Manchester Global Management (UK) Ltd
23 holdingsFiling period: 2026-06-30Current AUM: $912.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 481.6K | $114.8M | $119.6M | 13.10% | -27,106 | 2026-06-30 |
| 2 | SNOW | SNOWFLAKE INC | 363.2K | $92.4M | $117.3M | 12.85% | +109.0K | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 203.6K | $72.8M | $70.2M | 7.70% | +100 | 2026-06-30 |
| 4 | TXN | TEXAS INSTRS INC | 210.0K | $62.6M | $55.3M | 6.06% | -- | 2026-06-30 |
| 5 | ADI | ANALOG DEVICES INC | 154.3K | $61.3M | $55.8M | 6.11% | -72,000 | 2026-06-30 |
| 6 | FERG | FERGUSON ENTERPRISES INC | 227.6K | $54.0M | $49.0M | 5.36% | -20,000 | 2026-06-30 |
| 7 | CDNS | CADENCE DESIGN SYSTEM INC | 143.2K | $53.7M | $39.2M | 4.30% | +50.0K | 2026-06-30 |
| 8 | LRCX | LAM RESEARCH CORP | 115.7K | $50.1M | $31.3M | 3.43% | -- | 2026-06-30 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 94.3K | $45.0M | $39.0M | 4.27% | -- | 2026-06-30 |
| 10 | DHR | DANAHER CORP DEL | 230.6K | $43.9M | $48.3M | 5.29% | -- | 2026-06-30 |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | 385.7K | $36.7M | $36.6M | 4.01% | +70.0K | 2026-06-30 |
| 12 | SHOP | SHOPIFY INC | 293.0K | $33.4M | $38.0M | 4.17% | +93.0K | 2026-06-30 |
| 13 | V | VISA INC | 92.9K | $31.9M | $34.9M | 3.82% | -- | 2026-06-30 |
| 14 | MDB | MONGODB INC | 74.5K | $25.0M | $28.1M | 3.08% | -43,000 | 2026-06-30 |
| 15 | NOW | SERVICENOW INC | 240.9K | $23.9M | $34.2M | 3.74% | -50,100 | 2026-06-30 |
| 16 | — | CRH PLC | 194.2K | $20.8M | $20.8M | 2.28% | -- | 2026-06-30 |
| 17 | NVDA | NVIDIA CORPORATION | 102.4K | $20.5M | $21.7M | 2.38% | -- | 2026-06-30 |
| 18 | NET | CLOUDFLARE INC | 71.3K | $17.5M | $23.3M | 2.56% | -- | 2026-06-30 |
| 19 | NFLX | NETFLIX INC. | 185.5K | $13.2M | $14.4M | 1.58% | -- | 2026-06-30 |
| 20 | — | ON HLDG AG | 322.2K | $11.4M | $11.4M | 1.25% | -200,000 | 2026-06-30 |
| 21 | SCHW | SCHWAB CHARLES CORP | 113.0K | $10.4M | $12.2M | 1.33% | -- | 2026-06-30 |
| 22 | META | META PLATFORMS INC | 15.0K | $8.4M | $10.1M | 1.10% | -- | 2026-06-30 |
| 23 | NP | NEPTUNE INS HLDGS INC | 65.2K | $2.1M | $2.0M | 0.22% | -- | 2026-06-30 |
← Scroll →