Maniro Ltd
13F holdings for Q2 2026 · NASSAU, C5 · filed August 14, 2026
Maniro Ltd reported $446M in 13F securities across 29 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were QXO (46.7%), SLDE (6.1%), SOXX (4.2%). Reported value rose 35.0% from the quarter before. It opened 5 new positions, added to 12, trimmed 0 and sold out of 1.
- 13F value Q2 2026
- $446M
- Holdings
- 29
- Change vs prior quarter
- +35.0%
- Rank by 13F value
- #4,169
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| QXO QXO Inc. | $208M | 46.7% | 12,047,619 | +10.1% | Added |
| SLDE Slide Insurance Holdings Inc. | $27.1M | 6.1% | 1,398,025 | 0% | Unchanged |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fund | $18.9M | 4.2% | 29,472 | +49.3% | Added |
| NVDA NVIDIA Corporation | $17.5M | 3.9% | 87,601 | +148.2% | Added |
| CIBR First Trust NASDAQ Cybersecurity ETF | $14.9M | 3.3% | 165,740 | +58.2% | Added |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $14.0M | 3.1% | 29,354 | +199.5% | Added |
| Global X FDS | $13.7M | 3.1% | 449,926 | New | New |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index | $13.6M | 3.1% | 71,067 | +75.0% | Added |
| iShares TR | $13.5M | 3.0% | 148,875 | +81.7% | Added |
| GOOGL Alphabet Inc. | $13.0M | 2.9% | 36,345 | +89.9% | Added |
| SHOP Shopify Inc. | $11.5M | 2.6% | 100,367 | +224.8% | Added |
| MSFT Microsoft Corporation | $10.7M | 2.4% | 28,625 | +114.5% | Added |
| DDOG Datadog Inc. | $10.4M | 2.3% | 40,000 | 0% | Unchanged |
| META Meta Platforms Inc. | $8.4M | 1.9% | 14,928 | +132.3% | Added |
| GOOG Alphabet Inc. | $7.9M | 1.8% | 22,400 | 0% | Unchanged |
| SNOW Snowflake Inc. | $6.1M | 1.4% | 24,000 | 0% | Unchanged |
| COF Capital One Financial Corporation | $5.7M | 1.3% | 28,302 | New | New |
| AVGO Broadcom Inc. | $5.5M | 1.2% | 14,446 | New | New |
| KNSL Kinsale Capital Group Inc. | $4.6M | 1.0% | 14,000 | 0% | Unchanged |
| TSLA Tesla Inc. | $3.4M | 0.8% | 8,100 | 0% | Unchanged |
| MDB MongoDB Inc. | $3.3M | 0.7% | 9,800 | 0% | Unchanged |
| BABA Alibaba Group Holding Limited | $3.1M | 0.7% | 32,000 | 0% | Unchanged |
| NFLX Netflix Inc. | $2.9M | 0.6% | 40,350 | +61.4% | Added |
| NOW ServiceNow Inc. | $2.7M | 0.6% | 27,250 | 0% | Unchanged |
| BAC Bank of America Corporation | $1.6M | 0.4% | 27,470 | New | New |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $446M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- QXO QXO Inc. Added+$19.1M
- Global X FDS New+$13.7M
- NVDA NVIDIA Corporation Added+$10.5M
- TSM Taiwan Semiconductor Manufacturing Company Ltd. Added+$9.3M
- SHOP Shopify Inc. Added+$7.9M
- SOXX iShares PHLX SOX Semiconductor Sector Index Fund Added+$6.2M
- GOOGL Alphabet Inc. Added+$6.1M
- iShares TR Added+$6.1M
- GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Added+$5.8M
- MSFT Microsoft Corporation Added+$5.7M
Biggest sells in Q2 2026
- EL Estee Lauder Companies Inc. Sold out-$1.8M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 5 new, 12 added, 0 trimmed, 1 sold out.
Sector mix
- Consumer Discretionary48.4%
- Technology25.0%
- n/a10.6%
- Finance9.0%
- Not listed with us6.1%
- Industrials0.8%
- Health Care0.1%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| PDD PDD Holdings Inc. | $1.5M | 0.3% | 20,000 | 0% | Unchanged |
| KKR KKR & Co. Inc. | $1.3M | 0.3% | 14,360 | New | New |
| KLTR Kaltura Inc. | $591K | 0.1% | 454,432 | 0% | Unchanged |
| NMRA Neumora Therapeutics Inc. | $269K | 0.1% | 158,231 | 0% | Unchanged |
Questions about Maniro Ltd
- What does Maniro Ltd own?
- In its Form 13F for Q2 2026, Maniro Ltd reported 29 holdings worth $446M. The five largest were QXO, SLDE, SOXX, NVDA, CIBR.
- What did Maniro Ltd buy and sell in Q2 2026?
- Maniro Ltd opened 5 new positions, added to 12, trimmed 0 and sold out of 1 compared with the quarter before.
- When did Maniro Ltd file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by Maniro Ltd (SEC CIK 0002102426) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds