Manchester Global Management (UK) Ltd

Manchester Global Management (UK) Ltd reported 23 holdings worth US$906M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Manchester Global Management (UK) Ltd reported 23 holdings worth US$906M as of Jun 30, 2026. Largest: Amazon.com, Inc., Snowflake Inc. and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).

Holdings
23
Value as reported
US$906M

The filing in full

CompanySharesValue as reported% of portfolio
Amazon.com, Inc.482KUS$115M12.7%
Snowflake Inc.363KUS$92.4M10.2%
Alphabet Inc (google) Class C204KUS$72.8M8.0%
Texas Instruments Incorporated210KUS$62.6M6.9%
Analog Devices, Inc.154KUS$61.3M6.8%
Ferguson Enterprises Inc.228KUS$54M6.0%
Cadence Design Systems, Inc.143KUS$53.7M5.9%
Lam Research Corporation116KUS$50.1M5.5%
Taiwan Semiconductor Manufacturing Co., Ltd.94,275US$45M5.0%
Danaher Corporation231KUS$43.9M4.8%
Liberty Media Corporation - Series A Liberty Formula One386KUS$36.7M4.1%
Shopify Inc.293KUS$33.4M3.7%
Visa Inc.92,913US$31.9M3.5%
Mongodb, Inc.74,499US$25M2.8%
Servicenow, Inc.241KUS$23.9M2.6%
Nvidia Corporation102KUS$20.5M2.3%
Cloudflare, Inc.71,303US$17.5M1.9%
Netflix, Inc.186KUS$13.2M1.5%
Charles Schwab Corporation (the)113KUS$10.4M1.2%
Meta Platforms, Inc.15,000US$8.45M0.93%
Neptune Insurance Holdings Inc.65,180US$2.05M0.23%
Nike, Inc.0US$00.00%

Source

View original at SEC

Related