Manchester Global Management (UK) Ltd
13F Reported Value
ⓘ$906.0M
Holdings
23
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Manchester Global Management (UK) Ltd disclosed 23 positions worth $906.0M in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 12.7% of the equity portfolio, followed by $SNOW and $GOOG. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $META and a full exit from $NKE. The portfolio is most concentrated in Technology (61.9% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 68.7#300
Quality
$114.8M481,584 sh - 54.9#1,285
Quality
$92.4M363,172 sh - 78.2#57
Quality
$72.8M203,637 sh - 73.4
Quality
$62.6M210,000 sh - 79.2
Quality
$61.3M154,343 sh - 52.2
Quality
$54.0M227,616 sh - 72.6
Quality
$53.7M143,150 sh - 79.4
Quality
$50.1M115,720 sh - $45.0M94,275 sh
- 64.8
Quality
$43.9M230,603 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 68.7#300 | $114.8M | 481,584 |
 Snowflake Inc.$SNOW | 54.9#1,285 | $92.4M | 363,172 |
 Alphabet Inc.$GOOG | 78.2#57 | $72.8M | 203,637 |
 TEXAS INSTRUMENTS INC$TXN | 73.4 | $62.6M | 210,000 |
 ANALOG DEVICES INC$ADI | 79.2 | $61.3M | 154,343 |
 Ferguson Enterprises Inc. /DE/$FERG | 52.2 | $54.0M | 227,616 |
 CADENCE DESIGN SYSTEMS INC$CDNS | 72.6 | $53.7M | 143,150 |
 LAM RESEARCH CORP$LRCX | 79.4 | $50.1M | 115,720 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $45.0M | 94,275 |
 DANAHER CORP /DE/$DHR | 64.8 | $43.9M | 230,603 |
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
$560.6M
Consumer Discretionary
$180.2M
Industrials
$50.1M
Communication Services
$49.9M
Financials
$44.4M
Materials
$20.8M
Full Holdings — Manchester Global Management (UK) Ltd (Q2 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 | $114.8M | 12.7% | -5% | 68.7 |
| 2 | $SNOW | Snowflake Inc. | $92.4M | 10.2% | +43% | 54.9 |
| 3 | $GOOG | Alphabet Inc. | $72.8M | 8.0% | +0% | 78.2 |
| 4 | $TXN | TEXAS INSTRUMENTS INC | $62.6M | 6.9% | +0% | 73.4 |
| 5 | $ADI | ANALOG DEVICES INC | $61.3M | 6.8% | -32% | 79.2 |
| 6 | $FERG | Ferguson Enterprises Inc. /DE/ | $54.0M | 6.0% | -8% | 52.2 |
| 7 | $CDNS | CADENCE DESIGN SYSTEMS INC | $53.7M | 5.9% | +54% | 72.6 |
| 8 | $LRCX | LAM RESEARCH CORP | $50.1M | 5.5% | +0% | 79.4 |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $45.0M | 5.0% | +0% | — |
| 10 | $DHR | DANAHER CORP /DE/ | $43.9M | 4.8% | +0% | 64.8 |
| 11 |  $FWONA | Liberty Media Corp | $36.7M | 4.0% | +22% | 63.2 |
| 12 |  $SHOP | SHOPIFY INC. | $33.4M | 3.7% | +47% | 64.9 |
| 13 |  $V | VISA INC. | $31.9M | 3.5% | +0% | 82.9 |
| 14 |  $MDB | MongoDB, Inc. | $25.0M | 2.8% | -37% | 68.8 |
| 15 |  $NOW | ServiceNow, Inc. | $23.9M | 2.6% | -17% | 72.9 |
| 16 |  $CRH | CRH PUBLIC LTD CO | $20.8M | 2.3% | +0% | — |
| 17 |  $NVDA | NVIDIA CORP | $20.5M | 2.3% | +0% | 85.9 |
| 18 |  $NET | Cloudflare, Inc. | $17.5M | 1.9% | +0% | 56.4 |
| 19 |  $NFLX | NETFLIX INC | $13.2M | 1.5% | +0% | 78.8 |
| 20 |  $ONON | On Holding AG | $11.4M | 1.3% | -38% | 53.1 |
| 21 |  $SCHW | SCHWAB CHARLES CORP | $10.4M | 1.1% | +0% | 79.4 |
| 22 |  $META | Meta Platforms, Inc. | $8.4M | 0.9% | NEW | 79.6 |
| 23 |  $NP | Neptune Insurance Holdings Inc. | $2.1M | 0.2% | +0% | 68.2 |
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