Manchester Global Management (UK)
LONDON, X0files as Manchester Global Management (UK) Ltd
$906m in 23 US stocks at the end of 30 June 2026. The top 10 are 71.8% of the money. It changed about 14.1% of the portfolio this quarter.
Value
$906m
Stocks
23
Top 10 share
71.8%
Turnover
14.1%
What changed this quarter
New
Bought for the first time this quarter.
- Meta PlatformsMETA0.9% of the fund
Added
Bought more of a stock they already held.
- SnowflakeSNOW10.2% of the fund+43%
- Cadence Design SystemsCDNS5.9% of the fund+54%
- Liberty MediaFWONK4.1% of the fund+22%
- ShopifySHOP3.7% of the fund+47%
Cut
Sold some of their stake.
- Amazon.comAMZN12.7% of the fund-5%
- Analog DevicesADI6.8% of the fund-32%
- Ferguson EnterprisesFERG6.0% of the fund-8%
- MongoDBMDB2.8% of the fund-37%
- ServiceNowNOW2.6% of the fund-17%
- On Holding AGONON1.3% of the fund-38%
Sold out
Sold their entire stake.
- NikeNKE-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Amazon.comAMZN | 12.7% | $115m | 481,584 | -5% |
| SnowflakeSNOW | 10.2% | $92m | 363,172 | +43% |
| AlphabetGOOGL | 8.0% | $73m | 203,637 | Held |
| Texas InstrumentsTXN | 6.9% | $63m | 210,000 | Held |
| Analog DevicesADI | 6.8% | $61m | 154,343 | -32% |
| Ferguson EnterprisesFERG | 6.0% | $54m | 227,616 | -8% |
| Cadence Design SystemsCDNS | 5.9% | $54m | 143,150 | +54% |
| Lam ResearchLRCX | 5.5% | $50m | 115,720 | Held |
| Taiwan Semiconductor ManufacturingTSM | 5.0% | $45m | 94,275 | Held |
| DanaherDHR | 4.8% | $44m | 230,603 | Held |
| Liberty MediaFWONK | 4.1% | $37m | 385,746 | +22% |
| ShopifySHOP | 3.7% | $33m | 292,956 | +47% |
| VisaV | 3.5% | $32m | 92,913 | Held |
| MongoDBMDB | 2.8% | $25m | 74,499 | -37% |
| ServiceNowNOW | 2.6% | $24m | 240,900 | -17% |
| CRH PublicCRH | 2.3% | $21m | 194,190 | Held |
| NvidiaNVDA | 2.3% | $20m | 102,400 | Held |
| CloudflareNET | 1.9% | $17m | 71,303 | Held |
| NetflixNFLX | 1.5% | $13m | 185,500 | Held |
| On Holding AGONON | 1.3% | $11m | 322,239 | -38% |
| Charles SchwabSCHW | 1.2% | $10m | 113,000 | Held |
| Meta PlatformsMETA | 0.9% | $8m | 15,000 | New |
| Neptune Insurance HoldingsNP | 0.2% | $2m | 65,180 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 30.6% since 30 June 2025.
Where the money is
Technology53.6%
Media & telecom14.5%
Retail & consumer13.9%
Industrials6.0%
Financial services4.9%
Health care4.8%
Materials2.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.