MANE GLOBAL CAPITAL MANAGEMENT LP
Sector Allocation
- Technology35.2%$426.2M
- Consumer Discretionary33.5%$404.9M
- Communication Services10.8%$131.1M
- Consumer Staples7.0%$84.6M
- Industrials6.1%$73.7M
- Materials4.2%$51.3M
- Financials3.2%$38.4M
AUM History
13fpro.ai/research/fund/mane-global-capital-management-lp-1856155
Conviction and streaks
Diversifying · top 10 = 42.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOGL
$68.4MARMK
$60.0MLYV
$57.7MMDLZ
$52.8MSHW
$51.3MHD
$48.5MYUM
$47.0MCMG
$44.7MTXRH
$41.6MASML
$37.6MINTC
$36.4MSNOW
$35.1MDELL
$34.6MAPP
$33.6MMU
$31.8MSE
$31.7MAMD
$31.0MAS
$31.0MSFM
$31.0MTTWO
$27.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mane-global-capital-management-lp-1856155
MANE GLOBAL CAPITAL MANAGEMENT LP 13F holdings — Q2 2026
$1.2B portfolio (+24.7% QoQ) · 54 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio
$68.4M
5.7% of stocks
+120%This quarter-8.5%Since filed4 qtrsHeld$60.0M
5.0% of stocks
NewThis quarter-12.8%Since filedNew this quarterHeld$57.7M
4.8% of stocks
+5%This quarter-8.4%Since filed7 qtrsHeld$52.8M
4.4% of stocks
+61%This quarter-1.0%Since filed2 qtrsHeld$51.3M
4.2% of stocks
NewThis quarter-6.7%Since filedNew this quarterHeld$48.5M
4.0% of stocks
+85%This quarter-5.8%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$47.0M
3.9% of stocks
-57%This quarter+0.9%Since filed3 qtrsHeld$44.7M
3.7% of stocks
NewThis quarter-15.2%Since filedNew this quarterHeld$41.6M
3.4% of stocks
NewThis quarter-19.9%Since filedNew this quarterHeld$37.6M
3.1% of stocks
NewThis quarter-13.7%Since filedNew this quarterHeld
All holdings — MANE GLOBAL CAPITAL MANAGEMENT LP (Q2 2026)
54 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | INTEL CORP | Technology | $36.4M | 3.0% | 260K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Snowflake Inc. | Technology | $35.1M | 2.9% | 138K | +196% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Dell Technologies Inc. | Technology | $34.6M | 2.9% | 80K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AppLovin Corp | Technology | $33.6M | 2.8% | 65K | New | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MICRON TECHNOLOGY INC | Technology | $31.8M | 2.6% | 28K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Sea Ltdadr | Industrials | $31.7M | 2.6% | 331K | New | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ADVANCED MICRO DEVICES INC | Technology | $31.0M | 2.6% | 53K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Amer Sports, Inc. | Consumer Discretionary | $31.0M | 2.6% | 916K | +35% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Sprouts Farmers Market, Inc. | Consumer Staples | $31.0M | 2.6% | 366K | -5% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $27.9M | 2.3% | 111K | -12% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Wayfair Inc. | Consumer Discretionary | $27.5M | 2.3% | 298K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Viking Holdings Ltd | Industrials | $27.5M | 2.3% | 263K | +6611% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CARVANA CO. | Consumer Discretionary | $27.4M | 2.3% | 416K | New | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | APPLIED MATERIALS INC /DE | Technology | $26.4M | 2.2% | 37K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Spotify Technology S.A. | Communication Services | $24.5M | 2.0% | 53K | -30% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $OKTA | Okta, Inc. | Technology | $20.3M | 1.7% | 148K | New | |||
| 27 | $SPHR | Sphere Entertainment Co. | Communication Services | $19.5M | 1.6% | 112K | -35% | |||
| 28 | $ONON | On Holding AG | Consumer Discretionary | $19.3M | 1.6% | 544K | +8% | |||
| 29 | $CPNG | Coupang, Inc. | Consumer Discretionary | $18.5M | 1.5% | 1.06M | +7401% | |||
| 30 | $LION | Lionsgate Studios Corp. | Communication Services | $15.3M | 1.3% | 1.00M | New | |||
| 31 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $14.4M | 1.2% | 45K | New | |||
| 32 | $AFRM | Affirm Holdings, Inc. | Financials | $13.8M | 1.1% | 170K | -36% | |||
| 33 | $BURL | Burlington Stores, Inc. | Consumer Discretionary | $13.8M | 1.1% | 43K | -63% | |||
| 34 | $DIS | Walt Disney Co | Communication Services | $13.7M | 1.1% | 142K | +3389% | |||
| 35 | $H | Hyatt Hotels Corp | Consumer Discretionary | $12.5M | 1.0% | 65K | New | |||
| 36 | $CIFR | Cipher Digital Inc. | Financials | $12.3M | 1.0% | 503K | New | |||
| 37 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $12.0M | 1.0% | 70K | New | |||
| 38 | $WULF | TERAWULF INC. | Financials | $11.6M | 0.9% | 468K | New | |||
| 39 | $WING | Wingstop Inc. | Consumer Discretionary | $11.5M | 0.9% | 66K | New | |||
| 40 | $TXN | TEXAS INSTRUMENTS INC | Technology | $11.4M | 0.9% | 38K | New | |||
| 41 | $STX | Seagate Technology Holdings plc | Technology | $9.1M | 0.8% | 9,459 | New | |||
| 42 | $NBIS | Nebius Group N.V. | Technology | $7.9M | 0.7% | 29K | New | |||
| 43 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.1M | 0.1% | 2,312 | New | |||
| 44 | $V | VISA INC. | Financials | $712K | 0.1% | 2,075 | -98% | |||
| 45 | $AMZN | AMAZON COM INC | Consumer Discretionary | $665K | 0.1% | 2,790 | +31% | |||
| 46 | $DASH | DoorDash, Inc. | Consumer Discretionary | $638K | 0.1% | 3,457 | -94% | |||
| 47 | $NVDA | NVIDIA CORP | Technology | $518K | 0.0% | 2,589 | -31% | |||
| 48 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $500K | 0.0% | 534 | +33% | |||
| 49 | $FWONA | Liberty Media Corp | Communication Services | $430K | 0.0% | 4,524 | -98% | |||
| 50 | $WMT | Walmart Inc. | Consumer Staples | $359K | 0.0% | 3,170 | — | |||
| 51 | $CBRS | Cerebras Systems Inc. | Technology | $352K | 0.0% | 1,592 | New | |||
| 52 | $FPS | Forgent Power Solutions, Inc. | Technology | $335K | 0.0% | 6,000 | -62% | |||
| 53 | $ARM | ARM HOLDINGS PLC /UK | Technology | $329K | 0.0% | 929 | New | |||
| 54 | $CAVA | CAVA GROUP, INC. | Consumer Discretionary | $266K | 0.0% | 3,393 | -99% |
What changed in Q2 2026
Against the previous quarter's 13F: 24 new, 16 added to, 13 trimmed, 27 sold out. Share-count changes; largest moves by dollar size first.
New positions (24)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
+18 more in the Excel export
Added to (16)
now $68.4M · held 4 qtrs
$VIKViking Holdings Ltd+6611%
now $27.5M · held 5 qtrs
now $35.1M · held 2 qtrs, 2 adds in a row
now $48.5M · held 2 qtrs, 2 adds in a row
now $52.8M · held 2 qtrs, 2 adds in a row
$CPNGCoupang, Inc.+7401%
now $18.5M · held 9 qtrs
+10 more in the Excel export
Trimmed (13)
now $47.0M · held 3 qtrs
$VVISA INC.-98%
now $712K · held 2 qtrs
$CAVACAVA GROUP, INC.-99%
now $266K · held 3 qtrs
$BURLBurlington Stores, Inc.-63%
now $13.8M · held 2 qtrs
$FWONALiberty Media Corp-98%
now $430K · held 3 qtrs, 2 trims in a row
$DASHDoorDash, Inc.-94%
now $638K · held 10+ qtrs, 2 trims in a row
+7 more in the Excel export
Holdings by quarter
Every 13F MANE GLOBAL CAPITAL MANAGEMENT LP has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow MANE GLOBAL CAPITAL MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MANE GLOBAL CAPITAL MANAGEMENT's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-8.8%
Value-weighted move of the 10 largest stock positions
Turnover
60%
Last quarter; 176% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
36%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MANE GLOBAL CAPITAL MANAGEMENT LP disclosed 54 positions worth $1.2B in its Form 13F-HR for Q2 2026, led by $GOOGL (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 Technology (35.2% 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.
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