Q1 2026 · 13F-HR
Manchester Global Management (UK) Ltdholdings as filed
Filed 2026-05-15 · accession 0001965104-26-000004
$749.1M
Reported value
23
Positions
2026-03-31
Period end
The Brief · Manchester Global Management (UK) Ltd · Q1 2026
AI · grounded in 13F
Manchester Global Management (UK) Ltd established a new position in TXN worth $40.8M. The fund also opened new stakes in NOW for $30.4M and NVDA for $17.9M. On the selling side, the manager closed its position in INTU, reducing exposure by $18.2M, and exited MSFT for $12.5M. Additionally, the fund increased its holding of AMZN by 91.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $105.9M | 14.1% | 508,690 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $72.0M | 9.61% | 226,343 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $58.5M | 7.81% | 203,537 | Common | NONE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $57.8M | 7.71% | 247,616 | Common | NONE |
| 235851102 | DHR | DANAHER CORP DEL | $43.7M | 5.84% | 230,603 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $40.8M | 5.44% | 210,000 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $38.3M | 5.12% | 254,172 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.9M | 4.25% | 94,275 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $30.4M | 4.06% | 291,000 | Common | NONE |
| 60937P106 | MDB | MONGODB INC | $28.8M | 3.84% | 117,499 | Common | NONE |
| 92826C839 | V | VISA INC | $28.1M | 3.75% | 92,913 | Common | NONE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $26.8M | 3.58% | 315,746 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $25.9M | 3.46% | 93,150 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $24.7M | 3.30% | 115,720 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $23.7M | 3.17% | 199,956 | Common | NONE |
| G25508105 | CRH | CRH PLC | $20.4M | 2.72% | 194,190 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.9M | 2.38% | 102,400 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC. | $17.8M | 2.38% | 185,500 | Common | NONE |
| H5919C104 | ONON | ON HLDG AG | $17.8M | 2.37% | 522,239 | Common | NONE |
| 18915M107 | NET | CLOUDFLARE INC | $14.7M | 1.96% | 71,303 | Common | NONE |
| 654106103 | NKE | NIKE INC | $11.0M | 1.46% | 207,723 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $10.6M | 1.42% | 113,000 | Common | NONE |
| 64073B103 | NP | NEPTUNE INS HLDGS INC | $1.6M | 0.21% | 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.