Maniro Ltd — 13F Holdings & Portfolio
CIK 2102426 · latest 13F-HR filed 2026-05-15
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.
$330.0M
Long-equity book
25
Distinct positions
2026-03-31
Filed 2026-05-15
+12 / −4 / ↑2 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Slide Insurance Holdings, Inc.$19.3M +331.3%
- NEUMORA THERAPEUTICS INC.$25.3K +8.9%
Top Trims
- SNOWFLAKE INC-$1.5M -29.2%
- MONGODB INC-$1.5M -37.7%
- ALIBABA GROUP HLDG LTD-$1.2M -23.4%
- KINSALE CAP GROUP INC-$692.4K -12.6%
- SERVICENOW INC-$409.4K -12.6%
New Positions
- FIRST TR EXCHANGE-TRADED FD$6.6M
- FIRST TR EXCHANGE-TRADED FD$6.6M
- ISHARES TR$6.6M
- ISHARES TR$6.5M
- NVIDIA CORPORATION$6.2M
Exited Positions
- JACKSON FINANCIAL INC$19.2M
- AMPHENOL CORP$8.6M
- CONFLUENT INC$4.1M
- UBER TECHNOLOGIES INC$4.0M
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 | $212.5M | 64.38% | 10,940,919 | SH |
| 2 | Slide Insurance Holdings, Inc. | SLDE | 831349105 | $25.2M | 7.62% | 1,398,025 | SH |
| 3 | FIRST TR EXCHANGE-TRADED FD | GRID | 33737A108 | $6.6M | 2.01% | 40,603 | SH |
| 4 | FIRST TR EXCHANGE-TRADED FD | CIBR | 33734X846 | $6.6M | 1.99% | 104,780 | SH |
| 5 | ISHARES TR | IGV | 464287515 | $6.6M | 1.99% | 81,930 | SH |
| 6 | ISHARES TR | SOXX | 464287523 | $6.5M | 1.97% | 19,746 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $6.4M | 1.95% | 22,400 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.2M | 1.86% | 35,290 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $5.5M | 1.67% | 19,138 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $4.9M | 1.50% | 13,342 | SH |
| 11 | KINSALE CAP GROUP INC | KNSL | 49714P108 | $4.8M | 1.45% | 14,000 | SH |
| 12 | DATADOG INC | DDOG | 23804L103 | $4.7M | 1.43% | 40,000 | SH |
| 13 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $4.0M | 1.22% | 32,000 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $3.7M | 1.11% | 6,426 | SH |
| 15 | SHOPIFY INC | SHOP | 82509L107 | $3.7M | 1.11% | 30,900 | SH |
| 16 | SNOWFLAKE INC | SNOW | 833445109 | $3.6M | 1.10% | 24,000 | SH |
| 17 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $3.3M | 1.00% | 9,800 | SH |
| 18 | TESLA INC | TSLA | 88160R101 | $3.0M | 0.91% | 8,100 | SH |
| 19 | SERVICENOW INC | NOW | 81762P102 | $2.8M | 0.86% | 27,250 | SH |
| 20 | NETFLIX INC. | NFLX | 64110L106 | $2.4M | 0.73% | 25,000 | SH |
| 21 | MONGODB INC | MDB | 60937P106 | $2.4M | 0.73% | 9,800 | SH |
| 22 | PDD HOLDINGS INC | PDD | 722304102 | $2.0M | 0.62% | 20,000 | SH |
| 23 | THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | $1.8M | 0.53% | 24,600 | SH |
| 24 | KALTURA INC | KLTR | 483467106 | $554.4K | 0.17% | 454,432 | SH |
| 25 | NEUMORA THERAPEUTICS INC. | NMRA | 640979100 | $308.6K | 0.09% | 158,231 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $330.0M | 25 | 0001104659-26-061960 |
| 2025-12-31 | 2026-02-17 | $293.0M | 17 | 0001104659-26-015707 |