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Manchester Global Management (Uk) Ltd Top Holdings and 13F Report (2025)

About Manchester Global Management (Uk) Ltd

Investment Activity

  • Manchester Global Management (Uk) Ltd has $693.85 million in total holdings as of June 30, 2025.
  • Manchester Global Management (Uk) Ltd owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 23.09% of the portfolio was purchased this quarter.
  • About 27.51% of the portfolio was sold this quarter.
  • This quarter, Manchester Global Management (Uk) Ltd has purchased 21 new stocks and bought additional shares in 6 stocks.
  • Manchester Global Management (Uk) Ltd sold shares of 8 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Amazon.com
$75,765,240
Analog Devices
$68,079,432
Danaher
$66,621,748
Microsoft
$58,617,281
Snowflake
$52,112,676

Largest New Holdings this Quarter

37637K108 - GitLab
$26,254,020 Holding
512807306 - LAM RESEARCH CORP
$21,457,240 Holding
67066G104 - NVIDIA
$19,590,760 Holding
18915M107 - Cloudflare
$12,533,120 Holding

Largest Purchases this Quarter

Microsoft
58,700 shares (about $29.20M)
GitLab
582,000 shares (about $26.25M)
LAM RESEARCH CORP
220,436 shares (about $21.46M)
NVIDIA
124,000 shares (about $19.59M)
Danaher
78,000 shares (about $15.41M)

Largest Sales this Quarter

UnitedHealth Group
122,500 shares (about $38.22M)
Amazon.com
171,990 shares (about $37.73M)
Taiwan Semiconductor Manufacturing
91,000 shares (about $20.61M)
Snowflake
67,300 shares (about $15.06M)
Procore Technologies
134,500 shares (about $9.20M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofManchester Global Management (Uk) Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$75,765,240$37,732,886 -33.2%345,34510.9%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$68,079,432$4,403,370 6.9%286,0249.8%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$66,621,748$15,408,120 30.1%337,2579.6%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$58,617,281$29,197,967 99.2%117,8458.4%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$52,112,676$15,059,721 -22.4%232,8857.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$46,869,550$13,391,300 40.0%35,0006.8%Consumer Discretionary
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$35,101,028$5,225,000 -13.0%335,8955.1%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$35,068,9990.0%98,7725.1%Business Services
On Holding AG stock logo
ONON
ON
$32,766,672$442,425 -1.3%629,5234.7%Retail/Wholesale
FERGUSON ENTERPRISES INC
$27,244,009$14,044,875 106.4%125,1163.9%COMMON STOCK NEW
GitLab Inc. stock logo
GTLB
GitLab
$26,254,020$26,254,020 New Holding582,0003.8%Computer and Technology
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$24,303,673$9,202,490 -27.5%355,2133.5%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$21,907,157$38,216,324 -63.6%70,2223.2%Medical
LAM RESEARCH CORP
$21,457,240$21,457,240 New Holding220,4363.1%COM NEW
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$19,629,155$8,535,755 -30.3%63,7002.8%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$19,590,760$19,590,760 New Holding124,0002.8%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$19,549,031$20,610,590 -51.3%86,3132.8%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$13,690,1850.0%51,3012.0%Finance
Cloudflare, Inc. stock logo
NET
Cloudflare
$12,533,120$12,533,120 New Holding64,0001.8%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$12,076,800$3,915,228 48.0%170,0001.7%Consumer Discretionary
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$4,615,8020.0%335,9390.7%Auto/Tires/Trucks
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$0$20,698,539 -100.0%00.0%Computer and Technology
lululemon athletica inc. stock logo
LULU
lululemon athletica
$0$14,664,772 -100.0%00.0%Consumer Discretionary
Accenture PLC stock logo
ACN
Accenture
$0$12,570,531 -100.0%00.0%Computer and Technology
Ciena Corporation stock logo
CIEN
Ciena
$0$7,894,575 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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