# Manchester Global Management (UK) Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1965104. Source: https://holderbook.com/funds/1965104-manchester-global-management-uk-ltd/

- Reported value: $906.0M
- Positions: 23
- Weight of the ten largest: 71.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $114.8M | 481,584 | 12.7% | 15 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $92.4M | 363,172 | 10.2% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $72.8M | 203,637 | 8.0% | 4 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $62.6M | 210,000 | 6.9% | 2 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $61.3M | 154,343 | 6.8% | 10 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $54.0M | 227,616 | 6.0% | 7 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $53.7M | 143,150 | 5.9% | 6 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $50.1M | 115,720 | 5.5% | 5 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $45.0M | 94,275 | 5.0% | 15 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $43.9M | 230,603 | 4.8% | 12 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $36.7M | 385,746 | 4.1% | 12 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $33.4M | 292,956 | 3.7% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $31.9M | 92,913 | 3.5% | 15 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $25.0M | 74,499 | 2.8% | 4 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $23.9M | 240,900 | 2.6% | 2 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $20.8M | 194,190 | 2.3% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $20.5M | 102,400 | 2.3% | 2 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $17.5M | 71,303 | 1.9% | 5 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $13.2M | 185,500 | 1.5% | 6 |
| ON HLDG AG | [ONON](https://holderbook.com/stocks/ONON/) | $11.4M | 322,239 | 1.3% | 14 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $10.4M | 113,000 | 1.2% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.4M | 15,000 | 0.9% | 1 |
| NEPTUNE INS HLDGS INC | [NP](https://holderbook.com/stocks/NP/) | $2.1M | 65,180 | 0.2% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +21.3% | +14.8% | +6.5% | 100% |
| Q1 2026 | -9.4% | -4.6% | -4.8% | 100% |
| Q4 2025 | +6.5% | +2.4% | +4.2% | 100% |
| Q3 2025 | +2.4% | +7.8% | -5.4% | 100% |
| Q2 2025 | +8.0% | +10.5% | -2.4% | 100% |
| Q1 2025 | -9.1% | -4.6% | -4.6% | 100% |
| Q4 2024 | +3.5% | +2.1% | +1.3% | 100% |
| Q3 2024 | +3.0% | +5.4% | -2.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $906.0M | 23 |
| Q1 2026 | $749.1M | 23 |
| Q4 2025 | $742.2M | 21 |
| Q3 2025 | $760.4M | 21 |
| Q2 2025 | $693.9M | 21 |
| Q1 2025 | $669.8M | 21 |
| Q4 2024 | $758.4M | 26 |
| Q3 2024 | $619.8M | 20 |
| Q2 2024 | $568.9M | 19 |
| Q1 2024 | $569.5M | 19 |
| Q4 2023 | $307.4M | 20 |
| Q3 2023 | $261.0M | 18 |