Maniro Ltd
Net buyer this quarter
$446M
24
+$76.7M
73.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QXO | $208M | 46.71% | 1.66% | +10.1% | Q4 2025 |
 SLDE | $27.1M | 6.08% | 1.21% | Not reported | Q4 2025 |
 NVDA | $17.5M | 3.93% | 0.00% | +148.2% | Q1 2026 |
 TSM | $14M | 3.15% | 0.00% | +199.5% | Q1 2026 |
 GOOGL | $13M | 2.91% | 0.00% | +89.9% | Q1 2026 |
 SHOP | $11.5M | 2.57% | 0.03% | +224.8% | Q1 2026 |
 MSFT | $10.7M | 2.40% | 0.00% | +114.6% | Q1 2026 |
 DDOG | $10.4M | 2.34% | 0.05% | Not reported | Q4 2025 |
 META | $8.41M | 1.89% | Not reported | +132.3% | Q1 2026 |
| GOOG | $7.91M | 1.78% | Not reported | Not reported | Q4 2025 |
 SNOW | $6.11M | 1.37% | 0.01% | Not reported | Q4 2025 |
 COF | $5.68M | 1.27% | 0.00% | New | Q2 2026 |
 AVGO | $5.46M | 1.22% | 0.00% | New | Q2 2026 |
 KNSL | $4.62M | 1.04% | 0.06% | Not reported | Q4 2025 |
 TSLA | $3.41M | 0.76% | 0.00% | Not reported | Q4 2025 |
 MDB | $3.29M | 0.74% | 0.01% | Not reported | Q4 2025 |
 BABA | $3.07M | 0.69% | 0.00% | Not reported | Q4 2025 |
 NFLX | $2.88M | 0.65% | 0.00% | +61.4% | Q1 2026 |
 NOW | $2.71M | 0.61% | 0.00% | Not reported | Q4 2025 |
 BAC | $1.57M | 0.35% | 0.00% | New | Q2 2026 |
 PDD | $1.53M | 0.34% | 0.00% | Not reported | Q4 2025 |
 KKR | $1.32M | 0.30% | 0.00% | New | Q2 2026 |
 KLTR | $591K | 0.13% | 0.30% | Not reported | Q4 2025 |
 NMRA | $269K | 0.06% | 0.09% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| QXO | $212M | 64.38% | 1.54% | Not reported | Q4 2025 |
| SLDE | $25.2M | 7.62% | 1.19% | +366.8% | Q4 2025 |
| GOOG | $6.43M | 1.95% | Not reported | +11.3% | Q4 2025 |
| NVDA | $6.15M | 1.86% | 0.00% | New | Q1 2026 |
| GOOGL | $5.5M | 1.67% | 0.00% | New | Q1 2026 |
| MSFT | $4.94M | 1.50% | 0.00% | New | Q1 2026 |
| KNSL | $4.78M | 1.45% | 0.06% | Not reported | Q4 2025 |
| DDOG | $4.72M | 1.43% | 0.05% | +19.7% | Q4 2025 |
| BABA | $4.01M | 1.22% | 0.00% | -10.5% | Q4 2025 |
| META | $3.68M | 1.11% | Not reported | New | Q1 2026 |
| SHOP | $3.67M | 1.11% | 0.01% | New | Q1 2026 |
| SNOW | $3.62M | 1.10% | 0.01% | +3.0% | Q4 2025 |
| TSM | $3.31M | 1.00% | 0.00% | New | Q1 2026 |
| TSLA | $3.01M | 0.91% | 0.00% | +10.2% | Q4 2025 |
| NOW | $2.85M | 0.86% | 0.00% | +28.1% | Q4 2025 |
| NFLX | $2.4M | 0.73% | 0.00% | New | Q1 2026 |
| MDB | $2.4M | 0.73% | 0.01% | +6.8% | Q4 2025 |
| PDD | $2.04M | 0.62% | 0.00% | +9.0% | Q4 2025 |
 EL | $1.77M | 0.53% | Not reported | New | Q1 2026 |
| KLTR | $554K | 0.17% | 0.30% | Not reported | Q4 2025 |
| NMRA | $309K | 0.09% | 0.09% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| QXO | $211M | 72.03% | 1.62% | New | Q4 2025 |
 JXN | $19.2M | 6.55% | 0.27% | New | Q4 2025 |
 APH | $8.64M | 2.95% | 0.01% | New | Q4 2025 |
| GOOG | $6.31M | 2.16% | Not reported | New | Q4 2025 |
| SLDE | $5.83M | 1.99% | 0.24% | New | Q4 2025 |
| KNSL | $5.48M | 1.87% | 0.06% | New | Q4 2025 |
| BABA | $5.24M | 1.79% | 0.00% | New | Q4 2025 |
| SNOW | $5.11M | 1.74% | 0.01% | New | Q4 2025 |
| DDOG | $4.54M | 1.55% | 0.04% | New | Q4 2025 |
| CFLT | $4.12M | 1.41% | 0.12% | New | Q4 2025 |
 UBER | $3.97M | 1.35% | 0.00% | New | Q4 2025 |
| MDB | $3.85M | 1.31% | 0.01% | New | Q4 2025 |
| TSLA | $3.31M | 1.13% | 0.00% | New | Q4 2025 |
| NOW | $3.26M | 1.11% | 0.00% | New | Q4 2025 |
| PDD | $2.08M | 0.71% | 0.00% | New | Q4 2025 |
| KLTR | $745K | 0.25% | 0.31% | New | Q4 2025 |
| NMRA | $283K | 0.10% | 0.09% | New | Q4 2025 |