Maniro Ltd
13F Reported Value
ⓘ$330.0M
Holdings
25
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Maniro Ltd disclosed 25 positions worth $330.0M in its Form 13F-HR for Q1 2026, led by $QXO (QXO, Inc.) at 64.4% of the equity portfolio, followed by $SLDE. During the quarter the fund opened 11 new positions and exited 4 and a full exit from $JXN. The portfolio is most concentrated in Consumer Discretionary (64.4% of disclosed assets). All figures are sourced directly from Maniro Ltd’s Form 13F-HR filing with the SEC under CIK 2102426.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 53.5#1,278
Quality
$212.5M10,940,919 sh - 51.3#1,403
Quality
$25.2M1,398,025 sh FIRST TR EXCHANGE-TRADED FD
—Quality
$6.6M40,603 shFIRST TR EXCHANGE-TRADED FD
—Quality
$6.6M104,780 shISHARES TR
—Quality
$6.6M81,930 shISHARES TR
—Quality
$6.5M19,746 sh- 80.2
Quality
$6.4M22,400 sh - 90.2
Quality
$6.2M35,290 sh - 80.2
Quality
$5.5M19,138 sh - 83.7
Quality
$4.9M13,342 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 53.5#1,278 | $212.5M | 10,940,919 | |
| 51.3#1,403 | $25.2M | 1,398,025 | |
| FIRST TR EXCHANGE-TRADED FD | — | $6.6M | 40,603 |
| FIRST TR EXCHANGE-TRADED FD | — | $6.6M | 104,780 |
| ISHARES TR | — | $6.6M | 81,930 |
| ISHARES TR | — | $6.5M | 19,746 |
| 80.2 | $6.4M | 22,400 | |
| 90.2 | $6.2M | 35,290 | |
| 80.2 | $5.5M | 19,138 | |
| 83.7 | $4.9M | 13,342 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Maniro Ltd's 25 positions.
Showing top 10 of 25 holdings.
Sector Allocation
Consumer Discretionary
$212.5M
Technology
$47.8M
Financials
$29.9M
Other
$26.3M
Industrials
$9.1M
Communication Services
$2.4M
Consumer Staples
$1.8M
Healthcare
$308,551
Full Holdings — Maniro Ltd (Q1 2026)
All 25 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | QXO, Inc. | $212.5M | 64.4% | +0% | 53.5 | |
| 2 | Slide Insurance Holdings, Inc. | $25.2M | 7.6% | +367% | 51.3 | |
| 3 | — | FIRST TR EXCHANGE-TRADED FD | $6.6M | 2.0% | NEW | — |
| 4 | — | FIRST TR EXCHANGE-TRADED FD | $6.6M | 2.0% | NEW | — |
| 5 | — | ISHARES TR | $6.6M | 2.0% | NEW | — |
| 6 | — | ISHARES TR | $6.5M | 2.0% | NEW | — |
| 7 | Alphabet Inc. | $6.4M | 1.9% | +11% | 80.2 | |
| 8 | NVIDIA CORP | $6.2M | 1.9% | NEW | 90.2 | |
| 9 | Alphabet Inc. | $5.5M | 1.7% | NEW | 80.2 | |
| 10 | MICROSOFT CORP | $4.9M | 1.5% | NEW | 83.7 | |
| 11 | Kinsale Capital Group, Inc. | $4.8M | 1.4% | +0% | 79.6 | |
| 12 | Datadog, Inc. | $4.7M | 1.4% | +20% | 62.9 | |
| 13 | Alibaba Group Holding Ltd | $4.0M | 1.2% | -10% | — | |
| 14 | Meta Platforms, Inc. | $3.7M | 1.1% | NEW | 80.9 | |
| 15 | SHOPIFY INC. | $3.7M | 1.1% | NEW | — | |
| 16 | Snowflake Inc. | $3.6M | 1.1% | +3% | 49.6 | |
| 17 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.3M | 1.0% | NEW | — | |
| 18 | Tesla, Inc. | $3.0M | 0.9% | +10% | 50.1 | |
| 19 | ServiceNow, Inc. | $2.8M | 0.9% | +28% | 76 | |
| 20 | NETFLIX INC | $2.4M | 0.7% | NEW | 86.7 | |
| 21 | MongoDB, Inc. | $2.4M | 0.7% | +7% | 54.6 | |
| 22 | PDD Holdings Inc. | $2.0M | 0.6% | +9% | — | |
| 23 | ESTEE LAUDER COMPANIES INC | $1.8M | 0.5% | NEW | 52.5 | |
| 24 | KALTURA INC | $554,407 | 0.2% | +0% | 32.6 | |
| 25 | Neumora Therapeutics, Inc. | $308,551 | 0.1% | +0% | — |
New Positions (11)
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