Maniro Ltd

CIK

2102426

Location

NASSAU, C5

Portfolio Value

Small $445,714,138

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,128 / 8,795 ▲ 231 · as of Jun 2026

Top Industry

Industrial Distribution 56.1%

3Y Alpha vs SPY

-70.6%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

46.7%

−20.3 pts

Top 5

68.7%

−14.2 pts

Top 10

83.8%

−6.8 pts

HHI

2,379

Moderately concentrated−2,221

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	46.7%	$208,182,856	1
Technology	18.5%	$82,251,611	10
Unclassified	16.7%	$74,555,641	4
Financial Services	9.0%	$40,258,231	5
Communication Services	7.2%	$32,192,987	3
Consumer Cyclical	1.8%	$8,003,820	3
Healthcare	0.1%	$268,992	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	+1,106,700	12,047,619	$208,182,856
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+76,671	178,347	$32,372,553
SHOP	Shopify Inc.	+69,467	100,367	$11,459,904
—		+60,960	165,740	$14,891,739
NVDA	Nvidia Corp	+52,311	87,601	$17,528,084
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	+30,464	71,067	$13,627,097
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+19,554	29,354	$14,018,589
GOOGL	Alphabet Inc.	+17,207	58,745	$20,903,204
NFLX	Netflix Inc	+15,350	40,350	$2,880,990
MSFT	Microsoft Corp	+15,283	28,625	$10,677,697
META	Meta Platforms, Inc.	+8,502	14,928	$8,408,793
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AGNG	Global X Funds Global X Aging Population ETF	449,926	$13,664,252
COF	Capital One Financial Corp	28,302	$5,677,947
AVGO	Broadcom Inc.	14,446	$5,456,976
BAC	Bank Of America Corp /De/	27,470	$1,565,240
KKR	KKR & Co. Inc.	14,360	$1,317,960
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
EL	Estee Lauder Companies Inc	24,600	$1,765,542
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $445,714,138 total · filing declares 29 positions · $445,714,145 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QXO	QXO, Inc. Industrials	Added	12,047,619	+1,106,700	$208,182,856	−2.0%	46.71%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	178,347	+76,671	$32,372,553	—	7.26%
SLDE	Slide Insurance Holdings, Inc. Financial Services	Held	1,398,025	0	$27,079,744	+7.6%	6.08%
GOOGL	Alphabet Inc. Communication Services	Added	58,745	+17,207	$20,903,204	+75.2%	4.69%
NVDA	Nvidia Corp Technology	Added	87,601	+52,311	$17,528,084	+184.8%	3.93%
		Added	165,740	+60,960	$14,891,739	+126.7%	3.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	29,354	+19,554	$14,018,589	+323.3%	3.15%
AGNG	Global X Funds Global X Aging Population ETF	NEW	449,926	NEW	$13,664,252	NEW	3.07%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Added	71,067	+30,464	$13,627,097	+105.2%	3.06%
SHOP	Shopify Inc. Technology	Added	100,367	+69,467	$11,459,904	+212.7%	2.57%
MSFT	Microsoft Corp Technology	Added	28,625	+15,283	$10,677,697	+116.2%	2.40%
DDOG	Datadog, Inc. Technology	Held	40,000	0	$10,414,400	+120.6%	2.34%
META	Meta Platforms, Inc. Communication Services	Added	14,928	+8,502	$8,408,793	+128.7%	1.89%
SNOW	Snowflake Inc. Technology	Held	24,000	0	$6,108,000	+68.7%	1.37%
COF	Capital One Financial Corp Financial Services	NEW	28,302	NEW	$5,677,947	NEW	1.27%
AVGO	Broadcom Inc. Technology	NEW	14,446	NEW	$5,456,976	NEW	1.22%
KNSL	Kinsale Capital Group, Inc. Financial Services	Held	14,000	0	$4,617,340	−3.5%	1.04%
TSLA	Tesla, Inc. Consumer Cyclical	Held	8,100	0	$3,406,860	+13.1%	0.76%
MDB	MongoDB, Inc. Technology	Held	9,800	0	$3,291,820	+37.2%	0.74%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	32,000	0	$3,071,360	−23.5%	0.69%
NFLX	Netflix Inc Communication Services	Added	40,350	+15,350	$2,880,990	+19.9%	0.65%
NOW	ServiceNow, Inc. Technology	Held	27,250	0	$2,705,380	−5.0%	0.61%
BAC	Bank Of America Corp /De/ Financial Services	NEW	27,470	NEW	$1,565,240	NEW	0.35%
PDD	PDD Holdings Inc. Consumer Cyclical	Held	20,000	0	$1,525,600	−25.3%	0.34%
KKR	KKR & Co. Inc. Financial Services	NEW	14,360	NEW	$1,317,960	NEW	0.30%
KLTR	Kaltura Inc Technology	Held	454,432	0	$590,761	+6.6%	0.13%
NMRA	Neumora Therapeutics, Inc. Healthcare	Held	158,231	0	$268,992	−12.8%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.