Manchester Global Management as of Dec. 31, 2024
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 12.2 | $92M | 183k | 505.86 | |
| Amazon (AMZN) | 11.4 | $87M | 395k | 219.39 | |
| Danaher Corporation (DHR) | 7.5 | $57M | 248k | 229.55 | |
| Analog Devices (ADI) | 7.0 | $53M | 249k | 212.46 | |
| Nike CL B (NKE) | 5.0 | $38M | 498k | 75.67 | |
| Snowflake Cl A (SNOW) | 4.7 | $36M | 233k | 154.41 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.7 | $36M | 386k | 92.66 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.3 | $33M | 165k | 197.49 | |
| Procore Technologies (PCOR) | 4.3 | $32M | 432k | 74.93 | |
| Apple (AAPL) | 4.2 | $32M | 129k | 250.42 | |
| Lululemon Athletica (LULU) | 4.1 | $31M | 82k | 382.41 | |
| Visa Com Cl A (V) | 4.1 | $31M | 99k | 316.04 | |
| Microsoft Corporation (MSFT) | 3.8 | $29M | 68k | 421.50 | |
| Datadog Cl A Com (DDOG) | 3.4 | $26M | 181k | 142.89 | |
| Ciena Corp Com New (CIEN) | 3.0 | $23M | 269k | 84.81 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.7 | $21M | 58k | 351.79 | |
| On Hldg Namen Akt A (ONON) | 2.3 | $17M | 318k | 54.77 | |
| Monday SHS (MNDY) | 2.0 | $15M | 64k | 235.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $13M | 70k | 189.30 | |
| Advanced Micro Devices (AMD) | 1.6 | $12M | 100k | 120.79 | |
| Progressive Corporation (PGR) | 1.6 | $12M | 50k | 239.61 | |
| Pool Corporation (POOL) | 1.5 | $12M | 34k | 340.94 | |
| Intuit (INTU) | 1.2 | $8.8M | 14k | 628.50 | |
| Kla Corp Com New (KLAC) | 0.8 | $6.1M | 9.7k | 630.12 | |
| Rivian Automotive Com Cl A (RIVN) | 0.6 | $4.5M | 336k | 13.30 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $2.2M | 13k | 173.57 |
