Maniro Ltd reported 24 positions worth $371.16M for the quarter ended Jun 30, 2026, up 22.2% on the prior quarter. It opened 4 new positions, added to 8, trimmed 0 and exited 1. Its largest holding is QXO, Inc. at 56.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| QXO QXO, Inc. | +1.11M | +10.1% | $19.12M | 56.09% |
| NVDA Nvidia Corp | +52.3K | +148.2% | $10.47M | 4.72% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +19.6K | +199.5% | $9.34M | 3.78% |
| SHOP Shopify Inc. | +69.5K | +224.8% | $7.93M | 3.09% |
| GOOGL Alphabet Inc. | +17.2K | +89.9% | $6.15M | 3.5% |
| MSFT Microsoft Corp | +15.3K | +114.5% | $5.70M | 2.88% |
| COF Capital One Financial Corp | +28.3K | – | $5.68M | 1.53% |
| AVGO Broadcom Inc. | +14.4K | – | $5.46M | 1.47% |
| META Meta Platforms, Inc. | +8,502 | +132.3% | $4.79M | 2.27% |
| BAC Bank Of America Corp | +27.5K | – | $1.57M | 0.422% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| EL Estee Lauder Companies Inc | -24.6K | -100.0% | $1.77M | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EL Estee Lauder Companies Inc | -24.6K | $1.77M | 0.581% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | QXO QXO, Inc. | Industrials | 12.05M | $208.18M | 56.09% | +1.11M | +10.1% | Added | 1.57% |
| 2 | SLDE Slide Insurance Holdings, Inc. | Financial Services | 1.40M | $27.08M | 7.3% | 0 | 0.0% | Unchanged | 1.21% |
| 3 | NVDA Nvidia Corp | Technology | 87.6K | $17.53M | 4.72% | +52.3K | +148.2% | Added | 0% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 29.4K | $14.02M | 3.78% | +19.6K | +199.5% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 36.3K | $12.99M | 3.5% | +17.2K | +89.9% | Added | 0% |
| 6 | SHOP Shopify Inc. | Technology | 100.4K | $11.46M | 3.09% | +69.5K | +224.8% | Added | 0.01% |
| 7 | MSFT Microsoft Corp | Technology | 28.6K | $10.68M | 2.88% | +15.3K | +114.5% | Added | 0% |
| 8 | DDOG Datadog, Inc. | Technology | 40.0K | $10.41M | 2.81% | 0 | 0.0% | Unchanged | 0.01% |
| 9 | META Meta Platforms, Inc. | Technology | 14.9K | $8.41M | 2.27% | +8,502 | +132.3% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 22.4K | $7.91M | 2.13% | 0 | 0.0% | Unchanged | 0% |
| 11 | SNOW Snowflake Inc. | Technology | 24.0K | $6.11M | 1.65% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | COF Capital One Financial Corp | Financial Services | 28.3K | $5.68M | 1.53% | +28.3K | – | New | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 14.4K | $5.46M | 1.47% | +14.4K | – | New | 0% |
| 14 | KNSL Kinsale Capital Group, Inc. | Financial Services | 14.0K | $4.62M | 1.24% | 0 | 0.0% | Unchanged | 0.06% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 8,100 | $3.41M | 0.918% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Maniro.
As of its Q2 2026 13F filing, Maniro Ltd’s five largest positions were QXO, Inc. (QXO) at 56.1%, Slide Insurance Holdings, Inc. (SLDE) at 7.3%, Nvidia Corp (NVDA) at 4.7%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 3.8%, Alphabet Inc. (GOOGL) at 3.5% of the reported portfolio.
Maniro Ltd reported a 13F portfolio worth $371.16M across 24 positions for Q2 2026. That is up 22.2% from the previous quarter.
Its largest purchases by value were QXO, Inc. ($19.12M), Nvidia Corp ($10.47M), Taiwan Semiconductor Manufacturing Co Ltd ($9.34M). It opened 4 new positions.
Its largest sales by value were Estee Lauder Companies Inc ($1.77M). It exited 1 positions entirely.
From the Form 13F-HR reports Maniro Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.