Manchester Global Management (UK) Ltd holds a focused book of 23 reported positions worth $906.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Meta Platforms Inc-Class A and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be +26% (+23.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.9 points over this window.
Growth of $10,000 cloning Manchester Global Management (UK) Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Manchester Global Management (UK) Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 23 | $4.4B |
| BlueSpruce Investments, LP | 6 / 23 | $588.8M |
| Palidye Holdings (Caymans) Ltd | 5 / 23 | $427.6M |
| Voyager Global Management LP | 5 / 23 | $2.6B |
| Ketron Financial | 8 / 23 | $214.6M |
| Barton Investment Management | 7 / 23 | $467.9M |
| Hoey Investments, Inc | 13 / 23 | $488.7M |
| Newlands Management Operations LLC | 5 / 23 | $10.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Manchester Global Management (UK) Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $114.8M | 481.6K | 12.7% | ▼−5.3% Reduced · −27K sh | |
| 2 | Snowflake Inc COM SHS | $92.4M | 363.2K | 10.2% | ▲+43% Added · +109K sh | |
| 3 | Alphabet Inc CAP STK CL A | $72.8M | 203.6K | 8.0% | ▲~0% Added · +100 sh | |
| 4 | Texas Instrs Inc COM | $62.6M | 210.0K | 6.9% | —Held | |
| 5 | Analog Devices Inc COM | $61.3M | 154.3K | 6.8% | ▼−32% Reduced · −72K sh | |
| 6 | Ferguson Enterprises Inc COMMON STOCK NEW | $54.0M | 227.6K | 6.0% | ▼−8.1% Reduced · −20K sh | |
| 7 | Cadence Design System Inc COM | $53.7M | 143.2K | 5.9% | ▲+54% Added · +50K sh | |
| 8 | Lam Research Corp COM NEW | $50.1M | 115.7K | 5.5% | —Held | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $45.0M | 94.3K | 5.0% | —Held | |
| 10 | Danaher Corp Del COM | $43.9M | 230.6K | 4.8% | —Held | |
| 11 | Liberty Media Corp Del COM LBTY ONE S C | $36.7M | 385.7K | 4.1% | ▲+22% Added · +70K sh | |
| 12 | Shopify Inc CL A SUB VTG SHS | $33.4M | 293.0K | 3.7% | ▲+47% Added · +93K sh | |
| 13 | Visa Inc COM CL A | $31.9M | 92.9K | 3.5% | —Held | |
| 14 | Mongodb Inc CL A | $25.0M | 74.5K | 2.8% | ▼−37% Reduced · −43K sh | |
| 15 | Servicenow Inc COM | $23.9M | 240.9K | 2.6% | ▼−17% Reduced · −50K sh | |
| 16 | CRH PLC ORD | $20.8M | 194.2K | 2.3% | —Held | |
| 17 | Nvidia Corporation COM | $20.5M | 102.4K | 2.3% | —Held | |
| 18 | Cloudflare Inc CL A COM | $17.5M | 71.3K | 1.9% | —Held | |
| 19 | Netflix Inc. COM | $13.2M | 185.5K | 1.5% | —Held | |
| 20 | On Hldg AG NAMEN AKT A | $11.4M | 322.2K | 1.3% | ▼−38% Reduced · −200K sh | |
| 21 | Schwab Charles Corp COM | $10.4M | 113.0K | 1.2% | —Held | |
| 22 | Meta Platforms Inc CL A | $8.4M | 15.0K | 0.9% | ▲New New position | |
| 23 | Neptune Ins Hldgs Inc CL A | $2.1M | 65.2K | 0.2% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965104/holdings"
Use Arkolith to show Manchester Global Management (UK) Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.