13F

Investor

Maniro Ltd

CIK 0002102426 · filed 2026-05-15 · SEC filing

13F book

$330M

Positions

25

12 new · 4 sold

Largest name

64.4%

Qxo Inc

Est. mark

−$6.71M

Price effect on 13 names still held. Flow $43.7M.
NameTickerSharesValueWeightEst. markChange
Qxo Inc—10.9M$212.5M64.4%$1.42MHeld
Slide Ins Hldgs Inc—1.4M$25.2M7.6%−$443.3KAdded$19.3M
First Tr Exchange Traded Fd—40.6K$6.64M2.0%—New
First Tr Exchange Traded Fd—104.8K$6.57M2.0%—New
Ishares Tr—81.9K$6.56M2.0%—New
Ishares Tr—19.7K$6.49M2.0%—New
Alphabet Inc—22.4K$6.43M1.9%−$542.1KAdded$111.1K
Nvidia CorpNVDA35.3K$6.15M1.9%—New
Alphabet Inc—19.1K$5.5M1.7%—New
Microsoft CorpMSFT13.3K$4.94M1.5%—New
Kinsale Cap Group Inc—14K$4.78M1.4%−$692.4KHeld
Datadog, Inc.DDOG40K$4.72M1.4%−$599.6KAdded$177.2K
Alibaba Group Hldg Ltd—32K$4.01M1.2%−$675.8KCut−$1.22M
Meta Platforms, Inc.META6.43K$3.68M1.1%—New
Shopify Inc.SHOP30.9K$3.67M1.1%—New
Snowflake Inc.SNOW24K$3.62M1.1%−$1.6MAdded−$1.49M
Taiwan Semiconductor Mfg Ltd—9.8K$3.31M1.0%—New
Tesla, Inc.TSLA8.1K$3.01M0.9%−$573.1KAdded−$294.3K
ServiceNow, Inc.NOW27.3K$2.85M0.9%−$1.03MAdded−$409.4K
Netflix IncNFLX25K$2.4M0.7%—New
MongoDB, Inc.MDB9.8K$2.4M0.7%−$1.6MAdded−$1.45M
PDD Holdings Inc.PDD20K$2.04M0.6%−$205.7KAdded−$36.7K
Lauder Estee Cos Inc—24.6K$1.77M0.5%—New
Kaltura IncKLTR454.4K$554.4K0.2%−$190.9KHeld
Neumora Therapeutics, Inc.NMRA158.2K$308.6K0.1%$25.3KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.