13F 机构持仓

Manchester Global Management (UK) Ltd

LONDON X0 · SEC CIK 0001965104

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AMZN 14.1%
ADI 9.6%
GOOGL 7.8%
FERG 7.7%
DHR 5.8%
TXN 5.4%
SNOW 5.1%
TSM 4.3%
NOW 4.1%
MDB 3.8%

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%508,690 243,40091.7% $5,069.29万 加仓
ADI ANALOG DEVICES INC $7,200.88万9.61%226,343 9,8034.5% $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 00.0% — 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 86,00051.1% $1,297.05万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $3,186.02万4.25%94,275 00.0% — 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 5,5004.9% $134.62万 加仓
V VISA INC $2,808.20万3.75%92,913 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $2,684.47万3.58%315,746 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $2,588.36万3.46%93,150 00.0% — 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 47,00030.7% $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 31,40044.2% $547.62万 重新持有
NFLX NETFLIX INC. $1,783.58万2.38%185,500 55,00042.1% $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 11,79319.8% $243.34万 加仓
NKE NIKE INC $1,097.19万1.46%207,723 00.0% — 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 00.0% — 不变
INTU INTUIT $00.00%0 -27,537-100.0% -$1,824.11万 清仓
MSFT MICROSOFT CORP $00.00%0 -25,855-100.0% -$1,250.40万 清仓