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 TSM NVDA AMD ADI 4 stocks	$147 Million 26.74% of portfolio	4	-	1	-	0 Calls 0 Puts
Software—Application \| Technology PCOR INTU SNOW CDNS APPF 5 stocks	$119 Million 21.72% of portfolio	4	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$68 Million 12.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO 2 stocks	$49.6 Million 9.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$42.8 Million 7.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$29.1 Million 5.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$26.3 Million 4.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$25.9 Million 4.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$20.9 Million 3.81% of portfolio	1	-	-	-	0 Calls 0 Puts

Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$20.3 Million 3.7% of portfolio	1	-	-	-	0 Calls 0 Puts

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