Manchester Global Management (Uk) LTD Portfolio Holdings by Sector
Manchester Global Management (Uk) LTD
- $758 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
SNOW PCOR DDOG MNDY INTU 5 stocks |
$118 Million
16.37% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI TSM AMD 3 stocks |
$97.4 Million
13.52% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$92.4 Million
12.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$86.6 Million
12.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$57 Million
7.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON 2 stocks |
$55.1 Million
7.64% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$32.2 Million
4.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$31.3 Million
4.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$31.2 Million
4.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$28.6 Million
3.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CIEN 1 stocks |
$22.8 Million
3.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$20.5 Million
2.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$13.2 Million
1.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$11.9 Million
1.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL 1 stocks |
$11.7 Million
1.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$6.14 Million
0.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RIVN 1 stocks |
$4.47 Million
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|