Maniro
NASSAU, C5files as Maniro Ltd
$446m in 29 US stocks at the end of 30 June 2026. The top 10 are 79.5% of the money. It changed about 21.7% of the portfolio this quarter.
Value
$446m
Stocks
29
Top 10 share
79.5%
Turnover
21.7%
What changed this quarter
New
Bought for the first time this quarter.
- Global X FDSDTCR3.1% of the fund
- Capital One FinancialCOF1.3% of the fund
- BroadcomAVGO1.2% of the fund
- Bank of AmericaBAC0.4% of the fund
- KKRKKR0.3% of the fund
Added
Bought more of a stock they already held.
- QXOQXO46.7% of the fund+10%
- Ishares TRSOXX4.2% of the fund+49%
- NvidiaNVDA3.9% of the fund+148%
- First TR Exchange-Traded FDCIBR3.3% of the fund+58%
- Taiwan Semiconductor ManufacturingTSM3.1% of the fund+200%
- First TR Exchange-Traded FDGRID3.1% of the fund+75%
- Ishares TRIGV3.0% of the fund+82%
- AlphabetGOOGL2.9% of the fund+90%
- ShopifySHOP2.6% of the fund+225%
- MicrosoftMSFT2.4% of the fund+115%
- Meta PlatformsMETA1.9% of the fund+132%
- NetflixNFLX0.6% of the fund+61%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
Holdings
- Ishares TRSOXX
- Share
- 4.2%
- Value
- $19m
- Shares
- 29,472
+49%
- First TR Exchange-Traded FDCIBR
- Share
- 3.3%
- Value
- $15m
- Shares
- 165,740
+58%
- Global X FDSDTCR
- Share
- 3.1%
- Value
- $14m
- Shares
- 449,926
New
- First TR Exchange-Traded FDGRID
- Share
- 3.1%
- Value
- $14m
- Shares
- 71,067
+75%
- Ishares TRIGV
- Share
- 3.0%
- Value
- $13m
- Shares
- 148,875
+82%
- Alibaba Group HldgBABA
- Share
- 0.7%
- Value
- $3m
- Shares
- 32,000
Held
- PDD HoldingsPDD
- Share
- 0.3%
- Value
- $2m
- Shares
- 20,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| QXOQXO | 46.7% | $208m | 12,047,619 | +10% |
| Slide Insurance HoldingsSLDE | 6.1% | $27m | 1,398,025 | Held |
| Ishares TRSOXX | 4.2% | $19m | 29,472 | +49% |
| NvidiaNVDA | 3.9% | $18m | 87,601 | +148% |
| First TR Exchange-Traded FDCIBR | 3.3% | $15m | 165,740 | +58% |
| Taiwan Semiconductor ManufacturingTSM | 3.1% | $14m | 29,354 | +200% |
| Global X FDSDTCR | 3.1% | $14m | 449,926 | New |
| First TR Exchange-Traded FDGRID | 3.1% | $14m | 71,067 | +75% |
| Ishares TRIGV | 3.0% | $13m | 148,875 | +82% |
| AlphabetGOOGL | 2.9% | $13m | 36,345 | +90% |
| ShopifySHOP | 2.6% | $11m | 100,367 | +225% |
| MicrosoftMSFT | 2.4% | $11m | 28,625 | +115% |
| DatadogDDOG | 2.3% | $10m | 40,000 | Held |
| Meta PlatformsMETA | 1.9% | $8m | 14,928 | +132% |
| AlphabetGOOG | 1.8% | $8m | 22,400 | Held |
| SnowflakeSNOW | 1.4% | $6m | 24,000 | Held |
| Capital One FinancialCOF | 1.3% | $6m | 28,302 | New |
| BroadcomAVGO | 1.2% | $5m | 14,446 | New |
| Kinsale Capital GroupKNSL | 1.0% | $5m | 14,000 | Held |
| TeslaTSLA | 0.8% | $3m | 8,100 | Held |
| MongoDBMDB | 0.7% | $3m | 9,800 | Held |
| Alibaba Group HldgBABA | 0.7% | $3m | 32,000 | Held |
| NetflixNFLX | 0.6% | $3m | 40,350 | +61% |
| ServiceNowNOW | 0.6% | $3m | 27,250 | Held |
| Bank of AmericaBAC | 0.4% | $2m | 27,470 | New |
| PDD HoldingsPDD | 0.3% | $2m | 20,000 | Held |
| KKRKKR | 0.3% | $1m | 14,360 | New |
| KalturaKLTR | 0.1% | $590,762 | 454,432 | Held |
| Neumora TherapeuticsNMRA | <0.1% | $268,992 | 158,231 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 52.1% since 31 December 2025.
Where the money is
Industrials46.7%
Technology18.5%
Financial services9.0%
Media & telecom7.2%
Retail & consumer0.8%
Health care0.1%
Other17.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.