Filed: 2/17/2026ACC: 0001965104-26-000003
📋 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 $742.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$742.19M
Total AUM (reported)
4M
Total Shares
Allocation by class
COM$244.85M33.0%
CAP STK CL A$105.65M14.2%
COMMON STOCK NEW$61.36M8.3%
CL A$48.91M6.6%
COM NEW$42.75M5.8%
COM SHS$36.89M5.0%
COM CL A$32.59M4.4%
Portfolio Concentration
Top 3$228.24M30.8%
4–10$301.85M40.7%
11–25$212.10M28.6%
Top 3 weight
30.8%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 4M
Sole
Full voting authority
654.33K
shares
% of voting shares16.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.34M
shares
% of voting shares83.6%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeNone · 83.6% of voting shares
Institutional Holdings21
Rows:
ALPHABET INC
SOLEShares337.54K
TypeSH
Market value$105.65M
14.23%
Sole
50.07K
Shared
0.00
None
287.47K
FERGUSON ENTERPRISES INC
SOLEShares275.62K
TypeSH
Market value$61.36M
8.27%
Sole
39.65K
Shared
0.00
None
235.97K
AMAZON COM INC
SOLEShares265.29K
TypeSH
Market value$61.23M
8.25%
Sole
41.45K
Shared
0.00
None
223.84K
ANALOG DEVICES INC
SOLEShares216.54K
TypeSH
Market value$58.73M
7.91%
Sole
33.40K
Shared
0.00
None
183.14K
DANAHER CORPORATION
SOLEShares230.60K
TypeSH
Market value$52.79M
7.11%
Sole
34.76K
Shared
0.00
None
195.84K
MONGODB INC
SOLEShares112K
TypeSH
Market value$47.00M
6.33%
Sole
16.39K
Shared
0.00
None
95.61K
LAM RESEARCH CORP
SOLEShares249.72K
TypeSH
Market value$42.75M
5.76%
Sole
40.32K
Shared
0.00
None
209.40K
SNOWFLAKE INC
SOLEShares168.17K
TypeSH
Market value$36.89M
4.97%
Sole
25.05K
Shared
0.00
None
143.12K
VISA INC
SOLEShares92.91K
TypeSH
Market value$32.59M
4.39%
Sole
11.87K
Shared
0.00
None
81.04K
LIBERTY MEDIA CORP DEL
SOLEShares315.75K
TypeSH
Market value$31.10M
4.19%
Sole
40.83K
Shared
0.00
None
274.91K
CRH PLC
SOLEShares244.19K
TypeSH
Market value$30.47M
4.11%
Sole
37.55K
Shared
0.00
None
206.64K
ON HLDG AG
SOLEShares632.24K
TypeSH
Market value$29.39M
3.96%
Sole
95.82K
Shared
0.00
None
536.42K
CADENCE DESIGN SYSTEM INC
SOLEShares93.15K
TypeSH
Market value$29.12M
3.92%
Sole
13.32K
Shared
0.00
None
79.83K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares94.28K
TypeSH
Market value$28.65M
3.86%
Sole
19.33K
Shared
0.00
None
74.95K
SHOPIFY INC
SOLEShares152.96K
TypeSH
Market value$24.62M
3.32%
Sole
22.15K
Shared
0.00
None
130.80K
INTUIT
SOLEShares27.54K
TypeSH
Market value$18.24M
2.46%
Sole
3.98K
Shared
0.00
None
23.56K
NIKE INC
SOLEShares207.72K
TypeSH
Market value$13.23M
1.78%
Sole
30.96K
Shared
0.00
None
176.76K
MICROSOFT CORP
SOLEShares25.86K
TypeSH
Market value$12.50M
1.68%
Sole
4.64K
Shared
0.00
None
21.21K
NETFLIX INC
SOLEShares130.50K
TypeSH
Market value$12.24M
1.65%
Sole
18.50K
Shared
0.00
None
112K
CLOUDFLARE INC
SOLEShares59.51K
TypeSH
Market value$11.73M
1.58%
Sole
9.10K
Shared
0.00
None
50.41K
NEPTUNE INS HLDGS INC
SOLEShares65.18K
TypeSH
Market value$1.90M
0.26%
Sole
65.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 337.54K | SH | $105.65M 14.23% | 50.07K | 0.00 | 287.47K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 275.62K | SH | $61.36M 8.27% | 39.65K | 0.00 | 235.97K |
AMAZON COM INCSOLE | COM | 265.29K | SH | $61.23M 8.25% | 41.45K | 0.00 | 223.84K |
ANALOG DEVICES INCSOLE | COM | 216.54K | SH | $58.73M 7.91% | 33.40K | 0.00 | 183.14K |
DANAHER CORPORATIONSOLE | COM | 230.60K | SH | $52.79M 7.11% | 34.76K | 0.00 | 195.84K |
MONGODB INCSOLE | CL A | 112K | SH | $47.00M 6.33% | 16.39K | 0.00 | 95.61K |
LAM RESEARCH CORPSOLE | COM NEW | 249.72K | SH | $42.75M 5.76% | 40.32K | 0.00 | 209.40K |
SNOWFLAKE INCSOLE | COM SHS | 168.17K | SH | $36.89M 4.97% | 25.05K | 0.00 | 143.12K |
VISA INCSOLE | COM CL A | 92.91K | SH | $32.59M 4.39% | 11.87K | 0.00 | 81.04K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 315.75K | SH | $31.10M 4.19% | 40.83K | 0.00 | 274.91K |
CRH PLCSOLE | ORD | 244.19K | SH | $30.47M 4.11% | 37.55K | 0.00 | 206.64K |
ON HLDG AGSOLE | NAMEN AKT A | 632.24K | SH | $29.39M 3.96% | 95.82K | 0.00 | 536.42K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 93.15K | SH | $29.12M 3.92% | 13.32K | 0.00 | 79.83K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 94.28K | SH | $28.65M 3.86% | 19.33K | 0.00 | 74.95K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 152.96K | SH | $24.62M 3.32% | 22.15K | 0.00 | 130.80K |
INTUITSOLE | COM | 27.54K | SH | $18.24M 2.46% | 3.98K | 0.00 | 23.56K |
NIKE INCSOLE | CL B | 207.72K | SH | $13.23M 1.78% | 30.96K | 0.00 | 176.76K |
MICROSOFT CORPSOLE | COM | 25.86K | SH | $12.50M 1.68% | 4.64K | 0.00 | 21.21K |
NETFLIX INCSOLE | COM | 130.50K | SH | $12.24M 1.65% | 18.50K | 0.00 | 112K |
CLOUDFLARE INCSOLE | CL A COM | 59.51K | SH | $11.73M 1.58% | 9.10K | 0.00 | 50.41K |
NEPTUNE INS HLDGS INCSOLE | CL A | 65.18K | SH | $1.90M 0.26% | 65.18K | 0.00 | 0.00 |