Filed: 8/14/2025ACC: 0001965104-25-000005
📋 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 $693.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$693.85M
Total AUM (reported)
4.67M
Total Shares
Allocation by class
COM$415.07M59.8%
CL A$52.11M7.5%
COM CL A$39.68M5.7%
COM LBTY ONE S C$35.10M5.1%
NAMEN AKT A$32.77M4.7%
COMMON STOCK NEW$27.24M3.9%
CLASS A COM$26.25M3.8%
Portfolio Concentration
Top 3$210.47M30.3%
4–10$287.78M41.5%
11–25$195.61M28.2%
Top 3 weight
30.3%
Top 10 weight
71.8%
Voting Authority Distribution
Total shares with voting rights: 4.67M
Sole
Full voting authority
969.50K
shares
% of voting shares20.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.70M
shares
% of voting shares79.2%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeNone · 79.2% of voting shares
Institutional Holdings21
Rows:
AMAZON COM INC
SOLEShares345.35K
TypeSH
Market value$75.77M
10.92%
Sole
74.28K
Shared
0.00
None
271.07K
ANALOG DEVICES INC
SOLEShares286.02K
TypeSH
Market value$68.08M
9.81%
Sole
60.59K
Shared
0.00
None
225.44K
DANAHER CORPORATION
SOLEShares337.26K
TypeSH
Market value$66.62M
9.60%
Sole
71.61K
Shared
0.00
None
265.65K
MICROSOFT CORP
SOLEShares117.84K
TypeSH
Market value$58.62M
8.45%
Sole
24.88K
Shared
0.00
None
92.97K
SNOWFLAKE INC
SOLEShares232.88K
TypeSH
Market value$52.11M
7.51%
Sole
48.15K
Shared
0.00
None
184.73K
NETFLIX INC
SOLEShares35K
TypeSH
Market value$46.87M
6.75%
Sole
7.56K
Shared
0.00
None
27.44K
LIBERTY MEDIA CORP DEL
SOLEShares335.89K
TypeSH
Market value$35.10M
5.06%
Sole
60.98K
Shared
0.00
None
274.91K
VISA INC
SOLEShares98.77K
TypeSH
Market value$35.07M
5.05%
Sole
17.73K
Shared
0.00
None
81.04K
ON HLDG AG
SOLEShares629.52K
TypeSH
Market value$32.77M
4.72%
Sole
132.57K
Shared
0.00
None
496.95K
FERGUSON ENTERPRISES INC
SOLEShares125.12K
TypeSH
Market value$27.24M
3.93%
Sole
29.01K
Shared
0.00
None
96.11K
GITLAB INC
SOLEShares582K
TypeSH
Market value$26.25M
3.78%
Sole
123.30K
Shared
0.00
None
458.70K
PROCORE TECHNOLOGIES INC
SOLEShares355.21K
TypeSH
Market value$24.30M
3.50%
Sole
75.09K
Shared
0.00
None
280.12K
UNITEDHEALTH GROUP INC
SOLEShares70.22K
TypeSH
Market value$21.91M
3.16%
Sole
13.26K
Shared
0.00
None
56.96K
LAM RESEARCH CORP
SOLEShares220.44K
TypeSH
Market value$21.46M
3.09%
Sole
49.60K
Shared
0.00
None
170.84K
CADENCE DESIGN SYSTEM INC
SOLEShares63.70K
TypeSH
Market value$19.63M
2.83%
Sole
13.32K
Shared
0.00
None
50.38K
NVIDIA CORPORATION
SOLEShares124K
TypeSH
Market value$19.59M
2.82%
Sole
18.50K
Shared
0.00
None
105.50K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares86.31K
TypeSH
Market value$19.55M
2.82%
Sole
18.35K
Shared
0.00
None
67.97K
PROGRESSIVE CORP
SOLEShares51.30K
TypeSH
Market value$13.69M
1.97%
Sole
10.66K
Shared
0.00
None
40.64K
CLOUDFLARE INC
SOLEShares64K
TypeSH
Market value$12.53M
1.81%
Sole
13.59K
Shared
0.00
None
50.41K
NIKE INC
SOLEShares170K
TypeSH
Market value$12.08M
1.74%
Sole
35.14K
Shared
0.00
None
134.86K
RIVIAN AUTOMOTIVE INC
SOLEShares335.94K
TypeSH
Market value$4.62M
0.67%
Sole
71.33K
Shared
0.00
None
264.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 345.35K | SH | $75.77M 10.92% | 74.28K | 0.00 | 271.07K |
ANALOG DEVICES INCSOLE | COM | 286.02K | SH | $68.08M 9.81% | 60.59K | 0.00 | 225.44K |
DANAHER CORPORATIONSOLE | COM | 337.26K | SH | $66.62M 9.60% | 71.61K | 0.00 | 265.65K |
MICROSOFT CORPSOLE | COM | 117.84K | SH | $58.62M 8.45% | 24.88K | 0.00 | 92.97K |
SNOWFLAKE INCSOLE | CL A | 232.88K | SH | $52.11M 7.51% | 48.15K | 0.00 | 184.73K |
NETFLIX INCSOLE | COM | 35K | SH | $46.87M 6.75% | 7.56K | 0.00 | 27.44K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 335.89K | SH | $35.10M 5.06% | 60.98K | 0.00 | 274.91K |
VISA INCSOLE | COM CL A | 98.77K | SH | $35.07M 5.05% | 17.73K | 0.00 | 81.04K |
ON HLDG AGSOLE | NAMEN AKT A | 629.52K | SH | $32.77M 4.72% | 132.57K | 0.00 | 496.95K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 125.12K | SH | $27.24M 3.93% | 29.01K | 0.00 | 96.11K |
GITLAB INCSOLE | CLASS A COM | 582K | SH | $26.25M 3.78% | 123.30K | 0.00 | 458.70K |
PROCORE TECHNOLOGIES INCSOLE | COM | 355.21K | SH | $24.30M 3.50% | 75.09K | 0.00 | 280.12K |
UNITEDHEALTH GROUP INCSOLE | COM | 70.22K | SH | $21.91M 3.16% | 13.26K | 0.00 | 56.96K |
LAM RESEARCH CORPSOLE | COM NEW | 220.44K | SH | $21.46M 3.09% | 49.60K | 0.00 | 170.84K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 63.70K | SH | $19.63M 2.83% | 13.32K | 0.00 | 50.38K |
NVIDIA CORPORATIONSOLE | COM | 124K | SH | $19.59M 2.82% | 18.50K | 0.00 | 105.50K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 86.31K | SH | $19.55M 2.82% | 18.35K | 0.00 | 67.97K |
PROGRESSIVE CORPSOLE | COM | 51.30K | SH | $13.69M 1.97% | 10.66K | 0.00 | 40.64K |
CLOUDFLARE INCSOLE | CL A COM | 64K | SH | $12.53M 1.81% | 13.59K | 0.00 | 50.41K |
NIKE INCSOLE | CL B | 170K | SH | $12.08M 1.74% | 35.14K | 0.00 | 134.86K |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 335.94K | SH | $4.62M 0.67% | 71.33K | 0.00 | 264.61K |