ML
Maniro Ltd Portfolio holdings
AUM
$330M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$293M
AUM Growth
–
Holding
17
Top Buys
| 1 | +$210M | |
| 2 | +$17.9M | |
| 3 | +$8.55M | |
| 4 |
Alibaba
BABA
|
+$5.82M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$5.76M |
Top Sells
No sells this quarter
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
|
QXO
1
QXO Inc
QXO
$12.6B
| $211M | 72.03% |
+10,940,919
|
|
||
2
Jackson Financial
JXN
$7.25B
| $19.2M | 6.55% |
+180,000
|
|
||
3
Amphenol
APH
$173B
| $8.64M | 2.95% |
+63,930
|
|
||
|
4
Alphabet (Google) Class C
GOOG
$4.66T
| $6.31M | 2.16% |
+20,123
|
|
||
|
SLDE
5
Slide Insurance Holdings
SLDE
$2.14B
| $5.83M | 1.99% |
+299,525
|
|
||
6
Kinsale Capital Group
KNSL
$7.06B
| $5.48M | 1.87% |
+14,000
|
|
||
|
7
Alibaba
BABA
$307B
| $5.24M | 1.79% |
+35,739
|
|
||
8
Snowflake
SNOW
$60.7B
| $5.11M | 1.74% |
+23,305
|
|
||
9
Datadog
DDOG
$79B
| $4.54M | 1.55% |
+33,420
|
|
||
|
CFLT
10
DELISTED
Confluent
CFLT
| $4.12M | 1.41% |
+136,300
|
|
||
11
Uber
UBER
$144B
| $3.97M | 1.35% |
+48,550
|
|
||
12
MongoDB
MDB
$23.7B
| $3.85M | 1.31% |
+9,174
|
|
||
13
Tesla
TSLA
$1.65T
| $3.31M | 1.13% |
+7,350
|
|
||
14
ServiceNow
NOW
$105B
| $3.26M | 1.11% |
+21,270
|
|
||
15
Pinduoduo
PDD
$123B
| $2.08M | 0.71% |
+18,346
|
|
||
16
Kaltura
KLTR
$226M
| $745K | 0.25% |
+454,432
|
|
||
17
Neumora Therapeutics
NMRA
$345M
| $283K | 0.1% |
+158,231
|
|