Manchester Global Management as of Sept. 30, 2024
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 | 175k | 584.68 | |
Danaher Corporation (DHR) | 8.9 | $55M | 199k | 278.02 | |
Amazon (AMZN) | 8.8 | $54M | 292k | 186.33 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.5 | $47M | 268k | 173.67 | |
Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.5 | $46M | 599k | 77.43 | |
Analog Devices (ADI) | 7.2 | $45M | 193k | 230.17 | |
Apple (AAPL) | 5.2 | $32M | 138k | 233.00 | |
Visa Com Cl A (V) | 4.7 | $29M | 107k | 274.95 | |
Advanced Micro Devices (AMD) | 4.4 | $28M | 168k | 164.08 | |
Lululemon Athletica (LULU) | 3.6 | $22M | 82k | 271.35 | |
Snowflake Cl A (SNOW) | 3.6 | $22M | 193k | 114.86 | |
Procore Technologies (PCOR) | 3.5 | $22M | 353k | 61.72 | |
On Hldg Namen Akt A (ONON) | 3.5 | $22M | 432k | 50.15 | |
Monday SHS (MNDY) | 3.0 | $19M | 68k | 277.77 | |
Kla Corp Com New (KLAC) | 3.0 | $19M | 24k | 774.41 | |
Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $14M | 40k | 353.48 | |
Intuit (INTU) | 2.1 | $13M | 21k | 621.00 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $13M | 77k | 165.85 | |
Ciena Corp Com New (CIEN) | 1.5 | $9.2M | 149k | 61.59 | |
Rivian Automotive Com Cl A (RIVN) | 1.1 | $6.7M | 596k | 11.22 |