Manchester Global Management (UK) Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Manchester Global Management (UK) Ltd reported 23 stock positions worth $749.1 million. Its top holding was Amazon.com (AMZN) at 14.1% of the portfolio, followed by Analog Devices (ADI, 9.6%) and Alphabet Class A (GOOGL, 7.8%). Compared with Q4 2025, it opened 4 new positions, sold out of 2, added to 7 and reduced 5. The biggest buy was Amazon.com (AMZN, shares +92%) and the biggest sale Alphabet Class A (GOOGL, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001965104
- Portfolio Value
- $749.1M (Q1 2026)
- SEC Filing
- 0001965104-26-000004 ↗ filed May 15, 2026
Holdings Value
Holdings 23 stocks · $749.1M
| AMZN Amazon.com Inc. | 14.14% | 508,690 | $105.9M | Add +91.8% |
| ADI Analog Devices Inc. | 9.61% | 226,343 | $72.0M | Add +4.5% |
| GOOGL Alphabet Inc. Class A | 7.81% | 203,537 | $58.5M | Reduce -39.7% |
| FERG Ferguson Enterprises Inc. | 7.71% | 247,616 | $57.8M | Reduce -10.2% |
| DHR Danaher Corp. | 5.84% | 230,603 | $43.7M | No change |
| TXN Texas Instruments Inc. | 5.44% | 210,000 | $40.8M | New |
| SNOW Snowflake Inc. | 5.12% | 254,172 | $38.3M | Add +51.1% |
| TSM Taiwan Semiconductor-SP ADR | 4.25% | 94,275 | $31.9M | No change |
| NOW ServiceNow Inc. | 4.06% | 291,000 | $30.4M | New |
| MDB Mongodb Inc. | 3.84% | 117,499 | $28.8M | Add +4.9% |
| V Visa Inc. Class A | 3.75% | 92,913 | $28.1M | No change |
| FWONK Liberty Media Corp. Class C | 3.58% | 315,746 | $26.8M | No change |
| CDNS Cadence Design SYS Inc. | 3.46% | 93,150 | $25.9M | No change |
| LRCX Lam Research Corp. | 3.30% | 115,720 | $24.7M | Reduce -53.7% |
| SHOP Shopify Inc. Class A | 3.17% | 199,956 | $23.7M | Add +30.7% |
| CRH CRH PLC | 2.73% | 194,190 | $20.4M | Reduce -20.5% |
| NVDA Nvidia Corp. | 2.38% | 102,400 | $17.9M | New |
| NFLX Netflix Inc. | 2.38% | 185,500 | $17.8M | Add +42.1% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.37% | 522,239 | $17.8M | Reduce -17.4% |
| NET Cloudflare Inc. Class A | 1.96% | 71,303 | $14.7M | Add +19.8% |
| NKE Nike Inc. Class B | 1.46% | 207,723 | $11.0M | No change |
| SCHW Schwab (charles) Corp. | 1.42% | 113,000 | $10.6M | New |
| NP Neptune Insurance Holdi Class A | 0.21% | 65,180 | $1.6M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -39.7% | 7.81% | −6.42 |
| LRCX Lam Research Corp. | Reduce -53.7% | 3.30% | −2.46 |
| INTU Intuit Inc. | Sold out | 0.00% | −2.46 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.68 |
| ONON On Holding AG Class A | Reduce -17.4% | 2.37% | −1.59 |
| CRH CRH PLC | Reduce -20.5% | 2.73% | −1.38 |
| FERG Ferguson Enterprises Inc. | Reduce -10.2% | 7.71% | −0.56 |
Portfolio Buys Q4 2025 → Q1 2026
| AMZN Amazon.com Inc. | Add +91.8% | 14.14% | +5.89 |
| TXN Texas Instruments Inc. | New | 5.44% | +5.44 |
| NOW ServiceNow Inc. | New | 4.06% | +4.06 |
| NVDA Nvidia Corp. | New | 2.38% | +2.38 |
| ADI Analog Devices Inc. | Add +4.5% | 9.61% | +1.70 |
| SCHW Schwab (charles) Corp. | New | 1.42% | +1.42 |
| NFLX Netflix Inc. | Add +42.1% | 2.38% | +0.73 |
| NET Cloudflare Inc. Class A | Add +19.8% | 1.96% | +0.38 |
| SNOW Snowflake Inc. | Add +51.1% | 5.12% | +0.15 |
| SHOP Shopify Inc. Class A | Add +30.7% | 3.17% | −0.15 |
| MDB Mongodb Inc. | Add +4.9% | 3.84% | −2.49 |
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 |