Maniro Ltd 13F 持仓 · 2026年Q2
Maniro 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 4.46 亿美元。前几大持仓：QXO（46.71%）、SLDE（6.08%）、SOXX（4.24%）。本季前 25 大持仓中：新建仓 4 只、增持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QXO | QXO INC | $208.2M | 46.71% | 12.0M | 增持 |
| 2 | SLDE | Slide Insurance Holdings, Inc. | $27.1M | 6.08% | 1.4M | 持平 |
| 3 | SOXX | ISHARES TR | $18.9M | 4.24% | 29,472 | 增持 |
| 4 | NVDA | NVIDIA CORP | $17.5M | 3.93% | 87,601 | 增持 |
| 5 | CIBR | FIRST TR EXCHANGE-TRADED FD | $14.9M | 3.34% | 165,740 | 增持 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $14.0M | 3.15% | 29,354 | 增持 |
| 7 | DTCR | GLOBAL X FDS | $13.7M | 3.07% | 449,926 | 新建仓 |
| 8 | GRID | FIRST TR EXCHANGE-TRADED FD | $13.6M | 3.06% | 71,067 | 增持 |
| 9 | IGV | ISHARES TR | $13.5M | 3.03% | 148,875 | 增持 |
| 10 | GOOGL | ALPHABET INC | $13.0M | 2.91% | 36,345 | 增持 |
| 11 | SHOP | SHOPIFY INC | $11.5M | 2.57% | 100,367 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $10.7M | 2.40% | 28,625 | 增持 |
| 13 | DDOG | DATADOG INC | $10.4M | 2.34% | 40,000 | 持平 |
| 14 | META | META PLATFORMS INC | $8.4M | 1.89% | 14,928 | 增持 |
| 15 | GOOG | ALPHABET INC | $7.9M | 1.78% | 22,400 | 持平 |
| 16 | SNOW | SNOWFLAKE INC | $6.1M | 1.37% | 24,000 | 持平 |
| 17 | COF | CAPITAL ONE FINANCIAL CORP | $5.7M | 1.27% | 28,302 | 新建仓 |
| 18 | AVGO | BROADCOM INC | $5.5M | 1.22% | 14,446 | 新建仓 |
| 19 | KNSL | KINSALE CAP GROUP INC | $4.6M | 1.04% | 14,000 | 持平 |
| 20 | TSLA | TESLA INC | $3.4M | 0.76% | 8,100 | 持平 |
| 21 | MDB | MONGODB INC | $3.3M | 0.74% | 9,800 | 持平 |
| 22 | BABA | ALIBABA GROUP HLDG LTD | $3.1M | 0.69% | 32,000 | 持平 |
| 23 | NFLX | NETFLIX INC | $2.9M | 0.65% | 40,350 | 增持 |
| 24 | NOW | SERVICENOW INC | $2.7M | 0.61% | 27,250 | 持平 |
| 25 | BAC | BANK OF AMER CORP | $1.6M | 0.35% | 27,470 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR