Manchester Global Management (Uk) LTD Portfolio Holdings by Sector

Manchester Global Management (Uk) LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology ADI TSM NVDA 3 stocks	$121 Million 20.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT MDB NET 3 stocks	$121 Million 20.04% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$75.6 Million 12.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$71.9 Million 11.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SNOW CDNS 2 stocks	$68.4 Million 11.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON NKE 2 stocks	$44.3 Million 7.31% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$36 Million 5.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$33.7 Million 5.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$22.5 Million 3.72% of portfolio	-	1	-	-	0 Calls 0 Puts

Building Materials \| Basic Materials CRH.L 1 stocks	$10.8 Million 1.78% of portfolio	1	-	1	-	0 Calls 0 Puts

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