Q1 2025 · 13F-HR
MANE GLOBAL CAPITAL MANAGEMENT LPholdings as filed
Filed 2025-05-15 · accession 0000902664-25-002366
$1.32B
Reported value
51
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $70.9M | 5.36% | 1,996,593 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $69.5M | 5.26% | 262,443 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $63.6M | 4.81% | 240,000 | CALL | SOLE |
| 146869102 | CVNA | CARVANA CO | $61.0M | 4.61% | 291,592 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $57.6M | 4.36% | 441,696 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $56.6M | 4.28% | 1,742,171 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $55.8M | 4.22% | 305,036 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $50.1M | 3.79% | 210,077 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $47.1M | 3.56% | 128,529 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $46.7M | 3.53% | 357,520 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $44.4M | 3.36% | 233,600 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $43.1M | 3.26% | 827,870 | Common | SOLE |
| 819047101 | SHAK | SHAKE SHACK INC | $40.5M | 3.07% | 459,597 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $40.5M | 3.06% | 373,748 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $40.2M | 3.04% | 1,831,566 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $36.4M | 2.75% | 8,027,299 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $35.9M | 2.72% | 1,083,074 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $35.6M | 2.69% | 212,727 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $34.8M | 2.63% | 60,359 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $34.2M | 2.59% | 154,319 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $31.7M | 2.40% | 327,874 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $30.8M | 2.33% | 700,821 | Common | SOLE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $30.6M | 2.31% | 522,733 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $27.8M | 2.10% | 88,930 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $27.7M | 2.09% | 174,339 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $25.3M | 1.92% | 325,276 | Common | SOLE |
| 92047W101 | VVV | VALVOLINE INC | $24.0M | 1.82% | 690,149 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $23.9M | 1.81% | 671,528 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $23.8M | 1.80% | 326,511 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $21.6M | 1.63% | 470,583 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $17.8M | 1.34% | 180,113 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $15.6M | 1.18% | 266,874 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $15.4M | 1.16% | 74,000 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $13.3M | 1.01% | 3,500 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $12.7M | 0.96% | 506,865 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $8.4M | 0.63% | 75,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $720,978 | 0.05% | 1,685 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $710,989 | 0.05% | 1,894 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $662,096 | 0.05% | 710 | Common | SOLE |
| 405552100 | HLN | HALEON PLC | $658,807 | 0.05% | 64,024 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $640,785 | 0.05% | 1,165 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $524,784 | 0.04% | 269 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $463,877 | 0.04% | 6,766 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $435,846 | 0.03% | 7,319 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $418,937 | 0.03% | 1,886 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $410,402 | 0.03% | 3,527 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $338,976 | 0.03% | 1,650 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $337,247 | 0.03% | 8,103 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $321,309 | 0.02% | 3,063 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $284,140 | 0.02% | 10,630 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $222,783 | 0.02% | 638 | 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.