Manchester Global Management (UK) Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Manchester Global Management (UK) Ltd disclosed 21 US equity positions worth $742.2m in its Q4 2025 13F filing. The largest position was GOOGL at 14.2% of the reported book, followed by FERG and AMZN. Against the Q3 2025 filing, it opened 3 new positions, added to 6 and reduced 11 among the top 21 holdings.
What did Manchester Global Management (UK) Ltd own in Q4 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 14.2% | $105.6m | 337,537 | 9% | added |
| 2 | FERG FERGUSON ENTERPRISES INC | Industrials | 8.3% | $61.4m | 275,616 | 31% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 8.3% | $61.2m | 265,290 | -19% | reduced |
| 4 | ADI ANALOG DEVICES INC | Technology | 7.9% | $58.7m | 216,540 | -24% | reduced |
| 5 | DHR DANAHER CORPORATION | Healthcare | 7.1% | $52.8m | 230,603 | 27% | added |
| 6 | MDB MONGODB INC | Technology | 6.3% | $47.0m | 111,999 | -18% | reduced |
| 7 | LRCX LAM RESEARCH CORP | Technology | 5.8% | $42.7m | 249,720 | -0% | held |
| 8 | SNOW SNOWFLAKE INC | Technology | 5.0% | $36.9m | 168,172 | -18% | reduced |
| 9 | V VISA INC | Financial Services | 4.4% | $32.6m | 92,913 | -6% | reduced |
| 10 | LLYVK LIBERTY MEDIA CORP DEL | 4.2% | $31.1m | 315,746 | -6% | reduced | |
| 11 | CRH CRH PLC | Basic Materials | 4.1% | $30.5m | 244,190 | 172% | added |
| 12 | ON HLDG AG | 4.0% | $29.4m | 632,239 | -7% | reduced | |
| 13 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 3.9% | $29.1m | 93,150 | 46% | added |
| 14 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.9% | $28.6m | 94,275 | -31% | reduced |
| 15 | SHOP SHOPIFY INC | Technology | 3.3% | $24.6m | 152,956 | – | new |
| 16 | INTU INTUIT | Technology | 2.5% | $18.2m | 27,537 | – | new |
| 17 | NKE NIKE INC | Consumer Cyclical | 1.8% | $13.2m | 207,723 | -7% | reduced |
| 18 | MSFT MICROSOFT CORP | Technology | 1.7% | $12.5m | 25,855 | -79% | reduced |
| 19 | NFLX NETFLIX INC | Communication Services | 1.6% | $12.2m | 130,500 | 594% | added |
| 20 | NET CLOUDFLARE INC | Technology | 1.6% | $11.7m | 59,510 | -7% | reduced |
| 21 | NP NEPTUNE INS HLDGS INC | 0.3% | $1.9m | 65,180 | – | 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.