Manchester Global Management (uk) LTD: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1965104) · Explore on the interactive board
Manchester Global Management (uk) LTD disclosed 23 US equity positions worth $906.0m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is AMZN at 12.7% of the reported book, followed by SNOW, GOOGL. The top ten holdings are 71.8% of the book, and the portfolio behaves like about 15 equal-weight positions. Versus the prior filing it opened 1 new position, added to 4, reduced 6 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Manchester Global Management (uk) LTD own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 4 added, 6 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 12.7% | $114.8m | 481,584 | -5% | reduced |
| 2 | SNOW SNOWFLAKE INC | Technology | 10.2% | $92.4m | 363,172 | 43% | added |
| 3 | GOOGL ALPHABET INC | Communication Services | 8.0% | $72.8m | 203,637 | 0% | held |
| 4 | TXN TEXAS INSTRS INC | Technology | 6.9% | $62.6m | 210,000 | 0% | held |
| 5 | ADI ANALOG DEVICES INC | Technology | 6.8% | $61.3m | 154,343 | -32% | reduced |
| 6 | FERG FERGUSON ENTERPRISES INC | Industrials | 6.0% | $54.0m | 227,616 | -8% | reduced |
| 7 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 5.9% | $53.7m | 143,150 | 54% | added |
| 8 | LRCX LAM RESEARCH CORP | Technology | 5.5% | $50.1m | 115,720 | 0% | held |
| 9 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 5.0% | $45.0m | 94,275 | 0% | held |
| 10 | DHR DANAHER CORP DEL | Healthcare | 4.8% | $43.9m | 230,603 | 0% | held |
| 11 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 4.1% | $36.7m | 385,746 | 22% | added |
| 12 | SHOP SHOPIFY INC | Technology | 3.7% | $33.4m | 292,956 | 47% | added |
| 13 | V VISA INC | Financial Services | 3.5% | $31.9m | 92,913 | 0% | held |
| 14 | MDB MONGODB INC | Technology | 2.8% | $25.0m | 74,499 | -37% | reduced |
| 15 | NOW SERVICENOW INC | Technology | 2.6% | $23.9m | 240,900 | -17% | reduced |
| 16 | CRH CRH PLC | Basic Materials | 2.3% | $20.8m | 194,190 | 0% | held |
| 17 | NVDA NVIDIA CORPORATION | Technology | 2.3% | $20.5m | 102,400 | 0% | held |
| 18 | NET CLOUDFLARE INC | Technology | 1.9% | $17.5m | 71,303 | 0% | held |
| 19 | NFLX NETFLIX INC. | Communication Services | 1.5% | $13.2m | 185,500 | 0% | held |
| 20 | ON HLDG AG | 1.3% | $11.4m | 322,239 | -38% | reduced | |
| 21 | SCHW SCHWAB CHARLES CORP | Financial Services | 1.2% | $10.4m | 113,000 | 0% | held |
| 22 | META META PLATFORMS INC | Communication Services | 0.9% | $8.4m | 15,000 | – | new |
| 23 | NP NEPTUNE INS HLDGS INC | 0.2% | $2.1m | 65,180 | 0% | held |
What did Manchester Global Management (uk) LTD sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| NKE NIKE INC | 100.0% | $11.0m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 53.6% |
| Communication Services | 14.5% |
| Consumer Cyclical | 12.7% |
| Industrials | 6.0% |
| Healthcare | 4.8% |
| Financial Services | 4.7% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Manchester Global Management (uk) LTD's portfolio?
Across every quarter Manchester Global Management (uk) LTD has filed, its median largest position is 13.4% of the book and its median top-ten weight is 69.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 23.0 positions are still open and their final length is unknown.