☆Manchester Global Management (UK) Ltd
Quality Q
0.705
AUM ($M)
906
Positions
23
Turnover
0.14
Top-10 wt
72%
Herfindahl
0.065
History (qtrs)
6
Excess Return
—
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Holdings · 24 positions · portfolio value $906M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 12.7% | -1.5% | 114.8 | 481,584 | -27,106 | 5 | — |
| ☆SNOW funds › | SNOWFLAKE INC | ADD | — | 10.2% | +5.1% | 92.4 | 363,172 | +109,000 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 8.0% | +0.2% | 72.8 | 203,637 | +100 | 4 | — |
| ☆TXN funds › | TEXAS INSTRS INC | HOLD | — | 6.9% | +1.5% | 62.6 | 210,000 | +0 | 2 | — |
| ☆ADI funds › | ANALOG DEVICES INC | TRIM | — | 6.8% | -2.8% | 61.3 | 154,343 | -72,000 | 5 | — |
| ☆FERG funds › | FERGUSON ENTERPRISES INC | TRIM | — | 6.0% | -1.7% | 54.0 | 227,616 | -20,000 | 5 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | ADD | — | 5.9% | +2.5% | 53.7 | 143,150 | +50,000 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | HOLD | — | 5.5% | +2.2% | 50.1 | 115,720 | +0 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 5.0% | +0.7% | 45.0 | 94,275 | +0 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | HOLD | — | 4.8% | -1.0% | 43.9 | 230,603 | +0 | 5 | — |
| ☆FWONK funds › | LIBERTY MEDIA CORP DEL | ADD | — | 4.1% | +0.5% | 36.7 | 385,746 | +70,000 | 5 | — |
| ☆SHOP funds › | SHOPIFY INC | ADD | — | 3.7% | +0.5% | 33.4 | 292,956 | +93,000 | 3 | — |
| ☆V funds › | VISA INC | HOLD | — | 3.5% | -0.2% | 31.9 | 92,913 | +0 | 5 | — |
| ☆MDB funds › | MONGODB INC | TRIM | — | 2.8% | -1.1% | 25.0 | 74,499 | -43,000 | 4 | — |
| ☆NOW funds › | SERVICENOW INC | TRIM | — | 2.6% | -1.4% | 23.9 | 240,900 | -50,100 | 2 | — |
| ☆CRH funds › | CRH PLC | HOLD | — | 2.3% | -0.4% | 20.8 | 194,190 | +0 | 4 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | HOLD | — | 2.3% | -0.1% | 20.5 | 102,400 | +0 | 2 | — |
| ☆NET funds › | CLOUDFLARE INC | HOLD | — | 1.9% | -0.0% | 17.5 | 71,303 | +0 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | HOLD | — | 1.5% | -0.9% | 13.2 | 185,500 | +0 | 5 | — |
| ☆ONON funds › | ON HLDG AG | TRIM | — | 1.3% | -1.1% | 11.4 | 322,239 | -200,000 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | HOLD | — | 1.2% | -0.3% | 10.4 | 113,000 | +0 | 2 | — |
| ☆META funds › | META PLATFORMS INC | NEW | — | 0.9% | +0.9% | 8.4 | 15,000 | +15,000 | 1 | — |
| ☆NP funds › | NEPTUNE INS HLDGS INC | HOLD | — | 0.2% | +0.0% | 2.1 | 65,180 | +0 | 3 | — |
| ☆NKE funds › | NIKE INC | EXIT | — | 0.0% | -1.5% | 0.0 | 0 | -207,723 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 906 | 23 | 0.14 | 72% | 0.065 | 0.703 | — | in |
| 2026Q1 | 749 | 23 | 0.23 | 68% | 0.064 | 0.486 | — | in |
| 2025Q4 | 742 | 21 | 0.21 | 71% | 0.068 | 0.502 | — | in |
| 2025Q3 | 760 | 21 | 0.28 | 69% | 0.062 | 0.338 | — | in |
| 2025Q2 | 694 | 21 | 0.28 | 72% | 0.065 | 0.395 | — | entered |
| 2025Q1 | 670 | 21 | 0.00 | 76% | 0.079 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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