Manchester Global Management (UK) Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Manchester Global Management (UK) Ltd disclosed 21 US equity positions worth $693.9m in its Q2 2025 13F filing. The largest position was AMZN at 10.9% of the reported book, followed by ADI and DHR. Against the Q1 2025 filing, it opened 4 new positions, added to 6 and reduced 8 among the top 21 holdings.
What did Manchester Global Management (UK) Ltd own in Q2 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 10.9% | $75.8m | 345,345 | -33% | reduced |
| 2 | ADI ANALOG DEVICES INC | Technology | 9.8% | $68.1m | 286,024 | 7% | added |
| 3 | DHR DANAHER CORPORATION | Healthcare | 9.6% | $66.6m | 337,257 | 30% | added |
| 4 | MSFT MICROSOFT CORP | Technology | 8.4% | $58.6m | 117,845 | 99% | added |
| 5 | SNOW SNOWFLAKE INC | Technology | 7.5% | $52.1m | 232,885 | -22% | reduced |
| 6 | NFLX NETFLIX INC | Communication Services | 6.8% | $46.9m | 35,000 | 40% | added |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | 5.1% | $35.1m | 335,895 | -13% | reduced | |
| 8 | V VISA INC | Financial Services | 5.1% | $35.1m | 98,772 | 0% | held |
| 9 | ON HLDG AG | 4.7% | $32.8m | 629,523 | -1% | reduced | |
| 10 | FERG FERGUSON ENTERPRISES INC | Industrials | 3.9% | $27.2m | 125,116 | 106% | added |
| 11 | GTLB GITLAB INC | Technology | 3.8% | $26.3m | 582,000 | – | new |
| 12 | PCOR PROCORE TECHNOLOGIES INC | Technology | 3.5% | $24.3m | 355,213 | -27% | reduced |
| 13 | UNH UNITEDHEALTH GROUP INC | Healthcare | 3.2% | $21.9m | 70,222 | -64% | reduced |
| 14 | LRCX LAM RESEARCH CORP | Technology | 3.1% | $21.5m | 220,436 | – | new |
| 15 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 2.8% | $19.6m | 63,700 | -30% | reduced |
| 16 | NVDA NVIDIA CORPORATION | Technology | 2.8% | $19.6m | 124,000 | – | new |
| 17 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.8% | $19.5m | 86,313 | -51% | reduced |
| 18 | PGR PROGRESSIVE CORP | Financial Services | 2.0% | $13.7m | 51,301 | 0% | held |
| 19 | NET CLOUDFLARE INC | Technology | 1.8% | $12.5m | 64,000 | – | new |
| 20 | NKE NIKE INC | Consumer Cyclical | 1.7% | $12.1m | 170,000 | 48% | added |
| 21 | RIVN RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 0.7% | $4.6m | 335,939 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.