Manchester Global Management (UK) Ltd
Long book
$749.1M
Q1 2026
Positions
23
Top-10 weight
68%
concentration
Last quarter
+20.8%
SPY +14.8%
Turnover
24%
of book per quarter
Strategy in plain words
auto-generated from filingsManchester Global Management (UK) Ltd is a concentrated fundamental stock-picker, running a $749.1M US long book across 23 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: AMAZON.COM INC, ANALOG DEVICES INC, ALPHABET INC-CL A, FERGUSON ENTERPRISES INC, DANAHER CORP.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.6%
Q2 2024
+3.2%
Q3 2024
+3.6%
Q4 2024
-8.9%
Q1 2025
+8.2%
Q2 2025
+2.6%
Q3 2025
+6.6%
Q4 2025
-9.3%
Q1 2026
+20.8%
Sector allocation
Technology 55%
Consumer discretionary 23%
Services media 6%
Industrials 6%
Other 4%
Communications 4%
Financials 2%
Long book by quarter
What does Manchester Global own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 508.7K | $105.9M | 14.1% | +91.7% |
| ADI ANALOG DEVICES INC | Technology | 226.3K | $72.0M | 9.6% | +4.5% |
| GOOGL ALPHABET INC-CL A | Technology | 203.5K | $58.5M | 7.8% | -39.7% |
| FERG FERGUSON ENTERPRISES INC | Consumer discretionary | 247.6K | $57.8M | 7.7% | -10.2% |
| DHR DANAHER CORP | Technology | 230.6K | $43.7M | 5.8% | Held |
| TXN TEXAS INSTRUMENTS INC | Technology | 210.0K | $40.8M | 5.4% | New |
| SNOW SNOWFLAKE INC | Technology | 254.2K | $38.3M | 5.1% | +51.1% |
| NOW SERVICENOW INC | Technology | 291.0K | $30.4M | 4.1% | New |
| MDB MONGODB INC | Technology | 117.5K | $28.8M | 3.8% | +4.9% |
| V VISA INC-CLASS A SHARES | Services media | 92.9K | $28.1M | 3.7% | Held |
| FWONK LIBERTY MEDIA CORP-FORMULA-C | Communications | 315.7K | $26.8M | 3.6% | Held |
| CDNS CADENCE DESIGN SYS INC | Technology | 93.2K | $25.9M | 3.5% | Held |
| LRCX LAM RESEARCH CORP | Industrials | 115.7K | $24.7M | 3.3% | -53.7% |
| SHOP SHOPIFY INC - CLASS A | Technology | 200.0K | $23.7M | 3.2% | +30.7% |
| CRH CRH PLC | Industrials | 194.2K | $20.4M | 2.7% | -20.5% |
| NVDA NVIDIA CORP | Technology | 102.4K | $17.9M | 2.4% | New |
| NFLX NETFLIX INC | Services media | 185.5K | $17.8M | 2.4% | +42.1% |
| ONON ON HOLDING AG-CLASS A | Other | 522.2K | $17.8M | 2.4% | -17.4% |
| NET CLOUDFLARE INC - CLASS A | Technology | 71.3K | $14.7M | 2.0% | +19.8% |
| NKE NIKE INC -CL B | Other | 207.7K | $11.0M | 1.5% | Held |
| SCHW SCHWAB (CHARLES) CORP | Financials | 113.0K | $10.6M | 1.4% | New |
| NP NEPTUNE INSURANCE HOLDI-CL A | Financials | 65.2K | $1.6M | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 23 | $749.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 21 | $742.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 21 | $760.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 21 | $693.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 21 | $669.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 26 | $758.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 20 | $619.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 19 | $568.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 19 | $569.5M | canonical | SEC ↗ |
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