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Maniro Ltd Portfolio holdings
AUM
$446M
This Fund
S&P 500
This Quarter
Est. Return
+2.73%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$293M
AUM Growth
–
Cap. Flow
+$291M
Cap. Flow
% of AUM
99.2%
Top 10 Holdings %
Top 10 Hldgs %
94.03%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
QXO
QXO Inc
QXO
|
+$210M |
| 2 |
Jackson Financial
JXN
|
+$17.9M |
| 3 |
Amphenol
APH
|
+$8.55M |
| 4 |
Alibaba
BABA
|
+$5.82M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$5.76M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 72.03% |
| 2 | Technology | 11.68% |
| 3 | Financials | 10.41% |
| 4 | Consumer Discretionary | 3.63% |
| 5 | Communication Services | 2.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
QXO
1
QXO Inc
QXO
$11.2B
| $211M | 72.03% |
+10,940,919
| New | +$210M |
2025 Q4
0 quarters
|
|
|
2
Jackson Financial
JXN
$8.79B
| $19.2M | 6.55% |
+180,000
| New | +$17.9M |
2025 Q4
0 quarters
|
|
|
3
Amphenol
APH
$215B
| $8.64M | 2.95% |
+127,860
| New | +$8.55M |
2025 Q4
0 quarters
|
|
|
4
Alphabet (Google) Class C
GOOG
$4.25T
| $6.31M | 2.16% |
+20,123
| New | +$5.76M |
2025 Q4
0 quarters
|
|
|
SLDE
5
Slide Insurance Holdings
SLDE
$2.94B
| $5.83M | 1.99% |
+299,525
| New | +$5M |
2025 Q4
0 quarters
|
|
6
Kinsale Capital Group
KNSL
$7.68B
| $5.48M | 1.87% |
+14,000
| New | +$5.71M |
2025 Q4
0 quarters
|
|
|
7
Alibaba
BABA
$277B
| $5.24M | 1.79% |
+35,739
| New | +$5.82M |
2025 Q4
0 quarters
|
|
8
Snowflake
SNOW
$130B
| $5.11M | 1.74% |
+23,305
| New | +$5.69M |
2025 Q4
0 quarters
|
|
9
Datadog
DDOG
$105B
| $4.54M | 1.55% |
+33,420
| New | +$5.28M |
2025 Q4
0 quarters
|
|
|
CFLT
10
DELISTED
Confluent
CFLT
| $4.12M | 1.41% |
+136,300
| New | +$3.35M |
2025 Q4
0 quarters
|
|
11
Uber
UBER
$146B
| $3.97M | 1.35% |
+48,550
| New | +$4.37M |
2025 Q4
0 quarters
|
|
12
MongoDB
MDB
$31.1B
| $3.85M | 1.31% |
+9,174
| New | +$3.34M |
2025 Q4
0 quarters
|
|
13
Tesla
TSLA
$1.51T
| $3.31M | 1.13% |
+7,350
| New | +$3.26M |
2025 Q4
0 quarters
|
|
14
ServiceNow
NOW
$146B
| $3.26M | 1.11% |
+21,270
| New | +$3.65M |
2025 Q4
0 quarters
|
|
15
Pinduoduo
PDD
$116B
| $2.08M | 0.71% |
+18,346
| New | +$2.28M |
2025 Q4
0 quarters
|
|
16
Kaltura
KLTR
$201M
| $745K | 0.25% |
+454,432
| New | +$718K |
2025 Q4
0 quarters
|
|
17
Neumora Therapeutics
NMRA
$89.4M
| $283K | 0.1% |
+158,231
| New | +$346K |
2025 Q4
0 quarters
|
|
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Maniro Ltd's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Maniro Ltd, which disclosed 17 positions worth $293M. Its ten largest holdings account for 94% of the portfolio.
Its largest position is QXO Inc: 10,940,919 shares worth $211M.
By sector, the portfolio is most concentrated in Industrials at 72% of assets, followed by Technology and Financials.
- Maniro Ltd's largest Q4 2025 buy was QXO Inc: 10,940,919 shares worth $211M.
- Maniro Ltd's ten largest holdings make up 94% of its $293M portfolio in Q4 2025.
- Maniro Ltd disclosed 17 positions in Q4 2025, its first 13F filing on record.
Based on Maniro Ltd's 13F filing for Q4 2025, filed 17 Feb 2026.