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