MANE GLOBAL CAPITAL MANAGEMENT LP
Q2 2026 13F filing
Updated 27 days ago54 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $68.4M | 191.5K | 5.66% | — |
| 2 | A ARMK ARAMARK | $60M | 1.06M | 4.96% | — |
| 3 | L LYV LIVE NATION ENTERTAINMENT IN | $57.7M | 314.9K | 4.77% | — |
| 4 | M MDLZ MONDELEZ INTL INC | $52.8M | 912.1K | 4.36% | — |
| 5 | S SHW SHERWIN WILLIAMS CO | $51.3M | 148.9K | 4.24% | — |
| 6 | H HD HOME DEPOT INC | $48.5M | 137.4K | 4.01% | — |
| 7 | Y YUM YUM BRANDS INC | $47M | 294.2K | 3.89% | — |
| 8 | C CMG CHIPOTLE MEXICAN GRILL INC | $44.7M | 1.32M | 3.69% | — |
| 9 | T TXRH TEXAS ROADHOUSE INC | $41.6M | 215.4K | 3.44% | — |
| 10 | A ASMLF ASML HLDG NV | $37.6M | 18.9K | 3.11% | — |
| 11 | I INTC INTEL CORP | $36.4M | 260.3K | 3.00% | — |
| 12 | S SNOW SNOWFLAKE INC | $35.1M | 138.1K | 2.90% | — |
| 13 | D DELL DELL TECHNOLOGIES INC | $34.6M | 80.2K | 2.86% | — |
| 14 | A APP APPLOVIN CORP | $33.6M | 65.3K | 2.78% | — |
| 15 | M MU MICRON TECHNOLOGY INC | $31.8M | 27.6K | 2.63% | — |
| 16 | S SE SEA LTD | $31.7M | 331.3K | 2.62% | — |
| 17 | A AMD ADVANCED MICRO DEVICES INC | $31M | 53.4K | 2.56% | — |
| 18 | A AS AMER SPORTS INC | $31M | 915.6K | 2.56% | — |
| 19 | S SFM SPROUTS FMRS MKT INC | $31M | 366.1K | 2.56% | — |
| 20 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $27.9M | 111.4K | 2.30% | — |
| 21 | W W WAYFAIR INC | $27.5M | 297.6K | 2.27% | — |
| 22 | V VIK VIKING HOLDINGS LTD | $27.5M | 262.5K | 2.27% | — |
| 23 | C CVNA CARVANA CO | $27.4M | 415.9K | 2.26% | — |
| 24 | A AMAT APPLIED MATLS INC | $26.4M | 36.6K | 2.19% | — |
| 25 | S SPOT SPOTIFY TECHNOLOGY S A | $24.5M | 53.4K | 2.02% | — |
| 26 | O OKTA OKTA INC | $20.3M | 148.5K | 1.67% | — |
| 27 | S SPHR SPHERE ENTERTAINMENT CO | $19.5M | 112.5K | 1.61% | — |
| 28 | O ONON ON HLDG AG | $19.3M | 543.6K | 1.59% | — |
| 29 | C CPNG COUPANG INC | $18.5M | 1.06M | 1.53% | — |
| 30 | L LION LIONSGATE STUDIOS CORP | $15.3M | 1.00M | 1.27% | — |
| 31 | R RCL ROYAL CARIBBEAN GROUP | $14.4M | 45.4K | 1.19% | — |
| 32 | A AFRM AFFIRM HLDGS INC | $13.8M | 169.8K | 1.14% | — |
| 33 | B BURL BURLINGTON STORES INC | $13.8M | 43.4K | 1.14% | — |
| 34 | D DIS DISNEY WALT CO | $13.7M | 142.3K | 1.13% | — |
| 35 | H H HYATT HOTELS CORP | $12.5M | 64.5K | 1.03% | — |
| 36 | C CIFR CIPHER DIGITAL INC | $12.3M | 502.7K | 1.02% | — |
| 37 | S SPCX SPACE EXPLORATION TECHN CORP | $12M | 70.1K | 0.99% | — |
| 38 | W WULF TERAWULF INC | $11.6M | 467.7K | 0.95% | — |
| 39 | W WING WINGSTOP INC | $11.5M | 66.4K | 0.95% | — |
| 40 | T TXN TEXAS INSTRS INC | $11.4M | 38.1K | 0.94% | — |
| 41 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $9.1M | 9.5K | 0.75% | — |
| 42 | N NBIS NEBIUS GROUP N.V. | $7.9M | 28.7K | 0.66% | — |
| 43 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $1.1M | 2.3K | 0.09% | — |
| 44 | V V VISA INC | $712K | 2.1K | 0.06% | — |
| 45 | A AMZN AMAZON COM INC | $665K | 2.8K | 0.06% | — |
| 46 | D DASH DOORDASH INC | $638K | 3.5K | 0.05% | — |
| 47 | N NVDA NVIDIA CORPORATION | $518K | 2.6K | 0.04% | — |
| 48 | C COST COSTCO WHOLESALE CORPORATION | $500K | 534 | 0.04% | — |
| 49 | F FWONB LIBERTY MEDIA CORP DEL | $430K | 4.5K | 0.04% | — |
| 50 | W WMT WALMART INC | $359K | 3.2K | 0.03% | — |