Filed: 5/15/2025ACC: 0001965104-25-000003
📋 What this filing means
MANCHESTER GLOBAL MANAGEMENT (UK) LTD filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $669.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$669.77M
Total AUM (reported)
4.39M
Total Shares
Allocation by class
COM$436.74M65.2%
CL A$64.57M9.6%
COM CL A$38.80M5.8%
COM LBTY ONE S C$34.73M5.2%
SPONSORED ADS$29.43M4.4%
NAMEN AKT A$28.02M4.2%
SHS CLASS A$12.57M1.9%
Portfolio Concentration
Top 3$253.32M37.8%
4–10$256.16M38.2%
11–25$160.30M23.9%
Top 3 weight
37.8%
Top 10 weight
76.1%
Voting Authority Distribution
Total shares with voting rights: 4.39M
Sole
Full voting authority
909.87K
shares
% of voting shares20.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.48M
shares
% of voting shares79.3%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeNone · 79.3% of voting shares
Institutional Holdings21
Rows:
UNITEDHEALTH GROUP INC
SOLEShares192.72K
TypeSH
Market value$100.94M
15.07%
Sole
36.37K
Shared
0.00
None
156.35K
AMAZON COM INC
SOLEShares517.34K
TypeSH
Market value$98.43M
14.70%
Sole
111.36K
Shared
0.00
None
405.97K
ANALOG DEVICES INC
SOLEShares267.52K
TypeSH
Market value$53.95M
8.06%
Sole
56.67K
Shared
0.00
None
210.85K
DANAHER CORPORATION
SOLEShares259.26K
TypeSH
Market value$53.15M
7.94%
Sole
55.05K
Shared
0.00
None
204.21K
SNOWFLAKE INC
SOLEShares300.19K
TypeSH
Market value$43.88M
6.55%
Sole
62.37K
Shared
0.00
None
237.82K
LIBERTY MEDIA CORP DEL
SOLEShares385.89K
TypeSH
Market value$34.73M
5.19%
Sole
70.06K
Shared
0.00
None
315.84K
VISA INC
SOLEShares98.77K
TypeSH
Market value$34.62M
5.17%
Sole
17.73K
Shared
0.00
None
81.04K
PROCORE TECHNOLOGIES INC
SOLEShares489.71K
TypeSH
Market value$32.33M
4.83%
Sole
103.52K
Shared
0.00
None
386.19K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares177.31K
TypeSH
Market value$29.43M
4.39%
Sole
37.80K
Shared
0.00
None
139.51K
ON HLDG AG
SOLEShares638.02K
TypeSH
Market value$28.02M
4.18%
Sole
134.36K
Shared
0.00
None
503.66K
NETFLIX INC
SOLEShares25K
TypeSH
Market value$23.31M
3.48%
Sole
5.40K
Shared
0.00
None
19.60K
CADENCE DESIGN SYSTEM INC
SOLEShares91.40K
TypeSH
Market value$23.25M
3.47%
Sole
19.12K
Shared
0.00
None
72.28K
MICROSOFT CORP
SOLEShares59.15K
TypeSH
Market value$22.20M
3.31%
Sole
12.48K
Shared
0.00
None
46.66K
ATLASSIAN CORPORATION
SOLEShares97.54K
TypeSH
Market value$20.70M
3.09%
Sole
20.61K
Shared
0.00
None
76.93K
LULULEMON ATHLETICA INC
SOLEShares51.81K
TypeSH
Market value$14.66M
2.19%
Sole
10.35K
Shared
0.00
None
41.45K
PROGRESSIVE CORP
SOLEShares51.30K
TypeSH
Market value$14.52M
2.17%
Sole
10.66K
Shared
0.00
None
40.64K
ACCENTURE PLC IRELAND
SOLEShares40.28K
TypeSH
Market value$12.57M
1.88%
Sole
8.54K
Shared
0.00
None
31.74K
FERGUSON ENTERPRISES INC
SOLEShares60.62K
TypeSH
Market value$9.71M
1.45%
Sole
15.03K
Shared
0.00
None
45.59K
CIENA CORP
SOLEShares130.64K
TypeSH
Market value$7.89M
1.18%
Sole
26.87K
Shared
0.00
None
103.77K
NIKE INC
SOLEShares114.89K
TypeSH
Market value$7.29M
1.09%
Sole
24.19K
Shared
0.00
None
90.70K
RIVIAN AUTOMOTIVE INC
SOLEShares335.94K
TypeSH
Market value$4.18M
0.62%
Sole
71.33K
Shared
0.00
None
264.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INCSOLE | COM | 192.72K | SH | $100.94M 15.07% | 36.37K | 0.00 | 156.35K |
AMAZON COM INCSOLE | COM | 517.34K | SH | $98.43M 14.70% | 111.36K | 0.00 | 405.97K |
ANALOG DEVICES INCSOLE | COM | 267.52K | SH | $53.95M 8.06% | 56.67K | 0.00 | 210.85K |
DANAHER CORPORATIONSOLE | COM | 259.26K | SH | $53.15M 7.94% | 55.05K | 0.00 | 204.21K |
SNOWFLAKE INCSOLE | CL A | 300.19K | SH | $43.88M 6.55% | 62.37K | 0.00 | 237.82K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 385.89K | SH | $34.73M 5.19% | 70.06K | 0.00 | 315.84K |
VISA INCSOLE | COM CL A | 98.77K | SH | $34.62M 5.17% | 17.73K | 0.00 | 81.04K |
PROCORE TECHNOLOGIES INCSOLE | COM | 489.71K | SH | $32.33M 4.83% | 103.52K | 0.00 | 386.19K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 177.31K | SH | $29.43M 4.39% | 37.80K | 0.00 | 139.51K |
ON HLDG AGSOLE | NAMEN AKT A | 638.02K | SH | $28.02M 4.18% | 134.36K | 0.00 | 503.66K |
NETFLIX INCSOLE | COM | 25K | SH | $23.31M 3.48% | 5.40K | 0.00 | 19.60K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 91.40K | SH | $23.25M 3.47% | 19.12K | 0.00 | 72.28K |
MICROSOFT CORPSOLE | COM | 59.15K | SH | $22.20M 3.31% | 12.48K | 0.00 | 46.66K |
ATLASSIAN CORPORATIONSOLE | CL A | 97.54K | SH | $20.70M 3.09% | 20.61K | 0.00 | 76.93K |
LULULEMON ATHLETICA INCSOLE | COM | 51.81K | SH | $14.66M 2.19% | 10.35K | 0.00 | 41.45K |
PROGRESSIVE CORPSOLE | COM | 51.30K | SH | $14.52M 2.17% | 10.66K | 0.00 | 40.64K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 40.28K | SH | $12.57M 1.88% | 8.54K | 0.00 | 31.74K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 60.62K | SH | $9.71M 1.45% | 15.03K | 0.00 | 45.59K |
CIENA CORPSOLE | COM NEW | 130.64K | SH | $7.89M 1.18% | 26.87K | 0.00 | 103.77K |
NIKE INCSOLE | CL B | 114.89K | SH | $7.29M 1.09% | 24.19K | 0.00 | 90.70K |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 335.94K | SH | $4.18M 0.62% | 71.33K | 0.00 | 264.61K |