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Manchester Global Management (uk) LTD

CIK:0001965104
Hedge Fund
$670M AUM
21 holdings
London, United Kingdom
Founded:2020
4 employees
Latest filing:Jun 30, 2025

Manchester Global Management (UK) Limited is a private limited company headquartered in London, United Kingdom, at 9 Pembridge Road. The firm was incorporated in 2020 and specializes in fund management activities. As of the latest filings, it is a small-sized firm with approximately 4 employees. The company is led by directors Drew Besser and Christopher Alexander Parkinson and primarily serves as an investment manager, providing fund management and portfolio construction for sophisticated investors, likely with a focus on global public equities and related securities.

Investment Strategy

Manchester Global Management (UK) Ltd pursues an active investment management strategy, focusing on building concentrated portfolios of equity and related securities. The firm's holdings suggest a bias toward major listed US companies, employing both long and short positions in public markets. The strategy likely emphasizes fundamental analysis and sector allocation based on macroeconomic and company-specific factors, seeking absolute return and risk-adjusted performance relative to benchmarks.

Top Buys
M
MSFTMICROSOFT CORP
+$36.4M
G
GTLBGITLAB INC
+$26.3M
N
NFLXNETFLIX INC
+$23.6M
L
LRCXLAM RESEARCH CORP
+$21.5M
N
NVDANVIDIA CORPORATION
+$19.6M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$79.0M
A
AMZNAMAZON COM INC
-$22.7M
T
TEAMATLASSIAN CORPORATION
-$20.7M
L
LULULULULEMON ATHLETICA INC
-$14.7M
A
ACNACCENTURE PLC IRELAND
-$12.6M

Top Holdings

A
AMZNAMAZON COM INC
+10.9%$75.8M
A
ADIANALOG DEVICES INC
+9.8%$68.1M
D
DHRDANAHER CORPORATION
+9.6%$66.6M
M
MSFTMICROSOFT CORP
+8.4%$58.6M
S
SNOWSNOWFLAKE INC
+7.5%$52.1M

Equity Positions (21)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AMZN
AMAZON COM INC10.92%$75.8M345,345$176.76$219.39-$22.7M
A
ADI
ANALOG DEVICES INC9.81%$68.1M286,024$205.37$238.02+$14.1M
D
DHR
DANAHER CORPORATION9.60%$66.6M337,257$231.50$197.54+$13.5M
M
MSFT
MICROSOFT CORP8.45%$58.6M117,845$459.31$497.41+$36.4M
S
SNOW
SNOWFLAKE INC7.51%$52.1M232,885$144.68$223.77+$8.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+27.9%
SEMICONDUCTORS & RELATED DEVICES
+15.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+10.9%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+9.6%
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
+7.9%