MANE GLOBAL CAPITAL MANAGEMENT LP — 13F Holdings & Portfolio
CIK 1856155 · latest 13F-HR filed 2026-08-14
MANE GLOBAL CAPITAL MANAGEMENT LP manages $1.21B in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (5.66%), ARMK (4.96%), LYV (4.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 24 new positions, exited 27, added to 18, and trimmed 10.
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.
21ST FLOOR
NEW YORK, NY 10022
$1.21B
Long-equity book
54
Distinct positions
2026-06-30
Filed 2026-08-14
+24 / −27 / ↑18 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SHERWIN WILLIAMS CO$50.8M +11586.2%
- ALPHABET INC$43.4M +172.8%
- APPLOVIN CORP$33.4M +13703.9%
- SEA LTD$31.5M +15029.7%
- SNOWFLAKE INC$28.1M +399.9%
Top Trims
- YUM BRANDS INC-$58.4M -55.4%
- VISA INC-$34.3M -98.0%
- CAVA GROUP INC-$26.3M -99.0%
- BURLINGTON STORES INC-$24.4M -63.9%
- LIBERTY MEDIA CORP DEL-$20.4M -97.9%
New Positions
- ARAMARK$60.0M
- CHIPOTLE MEXICAN GRILL INC$44.7M
- TEXAS ROADHOUSE INC$41.6M
- ASML HLDG NV$37.6M
- INTEL CORP$36.4M
Exited Positions
- CHEWY INC$50.3M
- MARRIOTT INTL INC NEW$39.8M
- DUTCH BROS INC$38.0M
- AUTOZONE INC$32.9M
- BROADCOM INC$29.9M
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 | ALPHABET INC | GOOGL | 02079K305 | $68.4M | 5.66% | 191,534 | SH |
| 2 | ARAMARK | ARMK | 03852U106 | $60.0M | 4.96% | 1,055,248 | SH |
| 3 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $57.7M | 4.77% | 314,946 | SH |
| 4 | MONDELEZ INTL INC | MDLZ | 609207105 | $52.8M | 4.36% | 912,144 | SH |
| 5 | SHERWIN WILLIAMS CO | SHW | 824348106 | $51.3M | 4.24% | 148,940 | SH |
| 6 | HOME DEPOT INC | HD | 437076102 | $48.5M | 4.01% | 137,444 | SH |
| 7 | YUM BRANDS INC | YUM | 988498101 | $47.0M | 3.89% | 294,217 | SH |
| 8 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $44.7M | 3.69% | 1,315,019 | SH |
| 9 | TEXAS ROADHOUSE INC | TXRH | 882681109 | $41.6M | 3.44% | 215,429 | SH |
| 10 | ASML HLDG NV | ASML | N07059210 | $37.6M | 3.11% | 18,906 | SH |
| 11 | INTEL CORP | INTC | 458140100 | $36.4M | 3.00% | 260,340 | SH |
| 12 | SNOWFLAKE INC | SNOW | 833445109 | $35.1M | 2.90% | 138,056 | SH |
| 13 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $34.6M | 2.86% | 80,225 | SH |
| 14 | APPLOVIN CORP | APP | 03831W108 | $33.6M | 2.78% | 65,258 | SH |
| 15 | MICRON TECHNOLOGY INC | MU | 595112103 | $31.8M | 2.63% | 27,567 | SH |
| 16 | SEA LTD | SE | 81141R100 | $31.7M | 2.62% | 331,298 | SH |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $31.0M | 2.56% | 53,364 | SH |
| 18 | AMER SPORTS INC | AS | G0260P102 | $31.0M | 2.56% | 915,633 | SH |
| 19 | SPROUTS FMRS MKT INC | SFM | 85208M102 | $31.0M | 2.56% | 366,112 | SH |
| 20 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $27.9M | 2.30% | 111,444 | SH |
| 21 | WAYFAIR INC | W | 94419L101 | $27.5M | 2.27% | 297,573 | SH |
| 22 | VIKING HOLDINGS LTD | VIK | G93A5A101 | $27.5M | 2.27% | 262,530 | SH |
| 23 | CARVANA CO | CVNA | 146869102 | $27.4M | 2.26% | 415,857 | SH |
| 24 | APPLIED MATLS INC | AMAT | 038222105 | $26.4M | 2.19% | 36,573 | SH |
| 25 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $24.5M | 2.02% | 53,353 | SH |
| 26 | OKTA INC | OKTA | 679295105 | $20.3M | 1.67% | 148,495 | SH |
| 27 | SPHERE ENTERTAINMENT CO | SPHR | 55826T102 | $19.5M | 1.61% | 112,463 | SH |
| 28 | ON HLDG AG | ONON | H5919C104 | $19.3M | 1.59% | 543,622 | SH |
| 29 | COUPANG INC | CPNG | 22266T109 | $18.5M | 1.53% | 1,064,904 | SH |
| 30 | LIONSGATE STUDIOS CORP | LION | 53626N102 | $15.3M | 1.27% | 1,000,000 | SH |
| 31 | ROYAL CARIBBEAN GROUP | RCL | V7780T103 | $14.4M | 1.19% | 45,447 | SH |
| 32 | AFFIRM HLDGS INC | AFRM | 00827B106 | $13.8M | 1.14% | 169,763 | SH |
| 33 | BURLINGTON STORES INC | BURL | 122017106 | $13.8M | 1.14% | 43,436 | SH |
| 34 | DISNEY WALT CO | DIS | 254687106 | $13.7M | 1.13% | 142,302 | SH |
| 35 | HYATT HOTELS CORP | H | 448579102 | $12.5M | 1.03% | 64,513 | SH |
| 36 | CIPHER DIGITAL INC | CIFR | 17253J106 | $12.3M | 1.02% | 502,680 | SH |
| 37 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $12.0M | 0.99% | 70,056 | SH |
| 38 | TERAWULF INC | WULF | 88080T104 | $11.6M | 0.95% | 467,738 | SH |
| 39 | WINGSTOP INC | WING | 974155103 | $11.5M | 0.95% | 66,411 | SH |
| 40 | TEXAS INSTRS INC | TXN | 882508104 | $11.4M | 0.94% | 38,107 | SH |
| 41 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $9.1M | 0.75% | 9,459 | SH |
| 42 | NEBIUS GROUP N.V. | NBIS | N97284108 | $7.9M | 0.66% | 28,718 | SH |
| 43 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.1M | 0.09% | 2,312 | SH |
| 44 | VISA INC | V | 92826C839 | $711.9K | 0.06% | 2,075 | SH |
| 45 | AMAZON COM INC | AMZN | 023135106 | $665.0K | 0.05% | 2,790 | SH |
| 46 | DOORDASH INC | DASH | 25809K105 | $637.9K | 0.05% | 3,457 | SH |
| 47 | NVIDIA CORPORATION | NVDA | 67066G104 | $518.0K | 0.04% | 2,589 | SH |
| 48 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $499.5K | 0.04% | 534 | SH |
| 49 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $430.4K | 0.04% | 4,524 | SH |
| 50 | WALMART INC | WMT | 931142103 | $359.0K | 0.03% | 3,170 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.21B | 54 | 0000902664-26-003473 |
| 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 |