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Latest Manchester Global Management (UK) Ltd Stock Portfolio

$906Million | No. of Holdings #23

Manchester Global Management (UK) Ltd Performance

2026 Q2+20.56%
YTD+11.49%
2025+10.10%

About Manchester Global Management (UK) Ltd and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Manchester Global Management (UK) Ltd reported an equity portfolio of $906 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Manchester Global Management (UK) Ltd are AMZN, SNOW, GOOG. The fund has invested 12.7% of it's portfolio in AMAZON COM INC and 10.2% of portfolio in SNOWFLAKE INC. <br><br> The fund managers got completely rid off NIKE INC (NKE) stocks. They significantly reduced their stock positions in ON HLDG AG (ONON), MONGODB INC (MDB) and ANALOG DEVICES INC (ADI). Manchester Global Management (UK) Ltd opened new stock positions in META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to CADENCE DESIGN SYSTEM INC (CDNS), SHOPIFY INC (SHOP) and SNOWFLAKE INC (SNOW).
Manchester Global Management (UK) Ltd Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$906Million
  as of Aug 14, 2026

Manchester Global Management (UK) Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Manchester Global Management (UK) Ltd made a return of 20.56% in the last quarter. In trailing 12 months, it's portfolio return was 21.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
meta platforms inc8,449,350
New stocks bought by Manchester Global Management (UK) Ltd

Additions

Ticker% Inc.
cadence design system inc53.68
shopify inc46.51
snowflake inc42.88
liberty media corp del22.17
alphabet inc0.05
Additions to existing portfolio by Manchester Global Management (UK) Ltd

Reductions

Ticker% Reduced
on hldg ag-38.3
mongodb inc-36.6
analog devices inc-31.81
servicenow inc-17.22
ferguson enterprises inc-8.08
amazon com inc-5.33
Manchester Global Management (UK) Ltd reduced stake in above stock

Sold off

Ticker$ Sold
nike inc-10,971,900
Manchester Global Management (UK) Ltd got rid off the above stocks

Sector Distribution

Manchester Global Management (UK) Ltd has about 44.9% of it's holdings in Technology sector.

  • Technology
  • Others
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Financial Services
Sector%
Technology44.9
Others22.5
Consumer Cyclical12.7
Communication Services10.4
Healthcare4.8
Financial Services4.7

Market Cap. Distribution

Manchester Global Management (UK) Ltd has about 77.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP41.3
LARGE-CAP36.2
UNALLOCATED22.5

Stocks belong to which Index?

About 66.8% of the stocks held by Manchester Global Management (UK) Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50062.7
Others33.3
RUSSELL 20004.1
Top 5 Winners (%)%
LRCX
lam research corp
102.8 %
TXN
texas instrs inc
53.5 %
SNOW
snowflake inc
53.0 %
TSM
taiwan semiconductor manufac
41.3 %
MDB
mongodb inc
30.4 %
Top 5 Winners ($)$
SNOW
snowflake inc
32.0 M
LRCX
lam research corp
25.4 M
TXN
texas instrs inc
21.8 M
ADI
analog devices inc
15.0 M
AMZN
amazon com inc
14.9 M
Top 5 Losers (%)%
NFLX
netflix inc.
-25.7 %
NOW
servicenow inc
-4.6 %
SHOP
shopify inc
-3.2 %
SCHW
schwab charles corp
-1.8 %
Top 5 Losers ($)$
NFLX
netflix inc.
-4.6 M
NOW
servicenow inc
-1.4 M
SHOP
shopify inc
-1.1 M
SCHW
schwab charles corp
-0.2 M

Manchester Global Management (UK) Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Manchester Global Management (UK) Ltd

Manchester Global Management (UK) Ltd has 23 stocks in it's portfolio. About 71.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. SNOW was the most profitable stock for Manchester Global Management (UK) Ltd last quarter.

$906.03MTotal Value
24.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Manchester Global Management (UK) Ltd, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BATRA
Liberty Media Corp Del

Liberty Media Corp Del

BATRA
Manchester Global Management (UK) Ltd's holding in Liberty Media Corp Del over time
4.05%385,746
$36.70M
4.05%
increased 22.17 percentadded
CRH
Crh Plc

Crh Plc

CRH
Manchester Global Management (UK) Ltd's holding in Crh Plc over time
2.29%194,190
$20.78M
2.29%
unchanged 0 percentunchanged
ONON
On Hldg Ag

On Hldg Ag

ONON
Manchester Global Management (UK) Ltd's holding in On Hldg Ag over time
1.26%322,239
$11.41M
1.26%
decreased 38.3 percentreduced
SHOP
Shopify Inc

Shopify Inc

SHOP
Manchester Global Management (UK) Ltd's holding in Shopify Inc over time
3.69%292,956
$33.45M
3.69%
increased 46.51 percentadded
TSM
Taiwan Semiconductor Manufac

Taiwan Semiconductor Manufac

TSM
Manchester Global Management (UK) Ltd's holding in Taiwan Semiconductor Manufac over time
4.97%94,275
$45.02M
4.97%
unchanged 0 percentunchanged