Manchester Global Management (UK) Ltd 13F: Quarter-over-Quarter Portfolio Changes
Manchester Global Management (UK) Ltd reported a disclosed portfolio value of approximately $749.1 million in its latest SEC Form 13F-HR filing for Q1 2026, up 0.9% quarter on quarter. Over the quarter, the fund initiated 4 new positions, bought more shares in 7 holdings, trimmed 5 holdings, and exited 2 positions.
Manchester Global Management (UK) Ltd's top buy was Amazon.com (AMZN) . The fund bought 91.7% more shares, lifting the position's portfolio weight by 5.9 percentage points. Its top sell was Intuit (INTU) . The fund exited the position completely after it had accounted for 2.5% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| TEXAS INSTRUMENTS | TXN | 5.4% | History → |
| SERVICENOW | NOW | 4.1% | History → |
| NVIDIA CORPORATION COM | NVDA | 2.4% | Holders → |
| CHARLES SCHWAB CORPORATION (SCHW) | SCHW | 1.4% | Holders → |
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| AMAZON.COM | AMZN | +5.9% | +91.7% | History → |
| SNOWFLAKE INC | SNOW | +0.1% | +51.1% | History → |
| NETFLIX INC. | NFLX | +0.7% | +42.1% | Holders → |
| SHOPIFY INC | SHOP | +-0.2% | +30.7% | Holders → |
| CLOUDFLARE INC | NET | +0.4% | +19.8% | Holders → |
| MONGODB INC | MDB | +-2.5% | +4.9% | History → |
| ANALOG DEVICES INC | ADI | +1.7% | +4.5% | History → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| LAM RESEARCH CORP | LRCX | -2.5% | 53.7% | Holders → |
| ALPHABET CL A | GOOGL | -6.4% | 39.7% | History → |
| CRH PLC | CRH | -1.4% | 20.5% | Holders → |
| ON HLDG AG | ONON | -1.6% | 17.4% | Holders → |
| FERGUSON ENTERPRISES INC | FERG | -0.6% | 10.2% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
Net Portfolio Value ChangeQ1 2026
- $0.7BPrior quarter
- $0.7BCurrent quarter
- +$0.0BNet delta
- +0.9%% change
Methodology & FAQ
How Manchester Global Management (UK) Ltd Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Manchester Global Management (UK) Ltd: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Manchester Global Management (UK) Ltd buy in Q1 2026?
In Q1 2026, Manchester Global Management (UK) Ltd initiated 4 new positions (TEXAS INSTRUMENTS (TXN), SERVICENOW (NOW), NVIDIA CORPORATION COM (NVDA), CHARLES SCHWAB CORPORATION (SCHW) (SCHW)); bought more shares of AMAZON.COM (AMZN), SNOWFLAKE INC (SNOW), NETFLIX INC. (NFLX), SHOPIFY INC (SHOP), CLOUDFLARE INC (NET) — the largest 5 of 7 adds.
What stocks did Manchester Global Management (UK) Ltd sell in Q1 2026?
In Q1 2026, Manchester Global Management (UK) Ltd fully sold 2 positions (INTUIT (INTU), MICROSOFT (MSFT)); reduced holdings in LAM RESEARCH CORP (LRCX), ALPHABET CL A (GOOGL), CRH PLC (CRH), ON HLDG AG (ONON), FERGUSON ENTERPRISES INC (FERG).
Which positions did Manchester Global Management (UK) Ltd initiate in Q1 2026?
Manchester Global Management (UK) Ltd established 4 new positions in Q1 2026: TEXAS INSTRUMENTS (TXN, 5.4%), SERVICENOW (NOW, 4.1%), NVIDIA CORPORATION COM (NVDA, 2.4%), CHARLES SCHWAB CORPORATION (SCHW) (SCHW, 1.4%).
Which existing positions saw the largest allocation increases for Manchester Global Management (UK) Ltd in Q1 2026?
Of 7 existing positions with share-count increases in Q1 2026, the largest were: AMAZON.COM (AMZN, +5.9% weight, +91.7% shares), SNOWFLAKE INC (SNOW, +0.1% weight, +51.1% shares), NETFLIX INC. (NFLX, +0.7% weight, +42.1% shares), SHOPIFY INC (SHOP, +-0.2% weight, +30.7% shares), CLOUDFLARE INC (NET, +0.4% weight, +19.8% shares), MONGODB INC (MDB, +-2.5% weight, +4.9% shares), ANALOG DEVICES INC (ADI, +1.7% weight, +4.5% shares).
Which positions did Manchester Global Management (UK) Ltd fully exit in Q1 2026?
Manchester Global Management (UK) Ltd fully exited 2 positions in Q1 2026: INTUIT (INTU, last-reported weight 2.5%), MICROSOFT (MSFT, last-reported weight 1.7%).
Which existing positions saw the largest allocation reductions for Manchester Global Management (UK) Ltd in Q1 2026?
Of 5 existing positions with share-count reductions in Q1 2026, the largest were: LAM RESEARCH CORP (LRCX, -2.5% weight, -53.7% shares), ALPHABET CL A (GOOGL, -6.4% weight, -39.7% shares), CRH PLC (CRH, -1.4% weight, -20.5% shares), ON HLDG AG (ONON, -1.6% weight, -17.4% shares), FERGUSON ENTERPRISES INC (FERG, -0.6% weight, -10.2% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.