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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 $693,853,578 across 21 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 71.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965104-25-000005

Period
2025-06-30
Reported value
$694M
Holdings
21
Top 10 weight
71.81%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+58,700$29.2M
GTLBnew+582,000$26.3M
LRCXnew+220,436$21.5M
NVDAnew+124,000$19.6M
DHRadded+78,000$15.4M

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
UNHreduced-122,500-$38.2M
AMZNreduced-171,990-$37.7M
TEAMexited-97,538-$20.7M
TSMreduced-91,000-$20.6M
SNOWreduced-67,300-$15.1M

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.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001965104-25-000005, largest first. % of portfolio is the value over $693,853,578, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,760 shares; 2024Q4: 394,548 shares; 2025Q1: 517,335 shares; 2025Q2: 345,345 shares 345,345$75.8M10.92%-171,990Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,271 shares; 2024Q4: 248,524 shares; 2025Q1: 267,524 shares; 2025Q2: 286,024 shares 286,024$68.1M9.81%+18,500Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,945 shares; 2024Q4: 248,257 shares; 2025Q1: 259,257 shares; 2025Q2: 337,257 shares 337,257$66.6M9.6%+78,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,808 shares; 2025Q1: 59,145 shares; 2025Q2: 117,845 shares 117,845$58.6M8.45%+58,700Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,596 shares; 2024Q4: 233,285 shares; 2025Q1: 300,185 shares; 2025Q2: 232,885 shares 232,885$52.1M7.51%-67,300Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 35,000 shares 35,000$46.9M6.75%+10,000Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,400 shares; 2024Q4: 385,895 shares; 2025Q1: 385,895 shares; 2025Q2: 335,895 shares 335,895$35.1M5.06%-50,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,643 shares; 2024Q4: 98,772 shares; 2025Q1: 98,772 shares; 2025Q2: 98,772 shares 98,772$35.1M5.05%0Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,078 shares; 2024Q4: 318,023 shares; 2025Q1: 638,023 shares; 2025Q2: 629,523 shares 629,523$32.8M4.72%-8,500Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,605 shares; 2025Q1: 60,616 shares; 2025Q2: 125,116 shares 125,116$27.2M3.93%+64,500Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582,000 shares 582,000$26.3M3.78%newTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,820 shares; 2024Q4: 431,603 shares; 2025Q1: 489,713 shares; 2025Q2: 355,213 shares 355,213$24.3M3.5%-134,500Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,232 shares; 2024Q4: 182,722 shares; 2025Q1: 192,722 shares; 2025Q2: 70,222 shares 70,222$21.9M3.16%-122,500Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220,436 shares 220,436$21.5M3.09%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,400 shares; 2025Q2: 63,700 shares 63,700$19.6M2.83%-27,700Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,000 shares 124,000$19.6M2.82%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,024 shares; 2024Q4: 164,637 shares; 2025Q1: 177,313 shares; 2025Q2: 86,313 shares 86,313$19.5M2.82%-91,000Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,800 shares; 2025Q1: 51,301 shares; 2025Q2: 51,301 shares 51,301$13.7M1.97%0Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,000 shares 64,000$12.5M1.81%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497,640 shares; 2025Q1: 114,887 shares; 2025Q2: 170,000 shares 170,000$12.1M1.74%+55,113Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,939 shares; 2024Q4: 335,939 shares; 2025Q1: 335,939 shares; 2025Q2: 335,939 shares 335,939$4.62M0.67%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
TEAMATLASSIAN CORPORATION97,538$20.7Mshares
LULULULULEMON ATHLETICA INC51,808$14.7Mshares
ACNACCENTURE PLC IRELAND40,285$12.6Mshares
CIENCIENA CORP130,640$7.89Mshares

How Q2 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 0001965104-25-000005 base2025-08-14acceptance time not in the bulk data set