Manchester Global Management (UK) Ltd
CIK 1965104
13F filing for Q2 2026・No. 2,743
- Holdings
- US$906.03M
- Quarter change
- +US$156.91M
- Entries
- 23
- Net bought (estimate)
- −US$5.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 6
- Added 5
- Corporate actions 0
- Unchanged 11
Largest holdings
23 stocks worth US$906.03M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Cut | 481,584 | US$114.78M | 12.67% |
| SNOWSNOWFLAKE INCCOM SHS | Added | 363,172 | US$92.43M | 10.20% |
| GOOGLAlphabetCAP STK CL A | Added | 203,637 | US$72.77M | 8.03% |
| TXNTEXAS INSTRS INCCOM | Unchanged | 210,000 | US$62.59M | 6.91% |
| ADIANALOG DEVICES INCCOM | Cut | 154,343 | US$61.3M | 6.77% |
| FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW | Cut | 227,616 | US$54.02M | 5.96% |
| CDNSCADENCE DESIGN SYSTEM INCCOM | Added | 143,150 | US$53.73M | 5.93% |
| LRCXLAM RESEARCH CORPCOM NEW | Unchanged | 115,720 | US$50.14M | 5.53% |
| TSMTSMC ADRSPONSORED ADS | Unchanged | 94,275 | US$45.02M | 4.97% |
| DHRDANAHER CORP DELCOM | Unchanged | 230,603 | US$43.93M | 4.85% |
Sign in (free) to see its 23 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.