Filed: 11/14/2025ACC: 0001965104-25-000010
📋 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 $760.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$760.45M
Total AUM (reported)
4.01M
Total Shares
Allocation by class
COM$301.51M39.6%
CAP STK CL A$75.60M9.9%
CL A$69.59M9.2%
SPONSORED ADS$49.39M6.5%
COMMON STOCK NEW$47.20M6.2%
COM SHS$45.99M6.0%
COM LBTY ONE S C$35.08M4.6%
Portfolio Concentration
Top 3$217.73M28.6%
4–10$309.94M40.8%
11–25$232.78M30.6%
Top 3 weight
28.6%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 4.01M
Sole
Full voting authority
809.82K
shares
% of voting shares20.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.20M
shares
% of voting shares79.8%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeNone · 79.8% of voting shares
Institutional Holdings21
Rows:
ALPHABET INC
SOLEShares311K
TypeSH
Market value$75.60M
9.94%
Sole
64.32K
Shared
0.00
None
246.68K
AMAZON COM INC
SOLEShares327.25K
TypeSH
Market value$71.85M
9.45%
Sole
70.38K
Shared
0.00
None
256.86K
ANALOG DEVICES INC
SOLEShares286.02K
TypeSH
Market value$70.28M
9.24%
Sole
60.59K
Shared
0.00
None
225.44K
MICROSOFT CORP
SOLEShares125.84K
TypeSH
Market value$65.18M
8.57%
Sole
26.57K
Shared
0.00
None
99.28K
FERGUSON ENTERPRISES INC
SOLEShares210.15K
TypeSH
Market value$47.20M
6.21%
Sole
44.11K
Shared
0.00
None
166.04K
SNOWFLAKE INC
SOLEShares203.88K
TypeSH
Market value$45.99M
6.05%
Sole
42.16K
Shared
0.00
None
161.73K
MONGODB INC
SOLEShares137K
TypeSH
Market value$42.52M
5.59%
Sole
27.91K
Shared
0.00
None
109.09K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares135.81K
TypeSH
Market value$37.93M
4.99%
Sole
28.87K
Shared
0.00
None
106.95K
DANAHER CORPORATION
SOLEShares181.76K
TypeSH
Market value$36.04M
4.74%
Sole
38.59K
Shared
0.00
None
143.16K
LIBERTY MEDIA CORP DEL
SOLEShares335.89K
TypeSH
Market value$35.08M
4.61%
Sole
60.98K
Shared
0.00
None
274.91K
VISA INC
SOLEShares98.77K
TypeSH
Market value$33.72M
4.43%
Sole
17.73K
Shared
0.00
None
81.04K
LAM RESEARCH CORP
SOLEShares250.44K
TypeSH
Market value$33.53M
4.41%
Sole
56.35K
Shared
0.00
None
194.09K
ON HLDG AG
SOLEShares679.52K
TypeSH
Market value$28.78M
3.78%
Sole
143.10K
Shared
0.00
None
536.42K
REDDIT INC
SOLEShares117.70K
TypeSH
Market value$27.07M
3.56%
Sole
24.12K
Shared
0.00
None
93.58K
NETFLIX INC
SOLEShares18.80K
TypeSH
Market value$22.54M
2.96%
Sole
3.99K
Shared
0.00
None
14.81K
CADENCE DESIGN SYSTEM INC
SOLEShares63.70K
TypeSH
Market value$22.38M
2.94%
Sole
13.32K
Shared
0.00
None
50.38K
NIKE INC
SOLEShares223K
TypeSH
Market value$15.55M
2.04%
Sole
46.09K
Shared
0.00
None
176.91K
CLOUDFLARE INC
SOLEShares64K
TypeSH
Market value$13.73M
1.81%
Sole
13.59K
Shared
0.00
None
50.41K
NVIDIA CORPORATION
SOLEShares71K
TypeSH
Market value$13.25M
1.74%
Sole
10.59K
Shared
0.00
None
60.41K
ARM HOLDINGS PLC
SOLEShares81K
TypeSH
Market value$11.46M
1.51%
Sole
16.46K
Shared
0.00
None
64.54K
CRH PLC
SOLEShares89.86K
TypeSH
Market value$10.77M
1.42%
Sole
0.00
Shared
0.00
None
89.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 311K | SH | $75.60M 9.94% | 64.32K | 0.00 | 246.68K |
AMAZON COM INCSOLE | COM | 327.25K | SH | $71.85M 9.45% | 70.38K | 0.00 | 256.86K |
ANALOG DEVICES INCSOLE | COM | 286.02K | SH | $70.28M 9.24% | 60.59K | 0.00 | 225.44K |
MICROSOFT CORPSOLE | COM | 125.84K | SH | $65.18M 8.57% | 26.57K | 0.00 | 99.28K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 210.15K | SH | $47.20M 6.21% | 44.11K | 0.00 | 166.04K |
SNOWFLAKE INCSOLE | COM SHS | 203.88K | SH | $45.99M 6.05% | 42.16K | 0.00 | 161.73K |
MONGODB INCSOLE | CL A | 137K | SH | $42.52M 5.59% | 27.91K | 0.00 | 109.09K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 135.81K | SH | $37.93M 4.99% | 28.87K | 0.00 | 106.95K |
DANAHER CORPORATIONSOLE | COM | 181.76K | SH | $36.04M 4.74% | 38.59K | 0.00 | 143.16K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 335.89K | SH | $35.08M 4.61% | 60.98K | 0.00 | 274.91K |
VISA INCSOLE | COM CL A | 98.77K | SH | $33.72M 4.43% | 17.73K | 0.00 | 81.04K |
LAM RESEARCH CORPSOLE | COM NEW | 250.44K | SH | $33.53M 4.41% | 56.35K | 0.00 | 194.09K |
ON HLDG AGSOLE | NAMEN AKT A | 679.52K | SH | $28.78M 3.78% | 143.10K | 0.00 | 536.42K |
REDDIT INCSOLE | CL A | 117.70K | SH | $27.07M 3.56% | 24.12K | 0.00 | 93.58K |
NETFLIX INCSOLE | COM | 18.80K | SH | $22.54M 2.96% | 3.99K | 0.00 | 14.81K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 63.70K | SH | $22.38M 2.94% | 13.32K | 0.00 | 50.38K |
NIKE INCSOLE | CL B | 223K | SH | $15.55M 2.04% | 46.09K | 0.00 | 176.91K |
CLOUDFLARE INCSOLE | CL A COM | 64K | SH | $13.73M 1.81% | 13.59K | 0.00 | 50.41K |
NVIDIA CORPORATIONSOLE | COM | 71K | SH | $13.25M 1.74% | 10.59K | 0.00 | 60.41K |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 81K | SH | $11.46M 1.51% | 16.46K | 0.00 | 64.54K |
CRH PLCSOLE | ORD | 89.86K | SH | $10.77M 1.42% | 0.00 | 0.00 | 89.86K |