Maniro Ltd
Maniro Ltd reported 29 US-listed holdings worth $445.7 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Qxo Inc. (46.7%), Slide Ins Hldgs Inc. (6.1%) and iShares Trust (4.2%). Against the quarter before, it opened 5 positions, added to 12, trimmed 0 and sold out of 1.
The 14 largest of its 29 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -2.2% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Global X FDS DTCR$13.7 million
- Capital One Financial Corp. COF$5.7 million
- Broadcom Inc. AVGO$5.5 million
- Bank of America Corp. BAC$1.6 million
- KKR & Co. Inc. KKR$1.3 million
Added to 12
- Qxo Inc. QXO+1.1 million shares · +10%
- NVIDIA Corp. NVDA+52,311 shares · +148%
- Taiwan Semiconductor Manufacturing Company Limited TSM+19,554 shares · +200%
- Shopify Inc. SHOP+69,467 shares · +225%
- iShares Trust SOXX+9,726 shares · +49%
- Alphabet Inc. GOOGL+17,207 shares · +90%
- iShares Trust IGV+66,945 shares · +82%
- First Trust Exchange Traded FD GRID+30,464 shares · +75%
and 4 more in the table below
Sold out of 1
- Estee Lauder Companies Inc. EL$1.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Qxo Inc. QXO | 12.0M | $208.2 million | 46.71% | +1.1M |
| Slide Ins Hldgs Inc. SLDE | 1.4M | $27.1 million | 6.08% | no change |
| iShares Trust SOXX | 29.5K | $18.9 million | 4.24% | +9.7K |
| NVIDIA Corp. NVDA | 87.6K | $17.5 million | 3.93% | +52.3K |
| First Trust Exchange Traded FD CIBR | 165.7K | $14.9 million | 3.34% | +61.0K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 29.4K | $14.0 million | 3.15% | +19.6K |
| Global X FDS DTCR | 449.9K | $13.7 million | 3.07% | new |
| First Trust Exchange Traded FD GRID | 71.1K | $13.6 million | 3.06% | +30.5K |
| iShares Trust IGV | 148.9K | $13.5 million | 3.03% | +66.9K |
| Alphabet Inc. GOOGL | 36.3K | $13.0 million | 2.91% | +17.2K |
| Shopify Inc. SHOP | 100.4K | $11.5 million | 2.57% | +69.5K |
| Microsoft Corp. MSFT | 28.6K | $10.7 million | 2.40% | +15.3K |
| Datadog, Inc. DDOG | 40.0K | $10.4 million | 2.34% | no change |
| Meta Platforms, Inc. META | 14.9K | $8.4 million | 1.89% | +8.5K |
| Alphabet Inc. GOOG | 22.4K | $7.9 million | 1.78% | no change |
| Snowflake Inc. SNOW | 24.0K | $6.1 million | 1.37% | no change |
| Capital One Financial Corp. COF | 28.3K | $5.7 million | 1.27% | new |
| Broadcom Inc. AVGO | 14.4K | $5.5 million | 1.22% | new |
| Kinsale Capital Group, Inc. KNSL | 14.0K | $4.6 million | 1.04% | no change |
| Tesla, Inc. TSLA | 8.1K | $3.4 million | 0.76% | no change |
| Mongodb Inc. MDB | 9.8K | $3.3 million | 0.74% | no change |
| Alibaba Group Holding Limited BABA | 32.0K | $3.1 million | 0.69% | no change |
| Netflix Inc. NFLX | 40.4K | $2.9 million | 0.65% | +15.3K |
| ServiceNow, Inc. NOW | 27.2K | $2.7 million | 0.61% | no change |
| Bank of America Corp. BAC | 27.5K | $1.6 million | 0.35% | new |
| PDD Holdings Inc. PDD | 20.0K | $1.5 million | 0.34% | no change |
| KKR & Co. Inc. KKR | 14.4K | $1.3 million | 0.30% | new |
| Kaltura Inc. KLTR | 454.4K | $590,762 | 0.13% | no change |
| Neumora Therapeutics Inc. NMRA | 158.2K | $268,992 | 0.06% | no change |