HolderBook

Maniro Ltd

Reported holdings as of Q2 2026, from 3 quarterly filings.

CIK
2102426
Reported value
$445.7M
Positions
29
Top 10 weight
79.5%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
QXO INCQXO$208.2M12,047,61946.71%-17.67pp3q+10.1%+$19.1M
SLIDE INS HLDGS INCSLDE$27.1M1,398,0256.08%-1.55pp3qHELD
ISHARES TRSOXX$18.9M29,4724.24%+2.27pp2q+49.3%+$6.2M
NVIDIA CORPORATIONNVDA$17.5M87,6013.93%+2.07pp2q+148.2%+$10.5M
FIRST TR EXCHANGE TRADED FDCIBR$14.9M165,7403.34%+1.35pp2q+58.2%+$5.5M
TAIWAN SEMICONDUCTOR MANUFACTSM$14.0M29,3543.15%+2.14pp2q+199.5%+$9.3M
GLOBAL X FDSDTCR$13.7M449,9263.07%-newNEW
FIRST TR EXCHANGE TRADED FDGRID$13.6M71,0673.06%+1.04pp2q+75.0%+$5.8M
ISHARES TRIGV$13.5M148,8753.03%+1.04pp2q+81.7%+$6.1M
ALPHABET INCGOOGL$13.0M36,3452.91%+1.25pp2q+89.9%+$6.1M
SHOPIFY INCSHOP$11.5M100,3672.57%+1.46pp2q+224.8%+$7.9M
MICROSOFT CORPMSFT$10.7M28,6252.40%+0.90pp2q+114.5%+$5.7M
DATADOG INCDDOG$10.4M40,0002.34%+0.91pp3qHELD
META PLATFORMS INCMETA$8.4M14,9281.89%+0.77pp2q+132.3%+$4.8M
ALPHABET INCGOOG$7.9M22,4001.78%-0.17pp3qHELD
SNOWFLAKE INCSNOW$6.1M24,0001.37%+0.27pp3qHELD
CAPITAL ONE FINL CORPCOF$5.7M28,3021.27%-newNEW
BROADCOM INCAVGO$5.5M14,4461.22%-newNEW
KINSALE CAP GROUP INCKNSL$4.6M14,0001.04%-0.41pp3qHELD
TESLA INCTSLA$3.4M8,1000.76%-0.15pp3qHELD
MONGODB INCMDB$3.3M9,8000.74%+0.01pp3qHELD
ALIBABA GROUP HLDG LTDBABA$3.1M32,0000.69%-0.53pp3qHELD
NETFLIX INCNFLX$2.9M40,3500.65%-0.08pp2q+61.4%+$1.1M
SERVICENOW INCNOW$2.7M27,2500.61%-0.26pp3qHELD
BANK OF AMER CORPBAC$1.6M27,4700.35%-newNEW
PDD HOLDINGS INCPDD$1.5M20,0000.34%-0.28pp3qHELD
KKR & CO INCKKR$1.3M14,3600.30%-newNEW
KALTURA INCKLTR$590.8K454,4320.13%-0.04pp3qHELD
NEUMORA THERAPEUTICS INC.NMRA$269.0K158,2310.06%-0.03pp3qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Wholesale & Distribution 46.7%Software & IT Services 16.7%Semiconductors & Electronics 8.3%Insurance 7.1%Banks & Lending 1.6%Other sectors 2.8%Not classified 16.7%
 
SectorValueShare
Wholesale & Distribution$208.2M46.7%
Software & IT Services$74.6M16.7%
Semiconductors & Electronics$37.0M8.3%
Insurance$31.7M7.1%
Banks & Lending$7.2M1.6%
Other sectors$12.5M2.8%
Not classified$74.6M16.7%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$445.7M295120179.5%45
Q1 2026$330.0M251281486.9%45
Q4 2025$293.0M17000094.0%48

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.