Maniro Ltd
13F Reported Value
ⓘ$445.7M
Holdings
29
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Maniro Ltd disclosed 29 positions worth $445.7M in its Form 13F-HR for Q2 2026, led by $QXO (QXO, Inc.) at 46.7% of the equity portfolio, followed by $SLDE. During the quarter the fund opened 5 new positions and exited 1 and a full exit from $EL. The portfolio is most concentrated in Consumer Discretionary (46.7% 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 — Q2 2026
Click any card to unlockTop Holdings
- 49.0#1,683
Quality
$208.2M12,047,619 sh - 78.1#58
Quality
$27.1M1,398,025 sh ISHARES TR - ISHARES SEMICDTR
—Quality
$18.9M29,472 sh- 85.9
Quality
$17.5M87,601 sh FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF
—Quality
$14.9M165,740 sh- $14.0M29,354 sh
GLOBAL X FDS - DATA CTR DIG ETF
—Quality
$13.7M449,926 shFIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE
—Quality
$13.6M71,067 shISHARES TR - EXPANDED TECH
—Quality
$13.5M148,875 sh- 78.2
Quality
$13.0M36,345 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 QXO, Inc.$QXO | 49.0#1,683 | $208.2M | 12,047,619 |
 Slide Insurance Holdings, Inc.$SLDE | 78.1#58 | $27.1M | 1,398,025 |
| ISHARES TR - ISHARES SEMICDTR | — | $18.9M | 29,472 |
 NVIDIA CORP$NVDA | 85.9 | $17.5M | 87,601 |
| FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $14.9M | 165,740 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $14.0M | 29,354 |
| GLOBAL X FDS - DATA CTR DIG ETF | — | $13.7M | 449,926 |
| FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $13.6M | 71,067 |
| ISHARES TR - EXPANDED TECH | — | $13.5M | 148,875 |
 Alphabet Inc.$GOOG | 78.2 | $13.0M | 36,345 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Maniro Ltd's 29 positions.
Showing top 10 of 29 holdings.
Sector Allocation
Consumer Discretionary
$208.2M
Technology
$111.6M
Other
$74.6M
Financials
$40.3M
Industrials
$8.0M
Communication Services
$2.9M
Healthcare
$268,992
Full Holdings — Maniro Ltd (Q2 2026)
All 29 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 | QXO, Inc. | $208.2M | 46.7% | +10% | 49 |
| 2 | $SLDE | Slide Insurance Holdings, Inc. | $27.1M | 6.1% | +0% | 78.1 |
| 3 | — | ISHARES TR - ISHARES SEMICDTR | $18.9M | 4.2% | +49% | — |
| 4 | $NVDA | NVIDIA CORP | $17.5M | 3.9% | +148% | 85.9 |
| 5 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $14.9M | 3.3% | +58% | — |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $14.0M | 3.1% | +200% | — |
| 7 | — | GLOBAL X FDS - DATA CTR DIG ETF | $13.7M | 3.1% | NEW | — |
| 8 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $13.6M | 3.1% | +75% | — |
| 9 | — | ISHARES TR - EXPANDED TECH | $13.5M | 3.0% | +82% | — |
| 10 | $GOOG | Alphabet Inc. | $13.0M | 2.9% | +90% | 78.2 |
| 11 |  $SHOP | SHOPIFY INC. | $11.5M | 2.6% | +225% | 64.9 |
| 12 |  $MSFT | MICROSOFT CORP | $10.7M | 2.4% | +115% | 79.8 |
| 13 |  $DDOG | Datadog, Inc. | $10.4M | 2.3% | +0% | 71.4 |
| 14 |  $META | Meta Platforms, Inc. | $8.4M | 1.9% | +132% | 79.6 |
| 15 |  $GOOGL | Alphabet Inc. | $7.9M | 1.8% | +0% | 78.2 |
| 16 |  $SNOW | Snowflake Inc. | $6.1M | 1.4% | +0% | 54.9 |
| 17 |  $COF | CAPITAL ONE FINANCIAL CORP | $5.7M | 1.3% | NEW | 62.4 |
| 18 |  $AVGO | Broadcom Inc. | $5.5M | 1.2% | NEW | 84.5 |
| 19 |  $KNSL | Kinsale Capital Group, Inc. | $4.6M | 1.0% | +0% | 77.3 |
| 20 |  $TSLA | Tesla, Inc. | $3.4M | 0.8% | +0% | 53.9 |
| 21 |  $MDB | MongoDB, Inc. | $3.3M | 0.7% | +0% | 68.8 |
| 22 |  $BABA | Alibaba Group Holding Ltd | $3.1M | 0.7% | +0% | — |
| 23 |  $NFLX | NETFLIX INC | $2.9M | 0.7% | +61% | 78.8 |
| 24 |  $NOW | ServiceNow, Inc. | $2.7M | 0.6% | +0% | 72.9 |
| 25 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.6M | 0.3% | NEW | 67.6 |
| 26 |  $PDD | PDD Holdings Inc. | $1.5M | 0.3% | +0% | — |
| 27 |  $KKR | KKR & Co. Inc. | $1.3M | 0.3% | NEW | 54.3 |
| 28 |  $KLTR | KALTURA INC | $590,762 | 0.1% | +0% | 31.2 |
| 29 |  $NMRA | Neumora Therapeutics, Inc. | $268,992 | 0.1% | +0% | — |
New Positions (5)
Exited Positions (1)
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