Manchester Global Management as of Dec. 31, 2025
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 | 338k | 313.00 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.3 | $61M | 276k | 222.63 | |
| Amazon (AMZN) | 8.3 | $61M | 265k | 230.82 | |
| Analog Devices (ADI) | 7.9 | $59M | 217k | 271.20 | |
| Danaher Corporation (DHR) | 7.1 | $53M | 231k | 228.92 | |
| Mongodb Cl A (MDB) | 6.3 | $47M | 112k | 419.69 | |
| Lam Research Corp Com New (LRCX) | 5.8 | $43M | 250k | 171.18 | |
| Snowflake Com Shs (SNOW) | 5.0 | $37M | 168k | 219.36 | |
| Visa Com Cl A (V) | 4.4 | $33M | 93k | 350.71 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.2 | $31M | 316k | 98.51 | |
| CRH Ord (CRH) | 4.1 | $31M | 244k | 124.80 | |
| On Hldg Namen Akt A (ONON) | 4.0 | $29M | 632k | 46.48 | |
| Cadence Design Systems (CDNS) | 3.9 | $29M | 93k | 312.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $29M | 94k | 303.89 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.3 | $25M | 153k | 160.97 | |
| Intuit (INTU) | 2.5 | $18M | 28k | 662.42 | |
| Nike CL B (NKE) | 1.8 | $13M | 208k | 63.71 | |
| Microsoft Corporation (MSFT) | 1.7 | $13M | 26k | 483.62 | |
| Netflix (NFLX) | 1.6 | $12M | 131k | 93.76 | |
| Cloudflare Cl A Com (NET) | 1.6 | $12M | 60k | 197.15 | |
| Neptune Ins Hldgs Cl A (NP) | 0.3 | $1.9M | 65k | 29.16 |
