MANE GLOBAL CAPITAL MANAGEMENT LP — 13F Holdings & Portfolio

CIK 1856155 · latest 13F-HR filed 2026-05-15

MANE GLOBAL CAPITAL MANAGEMENT LP manages $970.7M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are YUM (10.86%), CHWY (5.18%), LYV (4.73%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 23 new positions, exited 28, added to 7, and trimmed 27.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$970.7M

Long-equity book

Holdings

57

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+23 / −28 / ↑7 / ↓27

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • YUM BRANDS INC$50.9M +93.4%
  • CHEWY INC$49.6M +6845.9%
  • ALIBABA GROUP HLDG LTD$16.2M +4144.6%
  • APPLE INC$13.2M +2189.5%
  • CAVA GROUP INC$8.6M +47.5%
Show all 7

Top Trims

  • AMAZON COM INC-$109.7M -99.6%
  • CARVANA CO-$75.0M -99.4%
  • NVIDIA CORPORATION-$60.5M -98.9%
  • APPLOVIN CORP-$55.3M -99.6%
  • BROADCOM INC-$42.6M -58.8%
Show all 27

New Positions

  • BURLINGTON STORES INC$38.2M
  • VISA INC$35.0M
  • AUTOZONE INC$32.9M
  • MONDELEZ INTL INC$32.6M
  • SPROUTS FMRS MKT INC$29.6M
Show all 23

Exited Positions

  • MICROSOFT CORP$72.1M
  • BRINKER INTL INC$55.0M
  • GRAB HOLDINGS LIMITED$44.0M
  • ZILLOW GROUP INC$38.8M
  • PLANET FITNESS INC$34.2M
Show all 28
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 YUM BRANDS INC YUM 988498101 $105.4M 10.86% 678,035 SH
2 CHEWY INC CHWY 16679L109 $50.3M 5.18% 1,863,963 SH
3 LIVE NATION ENTERTAINMENT IN LYV 538034109 $45.9M 4.73% 301,056 SH
4 MARRIOTT INTL INC NEW MAR 571903202 $39.8M 4.10% 121,773 SH
5 BURLINGTON STORES INC BURL 122017106 $38.2M 3.93% 117,281 SH
6 DUTCH BROS INC BROS 26701L100 $38.0M 3.92% 750,890 SH
7 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $37.0M 3.81% 76,227 SH
8 VISA INC V 92826C839 $35.0M 3.60% 115,712 SH
9 AUTOZONE INC AZO 053332102 $32.9M 3.39% 9,751 SH
10 MONDELEZ INTL INC MDLZ 609207105 $32.6M 3.36% 566,091 SH
11 BROADCOM INC AVGO 11135F101 $29.9M 3.08% 96,709 SH
12 SPROUTS FMRS MKT INC SFM 85208M102 $29.6M 3.05% 384,080 SH
13 CAVA GROUP INC CAVA 148929102 $26.6M 2.74% 328,431 SH
14 COCA COLA CO KO 191216100 $26.5M 2.73% 348,677 SH
15 ALPHABET INC GOOGL 02079K305 $25.1M 2.58% 87,243 SH
16 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $25.0M 2.57% 126,540 SH
17 HOME DEPOT INC HD 437076102 $24.5M 2.52% 74,423 SH
18 AIRBNB INC ABNB 009066101 $23.6M 2.43% 187,020 SH
19 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $22.6M 2.33% 74,274 SH
20 CONSTELLATION BRANDS INC STZ 21036P108 $22.6M 2.32% 150,404 SH
21 AMER SPORTS INC AS G0260P102 $22.3M 2.30% 677,529 SH
22 LIBERTY MEDIA CORP DEL FWONK 531229755 $20.8M 2.15% 244,978 SH
23 SPHERE ENTERTAINMENT CO SPHR 55826T102 $20.3M 2.09% 172,826 SH
24 HASBRO INC HAS 418056107 $18.0M 1.86% 192,708 SH
25 ON HLDG AG ONON H5919C104 $17.2M 1.77% 505,316 SH
26 ALIBABA GROUP HLDG LTD BABA 01609W102 $16.6M 1.71% 132,410 SH
27 TOAST INC TOST 888787108 $16.3M 1.68% 616,146 SH
28 BJS WHSL CLUB HLDGS INC BJ 05550J101 $14.4M 1.49% 146,607 SH
29 APPLE INC AAPL 037833100 $13.8M 1.42% 54,200 SH
30 NETFLIX INC. NFLX 64110L106 $12.4M 1.28% 129,000 SH
31 AFFIRM HLDGS INC AFRM 00827B106 $12.2M 1.25% 265,628 SH
32 MAPLEBEAR INC CART 565394103 $12.1M 1.25% 323,036 SH
33 CHURCH & DWIGHT CO INC CHD 171340102 $10.5M 1.08% 112,000 SH
34 BOOT BARN HLDGS INC BOOT 099406100 $10.3M 1.06% 70,459 SH
35 DOORDASH INC DASH 25809K105 $9.2M 0.95% 61,415 SH
36 ROSS STORES INC ROST 778296103 $8.4M 0.86% 38,753 SH
37 YUM CHINA HLDGS INC YUMC 98850P109 $7.9M 0.82% 162,190 SH
38 SNOWFLAKE INC SNOW 833445109 $7.0M 0.72% 46,600 SH
39 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.3M 0.24% 3,565 SH
40 FERRARI N V RACE N3167Y103 $780.5K 0.08% 2,306 SH
41 WASTE MGMT INC DEL WM 94106L109 $736.9K 0.08% 3,207 SH
42 NVIDIA CORPORATION NVDA 67066G104 $653.3K 0.07% 3,746 SH
43 FORGENT POWER SOLUTIONS INC FPS 34631F102 $463.3K 0.05% 15,829 SH
44 AMAZON COM INC AMZN 023135106 $445.1K 0.05% 2,137 SH
45 SHERWIN WILLIAMS CO SHW 824348106 $438.8K 0.05% 1,369 SH
46 CARVANA CO CVNA 146869102 $433.5K 0.04% 1,379 SH
47 COSTCO WHOLESALE CORPORATION COST 22160K105 $400.6K 0.04% 402 SH
48 WALMART INC WMT 931142103 $394.0K 0.04% 3,170 SH
49 DISNEY WALT CO DIS 254687106 $393.1K 0.04% 4,079 SH
50 META PLATFORMS INC META 30303M102 $385.6K 0.04% 674 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $970.7M 57 0000902664-26-002486
2025-12-31 2026-02-17 $1.86B 63 0000902664-26-001041
2025-09-30 2025-11-14 $2.20B 66 0000902664-25-004961