Maniro Ltd — 13F Holdings & Portfolio
CIK 2102426 · latest 13F-HR filed 2026-08-14
Maniro Ltd manages $445.7M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QXO (46.71%), SLDE (6.08%), SOXX (4.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 1, added to 18, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
EAST BAY STREET, P.O. BOX N-7757
NASSAU 00000
$445.7M
Long-equity book
29
Distinct positions
2026-06-30
Filed 2026-08-14
+5 / −1 / ↑18 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$12.4M +191.0%
- NVIDIA CORP$11.4M +184.8%
- TAIWAN SEMICONDUCTOR MANUFAC$10.7M +323.3%
- FIRST TR EXCHANGE-TRADED FD$8.3M +126.7%
- SHOPIFY INC$7.8M +212.7%
Top Trims
- ALIBABA GROUP HLDG LTD-$943.4K -23.5%
- PDD HOLDINGS INC-$518.0K -25.3%
- SERVICENOW INC-$143.6K -5.0%
- NEUMORA THERAPEUTICS INC.-$39.6K -12.8%
New Positions
- GLOBAL X FDS$13.7M
- CAPITAL ONE FINANCIAL CORP$5.7M
- BROADCOM INC$5.5M
- BANK OF AMER CORP$1.6M
- KKR & CO INC$1.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | QXO INC | QXO | 82846H405 | $208.2M | 46.71% | 12,047,619 | SH |
| 2 | Slide Insurance Holdings, Inc. | SLDE | 831349105 | $27.1M | 6.08% | 1,398,025 | SH |
| 3 | ISHARES TR | SOXX | 464287523 | $18.9M | 4.24% | 29,472 | SH |
| 4 | NVIDIA CORP | NVDA | 67066G104 | $17.5M | 3.93% | 87,601 | SH |
| 5 | FIRST TR EXCHANGE-TRADED FD | CIBR | 33734X846 | $14.9M | 3.34% | 165,740 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $14.0M | 3.15% | 29,354 | SH |
| 7 | GLOBAL X FDS | DTCR | 37954Y236 | $13.7M | 3.07% | 449,926 | SH |
| 8 | FIRST TR EXCHANGE-TRADED FD | GRID | 33737A108 | $13.6M | 3.06% | 71,067 | SH |
| 9 | ISHARES TR | IGV | 464287515 | $13.5M | 3.03% | 148,875 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $13.0M | 2.91% | 36,345 | SH |
| 11 | SHOPIFY INC | SHOP | 82509L107 | $11.5M | 2.57% | 100,367 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $10.7M | 2.40% | 28,625 | SH |
| 13 | DATADOG INC | DDOG | 23804L103 | $10.4M | 2.34% | 40,000 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $8.4M | 1.89% | 14,928 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $7.9M | 1.78% | 22,400 | SH |
| 16 | SNOWFLAKE INC | SNOW | 833445109 | $6.1M | 1.37% | 24,000 | SH |
| 17 | CAPITAL ONE FINANCIAL CORP | COF | 14040H105 | $5.7M | 1.27% | 28,302 | SH |
| 18 | BROADCOM INC | AVGO | 11135F101 | $5.5M | 1.22% | 14,446 | SH |
| 19 | KINSALE CAP GROUP INC | KNSL | 49714P108 | $4.6M | 1.04% | 14,000 | SH |
| 20 | TESLA INC | TSLA | 88160R101 | $3.4M | 0.76% | 8,100 | SH |
| 21 | MONGODB INC | MDB | 60937P106 | $3.3M | 0.74% | 9,800 | SH |
| 22 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $3.1M | 0.69% | 32,000 | SH |
| 23 | NETFLIX INC | NFLX | 64110L106 | $2.9M | 0.65% | 40,350 | SH |
| 24 | SERVICENOW INC | NOW | 81762P102 | $2.7M | 0.61% | 27,250 | SH |
| 25 | BANK OF AMER CORP | BAC | 060505104 | $1.6M | 0.35% | 27,470 | SH |
| 26 | PDD HOLDINGS INC | PDD | 722304102 | $1.5M | 0.34% | 20,000 | SH |
| 27 | KKR & CO INC | KKR | 48251W104 | $1.3M | 0.30% | 14,360 | SH |
| 28 | KALTURA INC | KLTR | 483467106 | $590.8K | 0.13% | 454,432 | SH |
| 29 | NEUMORA THERAPEUTICS INC. | NMRA | 640979100 | $269.0K | 0.06% | 158,231 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $445.7M | 29 | 0001104659-26-096736 |
| 2026-03-31 | 2026-05-15 | $330.0M | 25 | 0001104659-26-061960 |
| 2025-12-31 | 2026-02-17 | $293.0M | 17 | 0001104659-26-015707 |