Maniro Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Maniro Ltd reported 29 stock positions worth $445.7 million. Its top holding was Qxo (QXO) at 46.7% of the portfolio, followed by Slide Insurance (SLDE, 6.1%) and iShares Semiconductor ETF (SOXX, 4.2%). Compared with Q1 2026, it opened 5 new positions, sold out of 1 and added to 12. The biggest buy was a new position in Global X Data Center & Digit (DTCR) and the biggest sale an exit from Estee Lauder Companies Class A (EL).
- Most Recent 13F
- Q2 2026
- Location
- NASSAU, C5
- CIK
- 0002102426
- Portfolio Value
- $445.7M (Q2 2026)
- SEC Filing
- 0001104659-26-096736 ↗ filed Aug 14, 2026
Holdings Value
Holdings 29 stocks · $445.7M
| QXO Qxo Inc. | 46.71% | 12,047,619 | $208.2M | Add +10.1% |
| SLDE Slide Insurance Holdings Inc. | 6.08% | 1,398,025 | $27.1M | No change |
| SOXX iShares Semiconductor ETF | 4.24% | 29,472 | $18.9M | Add +49.3% |
| NVDA Nvidia Corp. | 3.93% | 87,601 | $17.5M | Add +148.2% |
| CIBR First Trust Nasdaq Cybersecu | 3.34% | 165,740 | $14.9M | Add +58.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.15% | 29,354 | $14.0M | Add +199.5% |
| DTCR Global X Data Center & Digit | 3.07% | 449,926 | $13.7M | New |
| GRID First TRST Nasd Class Edg Sgiif | 3.06% | 71,067 | $13.6M | Add +75.0% |
| IGV iShares Expanded Tech-Softwa | 3.03% | 148,875 | $13.5M | Add +81.7% |
| GOOGL Alphabet Inc. Class A | 2.91% | 36,345 | $13.0M | Add +89.9% |
| SHOP Shopify Inc. Class A | 2.57% | 100,367 | $11.5M | Add +224.8% |
| MSFT Microsoft Corp. | 2.40% | 28,625 | $10.7M | Add +114.5% |
| DDOG Datadog Inc. Class A | 2.34% | 40,000 | $10.4M | No change |
| META Meta Platforms Inc. Class A | 1.89% | 14,928 | $8.4M | Add +132.3% |
| GOOG Alphabet Inc. Class C | 1.78% | 22,400 | $7.9M | No change |
| SNOW Snowflake Inc. | 1.37% | 24,000 | $6.1M | No change |
| COF Capital One Financial Corp. | 1.27% | 28,302 | $5.7M | New |
| AVGO Broadcom Inc. | 1.22% | 14,446 | $5.5M | New |
| KNSL Kinsale Capital Group Inc. | 1.04% | 14,000 | $4.6M | No change |
| TSLA Tesla Inc. | 0.76% | 8,100 | $3.4M | No change |
| MDB Mongodb Inc. | 0.74% | 9,800 | $3.3M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.69% | 32,000 | $3.1M | No change |
| NFLX Netflix Inc. | 0.65% | 40,350 | $2.9M | Add +61.4% |
| NOW ServiceNow Inc. | 0.61% | 27,250 | $2.7M | No change |
| BAC Bank of America Corp. | 0.35% | 27,470 | $1.6M | New |
| PDD PDD Holdings Inc. | 0.34% | 20,000 | $1.5M | No change |
| KKR KKR & Co. Inc. | 0.30% | 14,360 | $1.3M | New |
| KLTR Kaltura Inc. | 0.13% | 454,432 | $591K | No change |
| NMRA Neumora Therapeutics Inc. | 0.06% | 158,231 | $269K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.53 |
Portfolio Buys Q1 2026 → Q2 2026
| DTCR Global X Data Center & Digit | New | 3.07% | +3.07 |
| SOXX iShares Semiconductor ETF | Add +49.3% | 4.24% | +2.27 |
| TSM Taiwan Semiconductor-SP ADR | Add +199.5% | 3.15% | +2.14 |
| NVDA Nvidia Corp. | Add +148.2% | 3.93% | +2.07 |
| SHOP Shopify Inc. Class A | Add +224.8% | 2.57% | +1.46 |
| CIBR First Trust Nasdaq Cybersecu | Add +58.2% | 3.34% | +1.35 |
| COF Capital One Financial Corp. | New | 1.27% | +1.27 |
| GOOGL Alphabet Inc. Class A | Add +89.9% | 2.91% | +1.25 |
| AVGO Broadcom Inc. | New | 1.22% | +1.22 |
| GRID First TRST Nasd Class Edg Sgiif | Add +75.0% | 3.06% | +1.04 |
| IGV iShares Expanded Tech-Softwa | Add +81.7% | 3.03% | +1.04 |
| MSFT Microsoft Corp. | Add +114.5% | 2.40% | +0.90 |
| META Meta Platforms Inc. Class A | Add +132.3% | 1.89% | +0.77 |
| BAC Bank of America Corp. | New | 0.35% | +0.35 |
| KKR KKR & Co. Inc. | New | 0.30% | +0.30 |
| NFLX Netflix Inc. | Add +61.4% | 0.65% | −0.08 |
| QXO Qxo Inc. | Add +10.1% | 46.71% | −17.67 |