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Maniro Ltd Portfolio holdings

AUM $446M
This Fund
S&P 500
This Quarter Est. Return
+9.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$446M
AUM Growth
+$116M
Cap. Flow
+$113M
Cap. Flow %
25.36%
Top 10 Hldgs %
79.5%
Holding
30
New
5
Increased
12
Reduced
–
Closed
1
Avg Time Held
1.3 quarters
Top 10 Avg Time Held
1 quarter
Top 20 Avg Time Held
1.2 quarters

Top Buys

Rank Stock Value
1
QXO
QXO Inc
QXO
+$20.6M
2
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$13.3M
3
NVDA icon
NVIDIA
NVDA
+$10.8M
4
TSM icon
TSMC
TSM
+$7.93M
5
SHOP icon
Shopify
SHOP
+$7.93M

Top Sells

Rank Stock Value
1
EL icon
Estee Lauder
EL
+$1.77M

Sector Composition

Rank Sector Weight
1 Industrials 46.71%
2 Technology 18.45%
3 Miscellaneous 16.73%
4 Financials 9.03%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
QXO
1
QXO Inc
QXO
$11.2B
$208M 46.71%
12,047,619
+1,106,700
+10% +$20.6M
2025 Q4
2 quarters
SLDE
2
Slide Insurance Holdings
SLDE
$2.94B
$27.1M 6.08%
1,398,025
– –
2025 Q4
2 quarters
SOXX icon
3
iShares Semiconductor ETF
SOXX
$47.2B
$18.9M 4.24%
29,472
+9,726
+49% +$4.94M
2026 Q1
1 quarter
NVDA icon
4
NVIDIA
NVDA
$5.54T
$17.5M 3.93%
87,601
+52,311
+148% +$10.8M
2026 Q1
1 quarter
CIBR icon
5
First Trust NASDAQ Cybersecurity ETF
CIBR
$18.5B
$14.9M 3.34%
165,740
+60,960
+58% +$4.68M
2026 Q1
1 quarter
TSM icon
6
TSMC
TSM
$2.35T
$14M 3.15%
29,354
+19,554
+200% +$7.93M
2026 Q1
1 quarter
DTCR icon
7
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.09B
$13.7M 3.07%
+449,926
New +$13.3M
2026 Q2
0 quarters
GRID
8
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$13.6M 3.06%
71,067
+30,464
+75% +$5.72M
2026 Q1
1 quarter
IGV icon
9
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$13.5M 3.03%
148,875
+66,945
+82% +$5.95M
2026 Q1
1 quarter
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.3T
$13M 2.91%
36,345
+17,207
+90% +$6.19M
2026 Q1
1 quarter
SHOP icon
11
Shopify
SHOP
$220B
$11.5M 2.57%
100,367
+69,467
+225% +$7.93M
2026 Q1
1 quarter
MSFT icon
12
Microsoft
MSFT
$3.97T
$10.7M 2.4%
28,625
+15,283
+115% +$6.18M
2026 Q1
1 quarter
DDOG icon
13
Datadog
DDOG
$105B
$10.4M 2.34%
40,000
– –
2025 Q4
2 quarters
META icon
14
Meta Platforms (Facebook)
META
$1.83T
$8.41M 1.89%
14,928
+8,502
+132% +$5.2M
2026 Q1
1 quarter
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.25T
$7.91M 1.78%
22,400
– –
2025 Q4
2 quarters
SNOW icon
16
Snowflake
SNOW
$130B
$6.11M 1.37%
24,000
– –
2025 Q4
2 quarters
COF icon
17
Capital One
COF
$122B
$5.68M 1.27%
+28,302
New +$5.41M
2026 Q2
0 quarters
AVGO icon
18
Broadcom
AVGO
$1.73T
$5.46M 1.22%
+14,446
New +$5.79M
2026 Q2
0 quarters
KNSL icon
19
Kinsale Capital Group
KNSL
$7.68B
$4.62M 1.04%
14,000
– –
2025 Q4
2 quarters
TSLA icon
20
Tesla
TSLA
$1.51T
$3.41M 0.76%
8,100
– –
2025 Q4
2 quarters
MDB icon
21
MongoDB
MDB
$31.1B
$3.29M 0.74%
9,800
– –
2025 Q4
2 quarters
BABA icon
22
Alibaba
BABA
$277B
$3.07M 0.69%
32,000
– –
2025 Q4
2 quarters
NFLX icon
23
Netflix
NFLX
$293B
$2.88M 0.65%
40,350
+15,350
+61% +$1.35M
2026 Q1
1 quarter
NOW icon
24
ServiceNow
NOW
$146B
$2.71M 0.61%
27,250
– –
2025 Q4
2 quarters
BAC icon
25
Bank of America
BAC
$380B
$1.57M 0.35%
+27,470
New +$1.46M
2026 Q2
0 quarters
1
2

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Maniro Ltd's Q2 2026 Portfolio in Review

As of Q2 2026, Maniro Ltd held 30 positions worth $446M, up 35% from $330M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Maniro Ltd deployed $113M of net new capital in Q2 2026, opening 5 new positions and adding to 12 existing holdings. Its largest new stake was Global X Data Center & Digital Infrastructure ETF: 449,926 shares worth $13.7M.

By sector, the portfolio is most concentrated in Industrials at 47% of assets, down from 64% a quarter earlier, followed by Technology and Miscellaneous.

On the sell side, the most notable exit was Estee Lauder, an estimated $1.77M sold.

  • Maniro Ltd's largest Q2 2026 buy was Global X Data Center & Digital Infrastructure ETF: 449,926 shares worth $13.7M.
  • Maniro Ltd added most to QXO Inc in Q2 2026, an estimated $20.6M increase.
  • Maniro Ltd fully exited Estee Lauder in Q2 2026, selling an estimated $1.77M.
  • Maniro Ltd's ten largest holdings make up 80% of its $446M portfolio in Q2 2026.
  • Maniro Ltd opened 5 new positions and closed 1 in Q2 2026.
  • Maniro Ltd's portfolio value rose 35% quarter-over-quarter to $446M.

Based on Maniro Ltd's 13F filing for Q2 2026, filed 14 Aug 2026.