Manchester Global Management (uk) LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Manchester Global Management (uk) LTD disclosed 23 US equity positions worth $749.1m in its Q1 2026 13F filing. The largest position was AMZN at 14.1% of the reported book, followed by ADI and GOOGL.
What did Manchester Global Management (uk) LTD own in Q1 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 14.1% | $105.9m | 508,690 | – | |
| 2 | ADI ANALOG DEVICES INC | Technology | 9.6% | $72.0m | 226,343 | – | |
| 3 | GOOGL ALPHABET INC | Communication Services | 7.8% | $58.5m | 203,537 | – | |
| 4 | FERG FERGUSON ENTERPRISES INC | Industrials | 7.7% | $57.8m | 247,616 | – | |
| 5 | DHR DANAHER CORP DEL | Healthcare | 5.8% | $43.7m | 230,603 | – | |
| 6 | TXN TEXAS INSTRS INC | Technology | 5.4% | $40.8m | 210,000 | – | |
| 7 | SNOW SNOWFLAKE INC | Technology | 5.1% | $38.3m | 254,172 | – | |
| 8 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4.3% | $31.9m | 94,275 | – | |
| 9 | NOW SERVICENOW INC | Technology | 4.1% | $30.4m | 291,000 | – | |
| 10 | MDB MONGODB INC | Technology | 3.8% | $28.8m | 117,499 | – | |
| 11 | V VISA INC | Financial Services | 3.7% | $28.1m | 92,913 | – | |
| 12 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 3.6% | $26.8m | 315,746 | – | |
| 13 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 3.5% | $25.9m | 93,150 | – | |
| 14 | LRCX LAM RESEARCH CORP | Technology | 3.3% | $24.7m | 115,720 | – | |
| 15 | SHOP SHOPIFY INC | Technology | 3.2% | $23.7m | 199,956 | – | |
| 16 | CRH CRH PLC | Basic Materials | 2.7% | $20.4m | 194,190 | – | |
| 17 | NVDA NVIDIA CORPORATION | Technology | 2.4% | $17.9m | 102,400 | – | |
| 18 | NFLX NETFLIX INC. | Communication Services | 2.4% | $17.8m | 185,500 | – | |
| 19 | ON HLDG AG | 2.4% | $17.8m | 522,239 | – | ||
| 20 | NET CLOUDFLARE INC | Technology | 2.0% | $14.7m | 71,303 | – | |
| 21 | NKE NIKE INC | Consumer Cyclical | 1.5% | $11.0m | 207,723 | – | |
| 22 | SCHW SCHWAB CHARLES CORP | Financial Services | 1.4% | $10.6m | 113,000 | – | |
| 23 | NP NEPTUNE INS HLDGS INC | 0.2% | $1.6m | 65,180 | – |
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.