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 64 equity positions with a total reported market value of $2.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

64
Positions
$2.20B
Total AUM (reported)
20.25M
Total Shares

Allocation by class

TOTAL AUM$2.20B64 positions
COM$895.84M40.7%
CL A$510.31M23.2%
COM CL A$164.42M7.5%
SHS$131.32M6.0%
COM NEW$83.12M3.8%
COM SHS$72.64M3.3%
SHS CLASS A$62.12M2.8%

Portfolio Concentration

Top 318.4%4โ€“1025.5%11โ€“2530.7%Rest25.3%TOP 1043.9%0%100%
Top 3$405.12M18.4%
4โ€“10$561.07M25.5%
11โ€“25$676.21M30.7%
Rest$557.69M25.3%

Top 3 weight

18.4%

Top 10 weight

43.9%

Voting Authority Distribution

Total shares with voting rights: 20.25M

Sole

Full voting authority

20.25M

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)

Sole64
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings64
Rows:

MICROSOFT CORP

SOLE
COM
Shares278.07K
TypeSH
Market value$144.03M
6.55%
Sole
278.07K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares407.38K
TypeSH
Market value$134.40M
6.11%
Sole
407.38K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares176.32K
TypeSH
Market value$126.69M
5.76%
Sole
176.32K
Shared
0.00
None
0.00

CARVANA CO

SOLE
CL A
Shares279.23K
TypeSH
Market value$105.34M
4.79%
Sole
279.23K
Shared
0.00
None
0.00

CELSIUS HLDGS INC

SOLE
COM NEW
Shares1.45M
TypeSH
Market value$83.12M
3.78%
Sole
1.45M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares445.22K
TypeSH
Market value$83.07M
3.78%
Sole
445.22K
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares563.69K
TypeSH
Market value$78.08M
3.55%
Sole
563.69K
Shared
0.00
None
0.00

ROSS STORES INC

SOLE
COM
Shares484.67K
TypeSH
Market value$73.86M
3.36%
Sole
484.67K
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares430.78K
TypeSH
Market value$70.39M
3.20%
Sole
430.78K
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL INC

SOLE
COM
Shares1.72M
TypeSH
Market value$67.21M
3.06%
Sole
1.72M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares89.65K
TypeSH
Market value$65.84M
2.99%
Sole
89.65K
Shared
0.00
None
0.00

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares553.27K
TypeSH
Market value$62.12M
2.82%
Sole
553.27K
Shared
0.00
None
0.00

HASBRO INC

SOLE
COM
Shares711.93K
TypeSH
Market value$54.00M
2.45%
Sole
711.93K
Shared
0.00
None
0.00

DUTCH BROS INC

SOLE
CL A
Shares873.13K
TypeSH
Market value$45.70M
2.08%
Sole
873.13K
Shared
0.00
None
0.00

ZILLOW GROUP INC

SOLE
CL C CAP STK
Shares590.41K
TypeSH
Market value$45.49M
2.07%
Sole
590.41K
Shared
0.00
None
0.00

AMER SPORTS INC

SOLE
COM SHS
Shares1.30M
TypeSH
Market value$45.06M
2.05%
Sole
1.30M
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares644.27K
TypeSH
Market value$44.93M
2.04%
Sole
644.27K
Shared
0.00
None
0.00

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares61.97K
TypeSH
Market value$43.25M
1.97%
Sole
61.97K
Shared
0.00
None
0.00

WIX COM LTD

SOLE
SHS
Shares235.26K
TypeSH
Market value$41.79M
1.90%
Sole
235.26K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares157.53K
TypeSH
Market value$39.59M
1.80%
Sole
157.53K
Shared
0.00
None
0.00

NORWEGIAN CRUISE LINE HLDG L

SOLE
SHS
Shares1.60M
TypeSH
Market value$39.37M
1.79%
Sole
1.60M
Shared
0.00
None
0.00

BLOCK INC

SOLE
CL A
Shares542.36K
TypeSH
Market value$39.20M
1.78%
Sole
542.36K
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares205.44K
TypeSH
Market value$36.72M
1.67%
Sole
205.44K
Shared
0.00
None
0.00

ULTA BEAUTY INC

SOLE
COM
Shares66.93K
TypeSH
Market value$36.60M
1.66%
Sole
66.93K
Shared
0.00
None
0.00

AFFIRM HLDGS INC

SOLE
COM CL A
Shares500.31K
TypeSH
Market value$36.56M
1.66%
Sole
500.31K
Shared
0.00
None
0.00
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MANE GLOBAL CAPITAL MANAGEMENT LP 13F Holdings โ€” 64 Positions | Finecho