Manchester Global Management (UK) Ltd
CIK: 0001965104SEC EDGAR →
Portfolio Value
$742.2M
Holdings
21
As of
Q4 2025
New Positions
5
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 337,537 | $105.6M | 14.23% |
| 2 | FERGUSON ENTERPRISES INC | 275,616 | $61.4M | 8.27% |
| 3 | AMAZON COM INC | 265,290 | $61.2M | 8.25% |
| 4 | ANALOG DEVICES INC | 216,540 | $58.7M | 7.91% |
| 5 | DANAHER CORPORATION | 230,603 | $52.8M | 7.11% |
| 6 | MONGODB INC | 111,999 | $47.0M | 6.33% |
| 7 | LAM RESEARCH CORP | 249,720 | $42.7M | 5.76% |
| 8 | SNOWFLAKE INC | 168,172 | $36.9M | 4.97% |
| 9 | VISA INC | 92,913 | $32.6M | 4.39% |
| 10 | LIBERTY MEDIA CORP DEL | 315,746 | $31.1M | 4.19% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $312.1M | 42.1% |
| Communication Services | 3 | $149.0M | 20.1% |
| Consumer Cyclical | 4 | $134.3M | 18.1% |
| Industrials | 1 | $61.4M | 8.3% |
| Healthcare | 1 | $52.8M | 7.1% |
| Financial Services | 1 | $32.6M | 4.4% |