Institutional
Manchester Global Management (UK) Ltd
CIK 0001965104
$749.1M
Reported AUM
23
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $105.9M | 14.14% | +243,400 | +91.7% |
| 2 | ADI | ANALOG DEVICES INC | $401.39 | -6.38% | 83.85% | 160.94% | $72.0M | 9.61% | +9,803 | +4.5% |
| 3 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $58.5M | 7.81% | −134,000 | −39.7% |
| 4 | FERG | FERGUSON ENTERPRISES INC | $229.58 | -0.44% | 10.91% | 81.16% | $57.8M | 7.71% | −28,000 | −10.2% |
| 5 | DHR | DANAHER CORP DEL | $184.30 | -1.25% | -5.33% | -28.54% | $43.7M | 5.84% | — | HELD |
| 6 | TXN | TEXAS INSTRS INC | $285.06 | -6.65% | 52.30% | 72.38% | $40.8M | 5.44% | +210,000 | NEW |
| 7 | SNOW | SNOWFLAKE INC | $238.26 | -2.42% | 13.01% | -10.33% | $38.3M | 5.12% | +86,000 | +51.1% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | 104.85% | 285.24% | $31.9M | 4.25% | — | HELD |
| 9 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | $30.4M | 4.06% | +291,000 | NEW |
| 10 | MDB | MONGODB INC | $350.74 | -7.74% | 59.33% | -2.28% | $28.8M | 3.84% | +5,500 | +4.9% |
| 11 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $28.1M | 3.75% | — | HELD |
| 12 | FWONK | LIBERTY MEDIA CORP DEL | $87.68 | 1.99% | -11.42% | 93.24% | $26.8M | 3.58% | — | HELD |
| 13 | CDNS | CADENCE DESIGN SYSTEM INC | $376.19 | -8.62% | 26.68% | 154.78% | $25.9M | 3.46% | — | HELD |
| 14 | LRCX | LAM RESEARCH CORP | $303.28 | -9.85% | 253.80% | 400.87% | $24.7M | 3.30% | −134,000 | −53.7% |
| 15 | SHOP | SHOPIFY INC | $109.54 | -5.60% | -1.68% | -26.97% | $23.7M | 3.17% | +47,000 | +30.7% |
| 16 | CRH | CRH PLC | $105.06 | -1.42% | 14.34% | 140.07% | $20.4M | 2.72% | −50,000 | −20.5% |
| 17 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $17.9M | 2.38% | +102,400 | NEW |
| 18 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $17.8M | 2.38% | +55,000 | +42.1% |
| 19 | ONON | ON HLDG AG | $37.08 | -1.04% | -34.44% | 8.55% | $17.8M | 2.37% | −110,000 | −17.4% |
| 20 | NET | CLOUDFLARE INC | $250.11 | -6.90% | 39.21% | 110.83% | $14.7M | 1.96% | +11,793 | +19.8% |
| 21 | NKE | NIKE INC | $42.98 | -1.47% | -29.22% | -72.13% | $11.0M | 1.46% | — | HELD |
| 22 | SCHW | SCHWAB CHARLES CORP | $88.84 | 0.95% | 1.95% | 39.71% | $10.6M | 1.42% | +113,000 | NEW |
| 23 | NP | NEPTUNE INS HLDGS INC | $25.49 | 5.86% | -16.15% | -0.74% | $1.6M | 0.21% | — | HELD |
| 24 | INTU | INTUIT | $296.76 | -1.73% | -61.23% | -42.11% | — | — | −27,537 | EXITED |
| 25 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | — | — | −25,855 | EXITED |
Source: SEC EDGAR · accession 0001965104-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.