Manchester Global Management (UK) Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Manchester Global Management (UK) Ltd reported 23 stock positions worth $906.0 million. Its top holding was Amazon.com (AMZN) at 12.7% of the portfolio, followed by Snowflake (SNOW, 10.2%) and Alphabet Class A (GOOGL, 8.0%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 5 and reduced 6. The biggest buy was Snowflake (SNOW, shares +43%) and the biggest sale Analog Devices (ADI, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $906.0M (Q2 2026)
- SEC Filing
- 0001965104-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 23 stocks · $906.0M
| AMZN Amazon.com Inc. | 12.67% | 481,584 | $114.8M | Reduce -5.3% |
| SNOW Snowflake Inc. | 10.20% | 363,172 | $92.4M | Add +42.9% |
| GOOGL Alphabet Inc. Class A | 8.03% | 203,637 | $72.8M | Add +0.1% |
| TXN Texas Instruments Inc. | 6.91% | 210,000 | $62.6M | No change |
| ADI Analog Devices Inc. | 6.77% | 154,343 | $61.3M | Reduce -31.8% |
| FERG Ferguson Enterprises Inc. | 5.96% | 227,616 | $54.0M | Reduce -8.1% |
| CDNS Cadence Design SYS Inc. | 5.93% | 143,150 | $53.7M | Add +53.7% |
| LRCX Lam Research Corp. | 5.53% | 115,720 | $50.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 4.97% | 94,275 | $45.0M | No change |
| DHR Danaher Corp. | 4.85% | 230,603 | $43.9M | No change |
| FWONK Liberty Media Corp. Class C | 4.05% | 385,746 | $36.7M | Add +22.2% |
| SHOP Shopify Inc. Class A | 3.69% | 292,956 | $33.4M | Add +46.5% |
| V Visa Inc. Class A | 3.52% | 92,913 | $31.9M | No change |
| MDB Mongodb Inc. | 2.76% | 74,499 | $25.0M | Reduce -36.6% |
| NOW ServiceNow Inc. | 2.64% | 240,900 | $23.9M | Reduce -17.2% |
| CRH CRH PLC | 2.29% | 194,190 | $20.8M | No change |
| NVDA Nvidia Corp. | 2.26% | 102,400 | $20.5M | No change |
| NET Cloudflare Inc. Class A | 1.93% | 71,303 | $17.5M | No change |
| NFLX Netflix Inc. | 1.46% | 185,500 | $13.2M | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.26% | 322,239 | $11.4M | Reduce -38.3% |
| SCHW Schwab (charles) Corp. | 1.15% | 113,000 | $10.4M | No change |
| META Meta Platforms Inc. Class A | 0.93% | 15,000 | $8.4M | New |
| NP Neptune Insurance Holdi Class A | 0.23% | 65,180 | $2.1M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| ADI Analog Devices Inc. | Reduce -31.8% | 6.77% | −2.85 |
| FERG Ferguson Enterprises Inc. | Reduce -8.1% | 5.96% | −1.75 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 12.67% | −1.47 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.46 |
| NOW ServiceNow Inc. | Reduce -17.2% | 2.64% | −1.42 |
| ONON On Holding AG Class A | Reduce -38.3% | 1.26% | −1.11 |
| MDB Mongodb Inc. | Reduce -36.6% | 2.76% | −1.08 |
Portfolio Buys Q1 2026 → Q2 2026
| SNOW Snowflake Inc. | Add +42.9% | 10.20% | +5.08 |
| CDNS Cadence Design SYS Inc. | Add +53.7% | 5.93% | +2.47 |
| META Meta Platforms Inc. Class A | New | 0.93% | +0.93 |
| SHOP Shopify Inc. Class A | Add +46.5% | 3.69% | +0.53 |
| FWONK Liberty Media Corp. Class C | Add +22.2% | 4.05% | +0.47 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 8.03% | +0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $906.0M | AMZN, SNOW, GOOGL, TXN, ADI |
| Q1 2026 | 23 | $749.1M | AMZN, ADI, GOOGL, FERG, DHR |
| Q4 2025 | 21 | $742.2M | GOOGL, FERG, AMZN, ADI, DHR |
| Q3 2025 | 21 | $760.4M | GOOGL, AMZN, ADI, MSFT, FERG |
| Q2 2025 | 21 | $693.9M | AMZN, ADI, DHR, MSFT, SNOW |
| Q1 2025 | 21 | $669.8M | UNH, AMZN, ADI, DHR, SNOW |
| Q4 2024 | 26 | $758.4M | UNH, AMZN, DHR, ADI, NKE |
| Q3 2024 | 20 | $619.8M | UNH, DHR, AMZN, TSM, FWONK |
| Q2 2024 | 19 | $568.9M | UNH, TSM, ADI, DHR, AMZN |
| Q1 2024 | 19 | $569.5M | UNH, AMZN, PCOR, DHR, TSM |