Manchester Global Management as of June 30, 2026
Portfolio Holdings for Manchester Global Management
Manchester Global Management holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.7 | $115M | 482k | 238.34 | |
| Snowflake Com Shs (SNOW) | 10.2 | $92M | 363k | 254.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $73M | 204k | 357.37 | |
| Texas Instruments Incorporated (TXN) | 6.9 | $63M | 210k | 298.07 | |
| Analog Devices (ADI) | 6.8 | $61M | 154k | 397.17 | |
| Ferguson Enterprises Common Stock New (FERG) | 6.0 | $54M | 228k | 237.33 | |
| Cadence Design Systems (CDNS) | 5.9 | $54M | 143k | 375.32 | |
| Lam Research Corp Com New (LRCX) | 5.5 | $50M | 116k | 433.33 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.0 | $45M | 94k | 477.57 | |
| Danaher Corporation (DHR) | 4.8 | $44M | 231k | 190.48 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.1 | $37M | 386k | 95.14 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.7 | $33M | 293k | 114.18 | |
| Visa Com Cl A (V) | 3.5 | $32M | 93k | 343.09 | |
| Mongodb Cl A (MDB) | 2.8 | $25M | 75k | 335.90 | |
| Servicenow (NOW) | 2.6 | $24M | 241k | 99.28 | |
| CRH Ord (CRH) | 2.3 | $21M | 194k | 107.00 | |
| NVIDIA Corporation (NVDA) | 2.3 | $21M | 102k | 200.09 | |
| Cloudflare Cl A Com (NET) | 1.9 | $18M | 71k | 245.28 | |
| Netflix (NFLX) | 1.5 | $13M | 186k | 71.40 | |
| On Hldg Namen Akt A (ONON) | 1.3 | $11M | 322k | 35.42 | |
| Charles Schwab Corporation (SCHW) | 1.2 | $10M | 113k | 92.27 | |
| Meta Platforms Cl A (META) | 0.9 | $8.4M | 15k | 563.29 | |
| Neptune Ins Hldgs Cl A (NP) | 0.2 | $2.1M | 65k | 31.50 |
