Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QXOQxo Inc | $208.2M | 46.7% | +10.1% |
| SLDESlide Insurance Holdings, Inc. | $27.1M | 6.1% | |
| SOXXIshares Tr | $18.9M | 4.2% | +49.3% |
| NVDANvidia Corp | $17.5M | 3.9% | +148.2% |
| CIBRFirst Tr Exchange-traded Fd | $14.9M | 3.3% | +58.2% |
| TSMTaiwan Semiconductor Manufac | $14.0M | 3.1% | +199.5% |
| DTCRGlobal X Fds | $13.7M | 3.1% | New |
| GRIDFirst Tr Exchange-traded Fd | $13.6M | 3.1% | +75.0% |
| IGVIshares Tr | $13.5M | 3.0% | +81.7% |
| GOOGLAlphabet Inc | $13.0M | 2.9% | +89.9% |
| SHOPShopify Inc | $11.5M | 2.6% | +224.8% |
| MSFTMicrosoft Corp | $10.7M | 2.4% | +114.5% |
| DDOGDatadog Inc | $10.4M | 2.3% | |
| METAMeta Platforms Inc | $8.4M | 1.9% | +132.3% |
| GOOGAlphabet Inc | $7.9M | 1.8% | |
| SNOWSnowflake Inc | $6.1M | 1.4% | |
| COFCapital One Financial Corp | $5.7M | 1.3% | New |
| AVGOBroadcom Inc | $5.5M | 1.2% | New |
| KNSLKinsale Cap Group Inc | $4.6M | 1.0% | |
| TSLATesla Inc | $3.4M | 0.8% | |
| MDBMongodb Inc | $3.3M | 0.7% | |
| BABAAlibaba Group Hldg Ltd | $3.1M | 0.7% | |
| NFLXNetflix Inc | $2.9M | 0.6% | +61.4% |
| NOWServicenow Inc | $2.7M | 0.6% | |
| BACBank Of Amer Corp | $1.6M | 0.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SOXXIshares Tr | March 31, 2026 | +95.0% | $18.9M |
| DDOGDatadog Inc | December 31, 2025 | +91.5% | $10.4M |
| CIBRFirst Tr Exchange-traded Fd | March 31, 2026 | +43.3% | $14.9M |
| TSMTaiwan Semiconductor Manufac | March 31, 2026 | +41.3% | $14.0M |
| GOOGLAlphabet Inc | March 31, 2026 | +24.3% | $13.0M |
| GRIDFirst Tr Exchange-traded Fd | March 31, 2026 | +17.2% | $13.6M |
| SNOWSnowflake Inc | December 31, 2025 | +16.0% | $6.1M |
| NVDANvidia Corp | March 31, 2026 | +14.7% | $17.5M |
| IGVIshares Tr | March 31, 2026 | +13.2% | $13.5M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $7.9M |
Sold off last quarter
- ELThe Estee Lauder Companies Inc. was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.5% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Maniro Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2102426&type=13F-HR&dateb=&owner=include&count=40CIK 2102426
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2102426/000110465926096736/Filed August 14, 2026 · accession 0001104659-26-096736