Manchester Global Management (UK) Ltd

Q4 2025 13F-HR Holdings

Location
London, X0
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$742,187
Net value change ($000)
-18,263 (-2.4%)
New positions
3
Sold out positions
3
Turnover %
13.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 30,045 39.7%
SHOP 24,621 NEW
CRH 19,700 182.8%
INTU 18,241 NEW
DHR 16,755 46.5%
FERG 14,165 30.0%
LRCX 9,214 27.5%
CDNS 6,742 30.1%
MDB 4,483 10.5%
NP 1,901 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -52,677 -80.8%
RDDT -27,070 -100.0%
NVDA -13,247 -100.0%
ADI -11,550 -16.4%
ARM -11,461 -100.0%
AMZN -10,619 -14.8%
NFLX -10,304 -45.7%
TSM -9,282 -24.5%
SNOW -9,096 -19.8%
FWONA -3,980 -11.3%
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