Manchester Global Management (UK) Ltd

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$906,029
Net value change ($000)
+156,908 (20.9%)
New positions
1
Sold out positions
1
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SNOW 54,093 141.1%
CDNS 27,843 107.6%
LRCX 25,420 102.8%
TXN 21,826 53.5%
GOOGL 14,245 24.3%
TSM 13,163 41.3%
FWONA 9,855 36.7%
SHOP 9,731 41.0%
AMZN 8,836 8.3%
META 8,449 NEW
Top Reduces (Value $000, Stocks/ETFs)
NKE -10,972 -100.0%
ADI -10,709 -14.9%
NOW -6,507 -21.4%
ONON -6,353 -35.8%
NFLX -4,591 -25.7%
FERG -3,739 -6.5%
MDB -3,736 -13.0%
SCHW -193 -1.8%
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