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 43 equity positions with a total reported market value of $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

43
Positions
$1.04B
Total AUM (reported)
10.82M
Total Shares

Allocation by class

TOTAL AUM$1.04B43 positions
COM$570.75M55.1%
CL A$200.88M19.4%
SHS$81.36M7.9%
SPONSORED ADS$65.24M6.3%
COM NEW$55.20M5.3%
COM CL A$20.17M1.9%
CL B$17.59M1.7%

Portfolio Concentration

Top 318.5%4โ€“1026.9%11โ€“2533.3%Rest21.3%TOP 1045.4%0%100%
Top 3$191.48M18.5%
4โ€“10$278.43M26.9%
11โ€“25$345.28M33.3%
Rest$220.99M21.3%

Top 3 weight

18.5%

Top 10 weight

45.4%

Voting Authority Distribution

Total shares with voting rights: 10.82M

Sole

Full voting authority

10.82M

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)

Sole43
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings43
Rows:

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares378.05K
TypeSH
Market value$71.04M
6.86%
Sole
378.05K
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares445.90K
TypeSH
Market value$65.24M
6.30%
Sole
445.90K
Shared
0.00
None
0.00

EXPEDIA GROUP INC

SOLE
COM NEW
Shares363.67K
TypeSH
Market value$55.20M
5.33%
Sole
363.67K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares140.18K
TypeSH
Market value$49.62M
4.79%
Sole
140.18K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares485.09K
TypeSH
Market value$45.64M
4.40%
Sole
485.09K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares25.25K
TypeSH
Market value$39.68M
3.83%
Sole
25.25K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares47.48K
TypeSH
Market value$38.24M
3.69%
Sole
47.48K
Shared
0.00
None
0.00

WINGSTOP INC

SOLE
COM
Shares142.06K
TypeSH
Market value$36.45M
3.52%
Sole
142.06K
Shared
0.00
None
0.00

CLOROX CO DEL

SOLE
COM
Shares242.41K
TypeSH
Market value$34.56M
3.34%
Sole
242.41K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares91.06K
TypeSH
Market value$34.24M
3.30%
Sole
91.06K
Shared
0.00
None
0.00

SKECHERS U S A INC

SOLE
CL A
Shares532.95K
TypeSH
Market value$33.22M
3.21%
Sole
532.95K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares131.47K
TypeSH
Market value$29.26M
2.82%
Sole
131.47K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP NEW

SOLE
COM
Shares494.06K
TypeSH
Market value$28.46M
2.75%
Sole
494.06K
Shared
0.00
None
0.00

TAKE-TWO INTERACTIVE SOFTWAR

SOLE
COM
Shares150.55K
TypeSH
Market value$24.23M
2.34%
Sole
150.55K
Shared
0.00
None
0.00

SPHERE ENTERTAINMENT CO

SOLE
CL A
Shares694.77K
TypeSH
Market value$23.59M
2.28%
Sole
694.77K
Shared
0.00
None
0.00

TEMPUR SEALY INTL INC

SOLE
COM
Shares460.39K
TypeSH
Market value$23.47M
2.26%
Sole
460.39K
Shared
0.00
None
0.00

BLOCK INC

SOLE
CL A
Shares293.38K
TypeSH
Market value$22.69M
2.19%
Sole
293.38K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares249.87K
TypeSH
Market value$22.56M
2.18%
Sole
249.87K
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares476.45K
TypeSH
Market value$21.78M
2.10%
Sole
476.45K
Shared
0.00
None
0.00

MOHAWK INDS INC

SOLE
COM
Shares206.49K
TypeSH
Market value$21.37M
2.06%
Sole
206.49K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares58.78K
TypeSH
Market value$20.37M
1.97%
Sole
58.78K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares420K
TypeSH
Market value$20.17M
1.95%
Sole
420K
Shared
0.00
None
0.00

LAS VEGAS SANDS CORP

SOLE
COM
Shares376.29K
TypeSH
Market value$18.52M
1.79%
Sole
376.29K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares225.54K
TypeSH
Market value$17.98M
1.73%
Sole
225.54K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares162.05K
TypeSH
Market value$17.59M
1.70%
Sole
162.05K
Shared
0.00
None
0.00
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MANE GLOBAL CAPITAL MANAGEMENT LP 13F Holdings โ€” 43 Positions | Finecho