Manchester Global Management (UK) Ltd 13F: Quarter-over-Quarter Portfolio Changes
Manchester Global Management (UK) Ltd reported a disclosed portfolio value of approximately $906.0 million in its latest SEC Form 13F-HR filing for Q2 2026, up 20.9% quarter on quarter. Over the quarter, the fund initiated 1 new position, bought more shares in 5 holdings, trimmed 6 holdings, and exited 1 position.
Manchester Global Management (UK) Ltd's top buy was Cadence Design System INC (CDNS) . The fund bought 53.7% more shares, lifting the position's portfolio weight by 2.5 percentage points. Its top sell was Nike INC (NKE) . The fund exited the position completely after it had accounted for 1.5% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| META PLATFORMS INC | META | 0.9% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| CADENCE DESIGN SYSTEM INC | CDNS | +2.5% | +53.7% | History → |
| SHOPIFY INC | SHOP | +0.5% | +46.5% | Holders → |
| SNOWFLAKE INC | SNOW | +5.1% | +42.9% | History → |
| LIBERTY MEDIA CORP DEL | FWONK | +0.5% | +22.2% | Holders → |
| ALPHABET INC-CL A | GOOGL | +0.2% | +0.0% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| ON HLDG AG | ONON | -1.1% | 38.3% | Holders → |
| MONGODB INC | MDB | -1.1% | 36.6% | Holders → |
| ANALOG DEVICES INC | ADI | -2.8% | 31.8% | History → |
| SERVICENOW INC | NOW | -1.4% | 17.2% | Holders → |
| FERGUSON ENTERPRISES INC | FERG | -1.7% | 8.1% | History → |
| AMAZON.COM INC | AMZN | -1.5% | 5.3% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| NIKE INC | NKE | 1.5% |
Net Portfolio Value ChangeQ2 2026
- $0.7BPrior quarter
- $0.9BCurrent quarter
- +$0.2BNet delta
- +20.9%% 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 Q2 2026?
In Q2 2026, Manchester Global Management (UK) Ltd initiated 1 new position (META PLATFORMS INC (META)); bought more shares of CADENCE DESIGN SYSTEM INC (CDNS), SHOPIFY INC (SHOP), SNOWFLAKE INC (SNOW), LIBERTY MEDIA CORP DEL (FWONK), ALPHABET INC-CL A (GOOGL).
What stocks did Manchester Global Management (UK) Ltd sell in Q2 2026?
In Q2 2026, Manchester Global Management (UK) Ltd fully sold 1 position (NIKE INC (NKE)); reduced holdings in ON HLDG AG (ONON), MONGODB INC (MDB), ANALOG DEVICES INC (ADI), SERVICENOW INC (NOW), FERGUSON ENTERPRISES INC (FERG) (the largest 5 of 6 reductions).
Which positions did Manchester Global Management (UK) Ltd initiate in Q2 2026?
Manchester Global Management (UK) Ltd established 1 new position in Q2 2026: META PLATFORMS INC (META, 0.9%).
Which existing positions saw the largest allocation increases for Manchester Global Management (UK) Ltd in Q2 2026?
Of 5 existing positions with share-count increases in Q2 2026, the largest were: CADENCE DESIGN SYSTEM INC (CDNS, +2.5% weight, +53.7% shares), SHOPIFY INC (SHOP, +0.5% weight, +46.5% shares), SNOWFLAKE INC (SNOW, +5.1% weight, +42.9% shares), LIBERTY MEDIA CORP DEL (FWONK, +0.5% weight, +22.2% shares), ALPHABET INC-CL A (GOOGL, +0.2% weight, +0.0% shares).
Which positions did Manchester Global Management (UK) Ltd fully exit in Q2 2026?
Manchester Global Management (UK) Ltd fully exited 1 position in Q2 2026: NIKE INC (NKE, last-reported weight 1.5%).
Which existing positions saw the largest allocation reductions for Manchester Global Management (UK) Ltd in Q2 2026?
Of 6 existing positions with share-count reductions in Q2 2026, the largest were: ON HLDG AG (ONON, -1.1% weight, -38.3% shares), MONGODB INC (MDB, -1.1% weight, -36.6% shares), ANALOG DEVICES INC (ADI, -2.8% weight, -31.8% shares), SERVICENOW INC (NOW, -1.4% weight, -17.2% shares), FERGUSON ENTERPRISES INC (FERG, -1.7% weight, -8.1% shares), AMAZON.COM INC (AMZN, -1.5% weight, -5.3% 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.