Data as of Q4 2025 (Dec 31, 2025)

Manchester Global Management (UK) Ltd

โ€ขCIK: 1965104โ€ขFiling: Q4 2025

**Manchester Global Management (UK) Ltd** manages $742M across a concentrated portfolio of 21 positions. The fund exhibits significant conviction in technology and growth names, with top holdings including GOOGL at $105.6M and FERG at $61.4M. Further substantial allocations are directed toward AMZN ($61.2M), ADI ($58.7M), and DHR ($52.8M). This structure suggests a mandate focused on high-conviction, large-cap growth opportunities.

Total AUM
$742.2M
QoQ Performance
-2.4%
Positions
21
Top 10 Concentration
71.4%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOGL
FERG
AMZN
ADI
DHR
MDB
LRCX
GOOGL14.2%
FERG8.3%
AMZN8.3%
ADI7.9%
DHR7.1%
MDB6.3%
LRCX5.8%
SNOW5.0%

๐Ÿ“ˆ Biggest Buys

SHOP
SHOPIFY INC
NEW
3.3% of portfolio
CRH
CRH PLC
+171.7%
4.1% of portfolio
INTU
INTUIT
NEW
2.5% of portfolio
FERG
FERGUSON ENTERPRISES INC
+31.2%
8.3% of portfolio
DHR
DANAHER CORPORATION
+26.9%
7.1% of portfolio

๐Ÿ“‰ Biggest Sells

MSFT
MICROSOFT CORP
-79.5%
1.7% of portfolio
ADI
ANALOG DEVICES INC
-24.3%
7.9% of portfolio
AMZN
AMAZON COM INC
-18.9%
8.3% of portfolio
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-30.6%
3.9% of portfolio
MDB
MONGODB INC
-18.2%
6.3% of portfolio

Sector Breakdown

Other44.4%
Technology24.1%
Consumer10.0%
Healthcare7.1%
Communication5.8%
Financial4.4%
Materials4.1%

๐Ÿšช Exited Positionssold since Q3 2025

RDDT
REDDIT INC
SOLD
$27.1M
NVDA
NVIDIA CORPORATION
SOLD
$13.2M
ARM
ARM HOLDINGS PLC
SOLD
$11.5M

Changes from Q3 2025

NEW3 new positions
โ†‘6 increased
โ†“12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023