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.

Filer Information
Address
UBS TRUSTEES (BAHAMAS) LTD.
EAST BAY STREET, P.O. BOX N-7757
NASSAU 00000
Phone
41442342091
Filing Manager
Maniro Ltd
NASSAU, C5
Signatory
Maria Fernanda Gayoso Neves
Attorney-in-Fact
Loading holdings…
AUM

$445.7M

Long-equity book

Holdings

29

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+5 / −1 / ↑18 / ↓4

vs 2026-03-31

Firm Profile & Key People
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%
Show all 18

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%
Show all 4

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
Show all 5

Exited Positions

  • THE ESTEE LAUDER COMPANIES INC.$1.8M
Show all 1
All Holdings

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
Filing History
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