13F 机构持仓

Maniro Ltd

NASSAU C5 · SEC CIK 0002102426

2026Q22026Q1 更早 9 个季度 🔒
$3.30亿2026Q1 申报市值
25持仓数
86.9%前十大占比 · 第一大 64.4%
12 / 4新建仓 / 清仓
申报市值走势$4.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QXO 64.4%
SLDE 7.6%
GRID 2.0%
CIBR 2.0%
IGV 2.0%
SOXX 2.0%
GOOG 1.9%
NVDA 1.9%
GOOGL 1.7%
MSFT 1.5%

2026Q1 买入最多 按季末市值估算

SLDE 加仓+$1,977.30万
GRID 新建仓+$664.18万
CIBR 新建仓+$656.76万
IGV 新建仓+$655.85万
SOXX 新建仓+$648.97万

2026Q1 卖出最多 按季末市值估算

JXN 清仓-$1,919.70万
APH 清仓-$863.95万
CONFLUENT INC 清仓-$412.17万
UBER 清仓-$396.70万
BABA 减仓-$46.91万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
QXO QXO INC $2.12亿64.38%10,940,919 00.0% — 不变
SLDE Slide Insurance Holdings, Inc. $2,516.45万7.62%1,398,025 1,098,500366.7% $1,977.30万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $664.18万2.01%40,603 40,603— $664.18万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $656.76万1.99%104,780 104,780— $656.76万 新建仓
IGV ISHARES TR $655.85万1.99%81,930 81,930— $655.85万 新建仓
SOXX ISHARES TR $648.97万1.97%19,746 19,746— $648.97万 新建仓
GOOG ALPHABET INC $642.57万1.95%22,400 2,27711.3% $65.32万 加仓
NVDA NVIDIA CORPORATION $615.46万1.86%35,290 35,290— $615.46万 新建仓
GOOGL ALPHABET INC $550.33万1.67%19,138 19,138— $550.33万 新建仓
MSFT MICROSOFT CORP $493.88万1.50%13,342 13,342— $493.88万 新建仓
KNSL KINSALE CAP GROUP INC $478.32万1.45%14,000 00.0% — 不变
DDOG DATADOG INC $472.20万1.43%40,000 6,58019.7% $77.68万 加仓
BABA ALIBABA GROUP HLDG LTD $401.47万1.22%32,000 -3,739-10.5% -$46.91万 减仓
META META PLATFORMS INC $367.65万1.11%6,426 6,426— $367.65万 新建仓
SHOP SHOPIFY INC $366.54万1.11%30,900 30,900— $366.54万 新建仓
SNOW SNOWFLAKE INC $361.97万1.10%24,000 6953.0% $10.48万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $331.19万1.00%9,800 9,800— $331.19万 新建仓
TSLA TESLA INC $301.12万0.91%8,100 75010.2% $27.88万 加仓
NOW SERVICENOW INC $284.90万0.86%27,250 5,98028.1% $62.52万 加仓
NFLX NETFLIX INC. $240.38万0.73%25,000 25,000— $240.38万 新建仓
MDB MONGODB INC $239.87万0.73%9,800 6266.8% $15.32万 加仓
PDD PDD HOLDINGS INC $204.36万0.62%20,000 1,6549.0% $16.90万 加仓
EL THE ESTEE LAUDER COMPANIES INC. $176.55万0.53%24,600 24,600— $176.55万 新建仓
— KALTURA INC $55.44万0.17%454,432 00.0% — 不变
NMRA NEUMORA THERAPEUTICS INC. $30.86万0.09%158,231 00.0% — 不变
JXN JACKSON FINANCIAL INC $00.00%0 -180,000-100.0% -$1,919.70万 清仓
APH AMPHENOL CORP $00.00%0 -63,930-100.0% -$863.95万 清仓
— CONFLUENT INC $00.00%0 -136,300-100.0% -$412.17万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -48,550-100.0% -$396.70万 清仓