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13F holdings · Q2 2026

Maniro

Nassau, C5 · files as Maniro Ltd
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 2102426

Maniro reported 29 stocks worth $446M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are QXO (46.7%), SLDE (6.1%) and SOXX (4.2%). Compared with Q1 2026, the fund opened new positions in DTCR, COF and AVGO, added to QXO, SOXX and NVDA and sold out of EL.

Reported value$446M+35.0% vs last quarter
Stocks held295 new · 1 sold out
Top 5 weight64.3%very concentrated
Turnover26%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
QXO
Qxo Inc
$208M46.7%12M+1.1M (+10%)3 of 3
2
SLDE
Slide Ins Hldgs Inc
$27.1M6.1%1.4MNo change3 of 3
3
SOXX
Ishares Semiconductor
$18.9M4.2%29K+9,726 (+49%)2 of 3
4
NVDA
Nvidia Corporation
$17.5M3.9%88K+52K (+148%)2 of 3
5
CIBR
First TR Exchange Traded FD
$14.9M3.3%166K+61K (+58%)2 of 3
6
TSM
Taiwan Semiconductor Mfg Ltd
$14M3.1%29K+20K (+200%)2 of 3
7
DTCR
Global X Fds
$13.7M3.1%450KNew position1 of 3
8
GRID
First TR Exchange Traded FD
$13.6M3.1%71K+30K (+75%)2 of 3
9
IGV
Ishares Expanded Tech
$13.5M3.0%149K+67K (+82%)2 of 3
10
GOOGL
Alphabet Inc
$13M2.9%36K+17K (+90%)2 of 3
🔒 19 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
EL
Lauder Estee Cos Inc
$1.8M25K

Reported value

last 3 quarters
$293MQ4 '25
$330MQ1 '26
$446MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Maniro 13F FAQ

What does Maniro own?

Maniro reported 29 stocks worth $446M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are QXO (46.7%), SLDE (6.1%) and SOXX (4.2%). The table above lists every position in the filing (the top 10 without an account).

What did Maniro buy and sell in Q2 2026?

Compared with Q1 2026: 5 new positions, 12 added to, 0 trimmed and 1 sold out. New positions include DTCR, COF and AVGO. It sold all of EL.

When will Maniro file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Maniro's portfolio worth?

The Q2 2026 filing reports $446M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.