Manchester Global Management as of March 31, 2025
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 15.1 | $101M | 193k | 523.75 | |
| Amazon (AMZN) | 14.7 | $98M | 517k | 190.26 | |
| Analog Devices (ADI) | 8.1 | $54M | 268k | 201.67 | |
| Danaher Corporation (DHR) | 7.9 | $53M | 259k | 205.00 | |
| Snowflake Cl A (SNOW) | 6.6 | $44M | 300k | 146.16 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.2 | $35M | 386k | 90.01 | |
| Visa Com Cl A (V) | 5.2 | $35M | 99k | 350.46 | |
| Procore Technologies (PCOR) | 4.8 | $32M | 490k | 66.02 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.4 | $29M | 177k | 166.00 | |
| On Hldg Namen Akt A (ONON) | 4.2 | $28M | 638k | 43.92 | |
| Netflix (NFLX) | 3.5 | $23M | 25k | 932.53 | |
| Cadence Design Systems (CDNS) | 3.5 | $23M | 91k | 254.33 | |
| Microsoft Corporation (MSFT) | 3.3 | $22M | 59k | 375.39 | |
| Atlassian Corporation Cl A (TEAM) | 3.1 | $21M | 98k | 212.21 | |
| Lululemon Athletica (LULU) | 2.2 | $15M | 52k | 283.06 | |
| Progressive Corporation (PGR) | 2.2 | $15M | 51k | 283.01 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $13M | 40k | 312.04 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.5 | $9.7M | 61k | 160.23 | |
| Ciena Corp Com New (CIEN) | 1.2 | $7.9M | 131k | 60.43 | |
| Nike CL B (NKE) | 1.1 | $7.3M | 115k | 63.48 | |
| Rivian Automotive Com Cl A (RIVN) | 0.6 | $4.2M | 336k | 12.45 |
