M

Manchester Global Management Ltd

Manchester Global Management Ltd is an institution, managing $760.4M across 21 long positions as of Q3 2025 with 45% Technology concentration, 69% concentrated in top 10 holdings, and 45% technology allocation.

Portfolio Value
$760.4M
Positions
21
Top Holding
GOOGL at 9.94%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Manchester Global Management Ltd's portfolio (69.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Internet Content & Information
Communication Services
$75.6M
9.94%
+$75.6M
Bought
0.00%
311.0K shares
2
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$71.9M
9.45%
-$4.0M
Sold
0.00%
327.2K shares
Semiconductors
Technology
$70.3M
9.24%
0.06%
286.0K shares
Software - Infrastructure
Technology
$65.2M
8.57%
+$4.1M
Bought
0.00%
125.8K shares
Industrial - Distribution
Industrials
$47.2M
6.21%
+$19.1M
Bought
0.10%
210.1K shares
Software - Application
Technology
$46.0M
6.05%
-$6.5M
Sold
0.06%
203.9K shares
Software - Infrastructure
Technology
$42.5M
5.59%
+$42.5M
New
0.17%
137.0K shares
Semiconductors
Technology
$37.9M
4.99%
+$13.8M
Bought
135.8K shares
Medical - Diagnostics & Research
Healthcare
$36.0M
4.74%
-$30.8M
Sold
0.03%
181.8K shares
Entertainment
Communication Services
$35.1M
4.61%
0.13%
335.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Manchester Global Management Ltd's latest filing

See all changes
Market Value
$760.4M
Prior: $693.9M
Q/Q Change
+9.6%
+$66.6M
Net Flows % of MV
-2.99%
Turnover Ratio
24.71%
New Purchases
4 stocks
$91.8M
Added To
6 stocks
+$46.9M
Sold Out Of
5 stocks
$90.8M
Reduced Holdings
5 stocks
-$70.7M

Increased Positions

PositionShares Δ
New
2
Reddit logo
Reddit
RDDT
New
New
4
CRH logo
CRH
CRH
New
+67.96%

Decreased Positions

PositionShares Δ
1
GitLab logo
GitLab
GTLB
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Manchester Global Management Ltd

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Sector Allocation

Technology: 45.30%TechnologyCommunication Services: 21.10%Communication ServicesConsumer Cyclical: 15.30%Consumer CyclicalIndustrials: 6.20%Healthcare: 4.70%Financial Services: 4.40%Basic Materials: 1.40%
Technology
45.30%
Communication Services
21.10%
Consumer Cyclical
15.30%
Industrials
6.20%
Healthcare
4.70%
Financial Services
4.40%
Basic Materials
1.40%

Market Cap Distribution

Mega Cap (> $200B): 37.10%Mega Cap (> $200B)Large Cap ($10B - $200B): 56.40%Large Cap ($10B - $200B)N/A (ETF or Unknown): 6.50%
Mega Cap (> $200B)
37.10%
Large Cap ($10B - $200B)
56.40%
N/A (ETF or Unknown)
6.50%

Portfolio Concentration

Top 10 Holdings %
69.39%
Top 20 Holdings %
98.58%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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