Manchester Global Management (UK) Ltd
13F Reported Value
ⓘ$749.1M
Holdings
23
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Manchester Global Management (UK) Ltd disclosed 23 positions worth $749.1M in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 14.1% of the equity portfolio, followed by $ADI and $GOOG. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $TXN and a full exit from $INTU. The portfolio is most concentrated in Technology (56.9% of disclosed assets). All figures are sourced directly from Manchester Global Management (UK) Ltd’s Form 13F-HR filing with the SEC under CIK 1965104.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 74.6#152
Quality
$105.9M508,690 sh - 76.2#110
Quality
$72.0M226,343 sh - 80.2#45
Quality
$58.5M203,537 sh - 58.9
Quality
$57.8M247,616 sh - 63.9
Quality
$43.7M230,603 sh - 70.4
Quality
$40.8M210,000 sh - 49.6
Quality
$38.3M254,172 sh - $31.9M94,275 sh
- 76.0
Quality
$30.4M291,000 sh - 54.6
Quality
$28.8M117,499 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 74.6#152 | $105.9M | 508,690 |
 ANALOG DEVICES INC$ADI | 76.2#110 | $72.0M | 226,343 |
 Alphabet Inc.$GOOG | 80.2#45 | $58.5M | 203,537 |
 Ferguson Enterprises Inc. /DE/$FERG | 58.9 | $57.8M | 247,616 |
 DANAHER CORP /DE/$DHR | 63.9 | $43.7M | 230,603 |
 TEXAS INSTRUMENTS INC$TXN | 70.4 | $40.8M | 210,000 |
 Snowflake Inc.$SNOW | 49.6 | $38.3M | 254,172 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $31.9M | 94,275 |
 ServiceNow, Inc.$NOW | 76.0 | $30.4M | 291,000 |
 MongoDB, Inc.$MDB | 54.6 | $28.8M | 117,499 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Manchester Global Management (UK) Ltd's 23 positions.
Showing top 10 of 23 holdings.
Sector Allocation
Technology
$426.6M
Consumer Discretionary
$192.4M
Communication Services
$44.7M
Financials
$40.3M
Industrials
$24.7M
Materials
$20.4M
Full Holdings — Manchester Global Management (UK) Ltd (Q1 2026)
All 23 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $105.9M | 14.1% | +92% | 74.6 |
| 2 | $ADI | ANALOG DEVICES INC | $72.0M | 9.6% | +5% | 76.2 |
| 3 | $GOOG | Alphabet Inc. | $58.5M | 7.8% | -40% | 80.2 |
| 4 | $FERG | Ferguson Enterprises Inc. /DE/ | $57.8M | 7.7% | -10% | 58.9 |
| 5 | $DHR | DANAHER CORP /DE/ | $43.7M | 5.8% | +0% | 63.9 |
| 6 | $TXN | TEXAS INSTRUMENTS INC | $40.8M | 5.4% | NEW | 70.4 |
| 7 | $SNOW | Snowflake Inc. | $38.3M | 5.1% | +51% | 49.6 |
| 8 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $31.9M | 4.3% | +0% | — |
| 9 | $NOW | ServiceNow, Inc. | $30.4M | 4.1% | NEW | 76 |
| 10 | $MDB | MongoDB, Inc. | $28.8M | 3.8% | +5% | 54.6 |
| 11 |  $V | VISA INC. | $28.1M | 3.8% | +0% | 83.5 |
| 12 |  $FWONA | Liberty Media Corp | $26.8M | 3.6% | +0% | 51 |
| 13 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $25.9M | 3.5% | +0% | 74.4 |
| 14 |  $LRCX | LAM RESEARCH CORP | $24.7M | 3.3% | -54% | 82.4 |
| 15 |  $SHOP | SHOPIFY INC. | $23.7M | 3.2% | +31% | — |
| 16 |  $CRH | CRH PUBLIC LTD CO | $20.4M | 2.7% | -20% | — |
| 17 |  $NVDA | NVIDIA CORP | $17.9M | 2.4% | NEW | 90.2 |
| 18 |  $NFLX | NETFLIX INC | $17.8M | 2.4% | +42% | 86.7 |
| 19 |  $ONON | On Holding AG | $17.8M | 2.4% | -17% | — |
| 20 |  $NET | Cloudflare, Inc. | $14.7M | 2.0% | +20% | 52.6 |
| 21 |  $NKE | NIKE, Inc. | $11.0M | 1.5% | +0% | 53.4 |
| 22 |  $SCHW | SCHWAB CHARLES CORP | $10.6M | 1.4% | NEW | 77.2 |
| 23 |  $NP | Neptune Insurance Holdings Inc. | $1.6M | 0.2% | +0% | — |
New Positions (4)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Manchester Global Management (UK) Ltd including:
Track Manchester Global Management (UK) Ltd's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Manchester Global Management (UK) Ltd and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Manchester Global Management (UK) Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Manchester Global Management (UK) Ltd (SEC CIK: 1965104), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Manchester Global Management (UK) Ltd's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.