Q2 2025 · 13F-HR
Manchester Global Management (UK) Ltdholdings as filed
Filed 2025-08-14 · accession 0001965104-25-000005
$693.9M
Reported value
21
Positions
2025-06-30
Period end
The Brief · Manchester Global Management (UK) Ltd · Q2 2025
AI · grounded in 13F
Manchester Global Management (UK) Ltd established a new position in AMZN valued at $75.8M. The fund also initiated new stakes in ADI for $68.1M and DHR for $66.6M. Additional new positions include MSFT, SNOW, and NFLX.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $75.8M | 10.9% | 345,345 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $68.1M | 9.81% | 286,024 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $66.6M | 9.60% | 337,257 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $58.6M | 8.45% | 117,845 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $52.1M | 7.51% | 232,885 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $46.9M | 6.75% | 35,000 | Common | NONE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $35.1M | 5.06% | 335,895 | Common | NONE |
| 92826C839 | V | VISA INC | $35.1M | 5.05% | 98,772 | Common | NONE |
| H5919C104 | ONON | ON HLDG AG | $32.8M | 4.72% | 629,523 | Common | NONE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $27.2M | 3.93% | 125,116 | Common | NONE |
| 37637K108 | GTLB | GITLAB INC | $26.3M | 3.78% | 582,000 | Common | NONE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $24.3M | 3.50% | 355,213 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $21.9M | 3.16% | 70,222 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $21.5M | 3.09% | 220,436 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $19.6M | 2.83% | 63,700 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $19.6M | 2.82% | 124,000 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $19.5M | 2.82% | 86,313 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP | $13.7M | 1.97% | 51,301 | Common | NONE |
| 18915M107 | NET | CLOUDFLARE INC | $12.5M | 1.81% | 64,000 | Common | NONE |
| 654106103 | NKE | NIKE INC | $12.1M | 1.74% | 170,000 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $4.6M | 0.67% | 335,939 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.