MG
| |
Manchester Global Management (UK) Ltd13F | |
| Manchester Global Management (UK) Ltd | |
| Last update 2025-05-15 | 21 Stocks (3 new) |
| Value $670.00 Mil | Turnover 21 % |
Manchester Global Management (... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 192,722 | 100,938.1 | +5.47% | 15.070 | +0.78% | 0.020 | -32.74% | -43.21% | 257,677.8 | Healthcare Plans | |
AMZN | Amazon.com Inc | 517,335 | 98,428.2 | +31.12% | 14.700 | +3.49% | 0.000 | +36.28% | +3.94% | 2,420,846.8 | Retail - Cyclical | |
ADI | Analog Devices Inc | 267,524 | 53,951.6 | +7.65% | 8.060 | +0.57% | 0.050 | +39.65% | +15.52% | 120,716.3 | Semiconductors | |
DHR | Danaher Corp | 259,257 | 53,147.7 | +4.43% | 7.940 | +0.34% | 0.040 | +2.31% | -17.44% | 135,207.9 | Medical Diagnostics & Research | |
SNOW | Snowflake Inc | 300,185 | 43,875.0 | +28.68% | 6.550 | +1.46% | 0.090 | +58.34% | +40.49% | 72,380.4 | Software | |
FWONK | Liberty Media Corp | 385,895 | 34,734.4 | 0% | 5.190 | 0% | 0.150 | +24.48% | +11.80% | 25,569.4 | Media - Diversified | |
V | Visa Inc | 98,772 | 34,615.6 | 0% | 5.170 | 0% | 0.010 | +10.42% | +12.02% | 689,302.3 | Credit Services | |
PCOR | Procore Technologies Inc | 489,713 | 32,330.8 | +13.46% | 4.830 | +0.57% | 0.330 | +32.13% | -0.79% | 11,088.5 | Software | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 177,313 | 29,434.0 | +7.70% | 4.390 | +0.31% | 0.000 | +63.95% | +23.22% | 1,252,855.8 | Semiconductors | |
ONON | On Holding AG | 638,023 | 28,022.0 | +100.62% | 4.180 | +2.10% | 0.200 | +27.84% | -3.58% | 17,222.6 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
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Manchester Global Management (UK) Ltd's Historical Top Holdings Breakdowns
Manchester Global Management (UK) Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Sold Out Sold Out | -4.25% | 209.68 ($231.67) 247.1 | $213.11 | -8.01% | Sold Out | 0 | -128,699 | |
NKE | Nike Inc | 2025-03-31 | Reduce Reduce | -3.81% | 63.29 ($73.61) 81.72 | $74.50 | 1.21% | Reduce -76.91% | 114,887 | -382,753 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +3.49% | 190.26 ($217) 242.06 | $228.03 | 5.08% | Add 31.12% | 517,335 | 122,787 | |
NFLX | Netflix Inc | 2025-03-31 | New Buy New Buy | +3.48% | 828.4 ($951.01) 1058.6 | $1,221.94 | 28.49% | New holding | 25,000 | 25,000 | |
CDNS | Cadence Design Systems Inc | 2025-03-31 | New Buy New Buy | +3.47% | 233.96 ($278.09) 324.52 | $317.32 | 14.11% | New holding | 91,400 | 91,400 | |
DDOG | Datadog Inc | 2025-03-31 | Sold Out Sold Out | -3.41% | 98.68 ($126.18) 151.89 | $145.19 | 15.07% | Sold Out | 0 | -181,179 | |
TEAM | Atlassian Corp | 2025-03-31 | New Buy New Buy | +3.09% | 208 ($263.86) 322.94 | $195.19 | -26.03% | New holding | 97,538 | 97,538 | |
ONON | On Holding AG | 2025-03-31 | Add Add | +2.10% | 43.92 ($52.56) 63.62 | $52.81 | 0.48% | Add 100.62% | 638,023 | 320,000 | |
MNDY | Monday.Com Ltd | 2025-03-31 | Sold Out Sold Out | -1.97% | 213 ($264.28) 327.92 | $289.06 | 9.38% | Sold Out | 0 | -63,600 | |
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -1.75% | 154.33 ($181.36) 206.38 | $189.01 | 4.22% | Sold Out | 0 | -69,968 |
Manchester Global Management (UK) Ltd Total Holding History ($B)
Manchester Global Management (UK) Ltd's Asset Allocation
Manchester Global Management (UK) Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Manchester Global Management (UK) Ltd's Hypothetical Growth since 2025-03-31
Manchester Global Management (UK) Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Manchester Global Management (UK) Ltd's Holdings Heat Map
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Manchester Global Management (UK) Ltd's Holdings Bubble Chart
Manchester Global Management (UK) Ltd News
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