Mane Global Capital Management LP
Net buyer this quarter
$1.21B
54
+$165M
42.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $68.4M | 5.66% | 0.00% | +119.5% | Q4 2021 |
 ARMK | $60M | 4.96% | 0.40% | New | Q2 2026 |
 LYV | $57.7M | 4.77% | 0.13% | +4.6% | Q2 2022 |
 MDLZ | $52.8M | 4.36% | 0.07% | +61.1% | Q2 2022 |
 SHW | $51.3M | 4.24% | 0.06% | +10779.5% | Q2 2022 |
 HD | $48.5M | 4.01% | 0.01% | +84.7% | Q3 2023 |
 YUM | $47M | 3.89% | 0.11% | -56.6% | Q1 2022 |
 CMG | $44.7M | 3.69% | 0.10% | Not reported | Q4 2021 |
 TXRH | $41.6M | 3.44% | 0.33% | Not reported | Q1 2022 |
 ASML | $37.6M | 3.11% | 0.00% | New | Q2 2026 |
 INTC | $36.4M | 3.00% | 0.01% | New | Q2 2026 |
 SNOW | $35.1M | 2.90% | 0.04% | +196.3% | Q2 2025 |
 DELL | $34.6M | 2.86% | 0.01% | New | Q2 2026 |
 APP | $33.6M | 2.78% | 0.02% | +10563.1% | Q4 2024 |
 MU | $31.8M | 2.63% | 0.00% | New | Q2 2026 |
 SE | $31.7M | 2.62% | 0.19% | +12974.1% | Q1 2023 |
 AMD | $31M | 2.56% | 0.00% | New | Q2 2026 |
 AS | $31M | 2.56% | 0.16% | +35.1% | Q1 2024 |
 SFM | $31M | 2.56% | 0.39% | -4.7% | Q1 2026 |
 TTWO | $27.9M | 2.30% | 0.06% | -11.9% | Q4 2021 |
 W | $27.5M | 2.27% | Not reported | Not reported | Q2 2023 |
 VIK | $27.5M | 2.27% | Not reported | +6610.9% | Q2 2025 |
 CVNA | $27.4M | 2.26% | Not reported | +5931.3% | Q2 2024 |
 AMAT | $26.4M | 2.19% | 0.00% | New | Q2 2026 |
 SPOT | $24.5M | 2.02% | 0.03% | -30.0% | Q1 2023 |
 OKTA | $20.3M | 1.67% | Not reported | New | Q2 2026 |
 SPHR | $19.5M | 1.61% | Not reported | -34.9% | Q4 2023 |
 ONON | $19.3M | 1.59% | 0.18% | +7.6% | Q1 2024 |
 CPNG | $18.5M | 1.53% | Not reported | +7400.9% | Q1 2022 |
 LION | $15.3M | 1.27% | 0.34% | New | Q2 2026 |
 RCL | $14.4M | 1.19% | 0.02% | Not reported | Q4 2021 |
 AFRM | $13.8M | 1.14% | 0.29% | -36.1% | Q2 2025 |
 BURL | $13.8M | 1.14% | 0.07% | -63.0% | Q4 2021 |
 DIS | $13.7M | 1.13% | 0.01% | +3388.7% | Q1 2023 |
 H | $12.5M | 1.03% | Not reported | Not reported | Q2 2025 |
 CIFR | $12.3M | 1.02% | 0.12% | New | Q2 2026 |
 SPCX | $12M | 0.99% | Not reported | New | Q2 2026 |
 WULF | $11.6M | 0.95% | 0.09% | New | Q2 2026 |
 WING | $11.5M | 0.95% | 0.24% | Not reported | Q4 2023 |
 TXN | $11.4M | 0.94% | 0.00% | New | Q2 2026 |
 STX | $9.13M | 0.75% | 0.00% | New | Q2 2026 |
 NBIS | $7.93M | 0.66% | 0.01% | Not reported | Q4 2024 |
 TSM | $1.1M | 0.09% | 0.00% | New | Q2 2026 |
 V | $712K | 0.06% | 0.00% | -98.2% | Q4 2021 |
 AMZN | $665K | 0.05% | 0.00% | +30.6% | Q4 2021 |
 DASH | $638K | 0.05% | Not reported | -94.4% | Q4 2021 |
 NVDA | $518K | 0.04% | 0.00% | -30.9% | Q3 2023 |
 COST | $500K | 0.04% | 0.00% | +32.8% | Q1 2026 |
 FWONK | $430K | 0.04% | Not reported | -98.2% | Q1 2023 |
 WMT | $359K | 0.03% | 0.00% | Not reported | Q2 2022 |
| Q1 2026 | |||||
| YUM | $105M | 10.86% | 0.25% | +88.2% | Q1 2022 |
 CHWY | $50.3M | 5.18% | 1863963.00% | +8402.3% | Q2 2023 |
| LYV | $45.9M | 4.73% | 0.13% | -39.0% | Q2 2022 |
 MAR | $39.8M | 4.10% | 0.05% | +15.7% | Q1 2022 |
| BURL | $38.2M | 3.93% | 0.19% | Not reported | Q4 2021 |
 BROS | $38M | 3.92% | 0.49% | -22.7% | Q1 2024 |
| SPOT | $37M | 3.81% | 0.04% | -15.0% | Q1 2023 |
| V | $35M | 3.60% | 0.01% | Not reported | Q4 2021 |
 AZO | $32.9M | 3.39% | 0.06% | Not reported | Q2 2022 |
| MDLZ | $32.6M | 3.36% | 0.04% | Not reported | Q2 2022 |
 AVGO | $29.9M | 3.08% | 0.00% | -53.9% | Q3 2024 |
| SFM | $29.6M | 3.05% | 0.41% | New | Q1 2026 |
 CAVA | $26.6M | 2.74% | 0.28% | +7.0% | Q4 2025 |
 KO | $26.5M | 2.73% | 0.01% | Not reported | Q1 2022 |
| GOOGL | $25.1M | 2.58% | 0.00% | -37.6% | Q4 2021 |
| TTWO | $25M | 2.57% | 0.07% | Not reported | Q4 2021 |
| HD | $24.5M | 2.52% | 0.01% | Not reported | Q3 2023 |
 ABNB | $23.6M | 2.43% | Not reported | +40.7% | Q4 2025 |
 HLT | $22.6M | 2.33% | 0.03% | New | Q1 2026 |
 STZ | $22.6M | 2.32% | Not reported | -19.2% | Q2 2023 |
| AS | $22.3M | 2.30% | 0.12% | -47.1% | Q1 2024 |
| FWONK | $20.8M | 2.15% | Not reported | -22.0% | Q1 2023 |
| SPHR | $20.3M | 2.09% | Not reported | -38.4% | Q4 2023 |
 HAS | $18M | 1.86% | 0.14% | -67.1% | Q2 2025 |
| ONON | $17.2M | 1.77% | 0.17% | -30.6% | Q1 2024 |
 BABA | $16.6M | 1.71% | 0.01% | +4859.2% | Q4 2022 |
 TOST | $16.3M | 1.68% | 0.28% | -34.1% | Q1 2023 |
 BJ | $14.4M | 1.49% | 0.11% | Not reported | Q2 2022 |
 AAPL | $13.8M | 1.42% | 0.00% | +2352.5% | Q2 2024 |
 NFLX | $12.4M | 1.28% | 0.00% | Not reported | Q1 2023 |
| AFRM | $12.2M | 1.25% | 0.45% | -50.4% | Q2 2025 |
 CART | $12.1M | 1.25% | 0.14% | -52.4% | Q3 2024 |
 CHD | $10.5M | 1.08% | 0.05% | Not reported | Q2 2023 |
 BOOT | $10.3M | 1.06% | 0.23% | New | Q1 2026 |
| DASH | $9.22M | 0.95% | Not reported | -61.4% | Q4 2021 |
 ROST | $8.4M | 0.86% | 0.01% | Not reported | Q3 2022 |
 YUMC | $7.91M | 0.82% | 0.05% | Not reported | Q1 2025 |
| SNOW | $7.03M | 0.72% | 0.01% | Not reported | Q2 2025 |
 SPY | $2.32M | 0.24% | Not reported | New | Q1 2026 |
 RACE | $780K | 0.08% | 0.00% | Not reported | Q1 2025 |
 WM | $737K | 0.08% | 0.00% | New | Q1 2026 |
| NVDA | $653K | 0.07% | 0.00% | -98.9% | Q3 2023 |
 FPS | $463K | 0.05% | Not reported | New | Q1 2026 |
| AMZN | $445K | 0.05% | 0.00% | -99.6% | Q4 2021 |
| SHW | $439K | 0.05% | 0.00% | -98.3% | Q2 2022 |
| CVNA | $434K | 0.04% | Not reported | -99.2% | Q2 2024 |
| COST | $401K | 0.04% | 0.00% | New | Q1 2026 |
| WMT | $394K | 0.04% | 0.00% | Not reported | Q2 2022 |
| DIS | $393K | 0.04% | 0.00% | -97.5% | Q1 2023 |
 META | $386K | 0.04% | Not reported | -1.5% | Q4 2021 |
| Q4 2025 | |||||
| AMZN | $110M | 5.92% | 0.00% | +10717.0% | Q4 2021 |
| CVNA | $75.4M | 4.05% | Not reported | -36.0% | Q2 2024 |
| AVGO | $72.6M | 3.90% | 0.00% | -48.5% | Q3 2024 |
 MSFT | $72.1M | 3.87% | 0.00% | -46.4% | Q2 2023 |
| LYV | $70.3M | 3.78% | 0.21% | +14.5% | Q2 2022 |
| NVDA | $61.2M | 3.28% | 0.00% | -26.3% | Q3 2023 |
| BROS | $59.5M | 3.19% | 0.63% | +11.3% | Q1 2024 |
| APP | $55.5M | 2.98% | 0.02% | -53.3% | Q4 2024 |
 EAT | $55M | 2.95% | 0.88% | Not reported | Q4 2024 |
| YUM | $54.5M | 2.93% | 0.13% | Not reported | Q1 2022 |
| SPOT | $52.1M | 2.80% | 0.04% | +44.8% | Q1 2023 |
| HAS | $48.1M | 2.58% | 0.42% | -17.6% | Q2 2025 |
| AS | $47.9M | 2.57% | 0.23% | -1.2% | Q1 2024 |
 GRAB | $44M | 2.36% | Not reported | +9948.2% | Q1 2025 |
| GOOGL | $43.7M | 2.35% | 0.00% | +1.2% | Q4 2021 |
| AFRM | $39.9M | 2.14% | 0.90% | +7.1% | Q2 2025 |
 CL | $39M | 2.09% | 0.06% | Not reported | Q4 2022 |
 Z | $38.8M | 2.08% | Not reported | -3.8% | Q4 2023 |
| DASH | $36M | 1.93% | Not reported | +3484.5% | Q4 2021 |
 PLNT | $34.2M | 1.84% | 315351.00% | +57.7% | Q4 2022 |
 MDB | $34M | 1.83% | 0.10% | -25.7% | Q3 2025 |
| ONON | $33.8M | 1.82% | 0.25% | +187.4% | Q1 2024 |
| TOST | $33.2M | 1.78% | 0.43% | +13174.7% | Q1 2023 |
| MAR | $32.6M | 1.75% | 0.04% | Not reported | Q1 2022 |
 CELH | $32M | 1.72% | 0.27% | -51.5% | Q4 2022 |
| FWONK | $30.9M | 1.66% | Not reported | Not reported | Q1 2023 |
| CART | $30.5M | 1.64% | 0.28% | Not reported | Q3 2024 |
| H | $29.8M | 1.60% | Not reported | Not reported | Q2 2025 |
 KMX | $29M | 1.56% | 0.53% | Not reported | Q3 2023 |
| SE | $27.7M | 1.49% | 0.12% | +5.9% | Q1 2023 |
| VIK | $26.8M | 1.44% | Not reported | -31.2% | Q2 2025 |
| SPHR | $26.7M | 1.43% | Not reported | -21.3% | Q4 2023 |
| SHW | $26.6M | 1.43% | 0.03% | +8706.7% | Q2 2022 |
 BKNG | $26.2M | 1.41% | 0.02% | Not reported | Q1 2022 |
 MELI | $25.7M | 1.38% | 0.03% | +6064.3% | Q1 2023 |
| STZ | $25.7M | 1.38% | Not reported | Not reported | Q2 2023 |
 UAL | $24.9M | 1.34% | 0.07% | -9.8% | Q4 2024 |
 DKS | $24M | 1.29% | 0.13% | Not reported | Q1 2023 |
| TXRH | $22.8M | 1.22% | 0.21% | Not reported | Q1 2022 |
 ELF | $22.4M | 1.20% | 0.50% | Not reported | Q2 2023 |
 RDDT | $21.4M | 1.15% | Not reported | +81.2% | Q4 2024 |
 DAVE | $20.6M | 1.11% | Not reported | -41.1% | Q2 2025 |
| DIS | $18.3M | 0.98% | 0.01% | -28.6% | Q1 2023 |
| ABNB | $18M | 0.97% | Not reported | New | Q4 2025 |
| CAVA | $18M | 0.97% | 0.26% | New | Q4 2025 |
| RCL | $16.7M | 0.90% | 0.02% | Not reported | Q4 2021 |
 DAL | $13.5M | 0.72% | 0.03% | Not reported | Q4 2024 |
 HOOD | $8.52M | 0.46% | 0.03% | +829.5% | Q4 2024 |
 LULU | $8.31M | 0.45% | 0.04% | Not reported | Q2 2022 |
 BRCB | $1.9M | 0.10% | Not reported | -22.6% | Q3 2025 |
| Q3 2025 | |||||
| MSFT | $144M | 6.55% | 0.00% | +8.4% | Q2 2023 |
| AVGO | $134M | 6.11% | 0.01% | +73.0% | Q3 2024 |
| APP | $127M | 5.76% | 0.05% | -29.1% | Q4 2024 |
| CVNA | $105M | 4.79% | Not reported | +25.9% | Q2 2024 |
| CELH | $83.1M | 3.78% | 0.56% | -2.7% | Q4 2022 |
| NVDA | $83.1M | 3.78% | 0.00% | -21.5% | Q3 2023 |
 RBLX | $78.1M | 3.55% | 0.08% | +42.4% | Q4 2022 |
| ROST | $73.9M | 3.36% | 0.15% | +55.4% | Q3 2022 |
| LYV | $70.4M | 3.20% | 0.18% | -19.9% | Q2 2022 |
| META | $65.8M | 2.99% | Not reported | +156.1% | Q4 2021 |
| NBIS | $62.1M | 2.82% | 0.23% | Not reported | Q4 2024 |
| HAS | $54M | 2.45% | 0.51% | -32.2% | Q2 2025 |
| BROS | $45.7M | 2.08% | 0.57% | +66.1% | Q1 2024 |
| Z | $45.5M | 2.07% | Not reported | +8626.2% | Q4 2023 |
| AS | $45.1M | 2.05% | 0.23% | -12.4% | Q1 2024 |
| SPOT | $43.3M | 1.97% | 0.03% | +10297.3% | Q1 2023 |
 WIX | $41.8M | 1.90% | 0.42% | New | Q3 2025 |
 LOW | $39.6M | 1.80% | 0.03% | Not reported | Q4 2021 |
 NCLH | $39.4M | 1.79% | 0.35% | Not reported | Q3 2024 |
 XYZ | $39.2M | 1.78% | Not reported | -10.0% | Q4 2022 |
| SE | $36.7M | 1.67% | 0.12% | -62.4% | Q1 2023 |
 ULTA | $36.6M | 1.66% | 0.15% | -47.1% | Q4 2021 |
| AFRM | $36.6M | 1.66% | 0.84% | +72.4% | Q2 2025 |
 FIVE | $34.4M | 1.56% | 0.40% | +22.7% | Q1 2022 |
| W | $34M | 1.55% | Not reported | +11.0% | Q2 2023 |
| VIK | $33.9M | 1.54% | Not reported | -48.4% | Q2 2025 |
| MDB | $33.9M | 1.54% | 0.13% | New | Q3 2025 |
| BURL | $33.8M | 1.54% | 0.21% | +4.4% | Q4 2021 |
| GOOGL | $33.5M | 1.52% | 0.00% | Not reported | Q4 2021 |
| DAVE | $31.5M | 1.43% | Not reported | +111.7% | Q2 2025 |
| CMG | $31M | 1.41% | 0.06% | Not reported | Q4 2021 |
| AZO | $30.8M | 1.40% | 0.04% | Not reported | Q2 2022 |
| BABA | $28.6M | 1.30% | 0.00% | Not reported | Q4 2022 |
| DIS | $25.8M | 1.17% | 0.01% | -30.1% | Q1 2023 |
 NKE | $25.4M | 1.15% | 0.02% | +17.7% | Q4 2022 |
| UAL | $23.9M | 1.08% | 0.08% | Not reported | Q4 2024 |
| CHWY | $22.4M | 1.02% | 553268.00% | -19.4% | Q2 2023 |
| SPHR | $22.1M | 1.01% | Not reported | Not reported | Q4 2023 |
 ORCL | $21M | 0.96% | 0.00% | -12.1% | Q3 2024 |
| PLNT | $20.8M | 0.94% | 200000.00% | Not reported | Q4 2022 |
 DECK | $19.7M | 0.90% | 0.13% | Not reported | Q4 2021 |
 SHOP | $14.3M | 0.65% | 0.02% | Not reported | Q3 2023 |
| SNOW | $14.2M | 0.64% | 0.02% | -8.8% | Q2 2025 |
 SN | $13.4M | 0.61% | 0.09% | Not reported | Q1 2024 |
| RDDT | $11.8M | 0.54% | Not reported | Not reported | Q4 2024 |
 FND | $10.8M | 0.49% | 0.14% | Not reported | Q3 2024 |
| ONON | $10.7M | 0.49% | 0.09% | -53.7% | Q1 2024 |
 CPRI | $6.37M | 0.29% | 0.27% | New | Q3 2025 |
 NTSK | $2.95M | 0.13% | Not reported | New | Q3 2025 |
| BRCB | $2.62M | 0.12% | Not reported | New | Q3 2025 |