Q4 2025 · 13F-HR
Maniro Ltdholdings as filed
Filed 2026-02-17 · accession 0001104659-26-015707
$293.0M
Reported value
17
Positions
2025-12-31
Period end
The Brief · Maniro Ltd · Q4 2025
AI · grounded in 13F
Maniro Ltd established a new position in QXO INC valued at $211.1M. The fund also added new stakes in JXN for $19.2M and APH for $8.6M. Other new entries include GOOG at $6.3M, Slide Insurance Holdings, Inc. at $5.8M, and KNSL at $5.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 82846H405 | QXO | QXO INC | $211.1M | 72.0% | 10,940,919 | Common | SOLE |
| 46817M107 | JXN | JACKSON FINANCIAL INC | $19.2M | 6.55% | 180,000 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $8.6M | 2.95% | 63,930 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $6.3M | 2.16% | 20,123 | Common | SOLE |
| 831349105 | SLDE | Slide Insurance Holdings, Inc. | $5.8M | 1.99% | 299,525 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $5.5M | 1.87% | 14,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $5.2M | 1.79% | 35,739 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $5.1M | 1.74% | 23,305 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $4.5M | 1.55% | 33,420 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $4.1M | 1.41% | 136,300 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4.0M | 1.35% | 48,550 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $3.9M | 1.31% | 9,174 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $3.3M | 1.13% | 7,350 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $3.3M | 1.11% | 21,270 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $2.1M | 0.71% | 18,346 | Common | SOLE |
| 483467106 | KLTR | KALTURA INC | $745,268 | 0.25% | 454,432 | Common | SOLE |
| 640979100 | NMRA | NEUMORA THERAPEUTICS INC. | $283,233 | 0.10% | 158,231 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.