Manchester Global Management (UK) portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Manchester Global Management (UK) reported a $906M portfolio of 23 positions to the SEC as of the end of Q2 2026. Its largest positions are AMZN, SNOW, GOOGL. During the quarter it opened Meta Platforms and exited Nike.
Sections with a free account
What changed this quarter
12 positions with a change (1 new, 4 added to, 6 trimmed, 1 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Analog Devices−32%fewer sharesReduced9.6% → 6.8%
- Snowflake+43%more sharesIncreased5.1% → 10.2%
- Cadence Design Systems+54%more sharesIncreased3.5% → 5.9%
- Mongodb−37%fewer sharesReduced3.8% → 2.8%
- Nike−1.2 ppof portfolioSold out1.5% → —
- Shopify+47%more sharesIncreased3.2% → 3.7%
- Meta Platforms+0.9 ppof portfolioNew— → 0.9%
- On Holding−38%fewer sharesReduced2.4% → 1.3%
- Liberty Media+22%more sharesIncreased3.6% → 4.1%
- Amazon.com−5.3%fewer sharesReduced14.1% → 12.7%
- ServiceNow−17%fewer sharesReduced4.1% → 2.6%
- Ferguson Enterprises−8.1%fewer sharesReduced7.7% → 6.0%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Amazon.comAMZN12.7%
- SnowflakeSNOW10.2%
- AlphabetGOOGL8.0%
- Texas InstrumentsTXN6.9%
- Analog DevicesADI6.8%
- Ferguson EnterprisesFERG6.0%
- Cadence Design SystemsCDNS5.9%
- Lam ResearchLRCX5.5%
- Taiwan Semiconductor ManufacturingTSM5.0%
- DanaherDHR4.8%
- Liberty MediaFWONK4.1%
- ShopifySHOP3.7%
- VisaV3.5%
- MongodbMDB2.8%
- ServiceNowNOW2.6%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 54%
- ● Communication Services 14%
- ● Consumer Discretionary 14%
- ● Industrials 6%
- ● Financials 5%
- ● Health Care 5%
- ● Materials 2%
How its portfolio changed (8 quarters)
Q2 2026: 23
Q2 2026: 72%
Q2 2026: 8.3%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 18, 2026 (medium confidence).
The data, as reported: MANCHESTER GLOBAL MANAGEMENT (UK) LIMITED (CRD 333062): Exempt reporting adviser to private funds, based in United Kingdom; 7.B private funds: 1 hedge (gross assets $316M)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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