Manchester Global Management as of June 30, 2025
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.9 | $76M | 345k | 219.39 | |
| Analog Devices (ADI) | 9.8 | $68M | 286k | 238.02 | |
| Danaher Corporation (DHR) | 9.6 | $67M | 337k | 197.54 | |
| Microsoft Corporation (MSFT) | 8.4 | $59M | 118k | 497.41 | |
| Snowflake Cl A (SNOW) | 7.5 | $52M | 233k | 223.77 | |
| Netflix (NFLX) | 6.8 | $47M | 35k | 1339.13 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.1 | $35M | 336k | 104.50 | |
| Visa Com Cl A (V) | 5.1 | $35M | 99k | 355.05 | |
| On Hldg Namen Akt A (ONON) | 4.7 | $33M | 630k | 52.05 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.9 | $27M | 125k | 217.75 | |
| Gitlab Class A Com (GTLB) | 3.8 | $26M | 582k | 45.11 | |
| Procore Technologies (PCOR) | 3.5 | $24M | 355k | 68.42 | |
| UnitedHealth (UNH) | 3.2 | $22M | 70k | 311.97 | |
| Lam Research Corp Com New (LRCX) | 3.1 | $22M | 220k | 97.34 | |
| Cadence Design Systems (CDNS) | 2.8 | $20M | 64k | 308.15 | |
| NVIDIA Corporation (NVDA) | 2.8 | $20M | 124k | 157.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.8 | $20M | 86k | 226.49 | |
| Progressive Corporation (PGR) | 2.0 | $14M | 51k | 266.86 | |
| Cloudflare Cl A Com (NET) | 1.8 | $13M | 64k | 195.83 | |
| Nike CL B (NKE) | 1.7 | $12M | 170k | 71.04 | |
| Rivian Automotive Com Cl A (RIVN) | 0.7 | $4.6M | 336k | 13.74 |
