StockDriftsStockDriftsTop 23 Manchester Global Management (uk) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 12.67% | 481.6K | $114.8M | -5.33%(-27.11K) | $197.21(+33.13%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 10.2% | 363.2K | $92.4M | +42.88%(+109.00K) | $174.98(+89.07%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.03% | 203.6K | $72.8M | +0.05%(+100) | $196.73(+75.22%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 6.91% | 210.0K | $62.6M | +0.00%(+0) | $183.82(+54.29%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 6.77% | 154.3K | $61.3M | -31.81%(-72.00K) | $210.53(+86.66%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC | 5.96% | 227.6K | $54.0M | -8.08%(-20.00K) | $203.19(+20.55%) | 2026-06-30 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 5.93% | 143.2K | $53.7M | +53.68%(+50.00K) | $284.62(+12.94%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 5.53% | 115.7K | $50.1M | +0.00%(+0) | $88.65(+280.63%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.97% | 94.3K | $45.0M | +0.00%(+0) | $154.51(+176.27%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 4.85% | 230.6K | $43.9M | +0.00%(+0) | $227.92(-11.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.00% | +60.17% | — | — | +91.67% |
| Top 20 Holdings Unweighted | +18.16% | +64.96% | — | — | +99.73% |
Manchester Global Management (uk) LTD reports $906.03M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (12.7%), SNOW (10.2%) and GOOGL (8.0%). The top 20 holdings account for 97.68% of reported assets. Its disclosed equity book has returned +60.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Manchester Global Management (uk) LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965104). View Manchester Global Management (uk) LTD’s 13F filings on SEC