13F HOLDINGS REPORT
Manchester Global Management (UK) Ltd
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001965104-26-000003
Total Value
$742.2M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 337,537 | $105.6M | 14.23% |
| 2 | FERGUSON ENTERPRISES INC | FERG | 275,616 | $61.4M | 8.27% |
| 3 | AMAZON COM INC | AMZN | 265,290 | $61.2M | 8.25% |
| 4 | ANALOG DEVICES INC | ADI | 216,540 | $58.7M | 7.91% |
| 5 | DANAHER CORPORATION | 235851102 | 230,603 | $52.8M | 7.11% |
| 6 | MONGODB INC | MDB | 111,999 | $47.0M | 6.33% |
| 7 | LAM RESEARCH CORP | LRCX | 249,720 | $42.7M | 5.76% |
| 8 | SNOWFLAKE INC | SNOW | 168,172 | $36.9M | 4.97% |
| 9 | VISA INC | V | 92,913 | $32.6M | 4.39% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 315,746 | $31.1M | 4.19% |
| 11 | CRH PLC | CRH | 244,190 | $30.5M | 4.11% |
| 12 | ON HLDG AG | H5919C104 | 632,239 | $29.4M | 3.96% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 93,150 | $29.1M | 3.92% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 94,275 | $28.6M | 3.86% |
| 15 | SHOPIFY INC | SHOP | 152,956 | $24.6M | 3.32% |
| 16 | INTUIT | INTU | 27,537 | $18.2M | 2.46% |
| 17 | NIKE INC | NKE | 207,723 | $13.2M | 1.78% |
| 18 | MICROSOFT CORP | MSFT | 25,855 | $12.5M | 1.68% |
| 19 | NETFLIX INC | NFLX | 130,500 | $12.2M | 1.65% |
| 20 | CLOUDFLARE INC | NET | 59,510 | $11.7M | 1.58% |
| 21 | NEPTUNE INS HLDGS INC | 64073B103 | 65,180 | $1.9M | 0.26% |