Investor Details
| Filer Name: | MANCHESTER GLOBAL MANAGEMENT LTD |
|---|---|
| CIK: | 1965104 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 26 |
| Portfolio Value: | $0.76B |
Manchester Global Management Ltd Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| UNH | US | UNITEDHEALTH GROUP INC | 182,722 | $92M | 12.19% | 4.3% | - |
| AMZN | US | AMAZON.COM INC | 394,548 | $87M | 11.41% | 35.2% | - |
| DHR | US | DANAHER CORP | 248,257 | $57M | 7.51% | 24.8% | - |
| ADI | US | ANALOG DEVICES INC | 248,524 | $53M | 6.96% | 28.6% | - |
| NKE | US | NIKE INC -CL B | 497,640 | $38M | 4.96% | 100.0% | - |
| SNOW | US | SNOWFLAKE INC-CLASS A | 233,285 | $36M | 4.75% | 21.1% | - |
| FWONK | US | LIBERTY MEDIA CORP-LIB-NEW-C | 385,895 | $36M | 4.71% | -35.6% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 164,637 | $33M | 4.29% | -38.6% | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 431,603 | $32M | 4.26% | 22.3% | - |
| AAPL | US | APPLE INC | 128,699 | $32M | 4.25% | -6.5% | - |
| V | US | VISA INC-CLASS A SHARES | 98,772 | $31M | 4.12% | -7.4% | - |
| LULU | US | LULULEMON ATHLETICA INC | 81,808 | $31M | 4.12% | 0.1% | - |
| MSFT | US | MICROSOFT CORP | 67,808 | $29M | 3.77% | 100.0% | - |
| DDOG | US | DATADOG INC - CLASS A | 181,179 | $26M | 3.41% | 100.0% | - |
| CIEN | US | CIENA CORP | 268,640 | $23M | 3.00% | 80.4% | - |
| ACN | US | ACCENTURE PLC-CL A | 58,285 | $21M | 2.70% | 47.7% | - |
| ONON | US | ON HOLDING AG-CLASS A | 318,023 | $17M | 2.30% | -26.4% | - |
| MNDY | US | MONDAY.COM LTD | 63,600 | $15M | 1.97% | -6.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 69,968 | $13M | 1.75% | -9.6% | - |
| AMD | US | ADVANCED MICRO DEVICES | 100,008 | $12M | 1.59% | -40.4% | - |