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%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "M"
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 |
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