Manchester Global Management (UK) Ltd

LONDON, X0 · CIK 1965104 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$906.0m reported value +20.9% vs Q1 2026

23positions

71.8%in top 10

1 new 5 added 6 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	481,584	$114.8m12.67%	12.67%	Reduced -27.1k	-27,106 -5.3%
2	SNOWFLAKE INC CL A SNOW	SNOW	363,172	$92.4m10.20%	10.20%	Added +109.0k	+109,000 42.9%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	203,637	$72.8m8.03%	8.03%	Added +100	+100 0.1%
4	TEXAS INSTRS INC COM TXN	TXN	210,000	$62.6m6.91%	6.91%	Unchanged
5	ANALOG DEVICES INC COM ADI	ADI	154,343	$61.3m6.77%	6.77%	Reduced -72.0k	-72,000 -31.8%
6	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	227,616	$54.0m5.96%	5.96%	Reduced -20.0k	-20,000 -8.1%
7	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	143,150	$53.7m5.93%	5.93%	Added +50.0k	+50,000 53.7%
8	LAM RESEARCH CORP COM NEW LRCX	LRCX	115,720	$50.1m5.53%	5.53%	Unchanged
9	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	94,275	$45.0m4.97%	4.97%	Unchanged
10	DANAHER CORPORATION COM DHR	DHR	230,603	$43.9m4.85%	4.85%	Unchanged
11	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	385,746	$36.7m4.05%	4.05%	Added +70.0k	+70,000 22.2%
12	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	292,956	$33.4m3.69%	3.69%	Added +93.0k	+93,000 46.5%
13	VISA INC COM CL A V	V	92,913	$31.9m3.52%	3.52%	Unchanged
14	MONGODB INC CL A MDB	MDB	74,499	$25.0m2.76%	2.76%	Reduced -43.0k	-43,000 -36.6%
15	SERVICENOW INC COM NOW	NOW	240,900	$23.9m2.64%	2.64%	Reduced -50.1k	-50,100 -17.2%
16	CRH PLC ORD CRH	CRH	194,190	$20.8m2.29%	2.29%	Unchanged
17	NVIDIA CORPORATION COM NVDA	NVDA	102,400	$20.5m2.26%	2.26%	Unchanged
18	CLOUDFLARE INC CL A COM NET	NET	71,303	$17.5m1.93%	1.93%	Unchanged
19	NETFLIX INC COM NFLX	NFLX	185,500	$13.2m1.46%	1.46%	Unchanged
20	ON HLDG AG NAMEN AKT A ONON	ONON	322,239	$11.4m1.26%	1.26%	Reduced -200.0k	-200,000 -38.3%
21	SCHWAB CHARLES CORP COM SCHW	SCHW	113,000	$10.4m1.15%	1.15%	Unchanged
22	META PLATFORMS INC CL A META	META	15,000	$8.4m0.93%	0.93%	New
23	NEPTUNE INS HLDGS INC CL A NP	NP	65,180	$2.1m0.23%	0.23%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NIKE INC NKE	NKE	207,723	$11.0m207.7k shares