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The Analysis of Manchester Global Management (UK) Ltd's Holdings & P&L

Currently, Manchester Global Management (UK) Ltd holds 23 types of securities in its portfolio with a total value $749.1M. In the most recent quarter, they have increased their positions in AMZN (+243.4K shares, valued at $50.7M), TXN (+210.0K shares, valued at $40.8M), NOW (+291.0K shares, valued at $30.4M); decreased their positions in N/A (-134.0K shares, valued at $38.5M), N/A (-134.0K shares, valued at $28.6M), N/A (-28.0K shares, valued at $6.5M); initiated new positions in TXN (+210.0K shares, valued at $40.8M), NOW (+291.0K shares, valued at $30.4M), NVDA (+102.4K shares, valued at $17.9M).

1M P&L

+18.8M+4.27%

3M P&L

+13.0M+2.90%

HY P&L

+13.7M+3.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application108.9M

23.2%

2Semiconductors87.4M

18.6%

3Software - Infrastructure71.2M

15.2%

Top Industries by Stock Count

1Software - Application4 stocks

26.7%

2Software - Infrastructure3 stocks

20.0%

3Semiconductors2 stocks

13.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC508.7K shares91.75%2026-03-312026-05-15

ADI ANALOG DEVICES INC226.3K shares4.53%2026-03-312026-05-15

ALPHABET INC ALPHABET INC203.5K shares-39.70%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC247.6K shares-10.16%2026-03-312026-05-15

DHR DANAHER CORP DEL230.6K shares0.00%2026-03-312026-05-15

TXN TEXAS INSTRS INC210.0K sharesnew addition2026-03-312026-05-15

SNOW SNOWFLAKE INC254.2K shares51.14%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC94.3K shares0.00%2026-03-312026-05-15

Sponsored

NOW SERVICENOW INC291.0K sharesnew addition2026-03-312026-05-15

MDB MONGODB INC117.5K shares4.91%2026-03-312026-05-15

V VISA INC92.9K shares0.00%2026-03-312026-05-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL315.7K shares0.00%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC93.2K shares0.00%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP115.7K shares-53.66%2026-03-312026-05-15

SHOP SHOPIFY INC200.0K shares30.73%2026-03-312026-05-15

CRH PLC CRH PLC194.2K shares-20.48%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION102.4K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.185.5K shares42.15%2026-03-312026-05-15

ONON ON HLDG AG522.2K shares-17.40%2026-03-312026-05-15

NET CLOUDFLARE INC71.3K shares19.82%2026-03-312026-05-15

NKE NIKE INC207.7K shares0.00%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP113.0K sharesnew addition2026-03-312026-05-15

NEPTUNE INS HLDGS INC NEPTUNE INS HLDGS INC65.2K shares0.00%2026-03-312026-05-15

AMZN

AMAZON COM INC

91.75%

Shares508.7K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

4.53%

Shares226.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-39.70%

Shares203.5K

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

-10.16%

Shares247.6K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

0.00%

Shares230.6K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

New

Shares210.0K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

51.14%

Shares254.2K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares94.3K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

New

Shares291.0K

Event2026-03-31

Filed2026-05-15

MDB

MONGODB INC

4.91%

Shares117.5K

Event2026-03-31

Filed2026-05-15

VISA INC

0.00%

Shares92.9K

Event2026-03-31

Filed2026-05-15

LIBERTY MEDIA CORP DEL

0.00%

Shares315.7K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares93.2K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-53.66%

Shares115.7K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

30.73%

Shares200.0K

Event2026-03-31

Filed2026-05-15

CRH PLC

-20.48%

Shares194.2K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

New

Shares102.4K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

42.15%

Shares185.5K

Event2026-03-31

Filed2026-05-15

ONON

ON HLDG AG

-17.40%

Shares522.2K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

19.82%

Shares71.3K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

0.00%

Shares207.7K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

New

Shares113.0K

Event2026-03-31

Filed2026-05-15

NEPTUNE INS HLDGS INC

0.00%

Shares65.2K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available