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Manchester Global Management (UK) Ltd

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13F filer, CIK 1965104, LONDON, United Kingdom

Manchester Global Management (UK) Ltd reported $906,029,209 across 23 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 71.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965104-26-000005

Period
2026-06-30
Reported value
$906M
Holdings
23
Top 10 weight
71.82%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNOWadded+109,000$27.7M
CDNSadded+50,000$18.8M
SHOPadded+93,000$10.6M
METAnew+15,000$8.45M
FWONKadded+70,000$6.66M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ADIreduced-72,000-$28.6M
MDBreduced-43,000-$14.4M
NKEexited-207,723-$11M
ONONreduced-200,000-$7.08M
AMZNreduced-27,106-$6.46M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001965104-26-000005, largest first. % of portfolio is the value over $906,029,209, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,760 shares; 2024Q4: 394,548 shares; 2025Q1: 517,335 shares; 2025Q2: 345,345 shares; 2025Q3: 327,245 shares; 2025Q4: 265,290 shares; 2026Q1: 508,690 shares; 2026Q2: 481,584 shares 481,584$115M12.67%-27,106Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,596 shares; 2024Q4: 233,285 shares; 2025Q1: 300,185 shares; 2025Q2: 232,885 shares; 2025Q3: 203,885 shares; 2025Q4: 168,172 shares; 2026Q1: 254,172 shares; 2026Q2: 363,172 shares 363,172$92.4M10.2%+109,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,440 shares; 2024Q4: 69,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311,000 shares; 2025Q4: 337,537 shares; 2026Q1: 203,537 shares; 2026Q2: 203,637 shares 203,637$72.8M8.03%+100Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,000 shares; 2026Q2: 210,000 shares 210,000$62.6M6.91%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,271 shares; 2024Q4: 248,524 shares; 2025Q1: 267,524 shares; 2025Q2: 286,024 shares; 2025Q3: 286,024 shares; 2025Q4: 216,540 shares; 2026Q1: 226,343 shares; 2026Q2: 154,343 shares 154,343$61.3M6.77%-72,000Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,605 shares; 2025Q1: 60,616 shares; 2025Q2: 125,116 shares; 2025Q3: 210,149 shares; 2025Q4: 275,616 shares; 2026Q1: 247,616 shares; 2026Q2: 227,616 shares 227,616$54M5.96%-20,000Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,400 shares; 2025Q2: 63,700 shares; 2025Q3: 63,700 shares; 2025Q4: 93,150 shares; 2026Q1: 93,150 shares; 2026Q2: 143,150 shares 143,150$53.7M5.93%+50,000Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220,436 shares; 2025Q3: 250,436 shares; 2025Q4: 249,720 shares; 2026Q1: 115,720 shares; 2026Q2: 115,720 shares 115,720$50.1M5.53%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,024 shares; 2024Q4: 164,637 shares; 2025Q1: 177,313 shares; 2025Q2: 86,313 shares; 2025Q3: 135,813 shares; 2025Q4: 94,275 shares; 2026Q1: 94,275 shares; 2026Q2: 94,275 shares 94,275$45M4.97%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,945 shares; 2024Q4: 248,257 shares; 2025Q1: 259,257 shares; 2025Q2: 337,257 shares; 2025Q3: 181,757 shares; 2025Q4: 230,603 shares; 2026Q1: 230,603 shares; 2026Q2: 230,603 shares 230,603$43.9M4.85%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599,400 shares; 2024Q4: 385,895 shares; 2025Q1: 385,895 shares; 2025Q2: 335,895 shares; 2025Q3: 335,895 shares; 2025Q4: 315,746 shares; 2026Q1: 315,746 shares; 2026Q2: 385,746 shares 385,746$36.7M4.05%+70,000Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,956 shares; 2026Q1: 199,956 shares; 2026Q2: 292,956 shares 292,956$33.4M3.69%+93,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,643 shares; 2024Q4: 98,772 shares; 2025Q1: 98,772 shares; 2025Q2: 98,772 shares; 2025Q3: 98,772 shares; 2025Q4: 92,913 shares; 2026Q1: 92,913 shares; 2026Q2: 92,913 shares 92,913$31.9M3.52%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,000 shares; 2025Q4: 111,999 shares; 2026Q1: 117,499 shares; 2026Q2: 74,499 shares 74,499$25M2.76%-43,000Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291,000 shares; 2026Q2: 240,900 shares 240,900$23.9M2.64%-50,100Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,864 shares; 2025Q4: 244,190 shares; 2026Q1: 194,190 shares; 2026Q2: 194,190 shares 194,190$20.8M2.29%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,000 shares; 2025Q3: 71,000 shares; 2025Q4: not reported; 2026Q1: 102,400 shares; 2026Q2: 102,400 shares 102,400$20.5M2.26%0Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,000 shares; 2025Q3: 64,000 shares; 2025Q4: 59,510 shares; 2026Q1: 71,303 shares; 2026Q2: 71,303 shares 71,303$17.5M1.93%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 35,000 shares; 2025Q3: 18,800 shares; 2025Q4: 130,500 shares; 2026Q1: 185,500 shares; 2026Q2: 185,500 shares 185,500$13.2M1.46%0Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,078 shares; 2024Q4: 318,023 shares; 2025Q1: 638,023 shares; 2025Q2: 629,523 shares; 2025Q3: 679,523 shares; 2025Q4: 632,239 shares; 2026Q1: 522,239 shares; 2026Q2: 322,239 shares 322,239$11.4M1.26%-200,000Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,000 shares; 2026Q2: 113,000 shares 113,000$10.4M1.15%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000$8.45M0.93%newTimeline
NPNEPTUNE INS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,180 shares; 2026Q1: 65,180 shares; 2026Q2: 65,180 shares 65,180$2.05M0.23%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NKENIKE INC207,723$11Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965104-26-000005 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001965104-26-000005 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001965104-26-000004 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001965104-26-000003 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001965104-25-000010 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001965104-25-000005 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001965104-25-000003 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001965104-25-000002 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001965104-24-000007 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001965104-24-000004 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001965104-24-000003 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001965104-24-000002 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001965104-23-000004 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001965104-23-000003 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0001965104-23-000002 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001965104-23-000001 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set