Manchester Global Management as of Sept. 30, 2025
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 21 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.9 | $76M | 311k | 243.10 | |
| Amazon (AMZN) | 9.4 | $72M | 327k | 219.57 | |
| Analog Devices (ADI) | 9.2 | $70M | 286k | 245.70 | |
| Microsoft Corporation (MSFT) | 8.6 | $65M | 126k | 517.95 | |
| Ferguson Enterprises Common Stock New (FERG) | 6.2 | $47M | 210k | 224.58 | |
| Snowflake Com Shs (SNOW) | 6.0 | $46M | 204k | 225.55 | |
| Mongodb Cl A (MDB) | 5.6 | $43M | 137k | 310.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.0 | $38M | 136k | 279.29 | |
| Danaher Corporation (DHR) | 4.7 | $36M | 182k | 198.26 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.6 | $35M | 336k | 104.45 | |
| Visa Com Cl A (V) | 4.4 | $34M | 99k | 341.38 | |
| Lam Research Corp Com New (LRCX) | 4.4 | $34M | 250k | 133.90 | |
| On Hldg Namen Akt A (ONON) | 3.8 | $29M | 680k | 42.35 | |
| Reddit Cl A (RDDT) | 3.6 | $27M | 118k | 229.99 | |
| Netflix (NFLX) | 3.0 | $23M | 19k | 1198.92 | |
| Cadence Design Systems (CDNS) | 2.9 | $22M | 64k | 351.26 | |
| Nike CL B (NKE) | 2.0 | $16M | 223k | 69.73 | |
| Cloudflare Cl A Com (NET) | 1.8 | $14M | 64k | 214.59 | |
| NVIDIA Corporation (NVDA) | 1.7 | $13M | 71k | 186.58 | |
| Arm Holdings Sponsored Ads (ARM) | 1.5 | $12M | 81k | 141.49 | |
| CRH Ord (CRH) | 1.4 | $11M | 90k | 119.90 |
