Manchester Global Management (UK) Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 0 | 311,000 | +311,000 | 0 | 75,604,100 | 9.94% | +75,604,100 |
| SNOWFLAKE INC(SNOW) | 0 | 203,885 | +203,885 | 0 | 45,986,262 | 6.05% | +45,986,262 |
| MONGODB INC(MDB) | 0 | 137,000 | +137,000 | 0 | 42,522,060 | 5.59% | +42,522,060 |
| REDDIT INC(RDDT) | 0 | 117,700 | +117,700 | 0 | 27,069,823 | 3.56% | +27,069,823 |
| FERGUSON ENTERPRISES INC(FERG) | 125,116 | 210,149 | +85,033 | 27,244,009 | 47,195,262 | 6.21% | +19,951,253 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 86,313 | 135,813 | +49,500 | 19,549,031 | 37,931,213 | 4.99% | +18,382,182 |
| LAM RESEARCH CORP(LRCX) | 220,436 | 250,436 | +30,000 | 21,457,240 | 33,533,380 | 4.41% | +12,076,140 |
| ARM HOLDINGS PLC | 0 | 81,000 | +81,000 | 0 | 11,460,690 | 1.51% | +11,460,690 |
| CRH PLC | 0 | 89,864 | +89,864 | 0 | 10,774,694 | 1.42% | +10,774,694 |
| MICROSOFT CORP(MSFT) | 117,845 | 125,845 | +8,000 | 58,617,281 | 65,181,418 | 8.57% | +6,564,137 |
| NIKE INC(NKE) | 170,000 | 223,000 | +53,000 | 12,076,800 | 15,549,790 | 2.04% | +3,472,990 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 63,700 | 63,700 | 0 | 19,629,155 | 22,375,262 | 2.94% | +2,746,107 |
| ANALOG DEVICES INC(ADI) | 286,024 | 286,024 | 0 | 68,079,432 | 70,276,097 | 9.24% | +2,196,665 |
| CLOUDFLARE INC(NET) | 64,000 | 64,000 | 0 | 12,533,120 | 13,733,760 | 1.81% | +1,200,640 |
| LIBERTY MEDIA CORP DEL(FWONA) | 335,895 | 335,895 | 0 | 35,101,028 | 35,084,233 | 4.61% | -16,795 |
| VISA INC(V) | 98,772 | 98,772 | 0 | 35,068,999 | 33,718,785 | 4.43% | -1,350,214 |
| AMAZON COM INC(AMZN) | 345,345 | 327,245 | -18,100 | 75,765,240 | 71,853,185 | 9.45% | -3,912,055 |
| ON HLDG AG(ONON) | 629,523 | 679,523 | +50,000 | 32,766,672 | 28,777,799 | 3.78% | -3,988,873 |
| RIVIAN AUTOMOTIVE INC(RIVN) | 335,939 | 0 | -335,939 | 4,615,802 | 0 | — | -4,615,802 |
| NVIDIA CORPORATION(NVDA) | 124,000 | 71,000 | -53,000 | 19,590,760 | 13,247,180 | 1.74% | -6,343,580 |
| PROGRESSIVE CORP(PGR) | 51,301 | 0 | -51,301 | 13,690,185 | 0 | — | -13,690,185 |
| UNITEDHEALTH GROUP INC(UNH) | 70,222 | 0 | -70,222 | 21,907,157 | 0 | — | -21,907,157 |
| PROCORE TECHNOLOGIES INC(PCOR) | 355,213 | 0 | -355,213 | 24,303,673 | 0 | — | -24,303,673 |
| NETFLIX INC(NFLX) | 35,000 | 18,800 | -16,200 | 46,869,550 | 22,539,696 | 2.96% | -24,329,854 |
| GITLAB INC(GTLB) | 582,000 | 0 | -582,000 | 26,254,020 | 0 | — | -26,254,020 |
| DANAHER CORPORATION(DHR) | 337,257 | 181,757 | -155,500 | 66,621,748 | 36,035,143 | 4.74% | -30,586,605 |
| SNOWFLAKE INC(SNOW) | 232,885 | 0 | -232,885 | 52,112,676 | 0 | — | -52,112,676 |