Institutional Manager · CIK 0002102426
Maniro Ltd
NASSAU, C5 · File #028-26428
Latest AUM
$293.0M
Positions
17
Top-10 Concentration
94.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | QXO INC | QXO-PB | +10,940,919 | +$211.1M | $0 |
| NEW | JACKSON FINANCIAL INC | JXN-PA | +180,000 | +$19.2M | $0 |
| NEW | AMPHENOL CORP | 032095101 | +63,930 | +$8.6M | $0 |
| NEW | ALPHABET INC | GOOG | +20,123 | +$6.3M | $0 |
| NEW | Slide Insurance Holdings, Inc. | 831349105 | +299,525 | +$5.8M | $0 |
| NEW | KINSALE CAP GROUP INC | 49714P108 | +14,000 | +$5.5M | $0 |
| NEW | ALIBABA GROUP HLDG LTD | BBAAY | +35,739 | +$5.2M | $0 |
| NEW | SNOWFLAKE INC | SNOW | +23,305 | +$5.1M | $0 |
| NEW | DATADOG INC | DDOG | +33,420 | +$4.5M | $0 |
| NEW | CONFLUENT INC | 20717M103 | +136,300 | +$4.1M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202517 pos · $293.0M
Top 17 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | QXO INC | QXO-PB | 10,940,919 | $211.1M | 72.03% |
| 2 | JACKSON FINANCIAL INC | JXN-PA | 180,000 | $19.2M | 6.55% |
| 3 | AMPHENOL CORP | 032095101 | 63,930 | $8.6M | 2.95% |
| 4 | ALPHABET INC | GOOG | 20,123 | $6.3M | 2.16% |
| 5 | Slide Insurance Holdings, Inc. | 831349105 | 299,525 | $5.8M | 1.99% |
| 6 | KINSALE CAP GROUP INC | 49714P108 | 14,000 | $5.5M | 1.87% |
| 7 | ALIBABA GROUP HLDG LTD | BBAAY | 35,739 | $5.2M | 1.79% |
| 8 | SNOWFLAKE INC | SNOW | 23,305 | $5.1M | 1.74% |
| 9 | DATADOG INC | DDOG | 33,420 | $4.5M | 1.55% |
| 10 | CONFLUENT INC | 20717M103 | 136,300 | $4.1M | 1.41% |
| 11 | UBER TECHNOLOGIES INC | UBER | 48,550 | $4.0M | 1.35% |
| 12 | MONGODB INC | MDB | 9,174 | $3.9M | 1.31% |
| 13 | TESLA INC | TSLA | 7,350 | $3.3M | 1.13% |
| 14 | SERVICENOW INC | NOW | 21,270 | $3.3M | 1.11% |
| 15 | PDD HOLDINGS INC | PDD | 18,346 | $2.1M | 0.71% |
| 16 | KALTURA INC | KLTR | 454,432 | $745,268 | 0.25% |
| 17 | NEUMORA THERAPEUTICS INC. | NMRA | 158,231 | $283,233 | 0.10% |