2026 Q2 Portfolio Activity
In 2026 Q2, Maniro Ltd maintained a portfolio of 30 distinct positions. The most significant new addition was GLOBAL X FDS, now representing 3.07% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 49.3%. Conversely, Maniro Ltd completely exited their position in THE ESTEE LAUDER COMPANIES INC.
Position History
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Maniro Ltd
AUM $446M
Total Positions
30
Quarter
2026 Q2
Top Holding
QXO (46.7%)
Top 10 Concentration
79.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-30 of 30
Maniro Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QXO
QXO INC
|
Industrials | 46.71% | 64.38% |
#1
Prev: #1
|
8.0 |
—
|
1,106,700 | 10.1% |
P
S
|
12,047,619 | $208,182,856 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLDE
Slide Insurance...
|
Financial Services | 6.08% | 7.62% |
#2
Prev: #2
|
4.9 |
—
|
no change | no change |
P
S
|
1,398,025 | $27,079,744 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SOXX
ISHARES TR
|
ETF | 4.24% | 1.97% |
#3
3
Prev: #6
|
5.2 |
—
|
9,726 | 49.3% |
P
S
|
29,472 | $18,884,479 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORP
|
Technology | 3.93% | 1.86% |
#4
4
Prev: #8
|
5.1 |
—
|
52,311 | 148.2% |
P
S
|
87,601 | $17,528,084 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 3.34% | 1.99% |
#5
1
Prev: #4
|
4.8 |
—
|
60,960 | 58.2% |
P
S
|
165,740 | $14,891,739 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.15% | 1.00% |
#6
11
Prev: #17
|
4.3 |
—
|
19,554 | 199.5% |
P
S
|
29,354 | $14,018,590 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DTCR
GLOBAL X FDS
|
ETF | 3.07% | — |
#7
Prev: #—
|
4.7 |
—
|
449,926 | — |
NEW
|
449,926 | $13,664,253 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 3.06% | 2.01% |
#8
5
Prev: #3
|
4.2 |
—
|
30,464 | 75.0% |
P
S
|
71,067 | $13,627,097 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IGV
ISHARES TR
|
ETF | 3.03% | 1.99% |
#9
4
Prev: #5
|
4.2 |
—
|
66,945 | 81.7% |
P
S
|
148,875 | $13,488,075 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.91% | 1.67% |
#10
1
Prev: #9
|
4.2 |
—
|
17,207 | 89.9% |
P
S
|
36,345 | $12,988,613 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHOP
SHOPIFY INC
|
Technology | 2.57% | 1.11% |
#11
4
Prev: #15
|
4.0 |
—
|
69,467 | 224.8% |
P
S
|
100,367 | $11,459,904 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.40% | 1.50% |
#12
2
Prev: #10
|
4.0 |
—
|
15,283 | 114.5% |
P
S
|
28,625 | $10,677,697 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DDOG
DATADOG INC
|
Technology | 2.34% | 1.43% |
#13
1
Prev: #12
|
1.9 |
—
|
no change | no change |
P
S
|
40,000 | $10,414,400 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.89% | 1.11% |
#14
Prev: #14
|
3.8 |
—
|
8,502 | 132.3% |
P
S
|
14,928 | $8,408,793 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.78% | 1.95% |
#15
8
Prev: #7
|
1.7 |
—
|
no change | no change |
P
S
|
22,400 | $7,914,592 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 1.37% | 1.10% |
#16
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
24,000 | $6,108,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 1.27% | — |
#17
Prev: #—
|
4.0 |
—
|
28,302 | — |
NEW
|
28,302 | $5,677,947 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.22% | — |
#18
Prev: #—
|
4.0 |
—
|
14,446 | — |
NEW
|
14,446 | $5,456,976 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KNSL
KINSALE CAP GRO...
|
Financial Services | 1.04% | 1.45% |
#19
8
Prev: #11
|
1.4 |
—
|
no change | no change |
P
S
|
14,000 | $4,617,340 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.76% | 0.91% |
#20
2
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
8,100 | $3,406,860 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDB
MONGODB INC
|
Technology | 0.74% | 0.73% |
#21
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
9,800 | $3,291,820 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.69% | 1.22% |
#22
9
Prev: #13
|
1.3 |
—
|
no change | no change |
P
S
|
32,000 | $3,071,360 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 0.65% | 0.73% |
#23
3
Prev: #20
|
3.3 |
—
|
15,350 | 61.4% |
P
S
|
40,350 | $2,880,990 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.61% | 0.86% |
#24
5
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
27,250 | $2,705,380 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.35% | — |
#25
Prev: #—
|
3.6 |
—
|
27,470 | — |
NEW
|
27,470 | $1,565,241 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 0.34% | 0.62% |
#26
4
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
20,000 | $1,525,600 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KKR
KKR & CO INC
|
Financial Services | 0.30% | — |
#27
Prev: #—
|
3.6 |
—
|
14,360 | — |
NEW
|
14,360 | $1,317,961 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLTR
KALTURA INC
|
Technology | 0.13% | 0.17% |
#28
4
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
454,432 | $590,762 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NMRA
NEUMORA THERAPE...
|
Healthcare | 0.06% | 0.09% |
#29
4
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
158,231 | $268,992 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EL
THE ESTEE LAUDE...
|
Consumer Defensive | 0.00% | 0.53% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-24,600 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-30 of 30 holdings