Manchester Global Management (UK) Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Manchester Global Management (UK) Ltd reported 21 stock positions worth $760.4 million. Its top holding was Alphabet Class A (GOOGL) at 9.9% of the portfolio, followed by Amazon.com (AMZN, 9.4%) and Analog Devices (ADI, 9.2%). Compared with Q2 2025, it opened 5 new positions, sold out of 5, added to 6 and reduced 5. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Danaher (DHR, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $760.4M (Q3 2025)
- SEC Filing
- 0001965104-25-000010 ↗ filed Nov 14, 2025
Holdings Value
Holdings 21 stocks · $760.4M
| GOOGL Alphabet Inc. Class A | 9.94% | 311,000 | $75.6M | New |
| AMZN Amazon.com Inc. | 9.45% | 327,245 | $71.9M | Reduce -5.2% |
| ADI Analog Devices Inc. | 9.24% | 286,024 | $70.3M | No change |
| MSFT Microsoft Corp. | 8.57% | 125,845 | $65.2M | Add +6.8% |
| FERG Ferguson Enterprises Inc. | 6.21% | 210,149 | $47.2M | Add +68.0% |
| SNOW Snowflake Inc. | 6.05% | 203,885 | $46.0M | Reduce -12.4% |
| MDB Mongodb Inc. | 5.59% | 137,000 | $42.5M | New |
| TSM Taiwan Semiconductor-SP ADR | 4.99% | 135,813 | $37.9M | Add +57.4% |
| DHR Danaher Corp. | 4.74% | 181,757 | $36.0M | Reduce -46.1% |
| FWONK Liberty Media Corp. Class C | 4.61% | 335,895 | $35.1M | No change |
| V Visa Inc. Class A | 4.43% | 98,772 | $33.7M | No change |
| LRCX Lam Research Corp. | 4.41% | 250,436 | $33.5M | Add +13.6% |
| ONON On Holding AG Class A filed as ON HLDG AG | 3.78% | 679,523 | $28.8M | Add +7.9% |
| RDDT Reddit Inc. Class A | 3.56% | 117,700 | $27.1M | New |
| NFLX Netflix Inc. | 2.96% | 18,800 | $22.5M | Reduce -46.3% |
| CDNS Cadence Design SYS Inc. | 2.94% | 63,700 | $22.4M | No change |
| NKE Nike Inc. Class B | 2.04% | 223,000 | $15.5M | Add +31.2% |
| NET Cloudflare Inc. Class A | 1.81% | 64,000 | $13.7M | No change |
| NVDA Nvidia Corp. | 1.74% | 71,000 | $13.2M | Reduce -42.7% |
| ARM Arm Holdings PLC-ADR | 1.51% | 81,000 | $11.5M | New |
| CRH CRH PLC | 1.42% | 89,864 | $10.8M | New |
Portfolio Sells Q2 2025 → Q3 2025
| DHR Danaher Corp. | Reduce -46.1% | 4.74% | −4.86 |
| NFLX Netflix Inc. | Reduce -46.3% | 2.96% | −3.79 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −3.78 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −3.50 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −3.16 |
| PGR Progressive Corp. | Sold out | 0.00% | −1.97 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 9.45% | −1.47 |
| SNOW Snowflake Inc. | Reduce -12.4% | 6.05% | −1.46 |
| NVDA Nvidia Corp. | Reduce -42.7% | 1.74% | −1.08 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.67 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | New | 9.94% | +9.94 |
| MDB Mongodb Inc. | New | 5.59% | +5.59 |
| RDDT Reddit Inc. Class A | New | 3.56% | +3.56 |
| FERG Ferguson Enterprises Inc. | Add +68.0% | 6.21% | +2.28 |
| TSM Taiwan Semiconductor-SP ADR | Add +57.4% | 4.99% | +2.17 |
| ARM Arm Holdings PLC-ADR | New | 1.51% | +1.51 |
| CRH CRH PLC | New | 1.42% | +1.42 |
| LRCX Lam Research Corp. | Add +13.6% | 4.41% | +1.32 |
| NKE Nike Inc. Class B | Add +31.2% | 2.04% | +0.30 |
| MSFT Microsoft Corp. | Add +6.8% | 8.57% | +0.12 |
| ONON On Holding AG Class A | Add +7.9% | 3.78% | −0.94 |
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 |