Manchester Global Management (UK) Ltd
Net seller this quarter
$906M
23
-$2.56M
71.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $115M | 12.67% | 0.00% | -5.3% | Q4 2022 |
 SNOW | $92.4M | 10.20% | 0.10% | +42.9% | Q4 2022 |
 GOOGL | $72.8M | 8.03% | 0.00% | +0.1% | Q1 2023 |
 TXN | $62.6M | 6.91% | 0.02% | Not reported | Q1 2026 |
 ADI | $61.3M | 6.77% | 0.03% | -31.8% | Q1 2024 |
 FERG | $54M | 5.96% | 0.12% | -8.1% | Q4 2024 |
 CDNS | $53.7M | 5.93% | 0.05% | +53.7% | Q1 2023 |
 LRCX | $50.1M | 5.53% | 0.01% | Not reported | Q2 2025 |
 TSM | $45M | 4.97% | 0.00% | Not reported | Q4 2022 |
 DHR | $43.9M | 4.85% | 0.03% | Not reported | Q3 2023 |
 FWONK | $36.7M | 4.05% | Not reported | +22.2% | Q4 2022 |
 SHOP | $33.4M | 3.69% | 0.07% | +46.5% | Q4 2025 |
 V | $31.9M | 3.52% | 0.00% | Not reported | Q4 2022 |
 MDB | $25M | 2.76% | 0.09% | -36.6% | Q3 2025 |
 NOW | $23.9M | 2.64% | 0.02% | -17.2% | Q1 2026 |
 CRH | $20.8M | 2.29% | 0.03% | Not reported | Q3 2025 |
 NVDA | $20.5M | 2.26% | 0.00% | Not reported | Q3 2023 |
 NET | $17.5M | 1.93% | Not reported | Not reported | Q2 2025 |
 NFLX | $13.2M | 1.46% | 0.00% | Not reported | Q1 2025 |
 ONON | $11.4M | 1.26% | 0.11% | -38.3% | Q1 2023 |
 SCHW | $10.4M | 1.15% | 0.01% | Not reported | Q4 2022 |
 META | $8.45M | 0.93% | Not reported | New | Q2 2026 |
 NP | $2.05M | 0.23% | 0.07% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| AMZN | $106M | 14.14% | 0.00% | +91.8% | Q4 2022 |
| ADI | $72M | 9.61% | 0.05% | +4.5% | Q1 2024 |
| GOOGL | $58.5M | 7.81% | 0.00% | -39.7% | Q1 2023 |
| FERG | $57.8M | 7.71% | 0.13% | -10.2% | Q4 2024 |
| DHR | $43.7M | 5.84% | 0.03% | Not reported | Q3 2023 |
| TXN | $40.8M | 5.44% | 0.02% | New | Q1 2026 |
| SNOW | $38.3M | 5.12% | 0.07% | +51.1% | Q4 2022 |
| TSM | $31.9M | 4.25% | 0.00% | Not reported | Q4 2022 |
| NOW | $30.4M | 4.06% | 0.03% | New | Q1 2026 |
| MDB | $28.8M | 3.84% | 0.15% | +4.9% | Q3 2025 |
| V | $28.1M | 3.75% | 0.00% | Not reported | Q4 2022 |
| FWONK | $26.8M | 3.58% | Not reported | Not reported | Q4 2022 |
| CDNS | $25.9M | 3.46% | 0.03% | Not reported | Q1 2023 |
| LRCX | $24.7M | 3.30% | 0.01% | -53.7% | Q2 2025 |
| SHOP | $23.7M | 3.17% | 0.05% | +30.7% | Q4 2025 |
| CRH | $20.4M | 2.72% | 0.03% | -20.5% | Q3 2025 |
| NVDA | $17.9M | 2.38% | 0.00% | Not reported | Q3 2023 |
| NFLX | $17.8M | 2.38% | 0.00% | +42.2% | Q1 2025 |
| ONON | $17.8M | 2.37% | 0.18% | -17.4% | Q1 2023 |
| NET | $14.7M | 1.96% | Not reported | +19.8% | Q2 2025 |
 NKE | $11M | 1.46% | 0.01% | Not reported | Q4 2024 |
| SCHW | $10.6M | 1.42% | 0.01% | Not reported | Q4 2022 |
| NP | $1.58M | 0.21% | 0.07% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| GOOGL | $106M | 14.23% | 0.00% | +8.5% | Q1 2023 |
| FERG | $61.4M | 8.27% | 0.14% | +31.2% | Q4 2024 |
| AMZN | $61.2M | 8.25% | 0.00% | -18.9% | Q4 2022 |
| ADI | $58.7M | 7.91% | 0.04% | -24.3% | Q1 2024 |
| DHR | $52.8M | 7.11% | 0.03% | +26.9% | Q3 2023 |
| MDB | $47M | 6.33% | 0.14% | -18.3% | Q3 2025 |
| LRCX | $42.7M | 5.76% | 0.02% | -0.3% | Q2 2025 |
| SNOW | $36.9M | 4.97% | 0.05% | -17.5% | Q4 2022 |
| V | $32.6M | 4.39% | 0.00% | -5.9% | Q4 2022 |
| FWONK | $31.1M | 4.19% | Not reported | -6.0% | Q4 2022 |
| CRH | $30.5M | 4.11% | 0.04% | +171.7% | Q3 2025 |
| ONON | $29.4M | 3.96% | 0.21% | -7.0% | Q1 2023 |
| CDNS | $29.1M | 3.92% | 0.03% | +46.2% | Q1 2023 |
| TSM | $28.6M | 3.86% | 0.00% | -30.6% | Q4 2022 |
| SHOP | $24.6M | 3.32% | 0.04% | New | Q4 2025 |
 INTU | $18.2M | 2.46% | 0.01% | Not reported | Q4 2022 |
| NKE | $13.2M | 1.78% | 0.01% | -6.9% | Q4 2024 |
 MSFT | $12.5M | 1.68% | 0.00% | -79.5% | Q4 2024 |
| NFLX | $12.2M | 1.65% | 0.00% | -30.6% | Q1 2025 |
| NET | $11.7M | 1.58% | Not reported | -7.0% | Q2 2025 |
| NP | $1.9M | 0.26% | 0.07% | New | Q4 2025 |
| Q3 2025 | |||||
| GOOGL | $75.6M | 9.94% | 0.00% | Not reported | Q1 2023 |
| AMZN | $71.9M | 9.45% | 0.00% | -5.2% | Q4 2022 |
| ADI | $70.3M | 9.24% | 0.06% | Not reported | Q1 2024 |
| MSFT | $65.2M | 8.57% | 0.00% | +6.8% | Q4 2024 |
| FERG | $47.2M | 6.21% | 0.11% | +68.0% | Q4 2024 |
| SNOW | $46M | 6.05% | 0.06% | -12.5% | Q4 2022 |
| MDB | $42.5M | 5.59% | 0.17% | New | Q3 2025 |
| TSM | $37.9M | 4.99% | 0.00% | +57.4% | Q4 2022 |
| DHR | $36M | 4.74% | 0.03% | -46.1% | Q3 2023 |
| FWONK | $35.1M | 4.61% | Not reported | Not reported | Q4 2022 |
| V | $33.7M | 4.43% | 0.01% | Not reported | Q4 2022 |
| LRCX | $33.5M | 4.41% | 0.02% | +13.6% | Q2 2025 |
| ONON | $28.8M | 3.78% | 0.23% | +7.9% | Q1 2023 |
 RDDT | $27.1M | 3.56% | Not reported | New | Q3 2025 |
| NFLX | $22.5M | 2.96% | 0.00% | -46.3% | Q1 2025 |
| CDNS | $22.4M | 2.94% | 0.02% | Not reported | Q1 2023 |
| NKE | $15.5M | 2.04% | 0.01% | +31.2% | Q4 2024 |
| NET | $13.7M | 1.81% | Not reported | Not reported | Q2 2025 |
| NVDA | $13.2M | 1.74% | 0.00% | -42.7% | Q3 2023 |
 ARM | $11.5M | 1.51% | 0.01% | New | Q3 2025 |
| CRH | $10.8M | 1.42% | 0.01% | New | Q3 2025 |