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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

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 Financials 9.03%
4 Communication Services 7.22%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDD icon
26
Pinduoduo
PDD
$123B
$1.53M 0.34%
20,000
– –
KKR icon
27
KKR & Co
KKR
$97.3B
$1.32M 0.3%
+14,360
New +$1.39M
KLTR icon
28
Kaltura
KLTR
$236M
$591K 0.13%
454,432
– –
NMRA icon
29
Neumora Therapeutics
NMRA
$289M
$269K 0.06%
158,231
– –
EL icon
30
Estee Lauder
EL
$37.9B
– –
-24,600
Closed -$1.77M
1
2

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CW
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UB
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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 Financials.

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.