Maniro Ltd

Q2 2026 13F-HR Holdings

Location
Nassau, C5
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$445,714
Net value change ($000)
+115,669 (35.0%)
New positions
5
Sold out positions
1
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DTCR 13,664 NEW
SOXX 12,394 191.0%
NVDA 11,373 184.8%
TSM 10,707 323.3%
CIBR 8,324 126.7%
SHOP 7,795 212.7%
GOOGL 7,486 136.0%
GRID 6,985 105.2%
IGV 6,930 105.7%
MSFT 5,739 116.2%
Top Reduces (Value $000, Stocks/ETFs)
QXO -4,290 -2.0%
EL -1,766 -100.0%
BABA -944 -23.5%
PDD -518 -25.3%
KNSL -166 -3.5%
NOW -144 -5.1%
NMRA -40 -12.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type