13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001965104-25-000005
Total Value
$693.9M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 345,345 | $75.8M | 10.92% |
| 2 | ANALOG DEVICES INC | ADI | 286,024 | $68.1M | 9.81% |
| 3 | DANAHER CORPORATION | 235851102 | 337,257 | $66.6M | 9.60% |
| 4 | MICROSOFT CORP | MSFT | 117,845 | $58.6M | 8.45% |
| 5 | SNOWFLAKE INC | SNOW | 232,885 | $52.1M | 7.51% |
| 6 | NETFLIX INC | NFLX | 35,000 | $46.9M | 6.75% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 335,895 | $35.1M | 5.06% |
| 8 | VISA INC | V | 98,772 | $35.1M | 5.05% |
| 9 | ON HLDG AG | H5919C104 | 629,523 | $32.8M | 4.72% |
| 10 | FERGUSON ENTERPRISES INC | FERG | 125,116 | $27.2M | 3.93% |
| 11 | GITLAB INC | GTLB | 582,000 | $26.3M | 3.78% |
| 12 | PROCORE TECHNOLOGIES INC | PCOR | 355,213 | $24.3M | 3.50% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 70,222 | $21.9M | 3.16% |
| 14 | LAM RESEARCH CORP | LRCX | 220,436 | $21.5M | 3.09% |
| 15 | CADENCE DESIGN SYSTEM INC | CDNS | 63,700 | $19.6M | 2.83% |
| 16 | NVIDIA CORPORATION | NVDA | 124,000 | $19.6M | 2.82% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 86,313 | $19.5M | 2.82% |
| 18 | PROGRESSIVE CORP | 743315103 | 51,301 | $13.7M | 1.97% |
| 19 | CLOUDFLARE INC | NET | 64,000 | $12.5M | 1.81% |
| 20 | NIKE INC | NKE | 170,000 | $12.1M | 1.74% |
| 21 | RIVIAN AUTOMOTIVE INC | RIVN | 335,939 | $4.6M | 0.67% |