Manchester Global Management (UK) Ltd: 13F holdings
CIK 19651042026Q2
| Positions | 23 |
|---|
| Reported value | $906.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 23 (+0 vs prior quarter) |
|---|
| Reported value | $906.0m (+20.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 481,584 | $114.8m | 12.7% |
| SNOW SNOWFLAKE INC | 363,172 | $92.4m | 10.2% |
| GOOGL ALPHABET INC | 203,637 | $72.8m | 8.0% |
| TXN TEXAS INSTRS INC | 210,000 | $62.6m | 6.9% |
| ADI ANALOG DEVICES INC | 154,343 | $61.3m | 6.8% |
| FERG FERGUSON ENTERPRISES INC | 227,616 | $54.0m | 6.0% |
| CDNS CADENCE DESIGN SYSTEM INC | 143,150 | $53.7m | 5.9% |
| LRCX LAM RESEARCH CORP | 115,720 | $50.1m | 5.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 94,275 | $45.0m | 5.0% |
| DHR DANAHER CORP DEL | 230,603 | $43.9m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965104")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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