Manchester Global Management (UK) Ltd

Q3 2025 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
21
Total value ($000)
$760,450
Net value change ($000)
+66,596 (9.6%)
New positions
5
Sold out positions
5
Turnover %
34.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 75,604 NEW
MDB 42,522 NEW
RDDT 27,070 NEW
FERG 19,951 73.2%
TSM 18,382 94.0%
LRCX 12,076 56.3%
ARM 11,461 NEW
CRH 10,775 NEW
MSFT 6,564 11.2%
NKE 3,473 28.8%
Top Reduces (Value $000, Stocks/ETFs)
DHR -30,587 -45.9%
GTLB -26,254 -100.0%
NFLX -24,330 -51.9%
PCOR -24,304 -100.0%
UNH -21,907 -100.0%
PGR -13,690 -100.0%
NVDA -6,344 -32.4%
SNOW -6,127 -11.8%
RIVN -4,616 -100.0%
ONON -3,989 -12.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type