Institutional
MANE GLOBAL CAPITAL MANAGEMENT LP
CIK 0001856155
$970.7M
Reported AUM
57
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · MANE GLOBAL CAPITAL MANAGEMENT LP · Q1 2026
AI · grounded in 13F
MANE GLOBAL CAPITAL MANAGEMENT LP closed its position in MSFT, reducing its exposure by $72.1M. The fund established several new positions, led by BURL at $38.2M, V at $35M, and AZO at $32.9M. Additionally, the fund trimmed its holdings in AMZN, CVNA, and NVDA, each by over 98%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | YUM | YUM BRANDS INC | $151.92 | 1.09% | 5.37% | 25.49% | $105.4M | 10.86% | — | HELD |
| 2 | CHWY | CHEWY INC | $23.30 | 1.66% | -35.12% | -73.56% | $50.3M | 5.18% | — | HELD |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $184.43 | 1.97% | 26.20% | 112.72% | $45.9M | 4.73% | — | HELD |
| 4 | MAR | MARRIOTT INTL INC NEW | $381.12 | -0.63% | 51.52% | 195.42% | $39.8M | 4.10% | — | HELD |
| 5 | BURL | BURLINGTON STORES INC | $371.13 | 0.30% | 36.64% | 24.64% | $38.2M | 3.93% | — | HELD |
| 6 | BROS | DUTCH BROS INC | $64.61 | -0.09% | 13.93% | -15.25% | $38.0M | 3.92% | — | HELD |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $524.01 | 2.43% | -16.45% | 123.61% | $37.0M | 3.81% | — | HELD |
| 8 | V | VISA INC | $368.73 | 0.58% | 9.62% | 67.02% | $35.0M | 3.60% | — | HELD |
| 9 | AZO | AUTOZONE INC | $3142.17 | 0.75% | -18.78% | 102.30% | $32.9M | 3.39% | — | HELD |
| 10 | MDLZ | MONDELEZ INTL INC | $64.99 | 4.02% | 6.14% | 20.63% | $32.6M | 3.36% | — | HELD |
| 11 | AVGO | BROADCOM INC | $370.32 | -2.78% | 31.81% | 734.42% | $29.9M | 3.08% | — | HELD |
| 12 | SFM | SPROUTS FMRS MKT INC | $79.16 | 1.79% | -48.62% | 217.91% | $29.6M | 3.05% | — | HELD |
| 13 | CAVA | CAVA GROUP INC | $65.36 | 0.55% | -22.47% | 14.45% | $26.6M | 2.74% | — | HELD |
| 14 | KO | COCA COLA CO | $89.08 | 0.92% | 35.46% | 86.77% | $26.5M | 2.73% | — | HELD |
| 15 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $25.1M | 2.58% | — | HELD |
| 16 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $246.43 | -0.48% | 11.72% | 52.85% | $25.0M | 2.57% | — | HELD |
| 17 | HD | HOME DEPOT INC | $338.27 | -1.80% | -7.06% | 17.45% | $24.5M | 2.52% | — | HELD |
| 18 | ABNB | AIRBNB INC | $153.01 | -0.07% | 19.60% | -1.21% | $23.6M | 2.43% | — | HELD |
| 19 | HLT | HILTON WORLDWIDE HLDGS INC | $321.72 | -0.22% | 23.59% | 161.14% | $22.6M | 2.33% | — | HELD |
| 20 | STZ | CONSTELLATION BRANDS INC | $131.75 | -0.20% | -19.04% | -32.04% | $22.6M | 2.32% | — | HELD |
| 21 | AS | AMER SPORTS INC | $36.06 | 0.19% | -1.42% | 120.53% | $22.3M | 2.30% | — | HELD |
| 22 | FWONK | LIBERTY MEDIA CORP DEL | $101.89 | 0.68% | 2.98% | 108.52% | $20.8M | 2.15% | — | HELD |
| 23 | SPHR | SPHERE ENTERTAINMENT CO | $140.17 | -0.80% | 247.09% | 281.49% | $20.3M | 2.09% | — | HELD |
| 24 | HAS | HASBRO INC | $95.17 | -1.21% | 31.81% | 17.51% | $18.0M | 1.86% | — | HELD |
| 25 | ONON | ON HLDG AG | $37.91 | 0.05% | -19.43% | 10.92% | $17.2M | 1.77% | — | HELD |
| 26 | BABA | ALIBABA GROUP HLDG LTD | $115.03 | -0.14% | -0.70% | -26.70% | $16.6M | 1.71% | — | HELD |
| 27 | TOST | TOAST INC | $32.60 | 0.80% | -29.88% | -38.52% | $16.3M | 1.68% | — | HELD |
| 28 | BJ | BJS WHSL CLUB HLDGS INC | $99.99 | 2.91% | -11.66% | 71.48% | $14.4M | 1.49% | — | HELD |
| 29 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $13.8M | 1.42% | — | HELD |
| 30 | NFLX | NETFLIX INC. | $73.63 | 1.71% | -36.45% | 29.36% | $12.4M | 1.28% | — | HELD |
| 31 | AFRM | AFFIRM HLDGS INC | $70.11 | -3.16% | — | — | $12.2M | 1.25% | — | HELD |
| 32 | CART | MAPLEBEAR INC | $45.64 | 0.04% | — | — | $12.1M | 1.25% | — | HELD |
| 33 | CHD | CHURCH & DWIGHT CO INC | $99.86 | -0.07% | — | — | $10.5M | 1.08% | — | HELD |
| 34 | BOOT | BOOT BARN HLDGS INC | $150.89 | -4.87% | — | — | $10.3M | 1.06% | — | HELD |
| 35 | DASH | DOORDASH INC | $193.53 | -1.02% | — | — | $9.2M | 0.95% | — | HELD |
| 36 | ROST | ROSS STORES INC | $251.96 | 0.37% | — | — | $8.4M | 0.86% | — | HELD |
| 37 | YUMC | YUM CHINA HLDGS INC | $45.85 | 0.70% | — | — | $7.9M | 0.82% | — | HELD |
| 38 | SNOW | SNOWFLAKE INC | $282.90 | 4.64% | — | — | $7.0M | 0.72% | — | HELD |
| 39 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | — | — | $2.3M | 0.24% | — | HELD |
| 40 | RACE | FERRARI N V | $385.69 | -1.14% | — | — | $780K | 0.08% | — | HELD |
| 41 | WM | WASTE MGMT INC DEL | $236.60 | -1.17% | — | — | $737K | 0.08% | — | HELD |
| 42 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | — | — | $653K | 0.07% | — | HELD |
| 43 | FPS | FORGENT POWER SOLUTIONS INC | $29.25 | -9.75% | — | — | $463K | 0.05% | — | HELD |
| 44 | AMZN | AMAZON COM INC | $226.65 | -1.82% | — | — | $445K | 0.05% | — | HELD |
| 45 | SHW | SHERWIN WILLIAMS CO | $343.88 | -2.93% | — | — | $439K | 0.05% | — | HELD |
| 46 | CVNA | CARVANA CO | $66.32 | 0.38% | — | — | $434K | 0.04% | — | HELD |
| 47 | COST | COSTCO WHOLESALE CORPORATION | $974.03 | 0.77% | — | — | $401K | 0.04% | — | HELD |
| 48 | WMT | WALMART INC | $114.22 | 0.99% | — | — | $394K | 0.04% | — | HELD |
| 49 | DIS | DISNEY WALT CO | $98.48 | -0.41% | — | — | $393K | 0.04% | — | HELD |
| 50 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $386K | 0.04% | — | HELD |
| 51 | CL | COLGATE PALMOLIVE CO | $93.49 | 0.82% | — | — | $324K | 0.03% | — | HELD |
| 52 | MDLN | MEDLINE INC | $40.08 | -1.06% | — | — | $314K | 0.03% | — | HELD |
| 53 | VIK | VIKING HOLDINGS LTD | $102.66 | -1.80% | — | — | $287K | 0.03% | — | HELD |
| 54 | CPNG | COUPANG INC | $15.16 | -1.81% | — | — | $268K | 0.03% | — | HELD |
| 55 | FANG | DIAMONDBACK ENERGY INC | $199.13 | 4.63% | — | — | $247K | 0.03% | — | HELD |
| 56 | APP | APPLOVIN CORP | $399.46 | -4.49% | — | — | $244K | 0.03% | — | HELD |
| 57 | SE | SEA LTD | $108.37 | 0.89% | — | — | $210K | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0000902664-26-002486. 13F discloses long positions only — shorts, foreign equities, and options are excluded.