2026 Q1 Portfolio Activity
In 2026 Q1, Manchester Global Management (UK) Ltd maintained a portfolio of 25 distinct positions. The most significant new addition was TEXAS INSTRS INC, now representing 5.44% of the total fund value. They heavily accumulated shares in AMAZON COM INC, increasing the position by 91.7%. The fund also reduced its exposure to ALPHABET INC by 39.7%.
Position History
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Total Positions
25
Quarter
2026 Q1
Top Holding
AMZN (14.1%)
Top 10 Concentration
67.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-25 of 25
Manchester Global Management (UK) Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 14.14% | 8.25% |
#1
2
Prev: #3
|
9.0 |
—
|
243,400 | 91.7% |
P
S
|
508,690 | $105,944,866 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 9.61% | 7.91% |
#2
2
Prev: #4
|
5.8 |
—
|
9,803 | 4.5% |
P
S
|
226,343 | $72,008,762 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 7.81% | 14.23% |
#3
2
Prev: #1
|
4.1 |
—
|
-134,000 | -39.7% |
P
S
|
203,537 | $58,529,100 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 7.71% | 8.27% |
#4
2
Prev: #2
|
4.1 |
—
|
-28,000 | -10.2% |
P
S
|
247,616 | $57,758,908 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 5.84% | 7.11% |
#5
Prev: #5
|
3.8 |
—
|
no change | no change |
P
S
|
230,603 | $43,722,329 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 5.44% | — |
#6
Prev: #—
|
5.7 |
—
|
210,000 | — |
NEW
|
210,000 | $40,769,400 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 5.12% | 4.97% |
#7
1
Prev: #8
|
5.0 |
—
|
86,000 | 51.1% |
P
S
|
254,172 | $38,334,221 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 4.25% | 3.86% |
#8
6
Prev: #14
|
2.7 |
—
|
no change | no change |
P
S
|
94,275 | $31,860,236 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOW
SERVICENOW INC
|
Technology | 4.06% | — |
#9
Prev: #—
|
5.1 |
—
|
291,000 | — |
NEW
|
291,000 | $30,424,050 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDB
MONGODB INC
|
Technology | 3.84% | 6.33% |
#10
4
Prev: #6
|
2.0 |
—
|
5,500 | 4.9% |
P
S
|
117,499 | $28,760,230 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 3.75% | 4.39% |
#11
2
Prev: #9
|
2.5 |
—
|
no change | no change |
P
S
|
92,913 | $28,082,025 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 3.58% | 4.19% |
#12
2
Prev: #10
|
2.4 |
—
|
no change | no change |
P
S
|
315,746 | $26,844,725 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 3.46% | 3.92% |
#13
Prev: #13
|
2.4 |
—
|
no change | no change |
P
S
|
93,150 | $25,883,591 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 3.30% | 5.76% |
#14
7
Prev: #7
|
1.3 |
—
|
-134,000 | -53.7% |
P
S
|
115,720 | $24,724,735 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHOP
SHOPIFY INC
|
Technology | 3.17% | 3.32% |
#15
Prev: #15
|
3.8 |
—
|
47,000 | 30.7% |
P
S
|
199,956 | $23,718,781 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRH
CRH PLC
|
Basic Materials | 2.72% | 4.11% |
#16
5
Prev: #11
|
1.1 |
—
|
-50,000 | -20.5% |
P
S
|
194,190 | $20,413,253 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.38% | — |
#17
Prev: #—
|
4.5 |
—
|
102,400 | — |
NEW
|
102,400 | $17,858,560 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
ETF | 2.38% | 1.65% |
#18
1
Prev: #19
|
3.5 |
—
|
55,000 | 42.1% |
P
S
|
185,500 | $17,835,825 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ONON
ON HLDG AG
|
Consumer Cyclical | 2.37% | 3.96% |
#19
7
Prev: #12
|
1.4 |
—
|
-110,000 | -17.4% |
P
S
|
522,239 | $17,766,571 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NET
CLOUDFLARE INC
|
Technology | 1.96% | 1.58% |
#20
Prev: #20
|
2.8 |
—
|
11,793 | 19.8% |
P
S
|
71,303 | $14,712,661 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 1.46% | 1.78% |
#21
4
Prev: #17
|
1.6 |
—
|
no change | no change |
P
S
|
207,723 | $10,971,929 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.42% | — |
#22
Prev: #—
|
4.1 |
—
|
113,000 | — |
NEW
|
113,000 | $10,619,740 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NEPT
NEPTUNE INS HLD...
|
Unknown | 0.21% | 0.26% |
#23
2
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
65,180 | $1,576,704 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.00% | 1.68% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-25,855 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INTU
INTUIT
|
Technology | 0.00% | 2.46% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-27,537 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-25 of 25 holdings