Manchester Global Management (UK) Ltd

CIK

1965104

Location

LONDON, X0

Portfolio Value

Small $722,276,470

Diversification

Diversified

Filing Date

Global Rank

#2,141 / 8,605 ▲ 72 · as of Mar 2026

Top Industry

Semiconductors 22.5%

3Y Alpha vs SPY

-7.2%

Period ended 3 months ago

Filed May 15, 2026 · 55d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.8%

SPY

+76.5%

Annualised alpha

-6.9%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.7%

−0.2 pts

Top 5

46.8%

−1.0 pts

Top 10

70.3%

−4.1 pts

HHI

679

Diversified−40

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	48.3%	$349,055,225	11
Consumer Cyclical	18.6%	$134,683,364	3
Communication Services	10.6%	$76,364,924	2
Industrials	8.0%	$57,758,908	1
Healthcare	6.1%	$43,722,328	1
Financial Services	5.6%	$40,278,469	3
Basic Materials	2.8%	$20,413,252	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+243,400	508,690	$105,944,866
SNOW	Snowflake Inc.	+86,000	254,172	$38,334,221
NFLX	Netflix Inc	+55,000	185,500	$17,835,825
SHOP	Shopify Inc.	+47,000	199,956	$23,718,780
NET	Cloudflare, Inc.	+11,793	71,303	$14,712,661
ADI	Analog Devices Inc	+9,803	226,343	$72,008,762
MDB	MongoDB, Inc.	+5,500	117,499	$28,760,230
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	−134,000	115,720	$24,724,735
GOOGL	Alphabet Inc.	−134,000	203,537	$58,529,099
ONON	On Holding AG	−110,000	522,239	$17,766,570
CRH	Crh Public Ltd Co	−50,000	194,190	$20,413,252
FERG	Ferguson Enterprises Inc. /DE/	−28,000	247,616	$57,758,908
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	210,000	$40,769,400
NOW	ServiceNow, Inc.	291,000	$30,424,050
NVDA	Nvidia Corp	102,400	$17,858,560
SCHW	Schwab Charles Corp	113,000	$10,619,740
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	27,537	$18,241,059
MSFT	Microsoft Corp	25,855	$12,503,995
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $722,276,470 total · as of Mar 31, 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	Added	508,690	+243,400	$105,944,866	+73.0%	14.67%
ADI	Analog Devices Inc Technology	Added	226,343	+9,803	$72,008,762	+22.6%	9.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	203,537	-134,000	$58,529,099	−44.6%	8.10%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	247,616	-28,000	$57,758,908	−5.9%	8.00%
DHR	Danaher Corp /De/ Healthcare	Held	230,603	0	$43,722,328	−17.2%	6.05%
TXN	Texas Instruments Inc Technology	NEW	210,000	NEW	$40,769,400	NEW	5.64%
SNOW	Snowflake Inc. Technology	Added	254,172	+86,000	$38,334,221	+3.9%	5.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	94,275	0	$31,860,236	+11.2%	4.41%
NOW	ServiceNow, Inc. Technology	NEW	291,000	NEW	$30,424,050	NEW	4.21%
MDB	MongoDB, Inc. Technology	Added	117,499	+5,500	$28,760,230	−38.8%	3.98%
V	Visa Inc. Financial Services	Held	92,913	0	$28,082,025	−13.8%	3.89%
CDNS	Cadence Design Systems Inc Technology	Held	93,150	0	$25,883,590	−11.1%	3.58%
LRCX	Lam Research Corp Technology	Reduced	115,720	-134,000	$24,724,735	−42.2%	3.42%
SHOP	Shopify Inc. Technology	Added	199,956	+47,000	$23,718,780	−3.7%	3.28%
CRH	Crh Public Ltd Co Basic Materials	Reduced	194,190	-50,000	$20,413,252	−33.0%	2.83%
NVDA	Nvidia Corp Technology	NEW	102,400	NEW	$17,858,560	NEW	2.47%
NFLX	Netflix Inc Communication Services	Added	185,500	+55,000	$17,835,825	+45.8%	2.47%
ONON	On Holding AG Consumer Cyclical	Reduced	522,239	-110,000	$17,766,570	−39.5%	2.46%
NET	Cloudflare, Inc. Technology	Added	71,303	+11,793	$14,712,661	+25.4%	2.04%
NKE	NIKE, Inc. Consumer Cyclical	Held	207,723	0	$10,971,928	−17.1%	1.52%
SCHW	Schwab Charles Corp Financial Services	NEW	113,000	NEW	$10,619,740	NEW	1.47%
NP	Neptune Insurance Holdings Inc. Financial Services	Held	65,180	0	$1,576,704	−17.0%	0.22%