Maniro Ltd
CIK 2102426 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $330.0M
- Posisi
- 25
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#4.521 dari 8.643 berdasarkan nilai 13F · top 52.3%
Nilai portofolio QoQ: +12.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 79,50%
- Bobot 25 kepemilikan teratas
- 99,17%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 4,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,46% Perkiraan pembelian $115.894.396 · penjualan $1.765.542
- Posisi baru
- 5
- Meningkat
- 12
- Menurun
- 0
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
16,7%
Portofolio lengkap 29 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| QXO QXO, Inc. Common Stock | $208.182.856 | 46,71% | 12.047.619 | $-4.289.791 | Naik ×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 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17.528.084 | 3,93% | 87.601 | $11.373.508 | Naik ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $14.891.739 | 3,34% | 165.740 | $8.324.129 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $14.018.590 | 3,15% | 29.354 | $10.706.680 | Naik ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $13.664.253 | 3,07% | 449.926 | Naik ×1 | |||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $13.627.097 | 3,06% | 71.067 | $6.985.258 | Naik ×1 | ||
| IGV | $13.488.075 | 3,03% | 148.875 | $6.929.579 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $12.988.613 | 2,91% | 36.345 | $7.485.290 | Naik ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $11.459.904 | 2,57% | 100.367 | $7.794.546 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $10.677.697 | 2,40% | 28.625 | $5.738.889 | Naik ×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 | Naik ×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 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $5.456.976 | 1,22% | 14.446 | Naik ×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 | Naik ×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 | Naik ×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 | Naik ×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 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SOXX | Beli lebih banyak | +10K | +$12.4M |
| NVDA | Beli lebih banyak | +52K | +$11.4M |
| TSM | Beli lebih banyak | +20K | +$10.7M |
| CIBR | Beli lebih banyak | +61K | +$8.3M |
| SHOP | Beli lebih banyak | +69K | +$7.8M |
| GOOGL | Beli lebih banyak | +17K | +$7.5M |
| GRID | Beli lebih banyak | +30K | +$7.0M |
| IGV | Beli lebih banyak | +67K | +$6.9M |
| MSFT | Beli lebih banyak | +15K | +$5.7M |
| DDOG | Hanya pergerakan harga | +0 | +$5.7M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.