Arkolith/Funds/Maniro Ltd

Maniro Ltd

CIK 2102426
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Maniro Ltd holds a concentrated book of 29 stocks worth $445.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Global X Data Center & Digit. Their largest long position is Qxo Inc at 47% of the equity book.

Opened
9
bought for the first time
Added to
12
already held, bought more
Trimmed
0
sold some, still holds it
no trims
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
64%
Top 10 holdings
80%
Top 20 holdings
96%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

83% mapped to company sectors

Industrials
48%
Information Technology
25%
ETF / fund or unclassified
17%
Financials
9%
Consumer Discretionary
1%
Communication Services
1%
Health Care
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Maniro Ltd

Manager / fundShared namesTheir $ in those
BlackRock, Inc.33 / 29$1.2T
FMR LLC33 / 29$540.6B
JPMORGAN CHASE & CO33 / 29$283.2B
MORGAN STANLEY33 / 29$265.1B
BANK OF AMERICA CORP /DE/33 / 29$150.5B
ROYAL BANK OF CANADA33 / 29$75.6B
UBS Group AG33 / 29$69.8B
WELLS FARGO & COMPANY/MN33 / 29$59.5B

Ranked by the share of each fund's own book sitting in the names it shares with Maniro Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

29 positions
#SecurityValueShares% PortLast moveHistory
1Qxo Inc
Common
$208.2M12.05M
46.7%
+10%
Added · +1.1M sh
2Slide Insurance Holdings, Inc.
Common
$27.1M1.40M
6.1%
Held
3Ishares TR
ISHARES SEMICDTR
$18.9M29.5K
4.2%
+49%
Added · +10K sh
4Nvidia Corp
Common
$17.5M87.6K
3.9%
+148%
Added · +52K sh
5First TR Exchange-Traded FD
NASDAQ CYB ETF
$14.9M165.7K
3.3%
+58%
Added · +61K sh
6Taiwan Semiconductor Manufac
Sponsored ADS
$14.0M29.4K
3.1%
+200%
Added · +20K sh
7Global X FDS
DATA CTR DIG ETF
$13.7M449.9K
3.1%
New
New position
8First TR Exchange-Traded FD
NASDQ CLN EDGE
$13.6M71.1K
3.1%
+75%
Added · +30K sh
9Ishares TR
EXPANDED TECH
$13.5M148.9K
3.0%
+82%
Added · +67K sh
10Alphabet Inc
Capital Stock Class A
$13.0M36.3K
2.9%
+90%
Added · +17K sh
11Shopify Inc
Class A
$11.5M100.4K
2.6%
+225%
Added · +69K sh
12Microsoft Corp
Common
$10.7M28.6K
2.4%
+115%
Added · +15K sh
13Datadog Inc
Class A Common
$10.4M40.0K
2.3%
Held
14Meta Platforms Inc
Class A
$8.4M14.9K
1.9%
+132%
Added · +9K sh
15Alphabet Inc
Class C Capital Stock
$7.9M22.4K
1.8%
Held
16Snowflake Inc
Common
$6.1M24.0K
1.4%
Held
17Capital One Financial Corp
Common
$5.7M28.3K
1.3%
New
New position
18Broadcom Inc
Common
$5.5M14.4K
1.2%
New
New position
19Kinsale Cap Group Inc
Common
$4.6M14.0K
1.0%
Held
20Tesla Inc
Common
$3.4M8.1K
0.8%
Held
21Mongodb Inc
Class A Common
$3.3M9.8K
0.7%
Held
22Alibaba Group Hldg Ltd
Sponsored ADS
$3.1M32.0K
0.7%
Held
23Netflix Inc
Common
$2.9M40.4K
0.6%
+61%
Added · +15K sh
24Servicenow Inc
Common
$2.7M27.3K
0.6%
Held
25Bank Of Amer Corp
Common
$1.6M27.5K
0.4%
New
New position
26PDD Holdings Inc
Sponsored ADS
$1.5M20.0K
0.3%
Held
27KKR & Co Inc
Common
$1.3M14.4K
0.3%
New
New position
28Kaltura Inc
Common
$591K454.4K
0.1%
Held
29Neumora Therapeutics Inc.
Common
$269K158.2K
0.1%
Held
Showing all 29 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202629$445.7M13F-HR
Q1 2026Mar 31, 2026May 15, 202625$330.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202617$293.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.