Mane Global Capital Management LP
NEW YORK, NY
$1.2bn in 54 US stocks at the end of 30 June 2026. The top 10 are 42.1% of the money. It changed about 66.9% of the portfolio this quarter.
Value
$1.2bn
Stocks
54
Top 10 share
42.1%
Turnover
66.9%
What changed this quarter
New
Bought for the first time this quarter.
- AramarkARMK5.0% of the fund
- Chipotle Mexican GrillCMG3.7% of the fund
- Texas RoadhouseTXRH3.4% of the fund
- ASML Holding NVASML3.1% of the fund
- IntelINTC3.0% of the fund
- Dell TechnologiesDELL2.9% of the fund
- Micron TechnologyMU2.6% of the fund
- Advanced Micro DevicesAMD2.6% of the fund
- WayfairW2.3% of the fund
- Applied MaterialsAMAT2.2% of the fund
- OktaOKTA1.7% of the fund
- Lionsgate StudiosLION1.3% of the fund
- Royal Caribbean CruisesRCL1.2% of the fund
- Hyatt HotelsH1.0% of the fund
- Cipher DigitalCIFR1.0% of the fund
- Space Exploration TechnologiesSPCX1.0% of the fund
- TerawulfWULF1.0% of the fund
- WingstopWING1.0% of the fund
- Texas InstrumentsTXN0.9% of the fund
- Seagate Technology HoldingsSTX0.8% of the fund
- Nebius GroupNBIS0.7% of the fund
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund
- Cerebras SystemsCBRS<0.1% of the fund
- ARM HoldingsARM<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL5.7% of the fund+120%
- Live Nation EntertainmentLYV4.8% of the fund+5%
- Mondelez InternationalMDLZ4.4% of the fund+61%
- Sherwin-WilliamsSHW4.2% of the fund+10779%
- Home DepotHD4.0% of the fund+85%
- SnowflakeSNOW2.9% of the fund+196%
- AppLovinAPP2.8% of the fund+10563%
- SeaSE2.6% of the fund+12974%
- Amer SportsAS2.6% of the fund+35%
- Viking HoldingsVIK2.3% of the fund+6611%
- CarvanaCVNA2.3% of the fund+5931%
- On Holding AGONON1.6% of the fund+8%
- CoupangCPNG1.5% of the fund+7401%
- Walt DisneyDIS1.1% of the fund+3389%
- Amazon.comAMZN<0.1% of the fund+31%
- Costco WholesaleCOST<0.1% of the fund+33%
Cut
Sold some of their stake.
- YUM BrandsYUM3.9% of the fund-57%
- Sprouts Farmers MarketSFM2.6% of the fund-5%
- Take TWO Interactive SoftwareTTWO2.3% of the fund-12%
- Spotify TechnologySPOT2.0% of the fund-30%
- Sphere EntertainmentSPHR1.6% of the fund-35%
- Affirm HoldingsAFRM1.1% of the fund-36%
- Burlington StoresBURL1.1% of the fund-63%
- VisaV<0.1% of the fund-98%
- DoorDashDASH<0.1% of the fund-94%
- NvidiaNVDA<0.1% of the fund-31%
- Liberty MediaFWONK<0.1% of the fund-98%
- Forgent Power SolutionsFPS<0.1% of the fund-62%
- Cava GroupCAVA<0.1% of the fund-99%
Sold out
Sold their entire stake.
- ChewyCHWY-100%
- Marriott InternationalMAR-100%
- Dutch BrosBROS-100%
- AutozoneAZO-100%
- BroadcomAVGO-100%
- Coca-ColaKO-100%
- AirbnbABNB-100%
- Hilton Worldwide HoldingsHLT-100%
- Constellation BrandsSTZ-100%
- HasbroHAS-100%
- Alibaba Group HldgBABA-100%
- ToastTOST-100%
- BJ's Wholesale Club HoldingsBJ-100%
- AppleAAPL-100%
- NetflixNFLX-100%
- MaplebearCART-100%
- Church & DwightCHD-100%
- Boot Barn HoldingsBOOT-100%
- Ross StoresROST-100%
- Yum China HoldingsYUMC-100%
- State STR Spdr S&P 500 ETF TSPY-100%
- FerrariRACE-100%
- Waste ManagementWM-100%
- Meta PlatformsMETA-100%
- Colgate-PalmoliveCL-100%
Holdings
- SeaSE
- Share
- 2.6%
- Value
- $32m
- Shares
- 331,298
+12974%
- Space Exploration TechnologiesSPCX
- Share
- 1.0%
- Value
- $12m
- Shares
- 70,056
New
- Cerebras SystemsCBRS
- Share
- <0.1%
- Value
- $351,832
- Shares
- 1,592
New
- ARM HoldingsARM
- Share
- <0.1%
- Value
- $329,396
- Shares
- 929
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 5.7% | $68m | 191,534 | +120% |
| AramarkARMK | 5.0% | $60m | 1,055,248 | New |
| Live Nation EntertainmentLYV | 4.8% | $58m | 314,946 | +5% |
| Mondelez InternationalMDLZ | 4.4% | $53m | 912,144 | +61% |
| Sherwin-WilliamsSHW | 4.2% | $51m | 148,940 | +10779% |
| Home DepotHD | 4.0% | $48m | 137,444 | +85% |
| YUM BrandsYUM | 3.9% | $47m | 294,217 | -57% |
| Chipotle Mexican GrillCMG | 3.7% | $45m | 1,315,019 | New |
| Texas RoadhouseTXRH | 3.4% | $42m | 215,429 | New |
| ASML Holding NVASML | 3.1% | $38m | 18,906 | New |
| IntelINTC | 3.0% | $36m | 260,340 | New |
| SnowflakeSNOW | 2.9% | $35m | 138,056 | +196% |
| Dell TechnologiesDELL | 2.9% | $35m | 80,225 | New |
| AppLovinAPP | 2.8% | $34m | 65,258 | +10563% |
| Micron TechnologyMU | 2.6% | $32m | 27,567 | New |
| SeaSE | 2.6% | $32m | 331,298 | +12974% |
| Advanced Micro DevicesAMD | 2.6% | $31m | 53,364 | New |
| Amer SportsAS | 2.6% | $31m | 915,633 | +35% |
| Sprouts Farmers MarketSFM | 2.6% | $31m | 366,112 | -5% |
| Take TWO Interactive SoftwareTTWO | 2.3% | $28m | 111,444 | -12% |
| WayfairW | 2.3% | $28m | 297,573 | New |
| Viking HoldingsVIK | 2.3% | $27m | 262,530 | +6611% |
| CarvanaCVNA | 2.3% | $27m | 415,857 | +5931% |
| Applied MaterialsAMAT | 2.2% | $26m | 36,573 | New |
| Spotify TechnologySPOT | 2.0% | $24m | 53,353 | -30% |
| OktaOKTA | 1.7% | $20m | 148,495 | New |
| Sphere EntertainmentSPHR | 1.6% | $19m | 112,463 | -35% |
| On Holding AGONON | 1.6% | $19m | 543,622 | +8% |
| CoupangCPNG | 1.5% | $18m | 1,064,904 | +7401% |
| Lionsgate StudiosLION | 1.3% | $15m | 1,000,000 | New |
| Royal Caribbean CruisesRCL | 1.2% | $14m | 45,447 | New |
| Affirm HoldingsAFRM | 1.1% | $14m | 169,763 | -36% |
| Burlington StoresBURL | 1.1% | $14m | 43,436 | -63% |
| Walt DisneyDIS | 1.1% | $14m | 142,302 | +3389% |
| Hyatt HotelsH | 1.0% | $13m | 64,513 | New |
| Cipher DigitalCIFR | 1.0% | $12m | 502,680 | New |
| Space Exploration TechnologiesSPCX | 1.0% | $12m | 70,056 | New |
| TerawulfWULF | 1.0% | $12m | 467,738 | New |
| WingstopWING | 1.0% | $12m | 66,411 | New |
| Texas InstrumentsTXN | 0.9% | $11m | 38,107 | New |
| Seagate Technology HoldingsSTX | 0.8% | $9m | 9,459 | New |
| Nebius GroupNBIS | 0.7% | $8m | 28,718 | New |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $1m | 2,312 | New |
| VisaV | <0.1% | $711,912 | 2,075 | -98% |
| Amazon.comAMZN | <0.1% | $664,969 | 2,790 | +31% |
| DoorDashDASH | <0.1% | $637,920 | 3,457 | -94% |
| NvidiaNVDA | <0.1% | $518,033 | 2,589 | -31% |
| Costco WholesaleCOST | <0.1% | $499,541 | 534 | +33% |
| Liberty MediaFWONK | <0.1% | $430,413 | 4,524 | -98% |
| WalmartWMT | <0.1% | $359,034 | 3,170 | Held |
| Cerebras SystemsCBRS | <0.1% | $351,832 | 1,592 | New |
| Forgent Power SolutionsFPS | <0.1% | $335,160 | 6,000 | -62% |
| ARM HoldingsARM | <0.1% | $329,396 | 929 | New |
| Cava GroupCAVA | <0.1% | $266,283 | 3,393 | -99% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 44.9% since 30 June 2025.
Where the money is
Retail & consumer36.3%
Technology21.4%
Media & telecom20.0%
Everyday goods7.0%
Industrials5.4%
Materials4.2%
Financial services3.2%
Other2.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.