Manchester Global Management (UK) Ltd
CIK 1965104 · View on SEC EDGAR ↗
- Portfolio value
- $906.0M
- Positions
- 23
- As of
- June 30, 2026
#2,614 of 9,443 by 13F value · top 27.7%
Portfolio value QoQ: +20.9% 13F does not disclose cash
- Top 10 holdings weight
- 71.82%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 21
- Effective number of positions
- 15.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 8.73% Est. buys $72,270,127 · sells $77,276,841
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 53.5% still held
- New positions
- 1
- Increased
- 5
- Decreased
- 6
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +10.7% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Technology
53.6%
Communication Services
14.5%
Retail
12.7%
Industrials
8.3%
Healthcare
4.8%
Financial Services
4.7%
Consumer Discretionary
1.3%
Financials
0.2%
Full portfolio 23 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. - Common Stock | $114,780,731 | 12.67% | 481,584 | $8,835,865 | Down ×1 | ||
| SNOW Snowflake Inc. Common Stock | $92,427,274 | 10.20% | 363,172 | $54,093,053 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $72,773,755 | 8.03% | 203,637 | $14,244,655 | Up ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $62,594,700 | 6.91% | 210,000 | $21,825,300 | |||
| ADI Analog Devices, Inc. - Common Stock | $61,300,409 | 6.77% | 154,343 | $-10,708,353 | Down ×1 | ||
| FERG Ferguson Enterprises Inc. Common Stock | $54,020,105 | 5.96% | 227,616 | $-3,738,803 | Down ×2 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $53,727,058 | 5.93% | 143,150 | $27,843,467 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $50,144,948 | 5.53% | 115,720 | $25,420,213 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $45,022,912 | 4.97% | 94,275 | $13,162,676 | |||
| DHR Danaher Corporation Common Stock | $43,925,259 | 4.85% | 230,603 | $202,930 | |||
| FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock | $36,699,874 | 4.05% | 385,746 | $9,855,149 | Up ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $33,449,716 | 3.69% | 292,956 | $9,730,935 | Up ×2 | ||
| V Visa Inc. | $31,877,521 | 3.52% | 92,913 | $3,795,496 | |||
| MDB MongoDB, Inc. - Class A Common Stock | $25,024,214 | 2.76% | 74,499 | $-3,736,016 | Down ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $23,916,552 | 2.64% | 240,900 | $-6,507,498 | Down ×1 | ||
| CRH CRH PLC Ordinary Shares | $20,778,330 | 2.29% | 194,190 | $365,077 | |||
| NVDA NVIDIA Corporation - Common Stock | $20,489,216 | 2.26% | 102,400 | $2,630,656 | |||
| NET Cloudflare, Inc. Class A Common Stock | $17,489,200 | 1.93% | 71,303 | $2,776,539 | |||
| NFLX Netflix, Inc. - Common Stock | $13,244,700 | 1.46% | 185,500 | $-4,591,125 | |||
| ONON On Holding AG Class A Ordinary Shares | $11,413,705 | 1.26% | 322,239 | $-6,352,866 | Down ×3 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $10,426,510 | 1.15% | 113,000 | $-193,230 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $8,449,350 | 0.93% | 15,000 | Up ×1 | |||
| NP Neptune Insurance Holdings Inc. Class A Common Stock | $2,053,170 | 0.23% | 65,180 | $476,466 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| META | $8,449,350 | 15,000 | 0.93% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SNOW | Bought more | +109K | +$54.1M |
| CDNS | Bought more | +50K | +$27.8M |
| LRCX | Price move only | +0 | +$25.4M |
| TXN | Price move only | +0 | +$21.8M |
| GOOGL | Bought more | +100 | +$14.2M |
| TSM | Price move only | +0 | +$13.2M |
| ADI | Trimmed | -72K | -$10.7M |
| FWONK | Bought more | +70K | +$9.9M |
| SHOP | Bought more | +93K | +$9.7M |
| AMZN | Trimmed | -27K | +$8.8M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AAPL | March 31, 2025 | 128,699 | $32,228,804 | 38.7% |
| RDDT | Dec. 31, 2025 | 117,700 | $27,069,823 | -33.3% |
| GTLB | Sept. 30, 2025 | 582,000 | $26,254,020 | -9.3% |
| DDOG | March 31, 2025 | 181,179 | $25,888,667 | 131.7% |
| PCOR | Sept. 30, 2025 | 355,213 | $24,303,673 | -14.7% |
| UNH | Sept. 30, 2025 | 70,222 | $21,907,157 | 12.2% |
| TEAM | June 30, 2025 | 97,538 | $20,698,539 | -16.2% |
| INTU | March 31, 2026 | 27,537 | $18,241,060 | -16.6% |
| MNDY | March 31, 2025 | 63,600 | $14,973,984 | -63.6% |
| LULU | June 30, 2025 | 51,808 | $14,664,772 | -50.4% |
| PGR | Sept. 30, 2025 | 51,301 | $13,690,185 | -10.9% |
| NVDA | Dec. 31, 2025 | 71,000 | $13,247,180 | 16.3% |
| GOOGL | March 31, 2025 | 69,968 | $13,244,942 | 121.2% |
| ACN | June 30, 2025 | 40,285 | $12,570,531 | -38.9% |
| MSFT | March 31, 2026 | 25,855 | $12,503,995 | 30.2% |
| AMD | March 31, 2025 | 100,008 | $12,079,966 | 358.2% |
| POOL | March 31, 2025 | 34,300 | $11,694,242 | -40.0% |
| ARM | Dec. 31, 2025 | 81,000 | $11,460,690 | 129.4% |
| NKE | June 30, 2026 | 207,723 | $10,971,929 | -1.2% |
| INTU | March 31, 2025 | 13,926 | $8,752,491 | -41.3% |
| CIEN | June 30, 2025 | 130,640 | $7,894,575 | 391.3% |
| KLAC | March 31, 2025 | 9,745 | $6,140,519 | -72.7% |
| RIVN | Sept. 30, 2025 | 335,939 | $4,615,802 | 11.3% |