MANE GLOBAL CAPITAL MANAGEMENT LP

PrivateCIK: 1856155
Location

NEW YORK, NY

๐Ÿ“‹ What this filing means

MANE GLOBAL CAPITAL MANAGEMENT LP filed this quarterly 13Fโ€‘HR report disclosing 39 equity positions with a total reported market value of $923.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

39
Positions
$923.81M
Total AUM (reported)
11.35M
Total Shares

Allocation by class

TOTAL AUM$923.81M39 positions
COM$621.67M67.3%
CL A$163.67M17.7%
CL B$45.33M4.9%
SPONSORD ADS$26.22M2.8%
COM NEW$18.21M2.0%
SPON ADS$12.95M1.4%
SHS$12.74M1.4%

Portfolio Concentration

Top 315.4%4โ€“1028.1%11โ€“2538.6%Rest17.9%TOP 1043.5%0%100%
Top 3$141.83M15.4%
4โ€“10$259.92M28.1%
11โ€“25$356.65M38.6%
Rest$165.41M17.9%

Top 3 weight

15.4%

Top 10 weight

43.5%

Voting Authority Distribution

Total shares with voting rights: 11.35M

Sole

Full voting authority

11.35M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole39
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings39
Rows:

AMAZON COM INC

SOLE
COM
Shares493.67K
TypeSH
Market value$50.99M
5.52%
Sole
493.67K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares580.70K
TypeSH
Market value$45.50M
4.93%
Sole
580.70K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares369.64K
TypeSH
Market value$45.33M
4.91%
Sole
369.64K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares128.75K
TypeSH
Market value$44.48M
4.81%
Sole
128.75K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares198.90K
TypeSH
Market value$42.16M
4.56%
Sole
198.90K
Shared
0.00
None
0.00

YUM BRANDS INC

SOLE
COM
Shares296.13K
TypeSH
Market value$39.11M
4.23%
Sole
296.13K
Shared
0.00
None
0.00

WYNN RESORTS LTD

SOLE
COM
Shares319K
TypeSH
Market value$35.70M
3.86%
Sole
319K
Shared
0.00
None
0.00

LAUDER ESTEE COS INC

SOLE
CL A
Shares143.18K
TypeSH
Market value$35.29M
3.82%
Sole
143.18K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares1.03M
TypeSH
Market value$32.61M
3.53%
Sole
1.03M
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL INC

SOLE
COM
Shares17.90K
TypeSH
Market value$30.57M
3.31%
Sole
17.90K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP NEW

SOLE
COM
Shares546.20K
TypeSH
Market value$29.50M
3.19%
Sole
546.20K
Shared
0.00
None
0.00

BURLINGTON STORES INC

SOLE
COM
Shares145.40K
TypeSH
Market value$29.38M
3.18%
Sole
145.40K
Shared
0.00
None
0.00

SKECHERS U S A INC

SOLE
CL A
Shares589.67K
TypeSH
Market value$28.02M
3.03%
Sole
589.67K
Shared
0.00
None
0.00

PLANET FITNESS INC

SOLE
CL A
Shares347.73K
TypeSH
Market value$27.01M
2.92%
Sole
347.73K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares259.35K
TypeSH
Market value$27.01M
2.92%
Sole
259.35K
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares302.96K
TypeSH
Market value$26.22M
2.84%
Sole
302.96K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares85.22K
TypeSH
Market value$23.83M
2.58%
Sole
85.22K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares154.55K
TypeSH
Market value$22.79M
2.47%
Sole
154.55K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares8.43K
TypeSH
Market value$22.35M
2.42%
Sole
8.43K
Shared
0.00
None
0.00

RESTAURANT BRANDS INTL INC

SOLE
COM
Shares320.17K
TypeSH
Market value$21.50M
2.33%
Sole
320.17K
Shared
0.00
None
0.00

VALVOLINE INC

SOLE
COM
Shares606.06K
TypeSH
Market value$21.18M
2.29%
Sole
606.06K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares112.96K
TypeSH
Market value$20.59M
2.23%
Sole
112.96K
Shared
0.00
None
0.00

ACTIVISION BLIZZARD INC

SOLE
COM
Shares232.77K
TypeSH
Market value$19.92M
2.16%
Sole
232.77K
Shared
0.00
None
0.00

DOORDASH INC

SOLE
CL A
Shares301.24K
TypeSH
Market value$19.15M
2.07%
Sole
301.24K
Shared
0.00
None
0.00

CELSIUS HLDGS INC

SOLE
COM NEW
Shares195.90K
TypeSH
Market value$18.21M
1.97%
Sole
195.90K
Shared
0.00
None
0.00
Page 1 of 2
MANE GLOBAL CAPITAL MANAGEMENT LP 13F Holdings โ€” 39 Positions | Finecho