Manchester Global Management (UK) Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Manchester Global Management (UK) Ltd reported 21 stock positions worth $742.2 million. Its top holding was Alphabet Class A (GOOGL) at 14.2% of the portfolio, followed by Ferguson Enterprises (FERG, 8.3%) and Amazon.com (AMZN, 8.3%). Compared with Q3 2025, it opened 3 new positions, sold out of 3, added to 5 and reduced 13. The biggest buy was Alphabet Class A (GOOGL, shares +9%) and the biggest sale Microsoft (MSFT, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $742.2M (Q4 2025)
- SEC Filing
- 0001965104-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 21 stocks · $742.2M
| GOOGL Alphabet Inc. Class A | 14.23% | 337,537 | $105.6M | Add +8.5% |
| FERG Ferguson Enterprises Inc. | 8.27% | 275,616 | $61.4M | Add +31.1% |
| AMZN Amazon.com Inc. | 8.25% | 265,290 | $61.2M | Reduce -18.9% |
| ADI Analog Devices Inc. | 7.91% | 216,540 | $58.7M | Reduce -24.3% |
| DHR Danaher Corp. | 7.11% | 230,603 | $52.8M | Add +26.9% |
| MDB Mongodb Inc. | 6.33% | 111,999 | $47.0M | Reduce -18.3% |
| LRCX Lam Research Corp. | 5.76% | 249,720 | $42.7M | Reduce -0.3% |
| SNOW Snowflake Inc. | 4.97% | 168,172 | $36.9M | Reduce -17.5% |
| V Visa Inc. Class A | 4.39% | 92,913 | $32.6M | Reduce -5.9% |
| FWONK Liberty Media Corp. Class C | 4.19% | 315,746 | $31.1M | Reduce -6.0% |
| CRH CRH PLC | 4.11% | 244,190 | $30.5M | Add +171.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 3.96% | 632,239 | $29.4M | Reduce -7.0% |
| CDNS Cadence Design SYS Inc. | 3.92% | 93,150 | $29.1M | Add +46.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.86% | 94,275 | $28.6M | Reduce -30.6% |
| SHOP Shopify Inc. Class A | 3.32% | 152,956 | $24.6M | New |
| INTU Intuit Inc. | 2.46% | 27,537 | $18.2M | New |
| NKE Nike Inc. Class B | 1.78% | 207,723 | $13.2M | Reduce -6.8% |
| MSFT Microsoft Corp. | 1.68% | 25,855 | $12.5M | Reduce -79.5% |
| NFLX Netflix Inc. | 1.65% | 130,500 | $12.2M | Reduce -30.6% |
| NET Cloudflare Inc. Class A | 1.58% | 59,510 | $11.7M | Reduce -7.0% |
| NP Neptune Insurance Holdi Class A | 0.26% | 65,180 | $1.9M | New |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -79.5% | 1.68% | −6.89 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −3.56 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.74 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −1.51 |
| ADI Analog Devices Inc. | Reduce -24.3% | 7.91% | −1.33 |
| NFLX Netflix Inc. | Reduce -30.6% | 1.65% | −1.32 |
| AMZN Amazon.com Inc. | Reduce -18.9% | 8.25% | −1.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -30.6% | 3.86% | −1.13 |
| SNOW Snowflake Inc. | Reduce -17.5% | 4.97% | −1.08 |
| FWONK Liberty Media Corp. Class C | Reduce -6.0% | 4.19% | −0.42 |
| NKE Nike Inc. Class B | Reduce -6.8% | 1.78% | −0.26 |
| NET Cloudflare Inc. Class A | Reduce -7.0% | 1.58% | −0.23 |
| V Visa Inc. Class A | Reduce -5.9% | 4.39% | −0.04 |
| ONON On Holding AG Class A | Reduce -7.0% | 3.96% | +0.18 |
| MDB Mongodb Inc. | Reduce -18.3% | 6.33% | +0.74 |
| LRCX Lam Research Corp. | Reduce -0.3% | 5.76% | +1.35 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +8.5% | 14.23% | +4.29 |
| SHOP Shopify Inc. Class A | New | 3.32% | +3.32 |
| CRH CRH PLC | Add +171.7% | 4.11% | +2.69 |
| INTU Intuit Inc. | New | 2.46% | +2.46 |
| DHR Danaher Corp. | Add +26.9% | 7.11% | +2.37 |
| FERG Ferguson Enterprises Inc. | Add +31.1% | 8.27% | +2.06 |
| CDNS Cadence Design SYS Inc. | Add +46.2% | 3.92% | +0.98 |
| NP Neptune Insurance Holdi Class A | New | 0.26% | +0.26 |
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 |