Manchester Global Management as of Sept. 30, 2023
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 18 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 14.0 | $37M | 73k | 504.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.1 | $24M | 182k | 130.86 | |
| Amazon (AMZN) | 7.2 | $19M | 148k | 127.12 | |
| Cadence Design Systems (CDNS) | 6.6 | $17M | 74k | 234.30 | |
| Deckers Outdoor Corporation (DECK) | 6.1 | $16M | 31k | 514.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.0 | $16M | 181k | 86.90 | |
| Visa Com Cl A (V) | 6.0 | $16M | 68k | 230.01 | |
| Snowflake Cl A (SNOW) | 5.4 | $14M | 93k | 152.77 | |
| Lululemon Athletica (LULU) | 5.4 | $14M | 37k | 385.61 | |
| Advanced Micro Devices (AMD) | 5.2 | $14M | 132k | 102.82 | |
| Thermo Fisher Scientific (TMO) | 5.1 | $13M | 26k | 506.17 | |
| Intuit (INTU) | 5.0 | $13M | 26k | 510.94 | |
| Danaher Corporation (DHR) | 4.7 | $12M | 49k | 248.10 | |
| On Hldg Namen Akt A (ONON) | 4.3 | $11M | 408k | 27.82 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.8 | $9.8M | 157k | 62.30 | |
| Airbnb Com Cl A (ABNB) | 2.7 | $7.0M | 51k | 137.21 | |
| NVIDIA Corporation (NVDA) | 2.0 | $5.2M | 12k | 434.99 | |
| Kla Corp Com New (KLAC) | 1.4 | $3.6M | 7.8k | 458.66 |
