CIK: 0001965104
Total reported value
$749.1M
Reporting period: 2026-03-31 · Number of holdings: 23
Manchester Global Management (UK) Ltd disclosed 23 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $749.1M and a quarterly turnover rate of 44.9%.
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Manchester Global Management (UK) Ltd's disclosed holdings carry a Herfindahl concentration index of 0.064 — mathematically equivalent to about 16 equally-sized positions, close to its 23 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.71), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim GOOGL
-39.7% -$47.1M
Add AMZN
+91.7% $44.7M
Trim MDB
+4.9% -$18.2M
Trim LRCX
-53.7% -$18.0M
Add ADI
+4.5% $13.3M
Trim H5919C104
-17.4% -$11.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 14.14% | +5.89% | +91.75% | |
| 2 | ADI | Analog Devices INC | Stock-Tech | 9.61% | +1.70% | +4.53% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.81% | -6.42% | -39.70% | |
| 4 | FERG | Ferguson Enterprises INC | Stock-Industrials | 7.71% | -0.56% | -10.16% | |
| 5 | DHR | Danaher CORP | Stock-Healthcare | 5.84% | -1.27% | — | |
| 6 | TXN | Texas Instruments INC | Stock-Tech | 5.44% | +5.44% | NEW | |
| 7 | SNOW | Snowflake INC | Stock-Tech | 5.12% | +0.15% | +51.14% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.25% | +0.39% | — | |
| 9 | NOW | Servicenow INC | Stock-Tech | 4.06% | +4.06% | NEW | |
| 10 | MDB | Mongodb INC | Stock-Tech | 3.84% | -2.49% | +4.91% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.75% | -0.64% | — | |
| 12 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 3.58% | -0.61% | — | |
| 13 | CDNS | Cadence Design Sys INC | Stock-Tech | 3.46% | -0.46% | — | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 3.30% | -2.46% | -53.66% | |
| 15 | SHOP | Shopify INC - Class A | Stock-Tech | 3.17% | -0.15% | +30.73% | |
| 16 | CRH | CRH plc | Stock-Materials | 2.72% | -1.39% | -20.48% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +2.38% | NEW | |
| 18 | NFLX | Netflix INC | Stock-Comm Services | 2.38% | +0.73% | +42.15% | |
| 19 | ✓ | On Hldg AG | Stock-Other | 2.37% | -1.59% | -17.40% | |
| 20 | NET | Cloudflare INC - Class A | Stock-Tech | 1.96% | +0.38% | +19.82% | |
| 21 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.46% | -0.32% | — | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.42% | +1.42% | NEW | |
| 23 | NP | Neptune Insurance Holdi-cl A | Stock-Other | 0.21% | -0.05% | — |
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+21.1%
Based on 84% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 23 | $749.1M | 45 | |
| 2025-12-31 | 21 | $742.2M | 41 | |
| 2025-09-30 | 21 | $760.4M | 82 | |
| 2025-06-30 | 21 | $693.9M | 0 | |
| 2025-03-31 | 21 | $669.8M | 0 | |
| 2024-12-31 | 26 | $758.4M | 0 | |
| 2024-09-30 | 20 | $619.8M | 0 | |
| 2024-06-30 | 19 | $568.9M | 0 | |
| 2024-03-31 | 19 | $569.5M | 0 | |
| 2023-12-31 | 20 | $307.4M | 0 | |
| 2023-09-30 | 18 | $261.0M | 0 | |
| 2023-06-30 | 16 | $246.6M | 0 | |
| 2023-03-31 | 21 | $278.9M | 0 | |
| 2022-12-31 | 19 | $246.8M | 0 |
Manchester Global Management (UK) Ltd's most significant position changes for 2026-03-31: New buy: Texas Instruments INC (TXN); New buy: Servicenow INC (NOW); Sold out: Intuit INC (INTU); New buy: Nvidia CORP (NVDA); Sold out: Microsoft CORP (MSFT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +5.9% | +91.75% | Add |
| 2 | ADI | Analog Devices INC | +1.7% | +4.53% | Add |
| 3 | NFLX | Netflix INC | +0.7% | +42.15% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | — | Unchanged |
| 5 | NET | Cloudflare INC - Class A | +0.4% | +19.82% | Add |
| 6 | SNOW | Snowflake INC | +0.2% | +51.14% | Add |
| 7 | NP | Neptune Insurance Holdi-cl A | -0.1% | — | Unchanged |
| 8 | SHOP | Shopify INC - Class A | -0.2% | +30.73% | Add |
| 9 | NKE | Nike INC -cl B | -0.3% | — | Unchanged |
| 10 | CDNS | Cadence Design Sys INC | -0.5% | — | Unchanged |
| 11 | FERG | Ferguson Enterprises INC | -0.6% | -10.16% | Trim |
| 12 | FWONK | Liberty Media Corp-formula-c | -0.6% | — | Unchanged |
| 13 | V | Visa Inc-class A Shares | -0.6% | — | Unchanged |
| 14 | DHR | Danaher CORP | -1.3% | — | Unchanged |
| 15 | CRH | CRH plc | -1.4% | -20.48% | Trim |
| 16 | ✓ | On Hldg AG | -1.6% | -17.40% | Trim |
| 17 | LRCX | Lam Research CORP | -2.5% | -53.66% | Trim |
| 18 | MDB | Mongodb INC | -2.5% | +4.91% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | -6.4% | -39.70% | Trim |
| 20 | TXN | Texas Instruments INC | — | NEW | New buy |
| 21 | NOW | Servicenow INC | — | NEW | New buy |
| 22 | INTU | Intuit INC | — | EXIT | Sold out |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 25 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
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