Maniro Ltd
Sector Allocation
- Consumer Discretionary48.5%$216.2M
- Technology25.0%$111.6M
- Other16.7%$74.6M
- Financials9.0%$40.3M
- Communication Services0.7%$2.9M
- Healthcare0.1%$268,992
AUM History
13fpro.ai/research/fund/maniro-ltd-2102426
Largest positions — Q2 2026
QXO
$208.2MSLDE
$27.1M- ISHARES$18.9M
NVDA
$17.5M- FIRST$14.9M
TSM
$14.0M- GLOBAL$13.7M
- FIRST$13.6M
- ISHARES$13.5M
GOOGL
$13.0MSHOP
$11.5MMSFT
$10.7MDDOG
$10.4MMETA
$8.4MGOOG
$7.9MSNOW
$6.1MCOF
$5.7MAVGO
$5.5MKNSL
$4.6MTSLA
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/maniro-ltd-2102426
Maniro Ltd 13F holdings — Q2 2026
$445.7M portfolio (+35.0% QoQ) · 29 holdings · Q2 2026 13F · top 10 are 80% of the stock portfolio
$208.2M
46.7% of stocks
+10%This quarter-27.8%Since filed3+ qtrsHeld$27.1M
6.1% of stocks
No changeThis quarter+32.6%Since filed3+ qtrsHeld- 3
ISHARES TR - ISHARES SEMICDTR
$18.9M
4.2% of stocks
+49%This quarter—Since filed—HeldAIQuality—Est. buy— $17.5M
3.9% of stocks
+148%This quarter-4.1%Since filed2 qtrsHeld- 5
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF
$14.9M
3.3% of stocks
+58%This quarter—Since filed—HeldAIQuality—Est. buy— $14.0M
3.1% of stocks
+200%This quarter-0.5%Since filed2 qtrsHeld- 7
GLOBAL X FDS - DATA CTR DIG ETF
$13.7M
3.1% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 8
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE
$13.6M
3.1% of stocks
+75%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - EXPANDED TECH
$13.5M
3.0% of stocks
+82%This quarter—Since filed—HeldAIQuality—Est. buy— $13.0M
2.9% of stocks
+90%This quarter-8.5%Since filed2 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $208.2M | 46.7% | +10% | -27.8% | 3+ qtrs | 48.9#1,710 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $27.1M | 6.1% | No change | +32.6% | 3+ qtrs | 78.3#53 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - ISHARES SEMICDTR | $18.9M | 4.2% | +49% | — | — | — | — | |
| 4 | $17.5M | 3.9% | +148% | -4.1% | 2 qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $14.9M | 3.3% | +58% | — | — | — | — | |
| 6 | $14.0M | 3.1% | +200% | -0.5% | 2 qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | GLOBAL X FDS - DATA CTR DIG ETF | $13.7M | 3.1% | New | — | New this quarter | — | — | |
| 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 | $13.0M | 2.9% | +90% | -8.5% | 2 qtrsAdded 2 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Maniro Ltd (Q2 2026)
29 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SHOPIFY INC. | Technology | $11.5M | 2.6% | 100K | +225% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICROSOFT CORP | Technology | $10.7M | 2.4% | 29K | +115% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Datadog, Inc. | Technology | $10.4M | 2.3% | 40K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $8.4M | 1.9% | 15K | +132% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $7.9M | 1.8% | 22K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Snowflake Inc. | Technology | $6.1M | 1.4% | 24K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CAPITAL ONE FINANCIAL CORP | Financials | $5.7M | 1.3% | 28K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Broadcom Inc. | Technology | $5.5M | 1.2% | 14K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Kinsale Capital Group, Inc. | Financials | $4.6M | 1.0% | 14K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Tesla, Inc. | Consumer Discretionary | $3.4M | 0.8% | 8,100 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MongoDB, Inc. | Technology | $3.3M | 0.7% | 9,800 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alibaba Group Holding Ltdadr | Consumer Discretionary | $3.1M | 0.7% | 32K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NETFLIX INC | Communication Services | $2.9M | 0.7% | 40K | +61% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ServiceNow, Inc. | Technology | $2.7M | 0.6% | 27K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BANK OF AMERICA CORP /DE/ | Financials | $1.6M | 0.3% | 27K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PDD | PDD Holdings Inc. | Consumer Discretionary | $1.5M | 0.3% | 20K | — | |||
| 27 | $KKR | KKR & Co. Inc. | Financials | $1.3M | 0.3% | 14K | New | |||
| 28 | $KLTR | KALTURA INC | Technology | $591K | 0.1% | 454K | — | |||
| 29 | $NMRA | Neumora Therapeutics, Inc. | Healthcare | $269K | 0.1% | 158K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 12 added to, 0 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (12)
now $208.2M · held 3+ qtrs
now $17.5M · held 2 qtrs, 2 adds in a row
now $14.0M · held 2 qtrs, 2 adds in a row
now $11.5M · held 2 qtrs, 2 adds in a row
- ISHARES TR - ISHARES SEMICDTR+49%
now $18.9M
now $13.0M · held 2 qtrs, 2 adds in a row
+6 more in the Excel export
Trimmed (0)
No positions trimmed this quarter.
Sold out (1)
$ELESTEE LAUDER COMPANIES INCwas $1.8M
held 1 qtr
Holdings by quarter
Every 13F Maniro Ltd has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Maniro Ltd?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Maniro Ltd's top 20 holdings: 60/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-14.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
80%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (48.5% of disclosed assets). All figures are sourced directly from Maniro Ltd’s Form 13F-HR filing with the SEC under CIK 2102426.
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