Manchester Global Management (UK) Ltd — 13F Holdings & Portfolio
CIK 1965104 · latest 13F-HR filed 2026-08-14
Manchester Global Management (UK) Ltd manages $906.0M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (12.67%), SNOW (10.20%), GOOGL (8.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 13, and trimmed 6.
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.
LONDON, X0 W11 3JY
$906.0M
Long-equity book
23
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −1 / ↑13 / ↓6
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SNOWFLAKE INC$54.1M +141.1%
- CADENCE DESIGN SYSTEM INC$27.8M +107.6%
- LAM RESEARCH CORP$25.4M +102.8%
- TEXAS INSTRS INC$21.8M +53.5%
- ALPHABET INC$14.2M +24.3%
Top Trims
- ANALOG DEVICES INC-$10.7M -14.9%
- SERVICENOW INC-$6.5M -21.4%
- ON HLDG AG-$6.4M -35.8%
- NETFLIX INC.-$4.6M -25.7%
- FERGUSON ENTERPRISES INC-$3.7M -6.5%
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 | $114.8M | 12.67% | 481,584 | SH |
| 2 | SNOWFLAKE INC | SNOW | 833445109 | $92.4M | 10.20% | 363,172 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $72.8M | 8.03% | 203,637 | SH |
| 4 | TEXAS INSTRS INC | TXN | 882508104 | $62.6M | 6.91% | 210,000 | SH |
| 5 | ANALOG DEVICES INC | ADI | 032654105 | $61.3M | 6.77% | 154,343 | SH |
| 6 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $54.0M | 5.96% | 227,616 | SH |
| 7 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $53.7M | 5.93% | 143,150 | SH |
| 8 | LAM RESEARCH CORP | LRCX | 512807306 | $50.1M | 5.53% | 115,720 | SH |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $45.0M | 4.97% | 94,275 | SH |
| 10 | DANAHER CORP DEL | DHR | 235851102 | $43.9M | 4.85% | 230,603 | SH |
| 11 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $36.7M | 4.05% | 385,746 | SH |
| 12 | SHOPIFY INC | SHOP | 82509L107 | $33.4M | 3.69% | 292,956 | SH |
| 13 | VISA INC | V | 92826C839 | $31.9M | 3.52% | 92,913 | SH |
| 14 | MONGODB INC | MDB | 60937P106 | $25.0M | 2.76% | 74,499 | SH |
| 15 | SERVICENOW INC | NOW | 81762P102 | $23.9M | 2.64% | 240,900 | SH |
| 16 | CRH PLC | CRH | G25508105 | $20.8M | 2.29% | 194,190 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $20.5M | 2.26% | 102,400 | SH |
| 18 | CLOUDFLARE INC | NET | 18915M107 | $17.5M | 1.93% | 71,303 | SH |
| 19 | NETFLIX INC. | NFLX | 64110L106 | $13.2M | 1.46% | 185,500 | SH |
| 20 | ON HLDG AG | ONON | H5919C104 | $11.4M | 1.26% | 322,239 | SH |
| 21 | SCHWAB CHARLES CORP | SCHW | 808513105 | $10.4M | 1.15% | 113,000 | SH |
| 22 | META PLATFORMS INC | META | 30303M102 | $8.4M | 0.93% | 15,000 | SH |
| 23 | NEPTUNE INS HLDGS INC | NP | 64073B103 | $2.1M | 0.23% | 65,180 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $906.0M | 23 | 0001965104-26-000005 |
| 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 |