MANE GLOBAL CAPITAL MANAGEMENT LP

CIK

1856155

Location

NEW YORK, NY

Portfolio Value

Mid $1,210,055,078

Diversification

Diversified

Filing Date

Global Rank

#1,740 / 8,633 ▲ 94

Top Industry

Restaurants 12.1%

3Y Alpha vs SPY

+58.0%

Period ended 52 days ago

Filed Aug 14, 2026 · 7d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+462.8%

SPY

+75.1%

Annualised alpha

+57.3%

Max drawdown

−29.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.7%

−5.2 pts

Top 5

24.0%

−4.8 pts

Top 10

42.1%

−4.8 pts

HHI

303

Diversified−73

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	34.6%	$418,465,476	18
Technology	23.8%	$288,342,717	15
Communication Services	21.0%	$253,613,381	9
Consumer Defensive	7.0%	$84,582,734	4
Industrials	6.0%	$72,348,539	3
Basic Materials	4.2%	$51,283,020	1
Financial Services	2.2%	$26,109,211	3
Unclassified	1.3%	$15,310,000	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
CPNG	Coupang, Inc.	+1,050,707	1,064,904	$18,497,382
CVNA	Carvana Co.	+414,478	415,857	$27,371,707
MDLZ	Mondelez International, Inc.	+346,053	912,144	$52,758,408
SE	Sea Ltd	+328,764	331,298	$31,748,287
VIK	Viking Holdings Ltd	+258,618	262,530	$27,479,015
AS	Amer Sports, Inc.	+238,104	915,633	$30,985,020
SHW	Sherwin Williams Co	+147,571	148,940	$51,283,020
DIS	Walt Disney Co	+138,223	142,302	$13,696,567
GOOGL	Alphabet Inc.	+104,291	191,534	$68,448,505
SNOW	Snowflake Inc.	+91,456	138,056	$35,135,252
APP	AppLovin Corp	+64,646	65,258	$33,622,879
HD	Home Depot, Inc.	+63,021	137,444	$48,473,749
ONON	On Holding AG	+38,306	543,622	$19,255,091
LYV	Live Nation Entertainment, Inc.	+13,890	314,946	$57,669,762
AMZN	Amazon Com Inc	+653	2,790	$664,968
COST	Costco Wholesale Corp /New	+132	534	$499,540
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
YUM	Yum Brands Inc	−383,818	294,217	$47,033,529
CAVA	Cava Group, Inc.	−325,038	3,393	$266,282
FWONA	Liberty Media Corp	−240,454	4,524	$430,413
V	Visa Inc.	−113,637	2,075	$711,911
AFRM	Affirm Holdings, Inc.	−95,865	169,763	$13,844,172
BURL	Burlington Stores, Inc.	−73,845	43,436	$13,760,524
SPHR	Sphere Entertainment Co.	−60,363	112,463	$19,459,472
DASH	DoorDash, Inc.	−57,958	3,457	$637,920
SPOT	Spotify Technology S.A.	−22,874	53,353	$24,495,962
SFM	Sprouts Farmers Market, Inc.	−17,968	366,112	$30,965,752
TTWO	Take Two Interactive Software Inc	−15,096	111,444	$27,858,771
FPS	Forgent Power Solutions, Inc.	−9,829	6,000	$335,160
NVDA	Nvidia Corp	−1,157	2,589	$518,033
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
ARMK	Aramark	1,055,248	$60,043,611
CMG	Chipotle Mexican Grill Inc	1,315,019	$44,710,646
TXRH	Texas Roadhouse, Inc.	215,429	$41,627,345
ASML	Asml Holding NV	18,906	$37,612,350
INTC	Intel Corp	260,340	$36,351,274
DELL	Dell Technologies Inc.	80,225	$34,613,878
MU	Micron Technology Inc	27,567	$31,820,312
AMD	Advanced Micro Devices Inc	53,364	$30,999,681
W	Wayfair Inc.	297,573	$27,501,696
AMAT	Applied Materials Inc /De	36,573	$26,442,279
OKTA	Okta, Inc.	148,495	$20,262,142
LION	Lionsgate Studios Corp.	1,000,000	$15,310,000
RCL	Royal Caribbean Cruises Ltd	45,447	$14,430,785
H	Hyatt Hotels Corp	64,513	$12,505,199
CIFR	Cipher Digital Inc.	502,680	$12,315,660
SPCX	Space Exploration Technologies Corp	70,056	$11,969,768
WULF	Terawulf Inc.	467,738	$11,553,128
WING	Wingstop Inc.	66,411	$11,516,331
TXN	Texas Instruments Inc	38,107	$11,358,553
STX	Seagate Technology Holdings plc	9,459	$9,127,935
NBIS	Nebius Group N.V.	28,718	$7,931,050
TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,312	$1,104,141
CBRS	Cerebras Systems Inc.	1,592	$351,832
ARM	Arm Holdings PLC /Uk	929	$329,395
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CHWY	Chewy, Inc.	1,863,963	$50,327,001
MAR	Marriott International Inc /Md/	121,773	$39,828,295
BROS	Dutch Bros Inc.	750,890	$38,040,087
AZO	Autozone Inc	9,751	$32,936,732
AVGO	Broadcom Inc.	96,709	$29,932,402
KO	Coca Cola Co	348,677	$26,516,885
ABNB	Airbnb, Inc.	187,020	$23,616,885
HLT	Hilton Worldwide Holdings Inc.	74,274	$22,585,237
STZ	Constellation Brands, Inc.	150,404	$22,560,600
HAS	Hasbro, Inc.	192,708	$18,037,468
BABA	Alibaba Group Holding Ltd	132,410	$16,612,158
TOST	Toast, Inc.	616,146	$16,334,030
BJ	BJ's Wholesale Club Holdings, Inc.	146,607	$14,429,060
AAPL	Apple Inc.	54,200	$13,755,418
NFLX	Netflix Inc	129,000	$12,403,350
CART	Maplebear Inc.	323,036	$12,100,928
CHD	Church & Dwight Co Inc /De/	112,000	$10,451,840
BOOT	Boot Barn Holdings, Inc.	70,459	$10,312,379
ROST	Ross Stores, Inc.	38,753	$8,395,062
YUMC	Yum China Holdings, Inc.	162,190	$7,911,628
SPY	Spdr S&P 500 ETF Trust	3,565	$2,318,462
RACE	Ferrari N.V.	2,306	$780,465
WM	Waste Management Inc	3,207	$736,936
META	Meta Platforms, Inc.	674	$385,615
CL	Colgate Palmolive Co	3,798	$323,703
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $1,210,055,078 total · filing declares 54 positions · $1,210,055,108 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	191,534	+104,291	$68,448,505	+172.8%	5.66%
ARMK	Aramark Industrials	NEW	1,055,248	NEW	$60,043,611	NEW	4.96%
LYV	Live Nation Entertainment, Inc. Communication Services	Added	314,946	+13,890	$57,669,762	+25.6%	4.77%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	912,144	+346,053	$52,758,408	+61.7%	4.36%
SHW	Sherwin Williams Co Basic Materials	Added	148,940	+147,571	$51,283,020	+11586.3%	4.24%
HD	Home Depot, Inc. Consumer Cyclical	Added	137,444	+63,021	$48,473,749	+98.0%	4.01%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	294,217	-383,818	$47,033,529	−55.4%	3.89%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	NEW	1,315,019	NEW	$44,710,646	NEW	3.69%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	NEW	215,429	NEW	$41,627,345	NEW	3.44%
ASML	Asml Holding NV Technology	NEW	18,906	NEW	$37,612,350	NEW	3.11%
INTC	Intel Corp Technology	NEW	260,340	NEW	$36,351,274	NEW	3.00%
SNOW	Snowflake Inc. Technology	Added	138,056	+91,456	$35,135,252	+399.9%	2.90%
DELL	Dell Technologies Inc. Technology	NEW	80,225	NEW	$34,613,878	NEW	2.86%
APP	AppLovin Corp Communication Services	Added	65,258	+64,646	$33,622,879	+13703.9%	2.78%
MU	Micron Technology Inc Technology	NEW	27,567	NEW	$31,820,312	NEW	2.63%
SE	Sea Ltd Consumer Cyclical	Added	331,298	+328,764	$31,748,287	+15029.8%	2.62%
AMD	Advanced Micro Devices Inc Technology	NEW	53,364	NEW	$30,999,681	NEW	2.56%
AS	Amer Sports, Inc. Consumer Cyclical	Added	915,633	+238,104	$30,985,020	+38.9%	2.56%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	366,112	-17,968	$30,965,752	+4.5%	2.56%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	111,444	-15,096	$27,858,771	+11.5%	2.30%
W	Wayfair Inc. Consumer Cyclical	NEW	297,573	NEW	$27,501,696	NEW	2.27%
VIK	Viking Holdings Ltd Consumer Cyclical	Added	262,530	+258,618	$27,479,015	+9459.5%	2.27%
CVNA	Carvana Co. Consumer Cyclical	Added	415,857	+414,478	$27,371,707	+6213.7%	2.26%
AMAT	Applied Materials Inc /De Technology	NEW	36,573	NEW	$26,442,279	NEW	2.19%
SPOT	Spotify Technology S.A. Communication Services	Reduced	53,353	-22,874	$24,495,962	−33.7%	2.02%
OKTA	Okta, Inc. Technology	NEW	148,495	NEW	$20,262,142	NEW	1.67%
SPHR	Sphere Entertainment Co. Communication Services	Reduced	112,463	-60,363	$19,459,472	−4.1%	1.61%
ONON	On Holding AG Consumer Cyclical	Added	543,622	+38,306	$19,255,091	+12.0%	1.59%
CPNG	Coupang, Inc. Consumer Cyclical	Added	1,064,904	+1,050,707	$18,497,382	+6801.0%	1.53%
LION	Lionsgate Studios Corp.	NEW	1,000,000	NEW	$15,310,000	NEW	1.27%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	45,447	NEW	$14,430,785	NEW	1.19%
AFRM	Affirm Holdings, Inc. Financial Services	Reduced	169,763	-95,865	$13,844,172	+13.7%	1.14%
BURL	Burlington Stores, Inc. Consumer Cyclical	Reduced	43,436	-73,845	$13,760,524	−63.9%	1.14%
DIS	Walt Disney Co Communication Services	Added	142,302	+138,223	$13,696,567	+3383.9%	1.13%
H	Hyatt Hotels Corp Consumer Cyclical	NEW	64,513	NEW	$12,505,199	NEW	1.03%
CIFR	Cipher Digital Inc. Technology	NEW	502,680	NEW	$12,315,660	NEW	1.02%
SPCX	Space Exploration Technologies Corp Industrials	NEW	70,056	NEW	$11,969,768	NEW	0.99%
WULF	Terawulf Inc. Financial Services	NEW	467,738	NEW	$11,553,128	NEW	0.95%
WING	Wingstop Inc. Consumer Cyclical	NEW	66,411	NEW	$11,516,331	NEW	0.95%
TXN	Texas Instruments Inc Technology	NEW	38,107	NEW	$11,358,553	NEW	0.94%
STX	Seagate Technology Holdings plc Technology	NEW	9,459	NEW	$9,127,935	NEW	0.75%
NBIS	Nebius Group N.V. Communication Services	NEW	28,718	NEW	$7,931,050	NEW	0.66%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	2,312	NEW	$1,104,141	NEW	0.09%
V	Visa Inc. Financial Services	Reduced	2,075	-113,637	$711,911	−98.0%	0.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,790	+653	$664,968	+49.4%	0.05%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	3,457	-57,958	$637,920	−93.1%	0.05%
NVDA	Nvidia Corp Technology	Reduced	2,589	-1,157	$518,033	−20.7%	0.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	534	+132	$499,540	+24.7%	0.04%
FWONA	Liberty Media Corp Communication Services	Reduced	4,524	-240,454	$430,413	−97.9%	0.04%
WMT	Walmart Inc. Consumer Defensive	Held	3,170	0	$359,034	−8.9%	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.