The Analysis of Manchester Global Management (UK) Ltd's Holdings

Currently, Manchester Global Management (UK) Ltd holds 21 types of securities in its portfolio with a total value $742.2M. In the most recent quarter, they have increased their positions in SHOP (+153.0K shares, valued at $24.6M), N/A (+154.3K shares, valued at $19.3M), INTU (+27.5K shares, valued at $18.2M); decreased their positions in MSFT (-100.0K shares, valued at $48.4M), ADI (-69.5K shares, valued at $18.8M), AMZN (-62.0K shares, valued at $14.3M); initiated new positions in SHOP (+153.0K shares, valued at $24.6M), INTU (+27.5K shares, valued at $18.2M), N/A (+65.2K shares, valued at $1.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC337.5K shares8.53%2025-12-312026-02-17

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC275.6K shares31.15%2025-12-312026-02-17

AMZN AMAZON COM INC265.3K shares-18.93%2025-12-312026-02-17

ADI ANALOG DEVICES INC216.5K shares-24.29%2025-12-312026-02-17

DHR DANAHER CORPORATION230.6K shares26.87%2025-12-312026-02-17

MDB MONGODB INC112.0K shares-18.25%2025-12-312026-02-17

LAM RESEARCH CORP LAM RESEARCH CORP249.7K shares-0.29%2025-12-312026-02-17

SNOW SNOWFLAKE INC168.2K shares-17.52%2025-12-312026-02-17

Sponsored

V VISA INC92.9K shares-5.93%2025-12-312026-02-17

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL315.7K shares-6.00%2025-12-312026-02-17

CRH PLC CRH PLC244.2K shares171.73%2025-12-312026-02-17

ONON ON HLDG AG632.2K shares-6.96%2025-12-312026-02-17

CDNS CADENCE DESIGN SYSTEM INC93.2K shares46.23%2025-12-312026-02-17

TSM TAIWAN SEMICONDUCTOR MFG LTD94.3K shares-30.58%2025-12-312026-02-17

SHOP SHOPIFY INC153.0K sharesnew addition2025-12-312026-02-17

INTU INTUIT27.5K sharesnew addition2025-12-312026-02-17