Maniro Ltd
Portfolio value QoQ: +35.0% 13F does not disclose cash
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
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 29 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QXO | $208,182,856 | 46.71% | 12,047,619 | $-4,289,791 | Up ×1 | ||
| SLDE | $27,079,744 | 6.08% | 1,398,025 | $1,915,294 | |||
| SOXX | $18,884,479 | 4.24% | 29,472 | $12,394,759 | Up ×1 | ||
| NVDA | $17,528,084 | 3.93% | 87,601 | $11,373,508 | Up ×1 | ||
| CIBR | $14,891,739 | 3.34% | 165,740 | $8,324,129 | Up ×1 | ||
| TSM | $14,018,590 | 3.15% | 29,354 | $10,706,680 | Up ×1 | ||
| DTCR | $13,664,253 | 3.07% | 449,926 | Up ×1 | |||
| GRID | $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 | $12,988,613 | 2.91% | 36,345 | $7,485,290 | Up ×1 | ||
| SHOP | $11,459,904 | 2.57% | 100,367 | $7,794,546 | Up ×1 | ||
| MSFT | $10,677,697 | 2.40% | 28,625 | $5,738,889 | Up ×1 | ||
| DDOG | $10,414,400 | 2.34% | 40,000 | $5,692,400 | |||
| META | $8,408,793 | 1.89% | 14,928 | $4,732,286 | Up ×1 | ||
| GOOG | $7,914,592 | 1.78% | 22,400 | $1,488,928 | |||
| SNOW | $6,108,000 | 1.37% | 24,000 | $2,488,320 | |||
| COF | $5,677,947 | 1.27% | 28,302 | Up ×1 | |||
| AVGO | $5,456,976 | 1.22% | 14,446 | Up ×1 | |||
| KNSL | $4,617,340 | 1.04% | 14,000 | $-165,900 | |||
| TSLA | $3,406,860 | 0.76% | 8,100 | $395,685 | |||
| MDB | $3,291,820 | 0.74% | 9,800 | $893,074 | |||
| BABA | $3,071,360 | 0.69% | 32,000 | $-943,360 | |||
| NFLX | $2,880,990 | 0.65% | 40,350 | $477,240 | Up ×1 | ||
| NOW | $2,705,380 | 0.61% | 27,250 | $-143,607 | |||
| BAC | $1,565,241 | 0.35% | 27,470 | Up ×1 | |||
| PDD | $1,525,600 | 0.34% | 20,000 | $-518,000 | |||
| KKR | $1,317,961 | 0.30% | 14,360 | Up ×1 | |||
| KLTR | $590,762 | 0.13% | 454,432 | $36,355 | |||
| NMRA | $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.