Q2 2026 13F · SEC CIK 1965104
Manchester Global Management (UK) Ltd
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $906.0M
- Reported positions
- 23
- Top holdings a year, 3 yrs
- +17.5%
- Average holding period
- 2.4 yrs
Manchester Global Management (UK) Ltd is a hedge fund that reported 23 positions worth $906.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Amazon Com Inc (AMZN, 12.7%), Snowflake Inc (SNOW, 10.2%), Alphabet Inc (GOOGL, 8.0%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.
Manchester Global Management (UK) Ltd holdings all 23 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AMZNAmazon Com Inc | 12.7% | -5.3% | $114.8M |
| SNOWSnowflake Inc | 10.2% | +42.9% | $92.4M |
| GOOGLAlphabet Inc | 8.0% | +0.0% | $72.8M |
| TXNTexas Instrs Inc | 6.9% | +0.0% | $62.6M |
| ADIAnalog Devices Inc | 6.8% | -31.8% | $61.3M |
| FERGFerguson Enterprises Inc Common Stock Ne | 6.0% | -8.1% | $54.0M |
| CDNSCadence Design System Inc | 5.9% | +53.7% | $53.7M |
| LRCXLam Research Corp | 5.5% | +0.0% | $50.1M |
| TSMTaiwan Semiconductor Manufac | 5.0% | +0.0% | $45.0M |
| DHRDanaher Corp Del | 4.8% | +0.0% | $43.9M |
| FWONKLiberty Media Corp Del | 4.1% | +22.2% | $36.7M |
| SHOPShopify Inc | 3.7% | +46.5% | $33.4M |
| VVisa Inc | 3.5% | +0.0% | $31.9M |
| MDBMongodb Inc | 2.8% | -36.6% | $25.0M |
| NOWServicenow Inc | 2.6% | -17.2% | $23.9M |
| CRHCrh PLC | 2.3% | +0.0% | $20.8M |
| NVDANvidia Corporation | 2.3% | +0.0% | $20.5M |
| NETCloudflare Inc | 1.9% | +0.0% | $17.5M |
| NFLXNetflix Inc. | 1.5% | +0.0% | $13.2M |
| ONONOn Hldg AG | 1.3% | -38.3% | $11.4M |
| SCHWCharles Schwab Corp (the) | 1.2% | +0.0% | $10.4M |
| METAMeta Platforms Inc | 0.9% | — | $8.4M |
| NPNeptune Ins Hldgs Inc | 0.2% | +0.0% | $2.1M |
What Manchester Global Management (UK) Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- META Meta Platforms Inc0.9% of 13F
Added to
- CDNS Cadence Design System Inc+53.7% shares
- SHOP Shopify Inc+46.5% shares
- SNOW Snowflake Inc+42.9% shares
- FWONK Liberty Media Corp Del+22.2% shares
Reduced
- ONON On Hldg AG-38.3% shares
- MDB Mongodb Inc-36.6% shares
- ADI Analog Devices Inc-31.8% shares
- NOW Servicenow Inc-17.2% shares
- FERG Ferguson Enterprises Inc Common Stock Ne-8.1% shares
- AMZN Amazon Com Inc-5.3% shares
Sold out
- NKE Nike Incwas 1.5%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +27.2% /yr
- S&P 500 +20.1%
- 3 years
- +17.5% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $906.0M | 23 |
| Q1 2026 | $749.1M | 23 |
| Q4 2025 | $742.2M | 21 |
| Q3 2025 | $760.4M | 21 |
| Q2 2025 | $693.9M | 21 |
| Q1 2025 | $669.8M | 21 |
| Q4 2024 | $758.4M | 26 |
| Q3 2024 | $619.8M | 20 |
| Q2 2024 | $568.9M | 19 |
| Q1 2024 | $569.5M | 19 |
| Q4 2023 | $307.4M | 20 |
| Q3 2023 | $261.0M | 18 |
Questions about Manchester Global Management (UK) Ltd's portfolio
What stocks does Manchester Global Management (UK) Ltd own?
Manchester Global Management (UK) Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 23 positions worth $906.0M. The largest are Amazon Com Inc (AMZN) at 12.7%, Snowflake Inc (SNOW) at 10.2%, Alphabet Inc (GOOGL) at 8.0%, Texas Instrs Inc (TXN) at 6.9% and Analog Devices Inc (ADI) at 6.8%.
What did Manchester Global Management (UK) Ltd buy last quarter?
In Q2 2026, Manchester Global Management (UK) Ltd added a new position in Meta Platforms Inc (META), Cadence Design System Inc (CDNS) (+53.7% shares), Shopify Inc (SHOP) (+46.5% shares) and Snowflake Inc (SNOW) (+42.9% shares), compared with its Q1 2026 filing.
What did Manchester Global Management (UK) Ltd sell last quarter?
In Q2 2026, Manchester Global Management (UK) Ltd sold all of Nike Inc (NKE), On Hldg AG (ONON) (-38.3% shares), Mongodb Inc (MDB) (-36.6% shares) and Analog Devices Inc (ADI) (-31.8% shares), compared with its Q1 2026 filing.
How has Manchester Global Management (UK) Ltd's portfolio performed?
A portfolio copying Manchester Global Management (UK) Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.2% against +20.1%.
When is Manchester Global Management (UK) Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Manchester Global Management (UK) Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.