13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001965104-25-000010
Total Value
$760.4M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 311,000 | $75.6M | 9.94% |
| 2 | AMAZON COM INC | AMZN | 327,245 | $71.9M | 9.45% |
| 3 | ANALOG DEVICES INC | ADI | 286,024 | $70.3M | 9.24% |
| 4 | MICROSOFT CORP | MSFT | 125,845 | $65.2M | 8.57% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 210,149 | $47.2M | 6.21% |
| 6 | SNOWFLAKE INC | SNOW | 203,885 | $46.0M | 6.05% |
| 7 | MONGODB INC | MDB | 137,000 | $42.5M | 5.59% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 135,813 | $37.9M | 4.99% |
| 9 | DANAHER CORPORATION | 235851102 | 181,757 | $36.0M | 4.74% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 335,895 | $35.1M | 4.61% |
| 11 | VISA INC | V | 98,772 | $33.7M | 4.43% |
| 12 | LAM RESEARCH CORP | LRCX | 250,436 | $33.5M | 4.41% |
| 13 | ON HLDG AG | H5919C104 | 679,523 | $28.8M | 3.78% |
| 14 | REDDIT INC | RDDT | 117,700 | $27.1M | 3.56% |
| 15 | NETFLIX INC | NFLX | 18,800 | $22.5M | 2.96% |
| 16 | CADENCE DESIGN SYSTEM INC | CDNS | 63,700 | $22.4M | 2.94% |
| 17 | NIKE INC | NKE | 223,000 | $15.5M | 2.04% |
| 18 | CLOUDFLARE INC | NET | 64,000 | $13.7M | 1.81% |
| 19 | NVIDIA CORPORATION | NVDA | 71,000 | $13.2M | 1.74% |
| 20 | ARM HOLDINGS PLC | 042068205 | 81,000 | $11.5M | 1.51% |
| 21 | CRH PLC | CRH | 89,864 | $10.8M | 1.42% |