Manchester Global Management (UK) Ltd reported 23 positions worth $906.03M for the quarter ended Jun 30, 2026, up 20.9% on the prior quarter. It opened 1 new position, added to 5, trimmed 6 and exited 1. Its largest holding is Amazon Com Inc at 12.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNOW Snowflake Inc. | +109.0K | +42.9% | $27.74M | 10.2% |
| CDNS Cadence Design Systems Inc | +50.0K | +53.7% | $18.77M | 5.93% |
| SHOP Shopify Inc. | +93.0K | +46.5% | $10.62M | 3.69% |
| META Meta Platforms, Inc. | +15.0K | – | $8.45M | 0.933% |
| FWONK Liberty Media Corp | +70.0K | +22.2% | $6.66M | 4.05% |
| GOOGL Alphabet Inc. | +100 | +0.0% | $35.74K | 8.03% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ADI Analog Devices Inc | -72.0K | -31.8% | $28.60M | 6.77% |
| MDB MongoDB, Inc. | -43.0K | -36.6% | $14.44M | 2.76% |
| NKE NIKE, Inc. | -207.7K | -100.0% | $10.97M | Exited |
| ONON On Holding AG | -200.0K | -38.3% | $7.08M | 1.26% |
| AMZN Amazon Com Inc | -27.1K | -5.3% | $6.46M | 12.67% |
| NOW ServiceNow, Inc. | -50.1K | -17.2% | $4.97M | 2.64% |
| FERG Ferguson Enterprises Inc. | -20.0K | -8.1% | $4.75M | 5.96% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| META Meta Platforms, Inc. | +15.0K | $8.45M | 0.933% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NKE NIKE, Inc. | -207.7K | $10.97M | 1.46% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 481.6K | $114.78M | 12.67% | -27.1K | -5.3% | Reduced | 0% |
| 2 | SNOW Snowflake Inc. | Technology | 363.2K | $92.43M | 10.2% | +109.0K | +42.9% | Added | 0.11% |
| 3 | GOOGL Alphabet Inc. | Technology | 203.6K | $72.77M | 8.03% | +100 | +0.0% | Added | 0% |
| 4 | TXN Texas Instruments Inc | Technology | 210.0K | $62.59M | 6.91% | 0 | 0.0% | Unchanged | 0.02% |
| 5 | ADI Analog Devices Inc | Technology | 154.3K | $61.30M | 6.77% | -72.0K | -31.8% | Reduced | 0.03% |
| 6 | FERG Ferguson Enterprises Inc. | Industrials | 227.6K | $54.02M | 5.96% | -20.0K | -8.1% | Reduced | 0.12% |
| 7 | CDNS Cadence Design Systems Inc | Technology | 143.2K | $53.73M | 5.93% | +50.0K | +53.7% | Added | 0.05% |
| 8 | LRCX Lam Research Corp | Technology | 115.7K | $50.14M | 5.53% | 0 | 0.0% | Unchanged | 0.01% |
| 9 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 94.3K | $45.02M | 4.97% | 0 | 0.0% | Unchanged | 0% |
| 10 | DHR Danaher Corp | Healthcare | 230.6K | $43.93M | 4.85% | 0 | 0.0% | Unchanged | 0.03% |
| 11 | FWONK Liberty Media Corp | Communication Services | 385.7K | $36.70M | 4.05% | +70.0K | +22.2% | Added | 0.15% |
| 12 | SHOP Shopify Inc. | Technology | 293.0K | $33.45M | 3.69% | +93.0K | +46.5% | Added | 0.02% |
| 13 | V Visa Inc. | Financial Services | 92.9K | $31.88M | 3.52% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | MDB MongoDB, Inc. | Technology | 74.5K | $25.02M | 2.76% | -43.0K | -36.6% | Reduced | 0.09% |
| 15 | NOW ServiceNow, Inc. | Technology | 240.9K | $23.92M | 2.64% | -50.1K | -17.2% | Reduced | 0.02% |
Tip. Select a row to see that position’s full history at Manchester Global Management (UK).
As of its Q2 2026 13F filing, Manchester Global Management (UK) Ltd’s five largest positions were Amazon Com Inc (AMZN) at 12.7%, Snowflake Inc. (SNOW) at 10.2%, Alphabet Inc. (GOOGL) at 8.0%, Texas Instruments Inc (TXN) at 6.9%, Analog Devices Inc (ADI) at 6.8% of the reported portfolio.
Manchester Global Management (UK) Ltd reported a 13F portfolio worth $906.03M across 23 positions for Q2 2026. That is up 20.9% from the previous quarter.
Its largest purchases by value were Snowflake Inc. ($27.74M), Cadence Design Systems Inc ($18.77M), Shopify Inc. ($10.62M). It opened 1 new positions.
Its largest sales by value were Analog Devices Inc ($28.60M), MongoDB, Inc. ($14.44M), NIKE, Inc. ($10.97M). It exited 1 positions entirely.
From the Form 13F-HR reports Manchester Global Management (UK) Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.