Manchester Global Management (UK) Ltd
LONDON X0 · SEC CIK 0001965104
$7.49亿2026Q1 申报市值
23持仓数
67.8%前十大占比 · 第一大 14.1%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$5,069.29万
TXN 新建仓+$4,076.94万
NOW 新建仓+$3,042.41万
SNOW 加仓+$1,297.05万
SCHW 新建仓+$1,061.97万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$3,853.30万
LRCX 减仓-$2,863.04万
INTU 清仓-$1,824.11万
MSFT 清仓-$1,250.40万
FERG 减仓-$653.13万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $1.06亿 | 14.14% | 508,690 | 243,400 | 91.7% | $5,069.29万 | 加仓 |
| ADI | ANALOG DEVICES INC | $7,200.88万 | 9.61% | 226,343 | 9,803 | 4.5% | $311.87万 | 加仓 |
| GOOGL | ALPHABET INC | $5,852.91万 | 7.81% | 203,537 | -134,000 | -39.7% | -$3,853.30万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $5,775.89万 | 7.71% | 247,616 | -28,000 | -10.2% | -$653.13万 | 减仓 |
| DHR | DANAHER CORP DEL | $4,372.23万 | 5.84% | 230,603 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $4,076.94万 | 5.44% | 210,000 | 210,000 | — | $4,076.94万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $3,833.42万 | 5.12% | 254,172 | 86,000 | 51.1% | $1,297.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,186.02万 | 4.25% | 94,275 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $3,042.41万 | 4.06% | 291,000 | 291,000 | — | $3,042.41万 | 新建仓 |
| MDB | MONGODB INC | $2,876.02万 | 3.84% | 117,499 | 5,500 | 4.9% | $134.62万 | 加仓 |
| V | VISA INC | $2,808.20万 | 3.75% | 92,913 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,684.47万 | 3.58% | 315,746 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,588.36万 | 3.46% | 93,150 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2,472.47万 | 3.30% | 115,720 | -134,000 | -53.7% | -$2,863.04万 | 减仓 |
| SHOP | SHOPIFY INC | $2,371.88万 | 3.17% | 199,956 | 47,000 | 30.7% | $557.51万 | 加仓 |
| CRH | CRH PLC | $2,041.33万 | 2.72% | 194,190 | -50,000 | -20.5% | -$525.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,785.86万 | 2.38% | 102,400 | 31,400 | 44.2% | $547.62万 | 重新持有 |
| NFLX | NETFLIX INC. | $1,783.58万 | 2.38% | 185,500 | 55,000 | 42.1% | $528.83万 | 加仓 |
| ONON | ON HLDG AG | $1,776.66万 | 2.37% | 522,239 | -110,000 | -17.4% | -$374.22万 | 减仓 |
| NET | CLOUDFLARE INC | $1,471.27万 | 1.96% | 71,303 | 11,793 | 19.8% | $243.34万 | 加仓 |
| NKE | NIKE INC | $1,097.19万 | 1.46% | 207,723 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1,061.97万 | 1.42% | 113,000 | 113,000 | — | $1,061.97万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $157.67万 | 0.21% | 65,180 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -27,537 | -100.0% | -$1,824.11万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -25,855 | -100.0% | -$1,250.40万 | 清仓 |