Manchester Global Management (UK) Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Manchester Global Management (UK) Ltd reported 21 stock positions worth $669.8 million. Its top holding was Unitedhealth (UNH) at 15.1% of the portfolio, followed by Amazon.com (AMZN, 14.7%) and Analog Devices (ADI, 8.1%). Compared with Q4 2024, it opened 3 new positions, sold out of 8, added to 10 and reduced 5. The biggest buy was a new position in Netflix (NFLX) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $669.8M (Q1 2025)
- SEC Filing
- 0001965104-25-000003 ↗ filed May 15, 2025
Holdings Value
Holdings 21 stocks · $669.8M
| UNH Unitedhealth Group Inc. | 15.07% | 192,722 | $100.9M | Add +5.5% |
| AMZN Amazon.com Inc. | 14.70% | 517,335 | $98.4M | Add +31.1% |
| ADI Analog Devices Inc. | 8.06% | 267,524 | $54.0M | Add +7.7% |
| DHR Danaher Corp. | 7.94% | 259,257 | $53.1M | Add +4.4% |
| SNOW Snowflake Inc. | 6.55% | 300,185 | $43.9M | Add +28.7% |
| FWONK Liberty Media Corp. Class C | 5.19% | 385,895 | $34.7M | No change |
| V Visa Inc. Class A | 5.17% | 98,772 | $34.6M | No change |
| PCOR Procore Technologies Inc. | 4.83% | 489,713 | $32.3M | Add +13.5% |
| TSM Taiwan Semiconductor-SP ADR | 4.39% | 177,313 | $29.4M | Add +7.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 4.18% | 638,023 | $28.0M | Add +100.6% |
| NFLX Netflix Inc. | 3.48% | 25,000 | $23.3M | New |
| CDNS Cadence Design SYS Inc. | 3.47% | 91,400 | $23.2M | New |
| MSFT Microsoft Corp. | 3.31% | 59,145 | $22.2M | Reduce -12.8% |
| TEAM Atlassian Corp. Class A | 3.09% | 97,538 | $20.7M | New |
| LULU Lululemon Athletica Inc. | 2.19% | 51,808 | $14.7M | Reduce -36.7% |
| PGR Progressive Corp. | 2.17% | 51,301 | $14.5M | Add +3.0% |
| ACN Accenture PLC Class A | 1.88% | 40,285 | $12.6M | Reduce -30.9% |
| FERG Ferguson Enterprises Inc. | 1.45% | 60,616 | $9.7M | Add +380.9% |
| CIEN Ciena Corp. | 1.18% | 130,640 | $7.9M | Reduce -51.4% |
| NKE Nike Inc. Class B | 1.09% | 114,887 | $7.3M | Reduce -76.9% |
| RIVN Rivian Automotive Inc. Class A | 0.62% | 335,939 | $4.2M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Sold out | 0.00% | −4.25 |
| NKE Nike Inc. Class B | Reduce -76.9% | 1.09% | −3.88 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −3.41 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −1.97 |
| LULU Lululemon Athletica Inc. | Reduce -36.7% | 2.19% | −1.94 |
| CIEN Ciena Corp. | Reduce -51.4% | 1.18% | −1.83 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.75 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.59 |
| POOL Pool Corp. | Sold out | 0.00% | −1.54 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.15 |
| ACN Accenture PLC Class A | Reduce -30.9% | 1.88% | −0.83 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.81 |
| MSFT Microsoft Corp. | Reduce -12.8% | 3.31% | −0.45 |
Portfolio Buys Q4 2024 → Q1 2025
| NFLX Netflix Inc. | New | 3.48% | +3.48 |
| CDNS Cadence Design SYS Inc. | New | 3.47% | +3.47 |
| AMZN Amazon.com Inc. | Add +31.1% | 14.70% | +3.28 |
| TEAM Atlassian Corp. Class A | New | 3.09% | +3.09 |
| UNH Unitedhealth Group Inc. | Add +5.5% | 15.07% | +2.88 |
| ONON On Holding AG Class A | Add +100.6% | 4.18% | +1.89 |
| SNOW Snowflake Inc. | Add +28.7% | 6.55% | +1.80 |
| FERG Ferguson Enterprises Inc. | Add +380.9% | 1.45% | +1.16 |
| ADI Analog Devices Inc. | Add +7.7% | 8.06% | +1.09 |
| PGR Progressive Corp. | Add +3.0% | 2.17% | +0.59 |
| PCOR Procore Technologies Inc. | Add +13.5% | 4.83% | +0.56 |
| DHR Danaher Corp. | Add +4.4% | 7.94% | +0.42 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.7% | 4.39% | +0.11 |
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 |