28M | 133k | 210.62 | |
Visa Com Cl A (V) | 4.8 | $27M | 104k | 262.47 | |
Kla Corp Com New (KLAC) | 4.3 | $24M | 30k | 824.51 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $24M | 131k | 182.15 | |
NVIDIA Corporation (NVDA) | 4.1 | $23M | 188k | 123.54 | |
On Hldg Namen Akt A (ONON) | 4.0 | $23M | 581k | 38.80 | |
Snowflake Cl A (SNOW) | 3.7 | $21M | 158k | 135.09 | |
Appfolio Com Cl A (APPF) | 3.6 | $20M | 84k | 244.57 | |
Intuit (INTU) | 3.3 | $19M | 28k | 657.21 | |
Lululemon Athletica (LULU) | 2.8 | $16M | 54k | 298.70 | |
Thermo Fisher Scientific (TMO) | 1.5 | $8.7M | 16k | 553.00 |