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Maniro Ltd 13F Portfolio

Portfolio Manager
Maniro LTD
Performance
+0.36% (2026 Q2)
AUM (13F)
$445.71M
# of Holdings
29
Performance Rank
N/A
Allocation (Top 20)
96.16%
Latest filing
Q2 2026

Maniro LTD Holdings Map

Top 29 Maniro LTD Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QXO
QXO INC
46.71%12.05M$208.2M
+10.12%(+1.11M)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.94M shares2026-Q1: 10.94M shares2026-Q2: 12.05M shares
$19.04(-21.81%)
2026-06-30
SLDE
Slide Insurance Holdings, Inc.
6.08%1.40M$27.1M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 299.5K shares2026-Q1: 1.40M shares2026-Q2: 1.40M shares
$18.50(+16.69%)
2026-06-30
SOXX
ISHARES TR
4.24%29.5K$18.9M
+49.26%(+9.73K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 19.7K shares2026-Q2: 29.5K shares
$367.83(+49.73%)
2026-06-30
NVDA
NVIDIA CORP
3.93%87.6K$17.5M
+148.23%(+52.31K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 35.3K shares2026-Q2: 87.6K shares
$181.75(+23.96%)
2026-06-30
CIBR
FIRST TR EXCHANGE-TRADED FD
3.34%165.7K$14.9M
+58.18%(+60.96K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 104.8K shares2026-Q2: 165.7K shares
$70.10(+45.79%)
2026-06-30
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.15%29.4K$14.0M
+199.53%(+19.55K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 9.8K shares2026-Q2: 29.4K shares
$371.62(+15.84%)
2026-06-30
DTCR
GLOBAL X FDS
3.07%449.9K$13.7Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 449.9K shares
$26.72(+8.85%)
2026-06-30
GRID
FIRST TR EXCHANGE-TRADED FD
3.06%71.1K$13.6M
+75.03%(+30.46K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 40.6K shares2026-Q2: 71.1K shares
$165.32(+13.85%)
2026-06-30
IGV
ISHARES TR
3.03%148.9K$13.5M
+81.71%(+66.94K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 81.9K shares2026-Q2: 148.9K shares
$88.93(+19.51%)
2026-06-30
GOOGL
ALPHABET INC
2.91%36.3K$13.0M
+89.91%(+17.21K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 19.1K shares2026-Q2: 36.3K shares
$307.45(+12.65%)
2026-06-30

About Maniro LTDโ€™s portfolio

Maniro LTD reports $445.71M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are QXO (46.7%), SLDE (6.1%) and SOXX (4.2%). The top 20 holdings account for 96.16% of reported assets. Its disclosed equity book has returned -2.42% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
QXO โ€” 46.7% ($208.18M)SLDE โ€” 6.1% ($27.08M)SOXX โ€” 4.2% ($18.88M)NVDA โ€” 3.9% ($17.53M)CIBR โ€” 3.3% ($14.89M)TSM โ€” 3.1% ($14.02M)DTCR โ€” 3.1% ($13.66M)GRID โ€” 3.1% ($13.63M)IGV โ€” 3.0% ($13.49M)GOOGL โ€” 2.9% ($12.99M)Other โ€” 20.5% ($91.36M)
80%in top 10
  • QXO46.7%
  • SLDE6.1%
  • SOXX4.2%
  • NVDA3.9%
  • CIBR3.3%
  • TSM3.1%
  • DTCR3.1%
  • GRID3.1%
  • IGV3.0%
  • GOOGL2.9%
  • Other20.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
5
DTCRGLOBAL X FDS3.1%
COFCAPITAL ONE FINANCIAL CORP1.3%
AVGOBROADCOM INC1.2%
BACBANK OF AMER CORP0.3%
+1 opened
Added to
12
QXOQXO INC+10.1%
NVDANVIDIA CORP+148.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC+199.5%
SHOPSHOPIFY INC+224.8%
+8 more

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Source filings

Holdings on this page are parsed from Maniro LTDโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2102426). View Maniro LTDโ€™s 13F filings on SEC

More 13F analyses

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