Filed: 2/14/2025ACC: 0001965104-25-000002
📋 What this filing means
MANCHESTER GLOBAL MANAGEMENT (UK) LTD filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $758.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$758.45M
Total AUM (reported)
4.68M
Total Shares
Allocation by class
COM$457.67M60.3%
CL B$37.66M5.0%
CL A$36.02M4.7%
COM LBTY ONE S C$35.76M4.7%
COM CL A$35.68M4.7%
SPONSORED ADS$32.51M4.3%
COM NEW$28.92M3.8%
Portfolio Concentration
Top 3$235.98M31.1%
4–10$259.32M34.2%
11–25$260.96M34.4%
Rest$2.19M0.3%
Top 3 weight
31.1%
Top 10 weight
65.3%
Voting Authority Distribution
Total shares with voting rights: 4.68M
Sole
Full voting authority
917.03K
shares
% of voting shares19.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.76M
shares
% of voting shares80.4%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeNone · 80.4% of voting shares
Institutional Holdings26
Rows:
UNITEDHEALTH GROUP INC
SOLEShares182.72K
TypeSH
Market value$92.43M
12.19%
Sole
34.48K
Shared
0.00
None
148.24K
AMAZON COM INC
SOLEShares394.55K
TypeSH
Market value$86.56M
11.41%
Sole
76.89K
Shared
0.00
None
317.65K
DANAHER CORPORATION
SOLEShares248.26K
TypeSH
Market value$56.99M
7.51%
Sole
49.50K
Shared
0.00
None
198.75K
ANALOG DEVICES INC
SOLEShares248.52K
TypeSH
Market value$52.80M
6.96%
Sole
49.49K
Shared
0.00
None
199.03K
NIKE INC
SOLEShares497.64K
TypeSH
Market value$37.66M
4.96%
Sole
104.77K
Shared
0.00
None
392.87K
SNOWFLAKE INC
SOLEShares233.28K
TypeSH
Market value$36.02M
4.75%
Sole
45.53K
Shared
0.00
None
187.75K
LIBERTY MEDIA CORP DEL
SOLEShares385.89K
TypeSH
Market value$35.76M
4.71%
Sole
70.06K
Shared
0.00
None
315.84K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares164.64K
TypeSH
Market value$32.51M
4.29%
Sole
32.99K
Shared
0.00
None
131.65K
PROCORE TECHNOLOGIES INC
SOLEShares431.60K
TypeSH
Market value$32.34M
4.26%
Sole
85.45K
Shared
0.00
None
346.16K
APPLE INC
SOLEShares128.70K
TypeSH
Market value$32.23M
4.25%
Sole
23.36K
Shared
0.00
None
105.34K
LULULEMON ATHLETICA INC
SOLEShares81.81K
TypeSH
Market value$31.28M
4.12%
Sole
14.75K
Shared
0.00
None
67.06K
VISA INC
SOLEShares98.77K
TypeSH
Market value$31.22M
4.12%
Sole
17.73K
Shared
0.00
None
81.04K
MICROSOFT CORP
SOLEShares67.81K
TypeSH
Market value$28.58M
3.77%
Sole
12.51K
Shared
0.00
None
55.30K
DATADOG INC
SOLEShares181.18K
TypeSH
Market value$25.89M
3.41%
Sole
35.27K
Shared
0.00
None
145.91K
CIENA CORP
SOLEShares268.64K
TypeSH
Market value$22.78M
3.00%
Sole
51.68K
Shared
0.00
None
216.96K
ACCENTURE PLC IRELAND
SOLEShares58.28K
TypeSH
Market value$20.50M
2.70%
Sole
10.82K
Shared
0.00
None
47.47K
ON HLDG AG
SOLEShares318.02K
TypeSH
Market value$17.42M
2.30%
Sole
66.70K
Shared
0.00
None
251.32K
MONDAY COM LTD
SOLEShares63.60K
TypeSH
Market value$14.97M
1.97%
Sole
12.08K
Shared
0.00
None
51.52K
ALPHABET INC
SOLEShares69.97K
TypeSH
Market value$13.24M
1.75%
Sole
14.59K
Shared
0.00
None
55.38K
ADVANCED MICRO DEVICES INC
SOLEShares100.01K
TypeSH
Market value$12.08M
1.59%
Sole
13.17K
Shared
0.00
None
86.84K
PROGRESSIVE CORP
SOLEShares49.80K
TypeSH
Market value$11.93M
1.57%
Sole
9.16K
Shared
0.00
None
40.64K
POOL CORP
SOLEShares34.30K
TypeSH
Market value$11.69M
1.54%
Sole
6.31K
Shared
0.00
None
27.99K
INTUIT
SOLEShares13.93K
TypeSH
Market value$8.75M
1.15%
Sole
2.98K
Shared
0.00
None
10.95K
KLA CORP
SOLEShares9.74K
TypeSH
Market value$6.14M
0.81%
Sole
1.63K
Shared
0.00
None
8.12K
RIVIAN AUTOMOTIVE INC
SOLEShares335.94K
TypeSH
Market value$4.47M
0.59%
Sole
71.33K
Shared
0.00
None
264.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INCSOLE | COM | 182.72K | SH | $92.43M 12.19% | 34.48K | 0.00 | 148.24K |
AMAZON COM INCSOLE | COM | 394.55K | SH | $86.56M 11.41% | 76.89K | 0.00 | 317.65K |
DANAHER CORPORATIONSOLE | COM | 248.26K | SH | $56.99M 7.51% | 49.50K | 0.00 | 198.75K |
ANALOG DEVICES INCSOLE | COM | 248.52K | SH | $52.80M 6.96% | 49.49K | 0.00 | 199.03K |
NIKE INCSOLE | CL B | 497.64K | SH | $37.66M 4.96% | 104.77K | 0.00 | 392.87K |
SNOWFLAKE INCSOLE | CL A | 233.28K | SH | $36.02M 4.75% | 45.53K | 0.00 | 187.75K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 385.89K | SH | $35.76M 4.71% | 70.06K | 0.00 | 315.84K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 164.64K | SH | $32.51M 4.29% | 32.99K | 0.00 | 131.65K |
PROCORE TECHNOLOGIES INCSOLE | COM | 431.60K | SH | $32.34M 4.26% | 85.45K | 0.00 | 346.16K |
APPLE INCSOLE | COM | 128.70K | SH | $32.23M 4.25% | 23.36K | 0.00 | 105.34K |
LULULEMON ATHLETICA INCSOLE | COM | 81.81K | SH | $31.28M 4.12% | 14.75K | 0.00 | 67.06K |
VISA INCSOLE | COM CL A | 98.77K | SH | $31.22M 4.12% | 17.73K | 0.00 | 81.04K |
MICROSOFT CORPSOLE | COM | 67.81K | SH | $28.58M 3.77% | 12.51K | 0.00 | 55.30K |
DATADOG INCSOLE | CL A COM | 181.18K | SH | $25.89M 3.41% | 35.27K | 0.00 | 145.91K |
CIENA CORPSOLE | COM NEW | 268.64K | SH | $22.78M 3.00% | 51.68K | 0.00 | 216.96K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 58.28K | SH | $20.50M 2.70% | 10.82K | 0.00 | 47.47K |
ON HLDG AGSOLE | NAMEN AKT A | 318.02K | SH | $17.42M 2.30% | 66.70K | 0.00 | 251.32K |
MONDAY COM LTDSOLE | SHS | 63.60K | SH | $14.97M 1.97% | 12.08K | 0.00 | 51.52K |
ALPHABET INCSOLE | CAP STK CL A | 69.97K | SH | $13.24M 1.75% | 14.59K | 0.00 | 55.38K |
ADVANCED MICRO DEVICES INCSOLE | COM | 100.01K | SH | $12.08M 1.59% | 13.17K | 0.00 | 86.84K |
PROGRESSIVE CORPSOLE | COM | 49.80K | SH | $11.93M 1.57% | 9.16K | 0.00 | 40.64K |
POOL CORPSOLE | COM | 34.30K | SH | $11.69M 1.54% | 6.31K | 0.00 | 27.99K |
INTUITSOLE | COM | 13.93K | SH | $8.75M 1.15% | 2.98K | 0.00 | 10.95K |
KLA CORPSOLE | COM NEW | 9.74K | SH | $6.14M 0.81% | 1.63K | 0.00 | 8.12K |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 335.94K | SH | $4.47M 0.59% | 71.33K | 0.00 | 264.61K |
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