Manchester Global Management (UK) Ltd
LONDON X0 · SEC CIK 0001965104
$9.06亿2026Q2 申报市值
23持仓数
71.8%前十大占比 · 第一大 12.7%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNOW 加仓+$2,774.05万
CDNS 加仓+$1,876.60万
SHOP 加仓+$1,061.87万
META 新建仓+$844.93万
FWONK 加仓+$665.98万
2026Q2 卖出最多 按季末市值估算
ADI 减仓-$2,859.62万
MDB 减仓-$1,444.37万
NKE 清仓-$1,097.19万
ONON 减仓-$708.40万
AMZN 减仓-$646.04万
2026Q2 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 | $1.15亿 | 12.67% | 481,584 | -27,106 | -5.3% | -$646.04万 | 减仓 |
| SNOW | SNOWFLAKE INC | $9,242.73万 | 10.20% | 363,172 | 109,000 | 42.9% | $2,774.05万 | 加仓 |
| GOOGL | ALPHABET INC | $7,277.38万 | 8.03% | 203,637 | 100 | 0.0% | $3.57万 | 加仓 |
| TXN | TEXAS INSTRS INC | $6,259.47万 | 6.91% | 210,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $6,130.04万 | 6.77% | 154,343 | -72,000 | -31.8% | -$2,859.62万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $5,402.01万 | 5.96% | 227,616 | -20,000 | -8.1% | -$474.66万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5,372.71万 | 5.93% | 143,150 | 50,000 | 53.7% | $1,876.60万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5,014.49万 | 5.53% | 115,720 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,502.29万 | 4.97% | 94,275 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $4,392.53万 | 4.85% | 230,603 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,669.99万 | 4.05% | 385,746 | 70,000 | 22.2% | $665.98万 | 加仓 |
| SHOP | SHOPIFY INC | $3,344.97万 | 3.69% | 292,956 | 93,000 | 46.5% | $1,061.87万 | 加仓 |
| V | VISA INC | $3,187.75万 | 3.52% | 92,913 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $2,502.42万 | 2.76% | 74,499 | -43,000 | -36.6% | -$1,444.37万 | 减仓 |
| NOW | SERVICENOW INC | $2,391.66万 | 2.64% | 240,900 | -50,100 | -17.2% | -$497.39万 | 减仓 |
| CRH | CRH PLC | $2,077.83万 | 2.29% | 194,190 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $2,048.92万 | 2.26% | 102,400 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1,748.92万 | 1.93% | 71,303 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1,324.47万 | 1.46% | 185,500 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $1,141.37万 | 1.26% | 322,239 | -200,000 | -38.3% | -$708.40万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,042.65万 | 1.15% | 113,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $844.93万 | 0.93% | 15,000 | 15,000 | — | $844.93万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $205.32万 | 0.23% | 65,180 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -207,723 | -100.0% | -$1,097.19万 | 清仓 |