MANE GLOBAL CAPITAL MANAGEMENT LP
CIK 1856155 · View on SEC EDGAR ↗
- Portfolio value
- $1.2B
- Positions
- 54
- As of
- June 30, 2026
#2,148 of 9,443 by 13F value · top 22.7%
Portfolio value QoQ: +24.7% 13F does not disclose cash
- Top 10 holdings weight
- 42.12%
- Top 25 holdings weight
- 79.92%
- Positions above 1%
- 36
- Effective number of positions
- 33.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 59.6% Est. buys $828,343,628 · sells $649,852,101
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 32.7% still held
- New positions
- 24
- Increased
- 16
- Decreased
- 13
- Closed
- 27
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +4.1% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 3.0%
Sector breakdown
Technology
28.2%
Consumer Discretionary
25.7%
Communication Services
18.8%
Retail
16.5%
Consumer Staples
4.4%
Materials
4.2%
Financial Services
1.2%
Industrials
0.0%
Other/Unmapped
1.0%
Full portfolio 54 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $68,448,506 | 5.66% | 191,534 | $43,360,909 | Up ×1 | ||
| ARMK Aramark Common Stock | $60,043,611 | 4.96% | 1,055,248 | Up ×1 | |||
| LYV Live Nation Entertainment, Inc. Common Stock | $57,669,762 | 4.77% | 314,946 | $11,755,711 | Up ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $52,758,409 | 4.36% | 912,144 | $20,128,924 | Up ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $51,283,021 | 4.24% | 148,940 | $50,844,188 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $48,473,750 | 4.01% | 137,444 | $23,996,770 | Up ×1 | ||
| YUM Yum! Brands, Inc. | $47,033,530 | 3.89% | 294,217 | $-58,387,352 | Down ×1 | ||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $44,710,646 | 3.69% | 1,315,019 | ||||
| TXRH Texas Roadhouse, Inc. - Common Stock | $41,627,346 | 3.44% | 215,429 | ||||
| ASML ASML Holding N.V. - New York Registry Shares | $37,612,353 | 3.11% | 18,906 | Up ×1 | |||
| INTC Intel Corporation - Common Stock | $36,351,274 | 3.00% | 260,340 | Up ×1 | |||
| SNOW Snowflake Inc. Common Stock | $35,135,252 | 2.90% | 138,056 | $28,107,040 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $34,613,879 | 2.86% | 80,225 | Up ×1 | |||
| APP Applovin Corporation - Class A Common Stock | $33,622,879 | 2.78% | 65,258 | $33,379,303 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $31,820,312 | 2.63% | 27,567 | Up ×1 | |||
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | $31,748,287 | 2.62% | 331,298 | $31,538,446 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $30,999,681 | 2.56% | 53,364 | Up ×1 | |||
| AS Amer Sports, Inc. Ordinary Shares | $30,985,021 | 2.56% | 915,633 | $8,680,766 | Up ×1 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $30,965,753 | 2.56% | 366,112 | $1,341,663 | Down ×1 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $27,858,771 | 2.30% | 111,444 | $2,867,121 | Down ×1 | ||
| W Wayfair Inc. Class A Common Stock | $27,501,697 | 2.27% | 297,573 | ||||
| VIK Viking Holdings Ltd Ordinary Shares | $27,479,015 | 2.27% | 262,530 | $27,191,561 | Up ×1 | ||
| CVNA Carvana Co. Class A Common Stock | $27,371,708 | 2.26% | 415,857 | $26,938,178 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $26,442,279 | 2.19% | 36,573 | Up ×1 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $24,495,963 | 2.02% | 53,353 | $-12,467,272 | Down ×2 | ||
| OKTA Okta, Inc. - Class A Common Stock | $20,262,143 | 1.67% | 148,495 | Up ×1 | |||
| SPHR Sphere Entertainment Co. Class A Common Stock | $19,459,473 | 1.61% | 112,463 | $-830,299 | Down ×3 | ||
| ONON On Holding AG Class A Ordinary Shares | $19,255,091 | 1.59% | 543,622 | $2,064,241 | Up ×1 | ||
| CPNG Coupang, Inc. Class A Common Stock | $18,497,382 | 1.53% | 1,064,904 | $18,229,343 | Up ×1 | ||
| LION Lionsgate Studios Corp Common Shares | $15,310,000 | 1.27% | 1,000,000 | Up ×1 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $14,430,786 | 1.19% | 45,447 | ||||
| AFRM Affirm Holdings, Inc. - Class A Common Stock | $13,844,173 | 1.14% | 169,763 | $1,673,098 | Down ×2 | ||
| BURL Burlington Stores, Inc. Common Stock | $13,760,525 | 1.14% | 43,436 | $-24,400,367 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $13,696,568 | 1.13% | 142,302 | $13,303,434 | Up ×1 | ||
| H Hyatt Hotels Corporation Class A Common Stock | $12,505,200 | 1.03% | 64,513 | ||||
| CIFR Cipher Mining Inc. - Common Stock | $12,315,660 | 1.02% | 502,680 | Up ×1 | |||
| Unknown issuer (CUSIP: 84615Q103) | $11,969,768 | 0.99% | 70,056 | Up ×1 | |||
| WULF TeraWulf Inc. - Common Stock | $11,553,129 | 0.95% | 467,738 | Up ×1 | |||
| WING Wingstop Inc. - Common Stock | $11,516,332 | 0.95% | 66,411 | Up ×1 | |||
| TXN Texas Instruments Incorporated - Common Stock | $11,358,553 | 0.94% | 38,107 | Up ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $9,127,935 | 0.75% | 9,459 | Up ×1 | |||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $7,931,050 | 0.66% | 28,718 | ||||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,104,142 | 0.09% | 2,312 | Up ×1 | |||
| V Visa Inc. | $711,912 | 0.06% | 2,075 | $-34,260,883 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $664,969 | 0.05% | 2,790 | $219,896 | Up ×1 | ||
| DASH DoorDash, Inc. - Common Stock | $637,920 | 0.05% | 3,457 | $-8,583,542 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $518,033 | 0.04% | 2,589 | $-135,269 | Down ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $499,541 | 0.04% | 534 | $98,976 | Up ×1 | ||
| FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock | $430,413 | 0.04% | 4,524 | $-20,397,617 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $359,034 | 0.03% | 3,170 | $-34,934 | |||
| Unknown issuer (CUSIP: 15675D103) | $351,832 | 0.03% | 1,592 | Up ×1 | |||
| FPS Forgent Power Solutions, Inc. Class A Common Stock | $335,160 | 0.03% | 6,000 | $-128,155 | Down ×1 | ||
| ARM Arm Holdings plc - American Depositary Shares | $329,396 | 0.03% | 929 | Up ×1 | |||
| CAVA CAVA Group, Inc. Common Stock | $266,283 | 0.02% | 3,393 | $-26,303,785 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ARMK | $60,043,611 | 1,055,248 | 4.96% |
| CMG | $44,710,646 | 1,315,019 | 3.69% |
| TXRH | $41,627,346 | 215,429 | 3.44% |
| ASML | $37,612,353 | 18,906 | 3.11% |
| INTC | $36,351,274 | 260,340 | 3.00% |
| DELL | $34,613,879 | 80,225 | 2.86% |
| MU | $31,820,312 | 27,567 | 2.63% |
| AMD | $30,999,681 | 53,364 | 2.56% |
| W | $27,501,697 | 297,573 | 2.27% |
| AMAT | $26,442,279 | 36,573 | 2.19% |
| OKTA | $20,262,143 | 148,495 | 1.67% |
| LION | $15,310,000 | 1,000,000 | 1.27% |
| RCL | $14,430,786 | 45,447 | 1.19% |
| H | $12,505,200 | 64,513 | 1.03% |
| CIFR | $12,315,660 | 502,680 | 1.02% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| YUM | Trimmed | -384K | -$58.4M |
| GOOGL | Bought more | +104K | +$43.4M |
| SNOW | Bought more | +91K | +$28.1M |
| BURL | Trimmed | -74K | -$24.4M |
| HD | Bought more | +63K | +$24.0M |
| MDLZ | Bought more | +346K | +$20.1M |
| SPOT | Trimmed | -23K | -$12.5M |
| LYV | Bought more | +14K | +$11.8M |
| AS | Bought more | +238K | +$8.7M |
| TTWO | Trimmed | -15K | +$2.9M |
11 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DPZ | Sept. 30, 2025 | 218,437 | $98,427,712 | -22.3% |
| SHAK | Sept. 30, 2025 | 570,507 | $80,213,284 | -20.3% |
| ROST | Dec. 31, 2025 | 484,670 | $73,858,861 | 32.3% |
| MSFT | March 31, 2026 | 149,103 | $72,109,193 | 30.2% |
| PRMB | June 30, 2025 | 1,996,593 | $70,859,086 | -21.9% |
| EAT | Sept. 30, 2025 | 380,942 | $68,695,271 | 84.2% |
| CMG | Dec. 31, 2025 | 1,715,054 | $67,212,966 | -3.0% |
| NBIS | Dec. 31, 2025 | 553,269 | $62,115,511 | 172.8% |
| EAT | March 31, 2025 | 461,279 | $61,022,599 | 56.5% |
| WMT | March 31, 2025 | 675,070 | $60,992,575 | 17.5% |
| MAT | Sept. 30, 2025 | 2,871,121 | $56,618,506 | -12.3% |
| CCL | Sept. 30, 2025 | 1,989,775 | $55,952,473 | -11.2% |
| EAT | March 31, 2026 | 383,364 | $55,020,401 | 63.4% |
| RH | March 31, 2025 | 138,793 | $54,627,537 | -33.4% |
| CHWY | June 30, 2026 | 1,863,963 | $50,327,001 | 20.6% |
| VFC | March 31, 2025 | 2,288,642 | $49,114,257 | -8.0% |
| H | Sept. 30, 2025 | 336,609 | $47,007,447 | 28.5% |
| DAL | March 31, 2025 | 750,983 | $45,434,472 | 88.3% |
| NKE | Dec. 31, 2025 | 644,275 | $44,925,296 | -36.3% |
| GRAB | March 31, 2026 | 8,814,250 | $43,983,108 | -2.9% |
| UPST | Sept. 30, 2025 | 673,712 | $43,575,692 | -42.4% |
| SBUX | March 31, 2025 | 476,712 | $43,499,970 | 5.7% |
| YUMC | June 30, 2025 | 827,870 | $43,098,912 | 9.8% |
| BILL | March 31, 2025 | 502,749 | $42,587,868 | 3.2% |
| WIX | Dec. 31, 2025 | 235,258 | $41,788,879 | -22.7% |
| UAL | March 31, 2025 | 424,295 | $41,199,045 | 63.7% |
| MAR | June 30, 2026 | 121,773 | $39,828,295 | -3.7% |
| LOW | Dec. 31, 2025 | 157,529 | $39,588,613 | -9.8% |
| NCLH | Dec. 31, 2025 | 1,598,532 | $39,371,843 | -22.8% |
| DPZ | March 31, 2025 | 93,688 | $39,326,475 | -27.0% |
| XYZ | Dec. 31, 2025 | 542,356 | $39,196,068 | 23.0% |
| DG | Sept. 30, 2025 | 341,564 | $39,068,090 | 17.9% |
| Z | March 31, 2026 | 568,299 | $38,769,358 | -13.8% |
| BROS | June 30, 2026 | 750,890 | $38,040,087 | -31.5% |
| ULTA | Dec. 31, 2025 | 66,933 | $36,595,618 | -14.3% |
| ANET | March 31, 2025 | 319,756 | $35,342,631 | 143.1% |
| FIVE | Dec. 31, 2025 | 222,427 | $34,409,457 | 28.4% |
| PLNT | March 31, 2026 | 315,351 | $34,206,123 | -28.2% |
| MDB | March 31, 2026 | 81,063 | $34,021,330 | 71.0% |
| NBIS | March 31, 2025 | 1,224,939 | $33,930,810 | 981.7% |
| BURL | Dec. 31, 2025 | 132,969 | $33,840,611 | 16.6% |
| AZO | June 30, 2026 | 9,751 | $32,936,733 | -7.5% |
| CELH | March 31, 2026 | 700,629 | $32,046,770 | -8.9% |
| LULU | March 31, 2025 | 83,324 | $31,863,931 | -58.4% |
| PLNT | June 30, 2025 | 327,874 | $31,675,907 | -51.0% |
| KO | March 31, 2025 | 495,000 | $30,818,700 | 26.6% |
| AZO | Dec. 31, 2025 | 7,175 | $30,782,472 | -12.8% |
| MNST | June 30, 2025 | 522,733 | $30,590,335 | -24.0% |
| AVGO | June 30, 2026 | 96,709 | $29,932,403 | -1.3% |
| H | March 31, 2026 | 185,929 | $29,808,137 | 26.9% |
| KMX | March 31, 2026 | 749,448 | $28,958,671 | 48.1% |
| ORCL | March 31, 2025 | 170,968 | $28,490,108 | 4.8% |
| MTN | March 31, 2025 | 148,569 | $27,849,259 | -5.1% |
| MCD | June 30, 2025 | 88,930 | $27,779,064 | -8.1% |
| KO | June 30, 2026 | 348,677 | $26,516,886 | 11.5% |
| BKNG | March 31, 2026 | 4,886 | $26,166,142 | 22.9% |
| MELI | March 31, 2026 | 12,760 | $25,701,958 | 12.0% |
| FWONK | March 31, 2025 | 274,155 | $25,403,202 | 16.1% |
| KMX | June 30, 2025 | 325,276 | $25,345,506 | -8.4% |
| UAL | March 31, 2026 | 223,015 | $24,937,537 | 22.8% |
| DKS | March 31, 2026 | 121,474 | $24,048,208 | -9.9% |
| VVV | June 30, 2025 | 690,149 | $24,024,087 | -10.5% |
| TTWO | March 31, 2025 | 129,270 | $23,796,022 | 17.0% |
| UBER | June 30, 2025 | 326,511 | $23,789,591 | -16.2% |
| ABNB | June 30, 2026 | 187,020 | $23,616,886 | 29.2% |
| PENN | March 31, 2025 | 1,186,823 | $23,522,832 | 13.2% |
| TXRH | March 31, 2026 | 137,100 | $22,758,600 | 22.0% |
| HLT | June 30, 2026 | 74,274 | $22,585,238 | 0.0% |
| STZ | June 30, 2026 | 150,404 | $22,560,600 | -3.4% |
| ELF | March 31, 2026 | 294,185 | $22,369,827 | 65.0% |
| HUBS | March 31, 2025 | 31,538 | $21,974,732 | -59.1% |
| RDDT | March 31, 2026 | 93,194 | $21,422,505 | 13.9% |
| ORCL | Dec. 31, 2025 | 74,729 | $21,016,784 | -24.9% |
| DAVE | March 31, 2026 | 93,098 | $20,612,828 | 93.0% |
| DT | Sept. 30, 2025 | 359,034 | $19,822,267 | -0.6% |
| DECK | Dec. 31, 2025 | 194,786 | $19,745,457 | -13.3% |
| NU | March 31, 2025 | 1,820,000 | $18,855,200 | 41.5% |
| HAS | June 30, 2026 | 192,708 | $18,037,469 | 13.7% |
| DKNG | Sept. 30, 2025 | 420,000 | $18,013,800 | -33.2% |
| MKC | March 31, 2025 | 228,014 | $17,383,787 | -32.8% |
| RCL | March 31, 2026 | 59,900 | $16,707,308 | 6.3% |
| BABA | June 30, 2026 | 132,410 | $16,612,159 | 27.3% |
| TOST | June 30, 2026 | 616,146 | $16,334,030 | 28.1% |
| CZR | March 31, 2025 | 462,914 | $15,470,586 | 18.7% |
| DRI | June 30, 2025 | 74,000 | $15,374,240 | 0.1% |
| BBWI | March 31, 2025 | 384,500 | $14,907,065 | -35.9% |
| BIRK | Sept. 30, 2025 | 296,593 | $14,586,444 | -22.3% |
| BJ | June 30, 2026 | 146,607 | $14,429,061 | 9.8% |
| SNOW | Dec. 31, 2025 | 62,791 | $14,162,510 | 44.0% |
| NOW | Sept. 30, 2025 | 13,568 | $13,948,989 | -29.5% |
| SN | March 31, 2025 | 141,344 | $13,761,252 | 116.4% |
| AAPL | June 30, 2026 | 54,200 | $13,755,418 | 6.5% |
| DAL | March 31, 2026 | 194,000 | $13,463,600 | 23.5% |
| SN | Dec. 31, 2025 | 130,000 | $13,409,500 | 61.3% |
| AZO | June 30, 2025 | 3,500 | $13,344,730 | -20.3% |
| SG | June 30, 2025 | 506,865 | $12,681,762 | -55.4% |
| STUB | Dec. 31, 2025 | 740,000 | $12,461,600 | -49.2% |
| NFLX | June 30, 2026 | 129,000 | $12,403,350 | 11.4% |
| CART | June 30, 2026 | 323,036 | $12,100,929 | 6.1% |
| FRPT | March 31, 2025 | 79,000 | $11,700,690 | -11.4% |
| FND | Dec. 31, 2025 | 146,831 | $10,821,445 | -10.1% |
| ROKU | Sept. 30, 2025 | 120,066 | $10,552,601 | 57.3% |
| CHD | June 30, 2026 | 112,000 | $10,451,840 | 0.6% |
| WBD | Sept. 30, 2025 | 900,000 | $10,314,000 | 45.5% |
| BOOT | June 30, 2026 | 70,459 | $10,312,379 | 1.6% |
| BRBR | Sept. 30, 2025 | 173,134 | $10,029,653 | -71.7% |
| HOOD | March 31, 2026 | 75,315 | $8,518,127 | 53.4% |
| ROST | June 30, 2026 | 38,753 | $8,395,062 | 12.0% |
| DECK | June 30, 2025 | 75,000 | $8,385,750 | -12.8% |
| LULU | March 31, 2026 | 40,000 | $8,312,400 | -23.1% |
| YUMC | June 30, 2026 | 162,190 | $7,911,628 | 20.1% |
| CPRI | Dec. 31, 2025 | 320,000 | $6,374,400 | -43.0% |
| NTSK | Dec. 31, 2025 | 130,000 | $2,954,900 | -19.9% |
| SPY | June 30, 2026 | 3,565 | $2,318,462 | No longer tracked |
| BRCB | March 31, 2026 | 85,177 | $1,895,188 | -30.8% |
| QXO | Sept. 30, 2025 | 45,000 | $969,300 | -28.3% |
| RACE | June 30, 2026 | 2,306 | $780,466 | 16.1% |
| WM | June 30, 2026 | 3,207 | $736,937 | 0.5% |
| NFLX | June 30, 2025 | 710 | $662,096 | -94.1% |
| HLN | Sept. 30, 2025 | 56,084 | $581,591 | 10.6% |
| KTOS | Sept. 30, 2025 | 12,000 | $557,400 | -36.3% |
| TTAN | Sept. 30, 2025 | 5,000 | $535,900 | -9.5% |
| FLUT | Dec. 31, 2025 | 2,073 | $526,542 | -53.6% |
| SHOP | March 31, 2026 | 2,647 | $426,088 | 22.9% |
| RBLX | March 31, 2026 | 5,190 | $420,546 | -31.2% |
| AAPL | June 30, 2025 | 1,886 | $418,937 | 50.2% |
| RACE | Dec. 31, 2025 | 843 | $409,040 | 17.0% |
| W | March 31, 2026 | 4,000 | $401,640 | 34.6% |
| META | June 30, 2026 | 674 | $385,616 | -2.6% |
| RCL | June 30, 2025 | 1,650 | $338,976 | -6.6% |
| CL | June 30, 2026 | 3,798 | $323,704 | -1.5% |
| RDDT | June 30, 2025 | 3,063 | $321,309 | 1.8% |
| ULXXXX | Sept. 30, 2025 | 5,174 | $316,494 | No longer tracked |
| MDLN | June 30, 2026 | 7,055 | $313,948 | -16.4% |
| HLN | March 31, 2026 | 30,795 | $311,337 | -0.9% |
| VRT | Sept. 30, 2025 | 2,369 | $304,203 | 75.2% |
| VRT | March 31, 2025 | 2,369 | $269,142 | 266.0% |
| PM | March 31, 2026 | 1,552 | $248,941 | 14.8% |
| FANG | June 30, 2026 | 1,250 | $247,238 | 20.4% |
| OLLI | Dec. 31, 2025 | 1,742 | $223,673 | -31.8% |
| SHW | June 30, 2025 | 638 | $222,783 | 1.3% |
| COHR | March 31, 2026 | 1,100 | $203,027 | 26.4% |