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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 $749,121,202 across 23 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 67.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965104-26-000004

Period
2026-03-31
Reported value
$749M
Holdings
23
Top 10 weight
67.83%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+243,400$50.7M
TXNnew+210,000$40.8M
NOWnew+291,000$30.4M
NVDAnew+102,400$17.9M
SNOWadded+86,000$13M

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
GOOGLreduced-134,000-$38.5M
LRCXreduced-134,000-$28.6M
INTUexited-27,537-$18.2M
MSFTexited-25,855-$12.5M
FERGreduced-28,000-$6.53M

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 2026

Share positions as resolved from 13F-HR 0001965104-26-000004, largest first. % of portfolio is the value over $749,121,202, 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; 2024Q2: restricted; 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 508,690$106M14.14%+243,400Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 226,343$72M9.61%+9,803Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 203,537$58.5M7.81%-134,000Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 247,616$57.8M7.71%-28,000Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 230,603$43.7M5.84%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,000 shares 210,000$40.8M5.44%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 254,172$38.3M5.12%+86,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 94,275$31.9M4.25%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291,000 shares 291,000$30.4M4.06%newTimeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,000 shares; 2025Q4: 111,999 shares; 2026Q1: 117,499 shares 117,499$28.8M3.84%+5,500Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 92,913$28.1M3.75%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 315,746$26.8M3.58%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 93,150$25.9M3.46%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 115,720$24.7M3.3%-134,000Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,956 shares; 2026Q1: 199,956 shares 199,956$23.7M3.17%+47,000Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,864 shares; 2025Q4: 244,190 shares; 2026Q1: 194,190 shares 194,190$20.4M2.72%-50,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,000 shares; 2025Q3: 71,000 shares; 2025Q4: not reported; 2026Q1: 102,400 shares 102,400$17.9M2.38%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 185,500$17.8M2.38%+55,000Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 522,239$17.8M2.37%-110,000Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 71,303$14.7M1.96%+11,793Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497,640 shares; 2025Q1: 114,887 shares; 2025Q2: 170,000 shares; 2025Q3: 223,000 shares; 2025Q4: 207,723 shares; 2026Q1: 207,723 shares 207,723$11M1.46%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,000 shares 113,000$10.6M1.42%newTimeline
NPNEPTUNE INS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,180 shares; 2026Q1: 65,180 shares 65,180$1.58M0.21%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
INTUINTUIT27,537$18.2Mshares
MSFTMICROSOFT CORP25,855$12.5Mshares

How Q1 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 0001965104-26-000004 base2026-05-15acceptance time not in the bulk data set