Manchester Global Management (UK) Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Manchester Global Management (UK) Ltd disclosed 21 US equity positions worth $760.4m in its Q3 2025 13F filing. The largest position was GOOGL at 9.9% of the reported book, followed by AMZN and ADI. Against the Q2 2025 filing, it opened 5 new positions, added to 6 and reduced 5 among the top 21 holdings.
What did Manchester Global Management (UK) Ltd own in Q3 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 9.9% | $75.6m | 311,000 | – | new |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 9.4% | $71.9m | 327,245 | -5% | reduced |
| 3 | ADI ANALOG DEVICES INC | Technology | 9.2% | $70.3m | 286,024 | 0% | held |
| 4 | MSFT MICROSOFT CORP | Technology | 8.6% | $65.2m | 125,845 | 7% | added |
| 5 | FERG FERGUSON ENTERPRISES INC | Industrials | 6.2% | $47.2m | 210,149 | 68% | added |
| 6 | SNOW SNOWFLAKE INC | Technology | 6.0% | $46.0m | 203,885 | -12% | reduced |
| 7 | MDB MONGODB INC | Technology | 5.6% | $42.5m | 137,000 | – | new |
| 8 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 5.0% | $37.9m | 135,813 | 57% | added |
| 9 | DHR DANAHER CORPORATION | Healthcare | 4.7% | $36.0m | 181,757 | -46% | reduced |
| 10 | LLYVK LIBERTY MEDIA CORP DEL | 4.6% | $35.1m | 335,895 | 0% | held | |
| 11 | V VISA INC | Financial Services | 4.4% | $33.7m | 98,772 | 0% | held |
| 12 | LRCX LAM RESEARCH CORP | Technology | 4.4% | $33.5m | 250,436 | 14% | added |
| 13 | ON HLDG AG | 3.8% | $28.8m | 679,523 | 8% | added | |
| 14 | RDDT REDDIT INC | Communication Services | 3.6% | $27.1m | 117,700 | – | new |
| 15 | NFLX NETFLIX INC | Communication Services | 3.0% | $22.5m | 18,800 | -46% | reduced |
| 16 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 2.9% | $22.4m | 63,700 | 0% | held |
| 17 | NKE NIKE INC | Consumer Cyclical | 2.0% | $15.5m | 223,000 | 31% | added |
| 18 | NET CLOUDFLARE INC | Technology | 1.8% | $13.7m | 64,000 | 0% | held |
| 19 | NVDA NVIDIA CORPORATION | Technology | 1.7% | $13.2m | 71,000 | -43% | reduced |
| 20 | ARM ARM HOLDINGS PLC | Technology | 1.5% | $11.5m | 81,000 | – | new |
| 21 | CRH CRH PLC | Basic Materials | 1.4% | $10.8m | 89,864 | – | new |
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.