Arkolith/Funds/Manchester Global Management (UK) Ltd

Manchester Global Management (UK) Ltd

CIK 1965104
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Manchester Global Management (UK) Ltd holds a focused book of 23 stocks worth $749.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed Alphabet Inc-CL A. Their largest long position is Amazon.com Inc at 14% of the equity book.

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Use Arkolith to show Manchester Global Management (UK) Ltd's latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
7
existing
Trimmed
5
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
68%
Top 20 holdings
97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
51%
Consumer Discretionary
14%
Industrials
11%
Materials
7%
Communication Services
6%
Health Care
6%
Financials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Manchester Global Management (UK) Ltd

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC25 / 23$1.4T
BlackRock, Inc.25 / 23$1.1T
VANGUARD CAPITAL MANAGEMENT LLC25 / 23$844.2B
STATE STREET CORP25 / 23$540.2B
FMR LLC25 / 23$481.0B
GEODE CAPITAL MANAGEMENT, LLC25 / 23$327.9B
JPMORGAN CHASE & CO25 / 23$238.1B
MORGAN STANLEY25 / 23$235.9B

Ranked by how many of Manchester Global Management (UK) Ltd's top 23 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

23 positions
#SecurityValueShares% PortLast moveHistory
1Amazon Com Inc
COM
$105.9M508.7K
14.1%
+92%
Added · +243K sh
2Analog Devices Inc
COM
$72.0M226.3K
9.6%
+4.5%
Added · +10K sh
3Alphabet Inc
CAP STK CL A
$58.5M203.5K
7.8%
−40%
Reduced · −134K sh
4Ferguson Enterprises Inc
COMMON STOCK NEW
$57.8M247.6K
7.7%
−10%
Reduced · −28K sh
5Danaher Corp Del
COM
$43.7M230.6K
5.8%
Held
6Texas Instrs Inc
COM
$40.8M210.0K
5.4%
New
New position
7Snowflake Inc
COM SHS
$38.3M254.2K
5.1%
+51%
Added · +86K sh
8Taiwan Semiconductor Manufac
SPONSORED ADS
$31.9M94.3K
4.3%
Held
9Servicenow Inc
COM
$30.4M291.0K
4.1%
New
New position
10Mongodb Inc
CL A
$28.8M117.5K
3.8%
+4.9%
Added · +6K sh
11Visa Inc
COM CL A
$28.1M92.9K
3.7%
Held
12Liberty Media Corp Del
COM LBTY ONE S C
$26.8M315.7K
3.6%
Held
13Cadence Design System Inc
COM
$25.9M93.2K
3.5%
Held
14Lam Research Corp
COM NEW
$24.7M115.7K
3.3%
−54%
Reduced · −134K sh
15Shopify Inc
CL A SUB VTG SHS
$23.7M200.0K
3.2%
+31%
Added · +47K sh
16CRH PLC
ORD
$20.4M194.2K
2.7%
−20%
Reduced · −50K sh
17Nvidia Corporation
COM
$17.9M102.4K
2.4%
New
New position
18Netflix Inc.
COM
$17.8M185.5K
2.4%
+42%
Added · +55K sh
19On Hldg AG
NAMEN AKT A
$17.8M522.2K
2.4%
−17%
Reduced · −110K sh
20Cloudflare Inc
CL A COM
$14.7M71.3K
2.0%
+20%
Added · +12K sh
21Nike Inc
CL B
$11.0M207.7K
1.5%
Held
22Schwab Charles Corp
COM
$10.6M113.0K
1.4%
New
New position
23Neptune Ins Hldgs Inc
CL A
$1.6M65.2K
0.2%
Held
Showing all 23 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202623$749.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202621$742.2M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202521$760.4M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202521$693.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.