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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 $669,773,956 across 21 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 76.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965104-25-000003

Period
2025-03-31
Reported value
$670M
Holdings
21
Top 10 weight
76.07%
New
3
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+122,787$23.4M
NFLXnew+25,000$23.3M
CDNSnew+91,400$23.2M
TEAMnew+97,538$20.7M
ONONadded+320,000$14.1M

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
AAPLexited-128,699-$32.2M
DDOGexited-181,179-$25.9M
NKEreduced-382,753-$24.3M
MNDYexited-63,600-$15M
GOOGLexited-69,968-$13.2M

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, Q1 2025

Share positions as resolved from 13F-HR 0001965104-25-000003, largest first. % of portfolio is the value over $669,773,956, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,232 shares; 2024Q4: 182,722 shares; 2025Q1: 192,722 shares 192,722$101M15.07%+10,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,760 shares; 2024Q4: 394,548 shares; 2025Q1: 517,335 shares 517,335$98.4M14.7%+122,787Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,271 shares; 2024Q4: 248,524 shares; 2025Q1: 267,524 shares 267,524$54M8.06%+19,000Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,945 shares; 2024Q4: 248,257 shares; 2025Q1: 259,257 shares 259,257$53.1M7.94%+11,000Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,596 shares; 2024Q4: 233,285 shares; 2025Q1: 300,185 shares 300,185$43.9M6.55%+66,900Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,400 shares; 2024Q4: 385,895 shares; 2025Q1: 385,895 shares 385,895$34.7M5.19%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,643 shares; 2024Q4: 98,772 shares; 2025Q1: 98,772 shares 98,772$34.6M5.17%0Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,820 shares; 2024Q4: 431,603 shares; 2025Q1: 489,713 shares 489,713$32.3M4.83%+58,110Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,024 shares; 2024Q4: 164,637 shares; 2025Q1: 177,313 shares 177,313$29.4M4.39%+12,676Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,078 shares; 2024Q4: 318,023 shares; 2025Q1: 638,023 shares 638,023$28M4.18%+320,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares 25,000$23.3M3.48%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,400 shares 91,400$23.2M3.47%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,808 shares; 2025Q1: 59,145 shares 59,145$22.2M3.31%-8,663Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,538 shares 97,538$20.7M3.09%newTimeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,697 shares; 2024Q4: 81,808 shares; 2025Q1: 51,808 shares 51,808$14.7M2.19%-30,000Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,800 shares; 2025Q1: 51,301 shares 51,301$14.5M2.17%+1,501Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,472 shares; 2024Q4: 58,285 shares; 2025Q1: 40,285 shares 40,285$12.6M1.88%-18,000Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,605 shares; 2025Q1: 60,616 shares 60,616$9.71M1.45%+48,011Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,878 shares; 2024Q4: 268,640 shares; 2025Q1: 130,640 shares 130,640$7.89M1.18%-138,000Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497,640 shares; 2025Q1: 114,887 shares 114,887$7.29M1.09%-382,753Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,939 shares; 2024Q4: 335,939 shares; 2025Q1: 335,939 shares 335,939$4.18M0.62%0Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
AAPLAPPLE INC128,699$32.2Mshares
DDOGDATADOG INC181,179$25.9Mshares
MNDYMONDAY COM LTD63,600$15Mshares
GOOGLALPHABET INC69,968$13.2Mshares
AMDADVANCED MICRO DEVICES INC100,008$12.1Mshares
POOLPOOL CORP34,300$11.7Mshares
INTUINTUIT13,926$8.75Mshares
KLACKLA CORP9,745$6.14Mshares

How Q1 2025 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 0001965104-25-000003 base2025-05-15acceptance time not in the bulk data set