Q2 2026 13F · SEC CIK 2102426

Maniro Ltd

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $445.7M
Reported positions: 29
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Maniro Ltd is an investment manager that reported 29 positions worth $445.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Qxo Inc (QXO, 46.7%), Slide Ins Hldgs Inc (SLDE, 6.1%), Ishares Tr (SOXX, 4.2%).

Maniro Ltd holdings all 29 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Maniro Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QXOQxo Inc	46.7%	64.4%	12,047,619	+10.1%	$208.2M
SLDESlide Ins Hldgs Inc	6.1%	7.6%	1,398,025	+0.0%	$27.1M
SOXXIshares Tr	4.2%	2.0%	29,472	+49.3%	$18.9M
NVDANvidia Corporation	3.9%	1.9%	87,601	+148.2%	$17.5M
CIBRFirst Tr Exchange-Traded Fd	3.3%	2.0%	165,740	+58.2%	$14.9M
TSMTaiwan Semiconductor Manufac	3.1%	1.0%	29,354	+199.5%	$14.0M
VPNGlobal X Fds	3.1%	New	449,926	—	$13.7M
GRIDFirst Tr Exchange-Traded Fd	3.1%	2.0%	71,067	+75.0%	$13.6M
IGVIshares Tr	3.0%	2.0%	148,875	+81.7%	$13.5M
GOOGLAlphabet Inc	2.9%	1.7%	36,345	+89.9%	$13.0M
SHOPShopify Inc	2.6%	1.1%	100,367	+224.8%	$11.5M
MSFTMicrosoft Corp	2.4%	1.5%	28,625	+114.5%	$10.7M
DDOGDatadog Inc	2.3%	1.4%	40,000	+0.0%	$10.4M
METAMeta Platforms Inc	1.9%	1.1%	14,928	+132.3%	$8.4M
GOOGAlphabet Inc	1.8%	1.9%	22,400	+0.0%	$7.9M
SNOWSnowflake Inc	1.4%	1.1%	24,000	+0.0%	$6.1M
COFCapital One Finl Corp	1.3%	New	28,302	—	$5.7M
AVGOBroadcom Inc	1.2%	New	14,446	—	$5.5M
KNSLKinsale Cap Group Inc	1.0%	1.4%	14,000	+0.0%	$4.6M
TSLATesla Inc	0.8%	0.9%	8,100	+0.0%	$3.4M
MDBMongodb Inc	0.7%	0.7%	9,800	+0.0%	$3.3M
BABAAlibaba Group Hldg Ltd	0.7%	1.2%	32,000	+0.0%	$3.1M
NFLXNetflix Inc.	0.6%	0.7%	40,350	+61.4%	$2.9M
NOWServicenow Inc	0.6%	0.9%	27,250	+0.0%	$2.7M
BACBank of Amer Corp	0.4%	New	27,470	—	$1.6M
PDDPdd Holdings Inc	0.3%	0.6%	20,000	+0.0%	$1.5M
KKRKkr & Co Inc	0.3%	New	14,360	—	$1.3M
KLTRKaltura Inc	0.1%	0.2%	454,432	+0.0%	$591K
NMRANeumora Therapeutics Inc.	0.1%	0.1%	158,231	+0.0%	$269K

What Maniro Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

SHOP Shopify Inc+224.8% shares
TSM Taiwan Semiconductor Manufac+199.5% shares
NVDA Nvidia Corporation+148.2% shares
META Meta Platforms Inc+132.3% shares
MSFT Microsoft Corp+114.5% shares
GOOGL Alphabet Inc+89.9% shares
IGV Ishares Tr+81.7% shares
GRID First Tr Exchange-Traded Fd+75.0% shares

Reduced

No position shrank by more than 5%.

Sold out

EL Lauder Estee Cos Incwas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$445.7M	29
Q1 2026	$330.0M	25
Q4 2025	$293.0M	17

Questions about Maniro Ltd's portfolio

What stocks does Maniro Ltd own?

Maniro Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 29 positions worth $445.7M. The largest are Qxo Inc (QXO) at 46.7%, Slide Ins Hldgs Inc (SLDE) at 6.1%, Ishares Tr (SOXX) at 4.2%, Nvidia Corporation (NVDA) at 3.9% and First Tr Exchange-Traded Fd (CIBR) at 3.3%.

What did Maniro Ltd buy last quarter?

In Q2 2026, Maniro Ltd added a new position in Global X Fds (VPN), a new position in Capital One Finl Corp (COF), a new position in Broadcom Inc (AVGO), a new position in Bank of Amer Corp (BAC), a new position in Kkr & Co Inc (KKR), Shopify Inc (SHOP) (+224.8% shares), Taiwan Semiconductor Manufac (TSM) (+199.5% shares) and Nvidia Corporation (NVDA) (+148.2% shares), compared with its Q1 2026 filing.

What did Maniro Ltd sell last quarter?

In Q2 2026, Maniro Ltd sold all of Lauder Estee Cos Inc (EL), compared with its Q1 2026 filing.

When is Maniro Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Maniro Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.