Manchester Global Management (UK) Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MG Manchester Global Management (UK) Ltd | Institutional Filer | ▲ 0.93% | $749.1M | 23 |
Current Portfolio Holdings
Showing all 23 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 509K | $105.9M | 14.14% |
| 2 | ADI | Analog Devices, Inc. | Technology | 226K | $72.0M | 9.61% |
| 3 | GOOGL | Alphabet Inc. | Technology | 204K | $58.5M | 7.81% |
| 4 | FERG | Ferguson plc | Industrials | 248K | $57.8M | 7.71% |
| 5 | DHR | Danaher Corporation | Healthcare | 231K | $43.7M | 5.84% |
| 6 | TXN | Texas Instruments Incorporated | Technology | 210K | $40.8M | 5.44% |
| 7 | SNOW | Snowflake Inc. | Technology | 254K | $38.3M | 5.12% |
| 8 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 94K | $31.9M | 4.25% |
| 9 | NOW | ServiceNow, Inc. | Technology | 291K | $30.4M | 4.06% |
| 10 | MDB | MongoDB, Inc. | Technology | 117K | $28.8M | 3.84% |
| 11 | V | Visa Inc. | Financial Services | 93K | $28.1M | 3.75% |
| 12 | FWONK | Formula One Group | Communication Services | 316K | $26.8M | 3.58% |
| 13 | CDNS | Cadence Design Systems, Inc. | Technology | 93K | $25.9M | 3.46% |
| 14 | LRCX | Lam Research Corporation | Technology | 116K | $24.7M | 3.30% |
| 15 | SHOP | Shopify Inc. | Technology | 200K | $23.7M | 3.17% |
Showing 1 to 15 of 23 holdings