Manchester Global Management (UK) Ltd — 13F Holdings & Portfolio
CIK 1965104 · latest 13F-HR filed 2026-05-15
Manchester Global Management (UK) Ltd manages $749.1M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (14.14%), ADI (9.61%), GOOGL (7.81%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 2, added to 5, and trimmed 12.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$749.1M
Long-equity book
23
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −2 / ↑5 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$44.7M +73.0%
- ANALOG DEVICES INC$13.3M +22.6%
- NETFLIX INC.$5.6M +45.8%
- TAIWAN SEMICONDUCTOR MANUFAC$3.2M +11.2%
- CLOUDFLARE INC$3.0M +25.4%
Top Trims
- ALPHABET INC-$47.1M -44.6%
- MONGODB INC-$18.2M -38.8%
- LAM RESEARCH CORP-$18.0M -42.2%
- ON HLDG AG-$11.6M -39.5%
- CRH PLC-$10.1M -33.0%
New Positions
- TEXAS INSTRS INC$40.8M
- SERVICENOW INC$30.4M
- NVIDIA CORPORATION$17.9M
- SCHWAB CHARLES CORP$10.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $105.9M | 14.14% | 508,690 | SH |
| 2 | ANALOG DEVICES INC | ADI | 032654105 | $72.0M | 9.61% | 226,343 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $58.5M | 7.81% | 203,537 | SH |
| 4 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $57.8M | 7.71% | 247,616 | SH |
| 5 | DANAHER CORP DEL | DHR | 235851102 | $43.7M | 5.84% | 230,603 | SH |
| 6 | TEXAS INSTRS INC | TXN | 882508104 | $40.8M | 5.44% | 210,000 | SH |
| 7 | SNOWFLAKE INC | SNOW | 833445109 | $38.3M | 5.12% | 254,172 | SH |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $31.9M | 4.25% | 94,275 | SH |
| 9 | SERVICENOW INC | NOW | 81762P102 | $30.4M | 4.06% | 291,000 | SH |
| 10 | MONGODB INC | MDB | 60937P106 | $28.8M | 3.84% | 117,499 | SH |
| 11 | VISA INC | V | 92826C839 | $28.1M | 3.75% | 92,913 | SH |
| 12 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $26.8M | 3.58% | 315,746 | SH |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $25.9M | 3.46% | 93,150 | SH |
| 14 | LAM RESEARCH CORP | LRCX | 512807306 | $24.7M | 3.30% | 115,720 | SH |
| 15 | SHOPIFY INC | SHOP | 82509L107 | $23.7M | 3.17% | 199,956 | SH |
| 16 | CRH PLC | CRH | G25508105 | $20.4M | 2.72% | 194,190 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $17.9M | 2.38% | 102,400 | SH |
| 18 | NETFLIX INC. | NFLX | 64110L106 | $17.8M | 2.38% | 185,500 | SH |
| 19 | ON HLDG AG | ONON | H5919C104 | $17.8M | 2.37% | 522,239 | SH |
| 20 | CLOUDFLARE INC | NET | 18915M107 | $14.7M | 1.96% | 71,303 | SH |
| 21 | NIKE INC | NKE | 654106103 | $11.0M | 1.46% | 207,723 | SH |
| 22 | SCHWAB CHARLES CORP | SCHW | 808513105 | $10.6M | 1.42% | 113,000 | SH |
| 23 | NEPTUNE INS HLDGS INC | NP | 64073B103 | $1.6M | 0.21% | 65,180 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $749.1M | 23 | 0001965104-26-000004 |
| 2025-12-31 | 2026-02-17 | $742.2M | 21 | 0001965104-26-000003 |
| 2025-09-30 | 2025-11-14 | $760.4M | 21 | 0001965104-25-000010 |