Manchester Global Management (UK) Ltd

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$749,121
Net value change ($000)
+6,934 (0.9%)
New positions
4
Sold out positions
2
Turnover %
17.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMZN 44,711 73.0%
TXN 40,769 NEW
NOW 30,424 NEW
NVDA 17,859 NEW
ADI 13,283 22.6%
SCHW 10,620 NEW
NFLX 5,600 45.8%
TSM 3,211 11.2%
NET 2,981 25.4%
SNOW 1,444 3.9%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -47,120 -44.6%
MDB -18,245 -38.8%
INTU -18,241 -100.0%
LRCX -18,022 -42.2%
MSFT -12,504 -100.0%
ONON -11,619 -39.5%
CRH -10,062 -33.0%
DHR -9,068 -17.2%
V -4,504 -13.8%
FWONA -4,259 -13.7%
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