Manchester Global Management (UK) Ltd 13F 持仓 · 2026年Q2
Manchester Global Management (UK) 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 9.06 亿美元。前几大持仓：AMZN（12.67%）、SNOW（10.20%）、GOOGL（8.03%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 6 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $114.8M | 12.67% | 481,584 | 减持 |
| 2 | SNOW | SNOWFLAKE INC | $92.4M | 10.20% | 363,172 | 增持 |
| 3 | GOOGL | ALPHABET INC | $72.8M | 8.03% | 203,637 | 增持 |
| 4 | TXN | TEXAS INSTRS INC | $62.6M | 6.91% | 210,000 | 持平 |
| 5 | ADI | ANALOG DEVICES INC | $61.3M | 6.77% | 154,343 | 减持 |
| 6 | FERG | FERGUSON ENTERPRISES INC | $54.0M | 5.96% | 227,616 | 减持 |
| 7 | CDNS | CADENCE DESIGN SYSTEM INC | $53.7M | 5.93% | 143,150 | 增持 |
| 8 | LRCX | LAM RESEARCH CORP | $50.1M | 5.53% | 115,720 | 持平 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $45.0M | 4.97% | 94,275 | 持平 |
| 10 | DHR | DANAHER CORP DEL | $43.9M | 4.85% | 230,603 | 持平 |
| 11 | FWONK | LIBERTY MEDIA CORP DEL | $36.7M | 4.05% | 385,746 | 增持 |
| 12 | SHOP | SHOPIFY INC | $33.4M | 3.69% | 292,956 | 增持 |
| 13 | V | VISA INC | $31.9M | 3.52% | 92,913 | 持平 |
| 14 | MDB | MONGODB INC | $25.0M | 2.76% | 74,499 | 减持 |
| 15 | NOW | SERVICENOW INC | $23.9M | 2.64% | 240,900 | 减持 |
| 16 | CRH | CRH PLC | $20.8M | 2.29% | 194,190 | 持平 |
| 17 | NVDA | NVIDIA CORPORATION | $20.5M | 2.26% | 102,400 | 持平 |
| 18 | NET | CLOUDFLARE INC | $17.5M | 1.93% | 71,303 | 持平 |
| 19 | NFLX | NETFLIX INC. | $13.2M | 1.46% | 185,500 | 持平 |
| 20 | ONON | ON HLDG AG | $11.4M | 1.26% | 322,239 | 减持 |
| 21 | SCHW | SCHWAB CHARLES CORP | $10.4M | 1.15% | 113,000 | 持平 |
| 22 | META | META PLATFORMS INC | $8.4M | 0.93% | 15,000 | 新建仓 |
| 23 | NP | NEPTUNE INS HLDGS INC | $2.1M | 0.23% | 65,180 | 持平 |
| 24 | NKE | NIKE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR