Manchester Global Management as of March 31, 2026
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.1 | $106M | 509k | 208.27 | |
| Analog Devices (ADI) | 9.6 | $72M | 226k | 318.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.8 | $59M | 204k | 287.56 | |
| Ferguson Enterprises Common Stock New (FERG) | 7.7 | $58M | 248k | 233.26 | |
| Danaher Corporation (DHR) | 5.8 | $44M | 231k | 189.60 | |
| Texas Instruments Incorporated (TXN) | 5.4 | $41M | 210k | 194.14 | |
| Snowflake Com Shs (SNOW) | 5.1 | $38M | 254k | 150.82 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.3 | $32M | 94k | 337.95 | |
| Servicenow (NOW) | 4.1 | $30M | 291k | 104.55 | |
| Mongodb Cl A (MDB) | 3.8 | $29M | 118k | 244.77 | |
| Visa Com Cl A (V) | 3.7 | $28M | 93k | 302.24 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.6 | $27M | 316k | 85.02 | |
| Cadence Design Systems (CDNS) | 3.5 | $26M | 93k | 277.87 | |
| Lam Research Corp Com New (LRCX) | 3.3 | $25M | 116k | 213.66 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.2 | $24M | 200k | 118.62 | |
| CRH Ord (CRH) | 2.7 | $20M | 194k | 105.12 | |
| NVIDIA Corporation (NVDA) | 2.4 | $18M | 102k | 174.40 | |
| Netflix (NFLX) | 2.4 | $18M | 186k | 96.15 | |
| On Hldg Namen Akt A (ONON) | 2.4 | $18M | 522k | 34.02 | |
| Cloudflare Cl A Com (NET) | 2.0 | $15M | 71k | 206.34 | |
| Nike CL B (NKE) | 1.5 | $11M | 208k | 52.82 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $11M | 113k | 93.98 | |
| Neptune Ins Hldgs Cl A (NP) | 0.2 | $1.6M | 65k | 24.19 |
