StockDriftsStockDriftsTop 23 Manchester Global Management (Uk) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 14.14% | 508.7K | $105.9M | +91.75%(+243.40K) | $197.21(+33.94%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 9.61% | 226.3K | $72.0M | +4.53%(+9.80K) | $210.53(+98.30%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.81% | 203.5K | $58.5M | -39.70%(-134.00K) | $196.67(+101.75%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 7.71% | 247.6K | $57.8M | -10.16%(-28.00K) | $203.19(+10.15%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 5.84% | 230.6K | $43.7M | +0.00%(+0) | $227.92(-28.96%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 5.44% | 210.0K | $40.8M | new | $183.82(+64.69%) | 2026-03-31 | |
| SNOW | SNOWFLAKE INC | 5.12% | 254.2K | $38.3M | +51.14%(+86.00K) | $162.51(-3.10%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.25% | 94.3K | $31.9M | +0.00%(+0) | $154.51(+161.69%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 4.06% | 291.0K | $30.4M | new | $128.87(-26.23%) | 2026-03-31 | |
| MDB | MONGODB INC | 3.84% | 117.5K | $28.8M | +4.91%(+5.50K) | $263.56(+18.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.14% | +41.02% |
| Top 20 Holdings Unweighted | +13.96% | +48.01% |
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