Manchester Global Management as of June 30, 2023
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 14.1 | $35M | 73k | 480.64 | |
| Deckers Outdoor Corporation (DECK) | 8.4 | $21M | 39k | 527.66 | |
| Snowflake Cl A (SNOW) | 8.1 | $20M | 114k | 175.98 | |
| Thermo Fisher Scientific (TMO) | 7.6 | $19M | 36k | 521.75 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.0 | $17M | 171k | 100.92 | |
| Advanced Micro Devices (AMD) | 6.6 | $16M | 142k | 113.91 | |
| Visa Com Cl A (V) | 6.5 | $16M | 68k | 237.48 | |
| Cadence Design Systems (CDNS) | 6.4 | $16M | 67k | 234.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $15M | 125k | 119.70 | |
| On Hldg Namen Akt A (ONON) | 5.9 | $15M | 438k | 33.00 | |
| Liberty Media Corp Del Com Ser C Frmla | 4.8 | $12M | 157k | 75.28 | |
| Lululemon Athletica (LULU) | 4.7 | $12M | 31k | 378.50 | |
| Intuit (INTU) | 4.2 | $10M | 23k | 458.19 | |
| Airbnb Com Cl A (ABNB) | 3.9 | $9.5M | 74k | 128.16 | |
| Amazon (AMZN) | 3.6 | $8.9M | 68k | 130.36 | |
| Kla Corp Com New (KLAC) | 2.2 | $5.3M | 11k | 485.02 |
