Manchester Global Management (UK) Ltd
Top Portfolio Positions
22 positions ·
$722,276,470 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
508,690 | $105,944,866 | 14.67% |
| ADI |
Analog Devices Inc
Technology
|
226,343 | $72,008,762 | 9.97% |
| GOOGL |
Alphabet Inc.
Communication Services
|
203,537 | $58,529,099 | 8.10% |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
247,616 | $57,758,908 | 8.00% |
| DHR |
Danaher Corp /De/
Healthcare
|
230,603 | $43,722,328 | 6.05% |
| TXN |
Texas Instruments Inc
Technology
|
210,000 | $40,769,400 | 5.64% |
| SNOW |
Snowflake Inc.
Technology
|
254,172 | $38,334,221 | 5.31% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
94,275 | $31,860,236 | 4.41% |
| NOW |
ServiceNow, Inc.
Technology
|
291,000 | $30,424,050 | 4.21% |
| MDB |
MongoDB, Inc.
Technology
|
117,499 | $28,760,230 | 3.98% |
Portfolio Trend
Holdings in NP
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,576,704 | 65,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,900,648 | 65,180 | Shares | Sole | 2026-02-17 | |
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