2026 Q1 Portfolio Activity
In 2026 Q1, Maniro Ltd maintained a portfolio of 29 distinct positions. The most significant new addition was FIRST TR EXCHANGE-TRADED FD, now representing 2.01% of the total fund value. They heavily accumulated shares in Slide Insurance Holdings, Inc., increasing the position by 366.7%. Conversely, Maniro Ltd completely exited their position in JACKSON FINANCIAL INC.
Position History
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Maniro Ltd
AUM $330M
Total Positions
29
Quarter
2026 Q1
Top Holding
QXO (64.4%)
Top 10 Concentration
86.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-29 of 29
Maniro Ltd Full Holdings List — 2026 Q1
| 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
|
Industrials | 64.38% | 72.03% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
10,940,919 | $212,472,647 |
$19.29
-1.3%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SLDE
Slide Insurance...
|
Financial Services | 7.62% | 1.99% |
#2
3
Prev: #5
|
7.5 | 1,098,500 | 366.7% |
P
S
|
1,398,025 | $25,164,450 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 2.01% | — |
#3
Prev: #—
|
5.3 | 40,603 | — |
NEW
|
40,603 | $6,641,839 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 1.99% | — |
#4
Prev: #—
|
4.8 | 104,780 | — |
NEW
|
104,780 | $6,567,610 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IGV
ISHARES TR
|
ETF | 1.99% | — |
#5
Prev: #—
|
4.8 | 81,930 | — |
NEW
|
81,930 | $6,558,496 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SOXX
ISHARES TR
|
ETF | 1.97% | — |
#6
Prev: #—
|
4.3 | 19,746 | — |
NEW
|
19,746 | $6,489,720 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.95% | 2.16% |
#7
3
Prev: #4
|
2.8 | 2,277 | 11.3% |
P
S
|
22,400 | $6,425,664 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.86% | — |
#8
Prev: #—
|
4.2 | 35,290 | — |
NEW
|
35,290 | $6,154,576 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.67% | — |
#9
Prev: #—
|
4.2 | 19,138 | — |
NEW
|
19,138 | $5,503,323 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.50% | — |
#10
Prev: #—
|
4.1 | 13,342 | — |
NEW
|
13,342 | $4,938,808 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KNSL
KINSALE CAP GRO...
|
Financial Services | 1.45% | 1.87% |
#11
5
Prev: #6
|
1.6 | no change | no change |
P
S
|
14,000 | $4,783,240 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DDOG
DATADOG INC
|
Technology | 1.43% | 1.55% |
#12
3
Prev: #9
|
2.6 | 6,580 | 19.7% |
P
S
|
40,000 | $4,722,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 1.22% | 1.79% |
#13
6
Prev: #7
|
1.0 | -3,739 | -10.5% |
P
S
|
32,000 | $4,014,720 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.11% | — |
#14
Prev: #—
|
3.9 | 6,426 | — |
NEW
|
6,426 | $3,676,507 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHOP
SHOPIFY INC
|
Technology | 1.11% | — |
#15
Prev: #—
|
3.9 | 30,900 | — |
NEW
|
30,900 | $3,665,358 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 1.10% | 1.74% |
#16
8
Prev: #8
|
0.9 | 695 | 3.0% |
P
S
|
24,000 | $3,619,680 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.00% | — |
#17
Prev: #—
|
3.9 | 9,800 | — |
NEW
|
9,800 | $3,311,910 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.91% | 1.13% |
#18
5
Prev: #13
|
2.4 | 750 | 10.2% |
P
S
|
8,100 | $3,011,175 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.86% | 1.11% |
#19
5
Prev: #14
|
2.8 | 5,980 | 28.1% |
P
S
|
27,250 | $2,848,987 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.73% | — |
#20
Prev: #—
|
3.8 | 25,000 | — |
NEW
|
25,000 | $2,403,750 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDB
MONGODB INC
|
Technology | 0.73% | 1.31% |
#21
9
Prev: #12
|
2.3 | 626 | 6.8% |
P
S
|
9,800 | $2,398,746 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 0.62% | 0.71% |
#22
7
Prev: #15
|
2.2 | 1,654 | 9.0% |
P
S
|
20,000 | $2,043,600 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EL
THE ESTEE LAUDE...
|
Consumer Defensive | 0.53% | — |
#23
Prev: #—
|
3.7 | 24,600 | — |
NEW
|
24,600 | $1,765,542 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KLTR
KALTURA INC
|
Technology | 0.17% | 0.25% |
#24
8
Prev: #16
|
1.1 | no change | no change |
P
S
|
454,432 | $554,407 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NMRA
NEUMORA THERAPE...
|
Healthcare | 0.09% | 0.10% |
#25
8
Prev: #17
|
1.0 | no change | no change |
P
S
|
158,231 | $308,551 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.00% | 1.35% |
Sold All 😨
(Was: #11) |
0.0 | -48,550 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CFLT
CONFLUENT INC
|
Technology | 0.00% | 1.41% |
Sold All 😨
(Was: #10) |
0.0 | -136,300 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.00% | 2.95% |
Sold All 😨
(Was: #3) |
0.0 | -63,930 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JXN
JACKSON FINANCI...
|
Financial Services | 0.00% | 6.55% |
Sold All 😨
(Was: #2) |
0.0 | -180,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-29 of 29 holdings