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 61 equity positions with a total reported market value of $2.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

61
Positions
$2.19B
Total AUM (reported)
25.09M
Total Shares

Allocation by class

TOTAL AUM$2.19B61 positions
COM$1.21B55.2%
CL A$340.38M15.6%
COM CL A$226.35M10.4%
COM SHS$95.30M4.4%
SHS$87.40M4.0%
SPONSORD ADS$62.93M2.9%
COM NEW$45.43M2.1%

Portfolio Concentration

Top 315.1%4โ€“1020.8%11โ€“2531.7%Rest32.4%TOP 1035.9%0%100%
Top 3$330.29M15.1%
4โ€“10$454.24M20.8%
11โ€“25$694.06M31.7%
Rest$708.22M32.4%

Top 3 weight

15.1%

Top 10 weight

35.9%

Voting Authority Distribution

Total shares with voting rights: 25.09M

Sole

Full voting authority

25.09M

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)

Sole61
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings61
Rows:

APPLOVIN CORP

SOLE
COM CL A
Shares437.07K
TypeSH
Market value$141.54M
6.47%
Sole
437.07K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares475K
TypeSH
Market value$104.21M
4.77%
Sole
475K
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares2.27M
TypeSH
Market value$84.54M
3.87%
Sole
2.27M
Shared
0.00
None
0.00

DARDEN RESTAURANTS INC

SOLE
COM
Shares426.13K
TypeSH
Market value$79.55M
3.64%
Sole
426.13K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares312.16K
TypeSH
Market value$72.37M
3.31%
Sole
312.16K
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares593.13K
TypeSH
Market value$62.93M
2.88%
Sole
593.13K
Shared
0.00
None
0.00

BRINKER INTL INC

SOLE
COM
Shares461.28K
TypeSH
Market value$61.02M
2.79%
Sole
461.28K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares675.07K
TypeSH
Market value$60.99M
2.79%
Sole
675.07K
Shared
0.00
None
0.00

SHAKE SHACK INC

SOLE
CL A
Shares453.17K
TypeSH
Market value$58.82M
2.69%
Sole
453.17K
Shared
0.00
None
0.00

FLUTTER ENTMT PLC

SOLE
SHS
Shares226.52K
TypeSH
Market value$58.54M
2.68%
Sole
226.52K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares95.42K
TypeSH
Market value$55.87M
2.55%
Sole
95.42K
Shared
0.00
None
0.00

RH

SOLE
COM
Shares138.79K
TypeSH
Market value$54.63M
2.50%
Sole
138.79K
Shared
0.00
None
0.00

CARVANA CO

SOLE
CL A
Shares249.58K
TypeSH
Market value$50.75M
2.32%
Sole
249.58K
Shared
0.00
None
0.00

V F CORP

SOLE
COM
Shares2.29M
TypeSH
Market value$49.11M
2.25%
Sole
2.29M
Shared
0.00
None
0.00

ULTA BEAUTY INC

SOLE
COM
Shares111.74K
TypeSH
Market value$48.60M
2.22%
Sole
111.74K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares354K
TypeSH
Market value$47.54M
2.17%
Sole
354K
Shared
0.00
None
0.00

BIRKENSTOCK HOLDING PLC

SOLE
COM SHS
Shares810.04K
TypeSH
Market value$45.90M
2.10%
Sole
810.04K
Shared
0.00
None
0.00

DELTA AIR LINES INC DEL

SOLE
COM NEW
Shares750.98K
TypeSH
Market value$45.43M
2.08%
Sole
750.98K
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares1.24M
TypeSH
Market value$45.11M
2.06%
Sole
1.24M
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares336.51K
TypeSH
Market value$43.58M
1.99%
Sole
336.51K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares476.71K
TypeSH
Market value$43.50M
1.99%
Sole
476.71K
Shared
0.00
None
0.00

BILL HOLDINGS INC

SOLE
COM
Shares502.75K
TypeSH
Market value$42.59M
1.95%
Sole
502.75K
Shared
0.00
None
0.00

UNITED AIRLS HLDGS INC

SOLE
COM
Shares424.30K
TypeSH
Market value$41.20M
1.88%
Sole
424.30K
Shared
0.00
None
0.00

CHEWY INC

SOLE
CL A
Shares1.22M
TypeSH
Market value$40.82M
1.87%
Sole
1.22M
Shared
0.00
None
0.00

BURLINGTON STORES INC

SOLE
COM
Shares138.33K
TypeSH
Market value$39.43M
1.80%
Sole
138.33K
Shared
0.00
None
0.00
Page 1 of 3
MANE GLOBAL CAPITAL MANAGEMENT LP 13F Holdings โ€” 61 Positions | Finecho