Manchester Global Management (UK) Ltd 13F Holdings

CIK 0001965104 · LONDON, X0

As of Sep 30, 2025, Manchester Global Management (UK) Ltd reported 21 positions worth $760.4M in its SEC Form 13F filing.

Top 21 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity311,000$75.6M9.94%
AMAZON.COM INCAMZNEquity327,245$71.9M9.45%
ANALOG DEVICES INCADITechnology286,024$70.3M9.24%
MICROSOFT CORPMSFTTechnology125,845$65.2M8.57%
FERGUSON ENTERPRISES INCFERGIndustrials210,149$47.2M6.21%
SNOWFLAKE INCSNOWTechnology203,885$46.0M6.05%
MONGODB INCMDBTechnology137,000$42.5M5.59%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology135,813$37.9M4.99%
DANAHER CORPDHRHealthcare181,757$36.0M4.74%
LIBERTY MEDIA CORPFWONKCommunication Services335,895$35.1M4.61%
VISA INC-CLASS A SHARESVFinancial Services98,772$33.7M4.43%
LAM RESEARCH CORPLRCXTechnology250,436$33.5M4.41%
ON HOLDING AGONONConsumer Cyclical679,523$28.8M3.78%
REDDIT INCRDDTCommunication Services117,700$27.1M3.56%
NETFLIX INCNFLXCommunication Services18,800$22.5M2.96%
CADENCE DESIGN SYSTEMS INCCDNSTechnology63,700$22.4M2.94%
NIKE INCNKEConsumer Cyclical223,000 5.5M2.04%
CLOUDFLARE INCNETTechnology64,000 3.7M1.81%
NVIDIA CORPNVDATechnology71,000 3.2M1.74%
ARM HOLDINGS PLCARMTechnology81,000 1.5M1.51%
CRH PUBLIC LTD COCRHBasic Materials89,864 0.8M1.42%