Manchester Global Management (UK) Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 79.8%; sector active share 36.2% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.6% | $485,586,196 |
| Communication Services | 14.5% | $131,167,678 |
| Consumer Cyclical | 13.9% | $126,194,435 |
| Industrials | 6.0% | $54,020,105 |
| Financial Services | 4.9% | $44,357,201 |
| Healthcare | 4.8% | $43,925,259 |
| Basic Materials | 2.3% | $20,778,330 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SNOW | Snowflake Inc. | +109,000 | 363,172 | $92,427,274 | |
| SHOP | Shopify Inc. | +93,000 | 292,956 | $33,449,716 | |
| FWONK | 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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | −20,000 | 227,616 | $54,020,105 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NKE | NIKE, Inc. | 207,723 | $10,971,928 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 481,584 | $114,780,730 | 12.67% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 363,172 | $92,427,274 | 10.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 203,637 | $72,773,754 | 8.03% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 210,000 | $62,594,700 | 6.91% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 154,343 | $61,300,409 | 6.77% | |
| FERG |
Ferguson Enterprises Inc.
Industrials
|
Reduced | 227,616 | $54,020,105 | 5.96% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 143,150 | $53,727,058 | 5.93% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 115,720 | $50,144,947 | 5.53% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 94,275 | $45,022,911 | 4.97% | |
| DHR |
Danaher Corp
Healthcare
|
Held | 230,603 | $43,925,259 | 4.85% | |
| FWONK |
Liberty Media Corp
Communication Services
|
Added | 385,746 | $36,699,874 | 4.05% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 292,956 | $33,449,716 | 3.69% | |
| V |
Visa Inc.
Financial Services
|
Held | 92,913 | $31,877,521 | 3.52% | |
| MDB |
MongoDB, Inc.
Technology
|
Reduced | 74,499 | $25,024,214 | 2.76% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 240,900 | $23,916,552 | 2.64% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 194,190 | $20,778,330 | 2.29% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 102,400 | $20,489,216 | 2.26% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 71,303 | $17,489,199 | 1.93% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 185,500 | $13,244,700 | 1.46% | |
| ONON |
On Holding AG
Consumer Cyclical
|
Reduced | 322,239 | $11,413,705 | 1.26% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 113,000 | $10,426,510 | 1.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 15,000 | $8,449,350 | 0.93% | |
| NP |
Neptune Insurance Holdings Inc.
Financial Services
|
Held | 65,180 | $2,053,170 | 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.