Manchester Global Management (UK) Ltd

CIK

1965104

Location

LONDON, X0

Portfolio Value

Small $906,029,204

Diversification

Diversified

Filing Date

Global Rank

#2,046 / 8,633 ▲ 120

Top Industry

Software - Application 22.5%

3Y Alpha vs SPY

+29.1%

Period ended 51 days ago

Filed Aug 14, 2026 · 6d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+235.0%

SPY

+76.2%

Annualised alpha

+28.9%

Max drawdown

−22.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.7%

−1.5 pts

Top 5

44.6%

−0.5 pts

Top 10

71.8%

+4.0 pts

HHI

649

Diversified+5

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	53.6%	$485,586,196	11
Communication Services	14.5%	$131,167,678	4
Consumer Cyclical	13.9%	$126,194,435	2
Industrials	6.0%	$54,020,105	1
Financial Services	4.9%	$44,357,201	3
Healthcare	4.8%	$43,925,259	1
Basic Materials	2.3%	$20,778,330	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
SNOW	Snowflake Inc.	+109,000	363,172	$92,427,274
SHOP	Shopify Inc.	+93,000	292,956	$33,449,716
FWONA	Liberty Media Corp	+70,000	385,746	$36,699,874
CDNS	Cadence Design Systems Inc	+50,000	143,150	$53,727,058
GOOGL	Alphabet Inc.	+100	203,637	$72,773,754
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
ONON	On Holding AG	−200,000	322,239	$11,413,705
ADI	Analog Devices Inc	−72,000	154,343	$61,300,409
NOW	ServiceNow, Inc.	−50,100	240,900	$23,916,552
MDB	MongoDB, Inc.	−43,000	74,499	$25,024,214
AMZN	Amazon Com Inc	−27,106	481,584	$114,780,730
FERG	Ferguson Enterprises Inc. /DE/	−20,000	227,616	$54,020,105
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
META	Meta Platforms, Inc.	15,000	$8,449,350
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NKE	NIKE, Inc.	207,723	$10,971,928
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $906,029,204 total · filing declares 23 positions · $906,029,209 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	481,584	-27,106	$114,780,730	+8.3%	12.67%
SNOW	Snowflake Inc. Technology	Added	363,172	+109,000	$92,427,274	+141.1%	10.20%
GOOGL	Alphabet Inc. Communication Services	Added	203,637	+100	$72,773,754	+24.3%	8.03%
TXN	Texas Instruments Inc Technology	Held	210,000	0	$62,594,700	+53.5%	6.91%
ADI	Analog Devices Inc Technology	Reduced	154,343	-72,000	$61,300,409	−14.9%	6.77%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	227,616	-20,000	$54,020,105	−6.5%	5.96%
CDNS	Cadence Design Systems Inc Technology	Added	143,150	+50,000	$53,727,058	+107.6%	5.93%
LRCX	Lam Research Corp Technology	Held	115,720	0	$50,144,947	+102.8%	5.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	94,275	0	$45,022,911	+41.3%	4.97%
DHR	Danaher Corp /De/ Healthcare	Held	230,603	0	$43,925,259	+0.5%	4.85%
FWONA	Liberty Media Corp Communication Services	Added	385,746	+70,000	$36,699,874	+36.7%	4.05%
SHOP	Shopify Inc. Technology	Added	292,956	+93,000	$33,449,716	+41.0%	3.69%
V	Visa Inc. Financial Services	Held	92,913	0	$31,877,521	+13.5%	3.52%
MDB	MongoDB, Inc. Technology	Reduced	74,499	-43,000	$25,024,214	−13.0%	2.76%
NOW	ServiceNow, Inc. Technology	Reduced	240,900	-50,100	$23,916,552	−21.4%	2.64%
CRH	Crh Public Ltd Co Basic Materials	Held	194,190	0	$20,778,330	+1.8%	2.29%
NVDA	Nvidia Corp Technology	Held	102,400	0	$20,489,216	+14.7%	2.26%
NET	Cloudflare, Inc. Technology	Held	71,303	0	$17,489,199	+18.9%	1.93%
NFLX	Netflix Inc Communication Services	Held	185,500	0	$13,244,700	−25.7%	1.46%
ONON	On Holding AG Consumer Cyclical	Reduced	322,239	-200,000	$11,413,705	−35.8%	1.26%
SCHW	Schwab Charles Corp Financial Services	Held	113,000	0	$10,426,510	−1.8%	1.15%
META	Meta Platforms, Inc. Communication Services	NEW	15,000	NEW	$8,449,350	NEW	0.93%
NP	Neptune Insurance Holdings Inc. Financial Services	Held	65,180	0	$2,053,170	+30.2%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.