MG

Manchester Global Management (UK) Ltd

Momentum followerQuality / disciplined sizingSector-focused

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%.

Personality snowflake

Concentration
25.77
Portfolio Stability
44.91
Momentum/Contrarian
100
Sector conviction
86.37
Diversification
46
Sizing Uniformity
92.9

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AMZNAmazon.com INCStock-Consumer Disc14.14%+5.89%+91.75%
2ADIAnalog Devices INCStock-Tech9.61%+1.70%+4.53%
3GOOGLAlphabet Inc-cl AStock-Comm Services7.81%-6.42%-39.70%
4FERGFerguson Enterprises INCStock-Industrials7.71%-0.56%-10.16%
5DHRDanaher CORPStock-Healthcare5.84%-1.27%—
6TXNTexas Instruments INCStock-Tech5.44%+5.44%NEW
7SNOWSnowflake INCStock-Tech5.12%+0.15%+51.14%
8TSMTaiwan Semiconductor-sp AdrStock-Tech4.25%+0.39%—
9NOWServicenow INCStock-Tech4.06%+4.06%NEW
10MDBMongodb INCStock-Tech3.84%-2.49%+4.91%
11VVisa Inc-class A SharesStock-Financials3.75%-0.64%—
12FWONKLiberty Media Corp-formula-cStock-Comm Services3.58%-0.61%—
13CDNSCadence Design Sys INCStock-Tech3.46%-0.46%—
14LRCXLam Research CORPStock-Tech3.30%-2.46%-53.66%
15SHOPShopify INC - Class AStock-Tech3.17%-0.15%+30.73%
16CRHCRH plcStock-Materials2.72%-1.39%-20.48%
17NVDANvidia CORPStock-Tech2.38%+2.38%NEW
18NFLXNetflix INCStock-Comm Services2.38%+0.73%+42.15%
19✓ On Hldg AGStock-Other2.37%-1.59%-17.40%
20NETCloudflare INC - Class AStock-Tech1.96%+0.38%+19.82%
21NKENike INC -cl BStock-Consumer Disc1.46%-0.32%—
22SCHWSchwab (charles) CORPStock-Financials1.42%+1.42%NEW
23NPNeptune Insurance Holdi-cl AStock-Other0.21%-0.05%—

Holding changes this quarter

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).

Position changes disclosed by Manchester Global Management (UK) Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AMZNAmazon.com INC+5.9%+91.75%Add
2ADIAnalog Devices INC+1.7%+4.53%Add
3NFLXNetflix INC+0.7%+42.15%Add
4TSMTaiwan Semiconductor-sp Adr+0.4%—Unchanged
5NETCloudflare INC - Class A+0.4%+19.82%Add
6SNOWSnowflake INC+0.2%+51.14%Add
7NPNeptune Insurance Holdi-cl A-0.1%—Unchanged
8SHOPShopify INC - Class A-0.2%+30.73%Add
9NKENike INC -cl B-0.3%—Unchanged
10CDNSCadence Design Sys INC-0.5%—Unchanged
11FERGFerguson Enterprises INC-0.6%-10.16%Trim
12FWONKLiberty Media Corp-formula-c-0.6%—Unchanged
13VVisa Inc-class A Shares-0.6%—Unchanged
14DHRDanaher CORP-1.3%—Unchanged
15CRHCRH plc-1.4%-20.48%Trim
16✓ On Hldg AG-1.6%-17.40%Trim
17LRCXLam Research CORP-2.5%-53.66%Trim
18MDBMongodb INC-2.5%+4.91%Add
19GOOGLAlphabet Inc-cl A-6.4%-39.70%Trim
20TXNTexas Instruments INC—NEWNew buy
21NOWServicenow INC—NEWNew buy
22INTUIntuit INC—EXITSold out
23NVDANvidia CORP—NEWNew buy
24MSFTMicrosoft CORP—EXITSold out
25SCHWSchwab (charles) CORP—NEWNew buy

FAQ

What is Manchester Global Management (UK) Ltd and what type of investor is it?
Manchester Global Management (UK) Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $749.1M, spread across 23 disclosed positions.
What are Manchester Global Management (UK) Ltd's largest equity positions?
Based on the latest 13F filing, Manchester Global Management (UK) Ltd's top holdings by market value are: 1. Amazon.com INC (AMZN) — $105.9M (14.1%) 2. Analog Devices INC (ADI) — $72.0M (9.6%) 3. Alphabet Inc-cl A (GOOGL) — $58.5M (7.8%) 4. Ferguson Enterprises INC (FERG) — $57.8M (7.7%) 5. Danaher CORP (DHR) — $43.7M (5.8%)
What changes did Manchester Global Management (UK) Ltd make in its most recent portfolio filing?
In the latest reported quarter, Manchester Global Management (UK) Ltd made 18 notable position adjustments: 4 new positions were initiated, 7 existing holdings were added to, 5 positions were partially reduced, and 2 were completely exited. The largest of these moves: 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)
What sectors does Manchester Global Management (UK) Ltd focus on?
Manchester Global Management (UK) Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 47.8% • Consumer Discretionary: 16.0% • Communication Services: 14.1% • Industrials: 7.9% • Health Care: 6.0% • Financials: 5.3%