§ 13F · FUND PROFILE
Manchester Global Management (UK) Ltd.
AUM · $906M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 482K | $115M | 12.7% | −5% |
| 2 | SNOW | SNOWFLAKE INC | 363K | $92M | 10.2% | +43% |
| 3 | GOOGL | ALPHABET INC | 204K | $73M | 8.0% | ±0% |
| 4 | TXN | TEXAS INSTRS INC | 210K | $63M | 6.9% | ±0% |
| 5 | ADI | ANALOG DEVICES INC | 154K | $61M | 6.8% | −32% |
| 6 | FERG | FERGUSON ENTERPRISES INC | 228K | $54M | 6.0% | −8% |
| 7 | CDNS | CADENCE DESIGN SYSTEM INC | 143K | $54M | 5.9% | +54% |
| 8 | LRCX | LAM RESEARCH CORP | 116K | $50M | 5.5% | ±0% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 94K | $45M | 5.0% | ±0% |
| 10 | DHR | DANAHER CORP DEL | 231K | $44M | 4.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MANCHESTER SIGNAL
AC read
Manchester Global Management (UK) Ltd is a Other fund managing $906 million in assets. The fund runs a focused portfolio of just 23 positions.
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