Q4 2024 · 13F-HR
MANE GLOBAL CAPITAL MANAGEMENT LPholdings as filed
Filed 2025-02-14 · accession 0000902664-25-000965
$2.19B
Reported value
61
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03831W108 | APP | APPLOVIN CORP | $141.5M | 6.47% | 437,073 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $104.2M | 4.77% | 475,001 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $84.5M | 3.87% | 2,269,004 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $79.6M | 3.64% | 426,130 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $72.4M | 3.31% | 312,157 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $62.9M | 2.88% | 593,133 | Common | SOLE |
| 109641100 | EAT | BRINKER INTL INC | $61.0M | 2.79% | 461,279 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $61.0M | 2.79% | 675,070 | Common | SOLE |
| 819047101 | SHAK | SHAKE SHACK INC | $58.8M | 2.69% | 453,167 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $58.5M | 2.68% | 226,520 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $55.9M | 2.55% | 95,418 | Common | SOLE |
| 74967X103 | RH | RH | $54.6M | 2.50% | 138,793 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $50.8M | 2.32% | 249,582 | Common | SOLE |
| 918204108 | VFC | V F CORP | $49.1M | 2.25% | 2,288,642 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $48.6M | 2.22% | 111,743 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $47.5M | 2.17% | 353,997 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $45.9M | 2.10% | 810,036 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $45.4M | 2.08% | 750,983 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $45.1M | 2.06% | 1,237,592 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $43.6M | 1.99% | 336,513 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $43.5M | 1.99% | 476,712 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $42.6M | 1.95% | 502,749 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $41.2M | 1.88% | 424,295 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $40.8M | 1.87% | 1,218,852 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $39.4M | 1.80% | 138,327 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $39.3M | 1.80% | 93,688 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $38.7M | 1.77% | 321,422 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $35.3M | 1.62% | 319,756 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $33.9M | 1.55% | 1,224,939 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $33.0M | 1.51% | 333,623 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $32.6M | 1.49% | 199,379 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $32.6M | 1.49% | 539,740 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $31.9M | 1.46% | 83,324 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $30.8M | 1.41% | 495,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $28.9M | 1.32% | 64,508 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $28.5M | 1.30% | 170,968 | Common | SOLE |
| 91879Q109 | MTN | VAIL RESORTS INC | $27.8M | 1.27% | 148,569 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $25.4M | 1.16% | 274,155 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $24.9M | 1.14% | 336,891 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $23.8M | 1.09% | 129,270 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $23.7M | 1.08% | 26,605 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $23.5M | 1.08% | 1,186,823 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $23.4M | 1.07% | 210,400 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $23.1M | 1.06% | 137,768 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $22.0M | 1.00% | 31,538 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $18.9M | 0.86% | 1,820,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $18.6M | 0.85% | 91,443 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $17.4M | 0.79% | 228,014 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $15.5M | 0.71% | 462,914 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $14.9M | 0.68% | 384,500 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $13.8M | 0.63% | 141,344 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $12.0M | 0.55% | 52,050 | Common | SOLE |
| 358039105 | FRPT | FRESHPET INC | $11.7M | 0.54% | 79,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $375,135 | 0.02% | 890 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $358,004 | 0.02% | 6,314 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $328,801 | 0.02% | 1,313 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $324,161 | 0.01% | 14,748 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $297,215 | 0.01% | 10,630 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $269,142 | 0.01% | 2,369 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $216,875 | 0.01% | 638 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $205,278 | 0.01% | 3,748 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.