2026 Q2 Portfolio Activity
In 2026 Q2, Manchester Global Management (UK) Ltd maintained a portfolio of 24 distinct positions. The most significant new addition was META PLATFORMS INC, now representing 0.93% of the total fund value. They heavily accumulated shares in SNOWFLAKE INC, increasing the position by 42.9%. The fund also reduced its exposure to ANALOG DEVICES INC by 31.8%.
Position History
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Total Positions
24
Quarter
2026 Q2
Top Holding
AMZN (12.7%)
Top 10 Concentration
71.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
Manchester Global Management (UK) Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 12.67% | 14.14% |
#1
Prev: #1
|
6.5 |
—
|
-27,106 | -5.3% |
P
S
|
481,584 | $114,780,731 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 10.20% | 5.12% |
#2
5
Prev: #7
|
8.0 |
—
|
109,000 | 42.9% |
P
S
|
363,172 | $92,427,274 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 8.03% | 7.81% |
#3
Prev: #3
|
4.7 |
—
|
100 | 0.0% |
P
S
|
203,637 | $72,773,755 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 6.91% | 5.44% |
#4
2
Prev: #6
|
4.3 |
—
|
no change | no change |
P
S
|
210,000 | $62,594,700 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 6.77% | 9.61% |
#5
3
Prev: #2
|
3.2 |
—
|
-72,000 | -31.8% |
P
S
|
154,343 | $61,300,409 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 5.96% | 7.71% |
#6
2
Prev: #4
|
2.9 |
—
|
-20,000 | -8.1% |
P
S
|
227,616 | $54,020,105 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 5.93% | 3.46% |
#7
6
Prev: #13
|
5.4 |
—
|
50,000 | 53.7% |
P
S
|
143,150 | $53,727,058 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 5.53% | 3.30% |
#8
6
Prev: #14
|
3.2 |
—
|
no change | no change |
P
S
|
115,720 | $50,144,948 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 4.97% | 4.25% |
#9
1
Prev: #8
|
3.0 |
—
|
no change | no change |
P
S
|
94,275 | $45,022,912 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 4.85% | 5.84% |
#10
5
Prev: #5
|
2.9 |
—
|
no change | no change |
P
S
|
230,603 | $43,925,259 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 4.05% | 3.58% |
#11
1
Prev: #12
|
4.1 |
—
|
70,000 | 22.2% |
P
S
|
385,746 | $36,699,874 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHOP
SHOPIFY INC
|
Technology | 3.69% | 3.17% |
#12
3
Prev: #15
|
4.0 |
—
|
93,000 | 46.5% |
P
S
|
292,956 | $33,449,716 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 3.52% | 3.75% |
#13
2
Prev: #11
|
2.4 |
—
|
no change | no change |
P
S
|
92,913 | $31,877,521 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDB
MONGODB INC
|
Technology | 2.76% | 3.84% |
#14
4
Prev: #10
|
1.1 |
—
|
-43,000 | -36.6% |
P
S
|
74,499 | $25,024,214 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 2.64% | 4.06% |
#15
6
Prev: #9
|
1.6 |
—
|
-50,100 | -17.2% |
P
S
|
240,900 | $23,916,552 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRH
CRH PLC
|
Basic Materials | 2.29% | 2.72% |
#16
Prev: #16
|
1.9 |
—
|
no change | no change |
P
S
|
194,190 | $20,778,330 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.26% | 2.38% |
#17
Prev: #17
|
1.9 |
—
|
no change | no change |
P
S
|
102,400 | $20,489,216 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NET
CLOUDFLARE INC
|
Technology | 1.93% | 1.96% |
#18
2
Prev: #20
|
1.8 |
—
|
no change | no change |
P
S
|
71,303 | $17,489,200 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.46% | 2.38% |
#19
1
Prev: #18
|
1.6 |
—
|
no change | no change |
P
S
|
185,500 | $13,244,700 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ONON
ON HLDG AG
|
Consumer Cyclical | 1.26% | 2.37% |
#20
1
Prev: #19
|
0.5 |
—
|
-200,000 | -38.3% |
P
S
|
322,239 | $11,413,705 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.15% | 1.42% |
#21
1
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
113,000 | $10,426,510 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.93% | — |
#22
Prev: #—
|
3.9 |
—
|
15,000 | — |
NEW
|
15,000 | $8,449,350 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NEPT
NEPTUNE INS HLD...
|
Unknown | 0.23% | 0.21% |
#23
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
65,180 | $2,053,170 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.00% | 1.46% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-207,723 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-24 of 24 holdings