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Manchester Global Management (UK) Ltd

SEC CIK
0001965104
Latest filing
Aug 14, 2026

The latest 13F from Manchester Global Management (UK) Ltd covers Q2 2026 (filed Aug 14, 2026): 23 long positions worth $906.0M. The top 10 holdings make up 71.8% of the portfolio, and the largest is Amazon Com Inc (AMZN) at 12.7%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$8.45M
Added
5
Est. +$63.8M
Reduced
6
Est. −$66.3M
Sold out
1
Est. −$11.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. AMZNAmazon Com Inc
    12.7%$114.8MHistory
  2. SNOWSnowflake Inc.
    10.2%$92.4MHistory
  3. GOOGLAlphabet Inc.
    8.0%$72.8MHistory
  4. TXNTexas Instruments Inc
    6.9%$62.6MHistory
  5. ADIAnalog Devices Inc
    6.8%$61.3MHistory

Share of portfolio

Top 5 holdings and the other 18 positions, by share of portfolio value

  1. AMZN12.7%
  2. SNOW10.2%
  3. GOOGL8.0%
  4. TXN6.9%
  5. ADI6.8%
  6. Other 18 positions55.4%

Biggest buys

New and added positions, by estimated amount bought

  1. SNOWSnowflake Inc.
    +$27.7MAddedHistory
  2. CDNSCadence Design Systems Inc
    +$18.8MAddedHistory
  3. SHOPShopify Inc.
    +$10.6MAddedHistory
  4. METAMeta Platforms, Inc.
    +$8.45MNewHistory
  5. FWONKLiberty Media Corp
    +$6.66MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SNOWSnowflake Inc.
    +5.08 pp5.1% → 10.2%History
  2. CDNSCadence Design Systems Inc
    +2.47 pp3.5% → 5.9%History
  3. METAMeta Platforms, Inc.
    +0.93 pp0.0% → 0.9%History
  4. SHOPShopify Inc.
    +0.53 pp3.2% → 3.7%History
  5. FWONKLiberty Media Corp
    +0.47 pp3.6% → 4.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ADIAnalog Devices Inc
    −$28.6MReducedHistory
  2. MDBMongoDB, Inc.
    −$14.4MReducedHistory
  3. NKENIKE, Inc.
    −$11.0MSold outHistory
  4. ONONOn Holding AG
    −$7.08MReducedHistory
  5. AMZNAmazon Com Inc
    −$6.46MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ADIAnalog Devices Inc
    −2.85 pp9.6% → 6.8%History
  2. FERGFerguson Enterprises Inc.
    −1.75 pp7.7% → 6.0%History
  3. AMZNAmazon Com Inc
    −1.47 pp14.1% → 12.7%History
  4. NKENIKE, Inc.
    −1.46 pp1.5% → 0.0%History
  5. NOWServiceNow, Inc.
    −1.42 pp4.1% → 2.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$906.0M
+$156.9M (+20.9%) vs. prior quarter
Positions
23
0 vs. prior quarter
Top 10 concentration
71.8%
Top 10 as share of value
Turnover
8.7%
Q2 2026, one quarter
Average holding period
8.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $906.0M (Q2 2026)

Q4 2022: $246.8MQ1 2023: $278.9MQ2 2023: $246.6MQ3 2023: $261.0MQ4 2023: $307.4MQ1 2024: $569.5MQ2 2024: $568.9MQ3 2024: $619.8MQ4 2024: $758.4MQ1 2025: $669.8MQ2 2025: $693.9MQ3 2025: $760.4MQ4 2025: $742.2MQ1 2026: $749.1MQ2 2026: $906.0M
Q4 2022Q2 2026
13F filings of Manchester Global Management (UK) Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202623$906.0MAMZNSNOWGOOGLvs. Q1 2026SEC
Q1 2026May 15, 202623$749.1MAMZNADIGOOGLvs. Q4 2025SEC
Q4 2025Feb 17, 202621$742.2MGOOGLFERGAMZNvs. Q3 2025SEC
Q3 2025Nov 14, 202521$760.4MGOOGLAMZNADIvs. Q2 2025SEC
Q2 2025Aug 14, 202521$693.9MAMZNADIDHRvs. Q1 2025SEC
Q1 2025May 15, 202521$669.8MUNHAMZNADIvs. Q4 2024SEC
Q4 2024Feb 14, 202526$758.4MUNHAMZNDHRvs. Q3 2024SEC
Q3 2024Nov 14, 202420$619.8MUNHDHRAMZNvs. Q2 2024SEC
Q2 2024Aug 14, 202419$568.9MUNHTSMADIvs. Q1 2024SEC
Q1 2024May 15, 202419$569.5MUNHAMZNPCORvs. Q4 2023SEC
Q4 2023Feb 14, 202420$307.4MUNHAMZNTSMvs. Q3 2023SEC
Q3 2023Nov 13, 202318$261.0MUNHGOOGLAMZNvs. Q2 2023SEC
Q2 2023Aug 11, 202316$246.6MUNHDECKSNOWvs. Q1 2023SEC
Q1 2023May 12, 202321$278.9MUNHSNOWTMOvs. Q4 2022SEC
Q4 2022Feb 13, 202319$246.8MUNHSNOWDECK–SEC