# Maniro Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2102426. Source: https://holderbook.com/funds/2102426-maniro-ltd/

- Reported value: $445.7M
- Positions: 29
- Weight of the ten largest: 79.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $208.2M | 12,047,619 | 46.7% | 3 |
| SLIDE INS HLDGS INC | [SLDE](https://holderbook.com/stocks/SLDE/) | $27.1M | 1,398,025 | 6.1% | 3 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $18.9M | 29,472 | 4.2% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $17.5M | 87,601 | 3.9% | 2 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $14.9M | 165,740 | 3.3% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $14.0M | 29,354 | 3.1% | 2 |
| GLOBAL X FDS | [DTCR](https://holderbook.com/stocks/DTCR/) | $13.7M | 449,926 | 3.1% | 1 |
| FIRST TR EXCHANGE TRADED FD | [GRID](https://holderbook.com/stocks/GRID/) | $13.6M | 71,067 | 3.1% | 2 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $13.5M | 148,875 | 3.0% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $13.0M | 36,345 | 2.9% | 2 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $11.5M | 100,367 | 2.6% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $10.7M | 28,625 | 2.4% | 2 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $10.4M | 40,000 | 2.3% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.4M | 14,928 | 1.9% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.9M | 22,400 | 1.8% | 3 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $6.1M | 24,000 | 1.4% | 3 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $5.7M | 28,302 | 1.3% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $5.5M | 14,446 | 1.2% | 1 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $4.6M | 14,000 | 1.0% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.4M | 8,100 | 0.8% | 3 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $3.3M | 9,800 | 0.7% | 3 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $3.1M | 32,000 | 0.7% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.9M | 40,350 | 0.6% | 2 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $2.7M | 27,250 | 0.6% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.6M | 27,470 | 0.4% | 1 |
| PDD HOLDINGS INC | [PDD](https://holderbook.com/stocks/PDD/) | $1.5M | 20,000 | 0.3% | 3 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $1.3M | 14,360 | 0.3% | 1 |
| KALTURA INC | [KLTR](https://holderbook.com/stocks/KLTR/) | $590.8K | 454,432 | 0.1% | 3 |
| NEUMORA THERAPEUTICS INC. | [NMRA](https://holderbook.com/stocks/NMRA/) | $269.0K | 158,231 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +0.5% | +14.8% | -14.3% | 100% |
| Q1 2026 | -2.8% | -4.6% | +1.9% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $445.7M | 29 |
| Q1 2026 | $330.0M | 25 |
| Q4 2025 | $293.0M | 17 |