Manchester Global Management

Latest statistics and disclosures from Manchester Global Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GOOGL, FERG, AMZN, ADI, DHR, and represent 45.78% of Manchester Global Management's stock portfolio.
  • Added to shares of these 9 stocks: SHOP (+$25M), CRH (+$19M), INTU (+$18M), FERG (+$15M), DHR (+$11M), NFLX (+$11M), CDNS (+$9.2M), GOOGL (+$8.3M), NP.
  • Started 3 new stock positions in NP, INTU, SHOP.
  • Reduced shares in these 10 stocks: MSFT (-$48M), RDDT (-$27M), ADI (-$19M), AMZN (-$14M), NVDA (-$13M), TSM (-$13M), ARM (-$12M), MDB (-$11M), SNOW (-$7.8M), ONON.
  • Sold out of its positions in ARM, NVDA, RDDT.
  • Manchester Global Management was a net seller of stock by $-55M.
  • Manchester Global Management has $742M in assets under management (AUM), dropping by -2.40%.
  • Central Index Key (CIK): 0001965104

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Portfolio Holdings for Manchester Global Management

Manchester Global Management holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 14.2 $106M +8% 338k 313.00
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Ferguson Enterprises Common Stock New (FERG) 8.3 $61M +31% 276k 222.63
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Amazon (AMZN) 8.3 $61M -18% 265k 230.82
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Analog Devices (ADI) 7.9 $59M -24% 217k 271.20
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Danaher Corporation (DHR) 7.1 $53M +26% 231k 228.92
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Mongodb Cl A (MDB) 6.3 $47M -18% 112k 419.69
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Lam Research Corp Com New (LRCX) 5.8 $43M 250k 171.18
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Snowflake Com Shs (SNOW) 5.0 $37M -17% 168k 219.36
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Visa Com Cl A (V) 4.4 $33M -5% 93k 350.71
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Liberty Media Corp Del Com Lbty One S C (FWONK) 4.2 $31M -5% 316k 98.51
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CRH Ord (CRH) 4.1 $31M +171% 244k 124.80
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On Hldg Namen Akt A (ONON) 4.0 $29M -6% 632k 46.48
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Cadence Design Systems (CDNS) 3.9 $29M +46% 93k 312.58
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.9 $29M -30% 94k 303.89
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Shopify Cl A Sub Vtg Shs (SHOP) 3.3 $25M NEW 153k 160.97
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Intuit (INTU) 2.5 $18M NEW 28k 662.42
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Nike CL B (NKE) 1.8 $13M -6% 208k 63.71
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Microsoft Corporation (MSFT) 1.7 $13M -79% 26k 483.62
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Netflix (NFLX) 1.6 $12M +594% 131k 93.76
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Cloudflare Cl A Com (NET) 1.6 $12M -7% 60k 197.15
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Neptune Ins Hldgs Cl A (NP) 0.3 $1.9M NEW 65k 29.16
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Past Filings by Manchester Global Management

SEC 13F filings are viewable for Manchester Global Management going back to 2022