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Maniro Ltd

SEC CIK
0002102426
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
25
+8 vs. Q4 2025
Portfolio value
$330.0M
+$37.0M (+12.6%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Maniro Ltd in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
QXOQXO, Inc.COM NEW10,940,919$212.5M64.4%00.0%UnchangedHistory
SLDESlide Insurance Holdings, Inc.COM1,398,025$25.2M7.6%+1,098,500+366.7%AddedHistory
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE40,603$6.64M2.0%+40,603New–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF104,780$6.57M2.0%+104,780New–
iShares Tr464287515EXPANDED TECH81,930$6.56M2.0%+81,930New–
iShares Semiconductor ETF464287523ETF19,746$6.49M2.0%+19,746New–
GOOGAlphabet Inc.Stock22,400$6.43M1.9%+2,277+11.3%AddedHistory
NVDANVIDIA CorpStock35,290$6.15M1.9%+35,290NewHistory
GOOGLAlphabet Inc.Stock19,138$5.50M1.7%+19,138NewHistory
MSFTMicrosoft CorpStock13,342$4.94M1.5%+13,342NewHistory
KNSLKinsale Capital Group, Inc.Stock14,000$4.78M1.4%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM40,000$4.72M1.4%+6,580+19.7%AddedHistory
BABAAlibaba Group Holding LtdADR32,000$4.01M1.2%−3,739−10.5%ReducedHistory
METAMeta Platforms, Inc.Stock6,426$3.68M1.1%+6,426NewHistory
SHOPShopify Inc.Stock30,900$3.67M1.1%+30,900NewHistory
SNOWSnowflake Inc.Stock24,000$3.62M1.1%+695+3.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR9,800$3.31M1.0%+9,800NewHistory
TSLATesla, Inc.Stock8,100$3.01M0.9%+750+10.2%AddedHistory
NOWServiceNow, Inc.Stock27,250$2.85M0.9%+5,980+28.1%AddedHistory
NFLXNetflix IncStock25,000$2.40M0.7%+25,000NewHistory
MDBMongoDB, Inc.CL A9,800$2.40M0.7%+626+6.8%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS20,000$2.04M0.6%+1,654+9.0%AddedHistory
ELEstee Lauder Companies IncCL A24,600$1.77M0.5%+24,600NewHistory
KLTRKaltura IncCOM454,432$554.4K0.2%00.0%UnchangedHistory
NMRANeumora Therapeutics, Inc.COM158,231$308.6K0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (4)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Maniro Ltd sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
JXNJackson Financial Inc.COM CL A180,000$19.2M6.6%History
APHAmphenol CorpCL A63,930$8.64M2.9%History
CFLTConfluent, Inc.CLASS A COM136,300$4.12M1.4%History
UBERUber Technologies, IncStock48,550$3.97M1.4%History