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 50 equity positions with a total reported market value of $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

50
Positions
$1.32B
Total AUM (reported)
24.76M
Total Shares

Allocation by class

TOTAL AUM$1.32B50 positions
COM$525.62M39.8%
CL A$372.31M28.2%
COM CL A$146.15M11.1%
CLASS A COM SHS$70.86M5.4%
SPONSORD ADS$57.64M4.4%
CLASS A ORD$36.36M2.8%
SHS$34.83M2.6%

Portfolio Concentration

Top 320.0%4โ€“1027.1%11โ€“2539.0%Rest13.9%TOP 1047.2%0%100%
Top 3$264.96M20.0%
4โ€“10$358.33M27.1%
11โ€“25$515.02M39.0%
Rest$183.58M13.9%

Top 3 weight

20.0%

Top 10 weight

47.2%

Voting Authority Distribution

Total shares with voting rights: 24.76M

Sole

Full voting authority

24.76M

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)

Sole50
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings50
Rows:

APPLOVIN CORP

SOLE
COM CL A
Shares502.44K
TypeSH
Market value$133.13M
10.07%
Sole
502.44K
Shared
0.00
None
0.00

PRIMO BRANDS CORPORATION

SOLE
CLASS A COM SHS
Shares2M
TypeSH
Market value$70.86M
5.36%
Sole
2M
Shared
0.00
None
0.00

CARVANA CO

SOLE
CL A
Shares291.59K
TypeSH
Market value$60.97M
4.61%
Sole
291.59K
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares441.70K
TypeSH
Market value$57.64M
4.36%
Sole
441.70K
Shared
0.00
None
0.00

CHEWY INC

SOLE
CL A
Shares1.74M
TypeSH
Market value$56.64M
4.28%
Sole
1.74M
Shared
0.00
None
0.00

DOORDASH INC

SOLE
CL A
Shares305.04K
TypeSH
Market value$55.75M
4.22%
Sole
305.04K
Shared
0.00
None
0.00

BURLINGTON STORES INC

SOLE
COM
Shares210.08K
TypeSH
Market value$50.07M
3.79%
Sole
210.08K
Shared
0.00
None
0.00

ULTA BEAUTY INC

SOLE
COM
Shares128.53K
TypeSH
Market value$47.11M
3.56%
Sole
128.53K
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares357.52K
TypeSH
Market value$46.68M
3.53%
Sole
357.52K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares233.60K
TypeSH
Market value$44.44M
3.36%
Sole
233.60K
Shared
0.00
None
0.00

YUM CHINA HLDGS INC

SOLE
COM
Shares827.87K
TypeSH
Market value$43.10M
3.26%
Sole
827.87K
Shared
0.00
None
0.00

SHAKE SHACK INC

SOLE
CL A
Shares459.60K
TypeSH
Market value$40.52M
3.07%
Sole
459.60K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares373.75K
TypeSH
Market value$40.51M
3.06%
Sole
373.75K
Shared
0.00
None
0.00

COUPANG INC

SOLE
CL A
Shares1.83M
TypeSH
Market value$40.17M
3.04%
Sole
1.83M
Shared
0.00
None
0.00

GRAB HOLDINGS LIMITED

SOLE
CLASS A ORD
Shares8.03M
TypeSH
Market value$36.36M
2.75%
Sole
8.03M
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares1.08M
TypeSH
Market value$35.93M
2.72%
Sole
1.08M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares212.73K
TypeSH
Market value$35.62M
2.69%
Sole
212.73K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares60.36K
TypeSH
Market value$34.79M
2.63%
Sole
60.36K
Shared
0.00
None
0.00

FLUTTER ENTMT PLC

SOLE
SHS
Shares154.32K
TypeSH
Market value$34.19M
2.59%
Sole
154.32K
Shared
0.00
None
0.00

PLANET FITNESS INC

SOLE
CL A
Shares327.87K
TypeSH
Market value$31.68M
2.40%
Sole
327.87K
Shared
0.00
None
0.00

ON HLDG AG

SOLE
NAMEN AKT A
Shares700.82K
TypeSH
Market value$30.78M
2.33%
Sole
700.82K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP NEW

SOLE
COM
Shares522.73K
TypeSH
Market value$30.59M
2.31%
Sole
522.73K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares88.93K
TypeSH
Market value$27.78M
2.10%
Sole
88.93K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares174.34K
TypeSH
Market value$27.67M
2.09%
Sole
174.34K
Shared
0.00
None
0.00

CARMAX INC

SOLE
COM
Shares325.28K
TypeSH
Market value$25.35M
1.92%
Sole
325.28K
Shared
0.00
None
0.00
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MANE GLOBAL CAPITAL MANAGEMENT LP 13F Holdings โ€” 50 Positions | Finecho