AI Portfolio Summary
In 2025 Q4, Maniro Ltd maintained a portfolio of 17 distinct positions. The most significant new addition to the portfolio was QXO INC, which now represents 72.03% of the total fund value.
Total Positions
17
Quarter
2025 Q4
Top Holding
QXO (72.0%)
Top 10 Concentration
94.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-17 of 17
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QXO
QXO INC
|
Unknown | 72.03% | — |
#1
Prev: #—
|
10.0 | 10,940,919 | no change |
NEW
|
10,940,919 | $211,050,328 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JXN
JACKSON FINANCI...
|
Unknown | 6.55% | — |
#2
Prev: #—
|
4.6 | 180,000 | no change |
NEW
|
180,000 | $19,197,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APH
AMPHENOL CORP
|
Unknown | 2.95% | — |
#3
Prev: #—
|
3.2 | 63,930 | no change |
NEW
|
63,930 | $8,639,500 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Unknown | 2.16% | — |
#4
Prev: #—
|
2.9 | 20,123 | no change |
NEW
|
20,123 | $6,314,597 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLDE
Slide Insurance...
|
Unknown | 1.99% | — |
#5
Prev: #—
|
2.8 | 299,525 | no change |
NEW
|
299,525 | $5,834,747 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KNSL
KINSALE CAP GRO...
|
Unknown | 1.87% | — |
#6
Prev: #—
|
2.7 | 14,000 | no change |
NEW
|
14,000 | $5,475,680 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BABA
ALIBABA GROUP H...
|
Unknown | 1.79% | — |
#7
Prev: #—
|
2.7 | 35,739 | no change |
NEW
|
35,739 | $5,238,623 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNOW
SNOWFLAKE INC
|
Unknown | 1.74% | — |
#8
Prev: #—
|
2.7 | 23,305 | no change |
NEW
|
23,305 | $5,112,185 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DDOG
DATADOG INC
|
Unknown | 1.55% | — |
#9
Prev: #—
|
2.6 | 33,420 | no change |
NEW
|
33,420 | $4,544,786 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CFLT
CONFLUENT INC
|
Unknown | 1.41% | — |
#10
Prev: #—
|
2.6 | 136,300 | no change |
NEW
|
136,300 | $4,121,712 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UBER
UBER TECHNOLOGI...
|
Unknown | 1.35% | — |
#11
Prev: #—
|
2.5 | 48,550 | no change |
NEW
|
48,550 | $3,967,021 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDB
MONGODB INC
|
Unknown | 1.31% | — |
#12
Prev: #—
|
2.5 | 9,174 | no change |
NEW
|
9,174 | $3,850,236 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Unknown | 1.13% | — |
#13
Prev: #—
|
2.5 | 7,350 | no change |
NEW
|
7,350 | $3,305,442 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOW
SERVICENOW INC
|
Unknown | 1.11% | — |
#14
Prev: #—
|
2.4 | 21,270 | no change |
NEW
|
21,270 | $3,258,351 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PDD
PDD HOLDINGS IN...
|
Unknown | 0.71% | — |
#15
Prev: #—
|
2.3 | 18,346 | no change |
NEW
|
18,346 | $2,080,253 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KLTR
KALTURA INC
|
Unknown | 0.25% | — |
#16
Prev: #—
|
2.1 | 454,432 | no change |
NEW
|
454,432 | $745,268 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NMRA
NEUMORA THERAPE...
|
Unknown | 0.10% | — |
#17
Prev: #—
|
2.0 | 158,231 | no change |
NEW
|
158,231 | $283,233 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-17 of 17 holdings