MANE GLOBAL CAPITAL MANAGEMENT LP
13F Reported Value
ⓘ$1.2B
Holdings
54
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MANE GLOBAL CAPITAL MANAGEMENT LP disclosed 54 positions worth $1.2B in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 5.7% of the equity portfolio, followed by $ARMK and $LYV. During the quarter the fund opened 24 new positions and exited 27 — including a new stake in $ARMK and a full exit from $CHWY. The portfolio is most concentrated in Consumer Discretionary (37.7% of disclosed assets). All figures are sourced directly from MANE GLOBAL CAPITAL MANAGEMENT LP’s Form 13F-HR filing with the SEC under CIK 1856155.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$68.4M191,534 sh - 47.1#1,794
Quality
$60.0M1,055,248 sh - 52.9#1,419
Quality
$57.7M314,946 sh - 56.4
Quality
$52.8M912,144 sh - 61.3
Quality
$51.3M148,940 sh - 60.3
Quality
$48.5M137,444 sh - 73.7
Quality
$47.0M294,217 sh - 65.1
Quality
$44.7M1,315,019 sh - 62.7
Quality
$41.6M215,429 sh - —
Quality
$37.6M18,906 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $68.4M | 191,534 |
 Aramark$ARMK | 47.1#1,794 | $60.0M | 1,055,248 |
 Live Nation Entertainment, Inc.$LYV | 52.9#1,419 | $57.7M | 314,946 |
 Mondelez International, Inc.$MDLZ | 56.4 | $52.8M | 912,144 |
 SHERWIN WILLIAMS CO$SHW | 61.3 | $51.3M | 148,940 |
 HOME DEPOT, INC.$HD | 60.3 | $48.5M | 137,444 |
 YUM BRANDS INC$YUM | 73.7 | $47.0M | 294,217 |
 CHIPOTLE MEXICAN GRILL INC$CMG | 65.1 | $44.7M | 1,315,019 |
 Texas Roadhouse, Inc.$TXRH | 62.7 | $41.6M | 215,429 |
 ASML HOLDING NV$ASML | — | $37.6M | 18,906 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MANE GLOBAL CAPITAL MANAGEMENT LP's 54 positions.
Showing top 10 of 54 holdings.
Sector Allocation
Consumer Discretionary
$456.4M
Technology
$388.6M
Communication Services
$131.1M
Industrials
$111.9M
Consumer Staples
$83.7M
Financials
$38.4M
Full Holdings — MANE GLOBAL CAPITAL MANAGEMENT LP (Q2 2026)
All 54 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $68.4M | 5.7% | +120% | 78.2 |
| 2 | $ARMK | Aramark | $60.0M | 5.0% | NEW | 47.1 |
| 3 | $LYV | Live Nation Entertainment, Inc. | $57.7M | 4.8% | +5% | 52.9 |
| 4 | $MDLZ | Mondelez International, Inc. | $52.8M | 4.4% | +61% | 56.4 |
| 5 | $SHW | SHERWIN WILLIAMS CO | $51.3M | 4.2% | NEW | 61.3 |
| 6 | $HD | HOME DEPOT, INC. | $48.5M | 4.0% | +85% | 60.3 |
| 7 | $YUM | YUM BRANDS INC | $47.0M | 3.9% | -57% | 73.7 |
| 8 | $CMG | CHIPOTLE MEXICAN GRILL INC | $44.7M | 3.7% | NEW | 65.1 |
| 9 | $TXRH | Texas Roadhouse, Inc. | $41.6M | 3.4% | NEW | 62.7 |
| 10 | $ASML | ASML HOLDING NV | $37.6M | 3.1% | NEW | — |
| 11 |  $INTC | INTEL CORP | $36.4M | 3.0% | NEW | 45.6 |
| 12 |  $SNOW | Snowflake Inc. | $35.1M | 2.9% | +196% | 54.9 |
| 13 |  $DELL | Dell Technologies Inc. | $34.6M | 2.9% | NEW | 71.2 |
| 14 |  $APP | AppLovin Corp | $33.6M | 2.8% | NEW | 84.4 |
| 15 |  $MU | MICRON TECHNOLOGY INC | $31.8M | 2.6% | NEW | 86.2 |
| 16 |  $SE | Sea Ltd | $31.7M | 2.6% | NEW | — |
| 17 |  $AMD | ADVANCED MICRO DEVICES INC | $31.0M | 2.6% | NEW | 79.8 |
| 18 |  $AS | Amer Sports, Inc. | $31.0M | 2.6% | +35% | 64 |
| 19 |  $SFM | Sprouts Farmers Market, Inc. | $31.0M | 2.6% | -5% | 64.8 |
| 20 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $27.9M | 2.3% | -12% | 55.6 |
| 21 |  $W | Wayfair Inc. | $27.5M | 2.3% | NEW | 43.8 |
| 22 |  $VIK | Viking Holdings Ltd | $27.5M | 2.3% | +6611% | — |
| 23 |  $CVNA | CARVANA CO. | $27.4M | 2.3% | NEW | 71.6 |
| 24 |  $AMAT | APPLIED MATERIALS INC /DE | $26.4M | 2.2% | NEW | 72.3 |
| 25 |  $SPOT | Spotify Technology S.A. | $24.5M | 2.0% | -30% | — |
| 26 |  $OKTA | Okta, Inc. | $20.3M | 1.7% | NEW | 64.7 |
| 27 |  $SPHR | Sphere Entertainment Co. | $19.5M | 1.6% | -35% | 53.7 |
| 28 |  $ONON | On Holding AG | $19.3M | 1.6% | +8% | 53.1 |
| 29 |  $CPNG | Coupang, Inc. | $18.5M | 1.5% | +7401% | 50.6 |
| 30 |  $LION | Lionsgate Studios Corp. | $15.3M | 1.3% | NEW | 43.4 |
| 31 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $14.4M | 1.2% | NEW | — |
| 32 |  $AFRM | Affirm Holdings, Inc. | $13.8M | 1.1% | -36% | 81.3 |
| 33 |  $BURL | Burlington Stores, Inc. | $13.8M | 1.1% | -63% | 65.2 |
| 34 |  $DIS | Walt Disney Co | $13.7M | 1.1% | +3389% | 60.1 |
| 35 |  $H | Hyatt Hotels Corp | $12.5M | 1.0% | NEW | 47.9 |
| 36 |  $CIFR | Cipher Digital Inc. | $12.3M | 1.0% | NEW | 30.6 |
| 37 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $12.0M | 1.0% | NEW | — |
| 38 |  $WULF | TERAWULF INC. | $11.6M | 0.9% | NEW | 33.8 |
| 39 |  $WING | Wingstop Inc. | $11.5M | 0.9% | NEW | 62.4 |
| 40 |  $TXN | TEXAS INSTRUMENTS INC | $11.4M | 0.9% | NEW | 73.4 |
| 41 |  $STX | Seagate Technology Holdings plc | $9.1M | 0.8% | NEW | — |
| 42 |  $NBIS | Nebius Group N.V. | $7.9M | 0.7% | NEW | — |
| 43 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.1% | NEW | — |
| 44 |  $V | VISA INC. | $711,912 | 0.1% | -98% | 82.9 |
| 45 |  $AMZN | AMAZON COM INC | $664,969 | 0.1% | +31% | 68.7 |
| 46 |  $DASH | DoorDash, Inc. | $637,920 | 0.1% | -94% | 71 |
| 47 |  $NVDA | NVIDIA CORP | $518,033 | 0.0% | -31% | 85.9 |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $499,541 | 0.0% | +33% | 66.2 |
| 49 |  $FWONA | Liberty Media Corp | $430,413 | 0.0% | -98% | 63.2 |
| 50 |  $WMT | Walmart Inc. | $359,034 | 0.0% | +0% | 60.2 |
| 51 |  $CBRS | Cerebras Systems Inc. | $351,832 | 0.0% | NEW | — |
| 52 |  $FPS | Forgent Power Solutions, Inc. | $335,160 | 0.0% | -62% | — |
| 53 |  $ARM | ARM HOLDINGS PLC /UK | $329,396 | 0.0% | NEW | — |
| 54 |  $CAVA | CAVA GROUP, INC. | $266,283 | 0.0% | -99% | 57.1 |
New Positions (24)
$ARMK Aramark$60.0M$CMG CHIPOTLE MEXICAN GRILL INC$44.7M$TXRH Texas Roadhouse, Inc.$41.6M$ASML ASML HOLDING NV$37.6M$INTC INTEL CORP$36.4M$DELL Dell Technologies Inc.$34.6M$MU MICRON TECHNOLOGY INC$31.8M$AMD ADVANCED MICRO DEVICES INC$31.0M$W Wayfair Inc.$27.5M$AMAT APPLIED MATERIALS INC /DE$26.4M$OKTA Okta, Inc.$20.3M$LION Lionsgate Studios Corp.$15.3M$RCL ROYAL CARIBBEAN CRUISES LTD$14.4M$H Hyatt Hotels Corp$12.5M$CIFR Cipher Digital Inc.$12.3MExited Positions (27)
$CHWY Chewy, Inc.
$MAR MARRIOTT INTERNATIONAL INC /MD/
$BROS Dutch Bros Inc.
$AZO AUTOZONE INC
$AVGO Broadcom Inc.
$KO COCA COLA CO
$ABNB Airbnb, Inc.
$HLT Hilton Worldwide Holdings Inc.
$STZ CONSTELLATION BRANDS, INC.
$HAS HASBRO, INC.
$BABA Alibaba Group Holding Ltd
$TOST Toast, Inc.
$BJ BJ's Wholesale Club Holdings, Inc.
$AAPL Apple Inc.
$NFLX NETFLIX INCBrowse Top Institutional Investors
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