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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 7.50% | 33.03% | $105.9M | 14.14% | — | HELD |
| 2 | ADI | ANALOG DEVICES INC | $353.37 | -3.41% | 64.05% | 138.71% | $72.0M | 9.61% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $58.5M | 7.81% | — | HELD |
| 4 | FERG | FERGUSON ENTERPRISES INC | $226.20 | -2.51% | 6.05% | 77.50% | $57.8M | 7.71% | — | HELD |
| 5 | DHR | DANAHER CORP DEL | $196.49 | -1.29% | 1.74% | -29.02% | $43.7M | 5.84% | — | HELD |
| 6 | TXN | TEXAS INSTRS INC | $271.30 | -2.08% | 56.36% | 66.36% | $40.8M | 5.44% | — | HELD |
| 7 | SNOW | SNOWFLAKE INC | $282.90 | 4.64% | 31.87% | -11.17% | $38.3M | 5.12% | — | HELD |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | 61.05% | 241.53% | $31.9M | 4.25% | — | HELD |
| 9 | NOW | SERVICENOW INC | $115.76 | 4.65% | -36.70% | -10.07% | $30.4M | 4.06% | — | HELD |
| 10 | MDB | MONGODB INC | $321.10 | 3.37% | 40.57% | -20.73% | $28.8M | 3.84% | — | HELD |
| 11 | V | VISA INC | $368.73 | 0.58% | 9.62% | 67.02% | $28.1M | 3.75% | — | HELD |
| 12 | FWONK | LIBERTY MEDIA CORP DEL | $101.89 | 0.68% | 2.28% | 107.10% | $26.8M | 3.58% | — | HELD |
| 13 | CDNS | CADENCE DESIGN SYSTEM INC | $332.76 | -3.47% | -4.33% | 108.89% | $25.9M | 3.46% | — | HELD |
| 14 | LRCX | LAM RESEARCH CORP | $252.35 | -6.40% | 181.31% | 369.59% | $24.7M | 3.30% | — | HELD |
| 15 | SHOP | SHOPIFY INC | $129.17 | -0.85% | 9.85% | -14.56% | $23.7M | 3.17% | — | HELD |
| 16 | CRH | CRH PLC | $99.71 | -3.57% | 9.35% | 121.91% | $20.4M | 2.72% | — | HELD |
| 17 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $17.9M | 2.38% | — | HELD |
| 18 | NFLX | NETFLIX INC. | $73.63 | 1.71% | -36.45% | 29.36% | $17.8M | 2.38% | — | HELD |
| 19 | ONON | ON HLDG AG | $37.91 | 0.05% | -19.43% | 10.92% | $17.8M | 2.37% | — | HELD |
| 20 | NET | CLOUDFLARE INC | $270.38 | 2.38% | 35.12% | 123.94% | $14.7M | 1.96% | — | HELD |
| 21 | NKE | NIKE INC | $43.22 | 0.39% | -41.10% | -71.84% | $11.0M | 1.46% | — | HELD |
| 22 | SCHW | SCHWAB CHARLES CORP | $104.47 | -1.42% | 12.19% | 54.86% | $10.6M | 1.42% | — | HELD |
| 23 | NP | NEPTUNE INS HLDGS INC | $35.11 | 10.13% | 15.49% | 36.72% | $1.6M | 0.21% | — | HELD |
Source: SEC EDGAR · accession 0001965104-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.