Manchester Global Management (Uk) LTD Portfolio Holdings by Sector
Manchester Global Management (Uk) LTD
- $694 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
SNOW GTLB PCOR CDNS 4 stocks |
$122 Million
20.05% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI NVDA TSM 3 stocks |
$107 Million
17.58% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$75.8 Million
12.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT NET 2 stocks |
$71.2 Million
11.66% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$66.6 Million
10.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$46.9 Million
7.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
ONON NKE 2 stocks |
$44.8 Million
7.35% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$35.1 Million
5.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$21.9 Million
3.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$13.7 Million
2.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
RIVN 1 stocks |
$4.62 Million
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|