Skip to main content

Maniro Ltd

SEC CIK
0002102426
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
29
+4 vs. Q1 2026
Portfolio value
$445.7M
+$115.7M (+35.0%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Maniro Ltd in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
QXOQXO, Inc.COM NEW12,047,619$208.2M46.7%+1,106,700+10.1%AddedHistory
SLDESlide Insurance Holdings, Inc.COM1,398,025$27.1M6.1%00.0%UnchangedHistory
iShares Semiconductor ETF464287523ETF29,472$18.9M4.2%+9,726+49.3%Added–
NVDANVIDIA CorpStock87,601$17.5M3.9%+52,311+148.2%AddedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF165,740$14.9M3.3%+60,960+58.2%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR29,354$14.0M3.1%+19,554+199.5%AddedHistory
Global X FDS37954Y236DATA CTR DIG ETF449,926$13.7M3.1%+449,926New–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE71,067$13.6M3.1%+30,464+75.0%Added–
iShares Tr464287515EXPANDED TECH148,875$13.5M3.0%+66,945+81.7%Added–
GOOGLAlphabet Inc.Stock36,345$13.0M2.9%+17,207+89.9%AddedHistory
SHOPShopify Inc.Stock100,367$11.5M2.6%+69,467+224.8%AddedHistory
MSFTMicrosoft CorpStock28,625$10.7M2.4%+15,283+114.5%AddedHistory
DDOGDatadog, Inc.CL A COM40,000$10.4M2.3%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock14,928$8.41M1.9%+8,502+132.3%AddedHistory
GOOGAlphabet Inc.Stock22,400$7.91M1.8%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock24,000$6.11M1.4%00.0%UnchangedHistory
COFCapital One Financial CorpStock28,302$5.68M1.3%+28,302NewHistory
AVGOBroadcom Inc.Stock14,446$5.46M1.2%+14,446NewHistory
KNSLKinsale Capital Group, Inc.Stock14,000$4.62M1.0%00.0%UnchangedHistory
TSLATesla, Inc.Stock8,100$3.41M0.8%00.0%UnchangedHistory
MDBMongoDB, Inc.CL A9,800$3.29M0.7%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR32,000$3.07M0.7%00.0%UnchangedHistory
NFLXNetflix IncStock40,350$2.88M0.6%+15,350+61.4%AddedHistory
NOWServiceNow, Inc.Stock27,250$2.71M0.6%00.0%UnchangedHistory
BACBank of America CorpStock27,470$1.57M0.4%+27,470NewHistory
PDDPDD Holdings Inc.SPONSORED ADS20,000$1.53M0.3%00.0%UnchangedHistory
KKRKKR & Co. Inc.COM14,360$1.32M0.3%+14,360NewHistory
KLTRKaltura IncCOM454,432$590.8K0.1%00.0%UnchangedHistory
NMRANeumora Therapeutics, Inc.COM158,231$269.0K0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Maniro Ltd sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
ELEstee Lauder Companies IncCL A24,600$1.77M0.5%History