Manchester Global Management (UK) Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Manchester Global Management (UK) Ltd reported 21 stock positions worth $693.9 million. Its top holding was Amazon.com (AMZN) at 10.9% of the portfolio, followed by Analog Devices (ADI, 9.8%) and Danaher (DHR, 9.6%). Compared with Q1 2025, it opened 4 new positions, sold out of 4, added to 6 and reduced 8. The biggest buy was Microsoft (MSFT, shares +99%) and the biggest sale Unitedhealth (UNH, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $693.9M (Q2 2025)
- SEC Filing
- 0001965104-25-000005 ↗ filed Aug 14, 2025
Holdings Value
Holdings 21 stocks · $693.9M
| AMZN Amazon.com Inc. | 10.92% | 345,345 | $75.8M | Reduce -33.3% |
| ADI Analog Devices Inc. | 9.81% | 286,024 | $68.1M | Add +6.9% |
| DHR Danaher Corp. | 9.60% | 337,257 | $66.6M | Add +30.1% |
| MSFT Microsoft Corp. | 8.45% | 117,845 | $58.6M | Add +99.3% |
| SNOW Snowflake Inc. | 7.51% | 232,885 | $52.1M | Reduce -22.4% |
| NFLX Netflix Inc. | 6.75% | 35,000 | $46.9M | Add +40.0% |
| FWONK Liberty Media Corp. Class C | 5.06% | 335,895 | $35.1M | Reduce -13.0% |
| V Visa Inc. Class A | 5.05% | 98,772 | $35.1M | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 4.72% | 629,523 | $32.8M | Reduce -1.3% |
| FERG Ferguson Enterprises Inc. | 3.93% | 125,116 | $27.2M | Add +106.4% |
| GTLB Gitlab Inc. Class A | 3.78% | 582,000 | $26.3M | New |
| PCOR Procore Technologies Inc. | 3.50% | 355,213 | $24.3M | Reduce -27.5% |
| UNH Unitedhealth Group Inc. | 3.16% | 70,222 | $21.9M | Reduce -63.6% |
| LRCX Lam Research Corp. | 3.09% | 220,436 | $21.5M | New |
| CDNS Cadence Design SYS Inc. | 2.83% | 63,700 | $19.6M | Reduce -30.3% |
| NVDA Nvidia Corp. | 2.82% | 124,000 | $19.6M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.82% | 86,313 | $19.5M | Reduce -51.3% |
| PGR Progressive Corp. | 1.97% | 51,301 | $13.7M | No change |
| NET Cloudflare Inc. Class A | 1.81% | 64,000 | $12.5M | New |
| NKE Nike Inc. Class B | 1.74% | 170,000 | $12.1M | Add +48.0% |
| RIVN Rivian Automotive Inc. Class A | 0.67% | 335,939 | $4.6M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -63.6% | 3.16% | −11.91 |
| AMZN Amazon.com Inc. | Reduce -33.3% | 10.92% | −3.78 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −3.09 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −2.19 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.88 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -51.3% | 2.82% | −1.58 |
| PCOR Procore Technologies Inc. | Reduce -27.5% | 3.50% | −1.32 |
| CIEN Ciena Corp. | Sold out | 0.00% | −1.18 |
| CDNS Cadence Design SYS Inc. | Reduce -30.3% | 2.83% | −0.64 |
| FWONK Liberty Media Corp. Class C | Reduce -13.0% | 5.06% | −0.13 |
| ONON On Holding AG Class A | Reduce -1.3% | 4.72% | +0.54 |
| SNOW Snowflake Inc. | Reduce -22.4% | 7.51% | +0.96 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +99.3% | 8.45% | +5.13 |
| GTLB Gitlab Inc. Class A | New | 3.78% | +3.78 |
| NFLX Netflix Inc. | Add +40.0% | 6.75% | +3.27 |
| LRCX Lam Research Corp. | New | 3.09% | +3.09 |
| NVDA Nvidia Corp. | New | 2.82% | +2.82 |
| FERG Ferguson Enterprises Inc. | Add +106.4% | 3.93% | +2.48 |
| NET Cloudflare Inc. Class A | New | 1.81% | +1.81 |
| ADI Analog Devices Inc. | Add +6.9% | 9.81% | +1.76 |
| DHR Danaher Corp. | Add +30.1% | 9.60% | +1.67 |
| NKE Nike Inc. Class B | Add +48.0% | 1.74% | +0.65 |
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 |