Manchester Global Management (uk) LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Manchester Global Management (uk) LTD disclosed 23 US equity positions worth $906.0m in its Q2 2026 13F filing. The largest position was AMZN at 12.7% of the reported book, followed by SNOW and GOOGL. Against the Q1 2026 filing, it opened 1 new position, added to 4 and reduced 6 among the top 23 holdings.
What did Manchester Global Management (uk) LTD own in Q2 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.