Q4 2025 · 13F-HR
Manchester Global Management (UK) Ltdholdings as filed
Filed 2026-02-17 · accession 0001965104-26-000003
$742.2M
Reported value
21
Positions
2025-12-31
Period end
The Brief · Manchester Global Management (UK) Ltd · Q4 2025
AI · grounded in 13F
Manchester Global Management (UK) Ltd closed its position in RDDT for a reduction of $27.1M. The fund established new positions in SHOP for $24.6M and INTU for $18.2M. Other notable activity includes closing positions in NVDA and ARM, while increasing its stake in CRH by 171.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $105.6M | 14.2% | 337,537 | Common | NONE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $61.4M | 8.27% | 275,616 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $61.2M | 8.25% | 265,290 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $58.7M | 7.91% | 216,540 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $52.8M | 7.11% | 230,603 | Common | NONE |
| 60937P106 | MDB | MONGODB INC | $47.0M | 6.33% | 111,999 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $42.7M | 5.76% | 249,720 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $36.9M | 4.97% | 168,172 | Common | NONE |
| 92826C839 | V | VISA INC | $32.6M | 4.39% | 92,913 | Common | NONE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $31.1M | 4.19% | 315,746 | Common | NONE |
| G25508105 | CRH | CRH PLC | $30.5M | 4.11% | 244,190 | Common | NONE |
| H5919C104 | ONON | ON HLDG AG | $29.4M | 3.96% | 632,239 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $29.1M | 3.92% | 93,150 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $28.6M | 3.86% | 94,275 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $24.6M | 3.32% | 152,956 | Common | NONE |
| 461202103 | INTU | INTUIT | $18.2M | 2.46% | 27,537 | Common | NONE |
| 654106103 | NKE | NIKE INC | $13.2M | 1.78% | 207,723 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $12.5M | 1.68% | 25,855 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $12.2M | 1.65% | 130,500 | Common | NONE |
| 18915M107 | NET | CLOUDFLARE INC | $11.7M | 1.58% | 59,510 | Common | NONE |
| 64073B103 | NP | NEPTUNE INS HLDGS INC | $1.9M | 0.26% | 65,180 | Common | SOLE |
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.