EdgeMarket › What Manchester Global Management (Uk) Ltd reported owning

What Manchester Global Management (Uk) Ltd reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

749.1M

Positions

23

Quarter

2026-03-31

Shown below

23
largest by value
holdingvalue% of booksharesprice1y
AMZN
AMAZON COM INC
105.9M14.1%508.7K258.63+15.6%
ADI
ANALOG DEVICES INC
72.0M9.6%226.3K373.09+52.4%
GOOGL
Alphabet Inc.
58.5M7.8%203.5K344.82+73.0%
FERG
Ferguson Enterprises Inc. /DE/
57.8M7.7%247.6K242.24+5.1%
DHR
DANAHER CORP /DE/
43.7M5.8%230.6K218.85+3.5%
TXN
TEXAS INSTRUMENTS INC
40.8M5.4%210.0K264.36+31.7%
SNOW
Snowflake Inc.
38.3M5.1%254.2K332.78+70.8%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
31.9M4.3%94.3K418.95+83.3%
NOW
ServiceNow, Inc.
30.4M4.1%291.0K128.48-27.8%
MDB
MongoDB, Inc.
28.8M3.8%117.5K430.83+102.6%
V
VISA INC.
28.1M3.7%92.9K371.04+7.9%
FWONK
Liberty Media Corp
26.8M3.6%315.7K104.94+3.2%
CDNS
CADENCE DESIGN SYSTEMS INC
25.9M3.5%93.2K319.02-7.7%
LRCX
LAM RESEARCH CORP
24.7M3.3%115.7K314.00+216.7%
SHOP
SHOPIFY INC.
23.7M3.2%200.0K149.25+8.7%
CRH
CRH PUBLIC LTD CO
20.4M2.7%194.2K95.07-14.2%
NVDA
NVIDIA CORP
17.9M2.4%102.4K214.72+22.4%
NFLX
NETFLIX INC
17.8M2.4%185.5K79.59-34.4%
ONON
On Holding AG
17.8M2.4%522.2K30.02-33.6%
NET
Cloudflare, Inc.
14.7M2.0%71.3K293.14+51.7%
NKE
NIKE, Inc.
11.0M1.5%207.7K40.76-46.6%
SCHW
SCHWAB CHARLES CORP
10.6M1.4%113.0K112.30+17.6%
NP
Neptune Insurance Holdings Inc.
1.6M0.2%65.2K33.36-9.7%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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