Manchester Global Management (uk) Ltd 13F annual report
Manchester Global Management (uk) Ltd is an investment fund managing more than $569 billion ran by Konrad Czornij. There are currently 19 companies in Mr. Czornij’s portfolio. The largest investments include Unitedhealth Inc and Taiwan Semiconductor Mfg Ltd, together worth $131 billion.
$569 billion Assets Under Management (AUM)
As of 7th August 2024, Manchester Global Management (uk) Ltd’s top holding is 154,918 shares of Unitedhealth Inc currently worth over $78.9 billion and making up 13.9% of the portfolio value.
Relative to the number of outstanding shares of Unitedhealth Inc, Manchester Global Management (uk) Ltd owns more than approximately 0.1% of the company.
In addition, the fund holds 302,400 shares of Taiwan Semiconductor Mfg Ltd worth $52.6 billion.
The third-largest holding is Analog Devices worth $40.8 billion and the next is Danaher worth $37.6 billion, with 150,688 shares owned.
Currently, Manchester Global Management (uk) Ltd's portfolio is worth at least $569 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Manchester Global Management (uk) Ltd
The Manchester Global Management (uk) Ltd office and employees reside in London, United Kingdom. According to the last 13-F report filed with the SEC, Konrad Czornij serves as the COO at Manchester Global Management (uk) Ltd.
Recent trades
In the most recent 13F filing, Manchester Global Management (uk) Ltd revealed that it had opened a new position in
Apple Inc and bought 132,500 shares worth $27.9 billion.
This means they effectively own approximately 0.1% of the company.
Apple Inc makes up
36.2%
of the fund's Consumer Discretionary sector allocation and has grown its share price by 23.3% in the past year.
The investment fund also strengthened its position in Unitedhealth Inc by buying
17,500 additional shares.
This makes their stake in Unitedhealth Inc total 154,918 shares worth $78.9 billion.
Unitedhealth Inc soared 12.4% in the past year.
On the other hand, there are companies that Manchester Global Management (uk) Ltd is getting rid of from its portfolio.
Manchester Global Management (uk) Ltd closed its position in Cadence Design Systems on 14th August 2024.
It sold the previously owned 50,312 shares for $15.7 billion.
Konrad Czornij also disclosed a decreased stake in Danaher by approximately 0.1%.
This leaves the value of the investment at $37.6 billion and 150,688 shares.
One of the average hedge funds
The two most similar investment funds to Manchester Global Management (uk) Ltd are Mainstay Capital Management adv and Occidental Asset Management. They manage $569 billion and $569 billion respectively.
Konrad Czornij investment strategy
Manchester Global Management (uk) Ltd’s portfolio is diversified across 6 sectors.
Currently, their heaviest sector is Technology — making up 40.7% of
the total portfolio value.
The fund focuses on investments in the United States as
84.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
79% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $322 billion.
The complete list of Manchester Global Management (uk) Ltd trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Unitedhealth Group Inc |
12.73%
154,918
|
$78,893,541,000 | 13.87% |
| Taiwan Semiconductor Mfg Ltd |
1.68%
302,400
|
$52,560,144,000 | 9.24% |
| Analog Devices Inc. |
5.62%
178,571
|
$40,760,616,000 | 7.17% |
| Danaher Corp. |
7.09%
150,688
|
$37,649,397,000 | 6.62% |
| Amazon.com Inc. |
27.42%
172,028
|
$33,244,411,000 | 5.84% |
| Liberty Media Corp. |
44.33%
451,900
|
$32,464,496,000 | 5.71% |
| Procore Technologies, Inc. |
9.64%
468,835
|
$31,088,449,000 | 5.46% |
| Advanced Micro Devices Inc. |
8.23%
172,896
|
$28,045,460,000 | 4.93% |
| Apple Inc |
Opened
132,500
|
$27,907,150,000 | 4.91% |
| Visa Inc |
No change
104,143
|
$27,334,413,000 | 4.81% |
| KLA Corp. |
1.67%
29,457
|
$24,287,591,000 | 4.27% |
| Alphabet Inc |
23.59%
131,170
|
$23,892,616,000 | 4.20% |
| NVIDIA Corp |
337.52%
188,240
|
$23,255,170,000 | 4.09% |
| On Hldg Ag |
1.19%
580,605
|
$22,527,474,000 | 3.96% |
| Snowflake Inc. |
18.86%
157,524
|
$21,279,917,000 | 3.74% |
| Appfolio Inc |
83.35%
83,589
|
$20,443,362,000 | 3.59% |
| Intuit Inc |
35.19%
28,208
|
$18,538,580,000 | 3.26% |
| Lululemon Athletica inc. |
20.46%
53,635
|
$16,020,775,000 | 2.82% |
| Cadence Design Systems, Inc. |
Closed
50,312
|
$15,661,119,000 | |
| Thermo Fisher Scientific Inc. |
No change
15,689
|
$8,676,017,000 | 1.53% |
| No transactions found | |||
| Showing first 500 out of 20 holdings | |||
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