Managers / Q4 2025 · view latest →
Maniro Ltd
CIK 0002102426 · UBS TRUSTEES (BAHAMAS) LTD., EAST BAY STREET, P.O. BOX N-7757, NASSAU, 00000 · 41442342091
Summary
Maniro Ltd reported $293M in U.S.-listed holdings across 17 positions for Q4 2025.
The portfolio is heavily concentrated: QXO alone accounts for 72.0% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 97.5% · $286M
- ADR · 2.5% · $7M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| QXOQXO INC | NEW | +10.94M | 10.94M | +$211M | $211M |
| JXNJACKSON FINANCIAL INC | NEW | +180.0K | 180.0K | +$19M | $19M |
| APHAMPHENOL CORP | NEW | +63.9K | 63.9K | +$9M | $9M |
| GOOGALPHABET INC | NEW | +20.1K | 20.1K | +$6M | $6M |
| SLDESlide Insurance Holdings, Inc. | NEW | +299.5K | 299.5K | +$6M | $6M |
| KNSLKINSALE CAP GROUP INC | NEW | +14.0K | 14.0K | +$5M | $5M |
| BABAALIBABA GROUP HLDG LTD | NEW | +35.7K | 35.7K | +$5M | $5M |
| SNOWSNOWFLAKE INC | NEW | +23.3K | 23.3K | +$5M | $5M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | QXOQXO INChistory → | Common | 72.03% | $211M | 10.94M |
| 2 | JXNJACKSON FINANCIAL INChistory → | Common Class A | 6.55% | $19M | 180.0K |
| 3 | APHAMPHENOL CORPhistory → | Class A Common | 2.95% | $9M | 63.9K |
| 4 | GOOGALPHABET INChistory → | Class C Capital Stock | 2.16% | $6M | 20.1K |
| 5 | SLDESlide Insurance Holdings, Inc.history → | Common | 1.99% | $6M | 299.5K |
| 6 | KNSLKINSALE CAP GROUP INChistory → | Common | 1.87% | $5M | 14.0K |
| 7 | BABAALIBABA GROUP HLDG LTDhistory → | Sponsored ADS | 1.79% | $5M | 35.7K |
| 8 | SNOWSNOWFLAKE INChistory → | Common | 1.74% | $5M | 23.3K |
| 9 | DDOGDATADOG INChistory → | Class A Common | 1.55% | $5M | 33.4K |
| 10 | 8QRCONFLUENT INChistory → | Class A Common | 1.41% | $4M | 136.3K |
| 11 | UBERUBER TECHNOLOGIES INChistory → | Common | 1.35% | $4M | 48.5K |
| 12 | MDBMONGODB INChistory → | Class A Common | 1.31% | $4M | 9.2K |
| 13 | TSLATESLA INChistory → | Common | 1.13% | $3M | 7.3K |
| 14 | NOWSERVICENOW INChistory → | Common | 1.11% | $3M | 21.3K |
| 15 | PDDPDD HOLDINGS INC | Sponsored ADS | 0.71% | $2M | 18.3K |
| 16 | KLTRKALTURA INC | Common | 0.25% | $745,268 | 454.4K |
| 17 | NMRANEUMORA THERAPEUTICS INC. | Common | 0.10% | $283,233 | 158.2K |
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.