Manchester Global Management (Uk) LTD Portfolio Holdings by Sector

Manchester Global Management (Uk) LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare UNH 1 stocks	$101 Million 16.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SNOW PCOR CDNS 3 stocks	$99.5 Million 16.45% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$98.4 Million 16.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology ADI TSM 2 stocks	$83.4 Million 13.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$53.1 Million 8.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON NKE 2 stocks	$35.3 Million 5.84% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$34.6 Million 5.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$23.3 Million 3.86% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$22.2 Million 3.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$14.7 Million 2.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$14.5 Million 2.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$12.6 Million 2.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$7.89 Million 1.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RIVN 1 stocks	$4.18 Million 0.69% of portfolio	-	-	-	-	0 Calls 0 Puts

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