Filed: 5/15/2026ACC: 0001965104-26-000004
📋 What this filing means
MANCHESTER GLOBAL MANAGEMENT (UK) LTD filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $749.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$749.12M
Total AUM (reported)
4.66M
Total Shares
Allocation by class
COM$365.07M48.7%
CAP STK CL A$58.53M7.8%
COMMON STOCK NEW$57.76M7.7%
COM SHS$38.33M5.1%
SPONSORED ADS$31.86M4.3%
CL A$30.34M4.0%
COM CL A$28.08M3.7%
Portfolio Concentration
Top 3$236.48M31.6%
4–10$271.63M36.3%
11–25$241.01M32.2%
Top 3 weight
31.6%
Top 10 weight
67.8%
Voting Authority Distribution
Total shares with voting rights: 4.66M
Sole
Full voting authority
738.46K
shares
% of voting shares15.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.92M
shares
% of voting shares84.2%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeNone · 84.2% of voting shares
Institutional Holdings23
Rows:
AMAZON COM INC
SOLEShares508.69K
TypeSH
Market value$105.94M
14.14%
Sole
69.18K
Shared
0.00
None
439.51K
ANALOG DEVICES INC
SOLEShares226.34K
TypeSH
Market value$72.01M
9.61%
Sole
34.80K
Shared
0.00
None
191.54K
ALPHABET INC
SOLEShares203.54K
TypeSH
Market value$58.53M
7.81%
Sole
28.50K
Shared
0.00
None
175.04K
FERGUSON ENTERPRISES INC
SOLEShares247.62K
TypeSH
Market value$57.76M
7.71%
Sole
35.61K
Shared
0.00
None
212.01K
DANAHER CORP DEL
SOLEShares230.60K
TypeSH
Market value$43.72M
5.84%
Sole
34.76K
Shared
0.00
None
195.84K
TEXAS INSTRS INC
SOLEShares210K
TypeSH
Market value$40.77M
5.44%
Sole
29.79K
Shared
0.00
None
180.21K
SNOWFLAKE INC
SOLEShares254.17K
TypeSH
Market value$38.33M
5.12%
Sole
37.21K
Shared
0.00
None
216.96K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares94.28K
TypeSH
Market value$31.86M
4.25%
Sole
19.33K
Shared
0.00
None
74.95K
SERVICENOW INC
SOLEShares291K
TypeSH
Market value$30.42M
4.06%
Sole
41.61K
Shared
0.00
None
249.39K
MONGODB INC
SOLEShares117.50K
TypeSH
Market value$28.76M
3.84%
Sole
17.14K
Shared
0.00
None
100.36K
VISA INC
SOLEShares92.91K
TypeSH
Market value$28.08M
3.75%
Sole
11.87K
Shared
0.00
None
81.04K
LIBERTY MEDIA CORP DEL
SOLEShares315.75K
TypeSH
Market value$26.84M
3.58%
Sole
40.83K
Shared
0.00
None
274.91K
CADENCE DESIGN SYSTEM INC
SOLEShares93.15K
TypeSH
Market value$25.88M
3.46%
Sole
13.32K
Shared
0.00
None
79.83K
LAM RESEARCH CORP
SOLEShares115.72K
TypeSH
Market value$24.72M
3.30%
Sole
21.49K
Shared
0.00
None
94.23K
SHOPIFY INC
SOLEShares199.96K
TypeSH
Market value$23.72M
3.17%
Sole
28.79K
Shared
0.00
None
171.16K
CRH PLC
SOLEShares194.19K
TypeSH
Market value$20.41M
2.72%
Sole
30.34K
Shared
0.00
None
163.85K
NVIDIA CORPORATION
SOLEShares102.40K
TypeSH
Market value$17.86M
2.38%
Sole
14.56K
Shared
0.00
None
87.84K
NETFLIX INC.
SOLEShares185.50K
TypeSH
Market value$17.84M
2.38%
Sole
26.34K
Shared
0.00
None
159.16K
ON HLDG AG
SOLEShares522.24K
TypeSH
Market value$17.77M
2.37%
Sole
79.94K
Shared
0.00
None
442.30K
CLOUDFLARE INC
SOLEShares71.30K
TypeSH
Market value$14.71M
1.96%
Sole
10.78K
Shared
0.00
None
60.53K
NIKE INC
SOLEShares207.72K
TypeSH
Market value$10.97M
1.46%
Sole
30.96K
Shared
0.00
None
176.76K
SCHWAB CHARLES CORP
SOLEShares113K
TypeSH
Market value$10.62M
1.42%
Sole
16.13K
Shared
0.00
None
96.87K
NEPTUNE INS HLDGS INC
SOLEShares65.18K
TypeSH
Market value$1.58M
0.21%
Sole
65.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 508.69K | SH | $105.94M 14.14% | 69.18K | 0.00 | 439.51K |
ANALOG DEVICES INCSOLE | COM | 226.34K | SH | $72.01M 9.61% | 34.80K | 0.00 | 191.54K |
ALPHABET INCSOLE | CAP STK CL A | 203.54K | SH | $58.53M 7.81% | 28.50K | 0.00 | 175.04K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 247.62K | SH | $57.76M 7.71% | 35.61K | 0.00 | 212.01K |
DANAHER CORP DELSOLE | COM | 230.60K | SH | $43.72M 5.84% | 34.76K | 0.00 | 195.84K |
TEXAS INSTRS INCSOLE | COM | 210K | SH | $40.77M 5.44% | 29.79K | 0.00 | 180.21K |
SNOWFLAKE INCSOLE | COM SHS | 254.17K | SH | $38.33M 5.12% | 37.21K | 0.00 | 216.96K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 94.28K | SH | $31.86M 4.25% | 19.33K | 0.00 | 74.95K |
SERVICENOW INCSOLE | COM | 291K | SH | $30.42M 4.06% | 41.61K | 0.00 | 249.39K |
MONGODB INCSOLE | CL A | 117.50K | SH | $28.76M 3.84% | 17.14K | 0.00 | 100.36K |
VISA INCSOLE | COM CL A | 92.91K | SH | $28.08M 3.75% | 11.87K | 0.00 | 81.04K |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 315.75K | SH | $26.84M 3.58% | 40.83K | 0.00 | 274.91K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 93.15K | SH | $25.88M 3.46% | 13.32K | 0.00 | 79.83K |
LAM RESEARCH CORPSOLE | COM NEW | 115.72K | SH | $24.72M 3.30% | 21.49K | 0.00 | 94.23K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 199.96K | SH | $23.72M 3.17% | 28.79K | 0.00 | 171.16K |
CRH PLCSOLE | ORD | 194.19K | SH | $20.41M 2.72% | 30.34K | 0.00 | 163.85K |
NVIDIA CORPORATIONSOLE | COM | 102.40K | SH | $17.86M 2.38% | 14.56K | 0.00 | 87.84K |
NETFLIX INC.SOLE | COM | 185.50K | SH | $17.84M 2.38% | 26.34K | 0.00 | 159.16K |
ON HLDG AGSOLE | NAMEN AKT A | 522.24K | SH | $17.77M 2.37% | 79.94K | 0.00 | 442.30K |
CLOUDFLARE INCSOLE | CL A COM | 71.30K | SH | $14.71M 1.96% | 10.78K | 0.00 | 60.53K |
NIKE INCSOLE | CL B | 207.72K | SH | $10.97M 1.46% | 30.96K | 0.00 | 176.76K |
SCHWAB CHARLES CORPSOLE | COM | 113K | SH | $10.62M 1.42% | 16.13K | 0.00 | 96.87K |
NEPTUNE INS HLDGS INCSOLE | CL A | 65.18K | SH | $1.58M 0.21% | 65.18K | 0.00 | 0.00 |