Holdings of Manchester Global Management (UK) Ltd
20 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 73.9 % of the equity sleeve
Sector breakdown
- Technology 47.3 %
- Consumer discretionary 17.0 %
- Communication 11.1 %
- Industrials 8.4 %
- Health care 6.4 %
- Financials 5.6 %
- Unattributed 4.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.4 %
- TW 4.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 19 | 655.4M $ | 95.36 % |
| 2 | TW | 1 | 31.9M $ | 4.64 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 508,690 | 105.9M $ | |
| 2 | Analog Devices Inc | 226,343 | 72M $ | |
| 3 | Alphabet Inc | 203,537 | 58.5M $ | |
| 4 | Ferguson Enterprises Inc | 247,616 | 57.8M $ | |
| 5 | Danaher Corp | 230,603 | 43.7M $ | |
| 6 | Texas Instruments Inc | 210,000 | 40.8M $ | |
| 7 | Snowflake Inc | 254,172 | 38.3M $ | |
| 8 | Taiwan Semiconductor Manufacturing Co Ltd | 94,275 | 31.9M $ | |
| 9 | ServiceNow Inc | 291,000 | 30.4M $ | |
| 10 | MongoDB Inc | 117,499 | 28.8M $ | |
| 11 | Visa Inc | 92,913 | 28.1M $ | |
| 12 | Liberty Media Corp-Liberty Formula One | 315,746 | 26.8M $ | |
| 13 | Cadence Design Systems Inc | 93,150 | 25.9M $ | |
| 14 | Lam Research Corp | 115,720 | 24.7M $ | |
| 15 | NVIDIA Corp | 102,400 | 17.9M $ | |
| 16 | Netflix Inc | 185,500 | 17.8M $ | |
| 17 | Cloudflare Inc | 71,303 | 14.7M $ | |
| 18 | NIKE Inc | 207,723 | 11M $ | |
| 19 | Charles Schwab Corp/The | 113,000 | 10.6M $ | |
| 20 | Neptune Insurance Holdings Inc | 65,180 | 1.6M $ |