Maniro Ltd
CIK 2102426 · View on SEC EDGAR ↗
- Portfolio value
- $330.0M
- Positions
- 25
- As of
- March 31, 2026 Data as of Q1 2026
#4,521 of 8,643 by 13F value · top 52.3%
Portfolio value QoQ: +12.6% 13F does not disclose cash
- Top 10 holdings weight
- 79.50%
- Top 25 holdings weight
- 99.17%
- Positions above 1%
- 19
- Effective number of positions
- 4.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.46% Est. buys $115,894,396 · sells $1,765,542
- New positions
- 5
- Increased
- 12
- Decreased
- 0
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
46.7%
Technology
18.5%
Financials
7.5%
Communication Services
7.2%
Financial Services
1.6%
Retail
1.0%
Consumer Discretionary
0.8%
Healthcare
0.1%
Other/Unmapped
16.7%
Full portfolio 29 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QXO QXO, Inc. Common Stock | $208,182,856 | 46.71% | 12,047,619 | $-4,289,791 | Up ×1 | ||
| SLDE Slide Insurance Holdings, Inc. - Common Stock | $27,079,744 | 6.08% | 1,398,025 | $1,915,294 | |||
| SOXX SOXX | $18,884,479 | 4.24% | 29,472 | $12,394,759 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17,528,084 | 3.93% | 87,601 | $11,373,508 | Up ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $14,891,739 | 3.34% | 165,740 | $8,324,129 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $14,018,590 | 3.15% | 29,354 | $10,706,680 | Up ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $13,664,253 | 3.07% | 449,926 | Up ×1 | |||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $13,627,097 | 3.06% | 71,067 | $6,985,258 | Up ×1 | ||
| IGV | $13,488,075 | 3.03% | 148,875 | $6,929,579 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $12,988,613 | 2.91% | 36,345 | $7,485,290 | Up ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $11,459,904 | 2.57% | 100,367 | $7,794,546 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $10,677,697 | 2.40% | 28,625 | $5,738,889 | Up ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $10,414,400 | 2.34% | 40,000 | $5,692,400 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $8,408,793 | 1.89% | 14,928 | $4,732,286 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7,914,592 | 1.78% | 22,400 | $1,488,928 | |||
| SNOW Snowflake Inc. Common Stock | $6,108,000 | 1.37% | 24,000 | $2,488,320 | |||
| COF Capital One Financial Corporation Common Stock | $5,677,947 | 1.27% | 28,302 | Up ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $5,456,976 | 1.22% | 14,446 | Up ×1 | |||
| KNSL Kinsale Capital Group, Inc. Common Stock | $4,617,340 | 1.04% | 14,000 | $-165,900 | |||
| TSLA Tesla, Inc. - Common Stock | $3,406,860 | 0.76% | 8,100 | $395,685 | |||
| MDB MongoDB, Inc. - Class A Common Stock | $3,291,820 | 0.74% | 9,800 | $893,074 | |||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $3,071,360 | 0.69% | 32,000 | $-943,360 | |||
| NFLX Netflix, Inc. - Common Stock | $2,880,990 | 0.65% | 40,350 | $477,240 | Up ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $2,705,380 | 0.61% | 27,250 | $-143,607 | |||
| BAC Bank of America Corporation Common Stock | $1,565,241 | 0.35% | 27,470 | Up ×1 | |||
| PDD PDD Holdings Inc. - American Depositary Shares | $1,525,600 | 0.34% | 20,000 | $-518,000 | |||
| KKR KKR & Co. Inc. Common Stock | $1,317,961 | 0.30% | 14,360 | Up ×1 | |||
| KLTR Kaltura, Inc. - Common Stock | $590,762 | 0.13% | 454,432 | $36,355 | |||
| NMRA Neumora Therapeutics, Inc. - Common Stock | $268,992 | 0.06% | 158,231 | $-39,559 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SOXX | Bought more | +10K | +$12.4M |
| NVDA | Bought more | +52K | +$11.4M |
| TSM | Bought more | +20K | +$10.7M |
| CIBR | Bought more | +61K | +$8.3M |
| SHOP | Bought more | +69K | +$7.8M |
| GOOGL | Bought more | +17K | +$7.5M |
| GRID | Bought more | +30K | +$7.0M |
| IGV | Bought more | +67K | +$6.9M |
| MSFT | Bought more | +15K | +$5.7M |
| DDOG | Price move only | +0 | +$5.7M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.