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Mane Global Capital Management Lp Top Holdings and 13F Report (2025)

About Mane Global Capital Management Lp

Investment Activity

  • Mane Global Capital Management Lp has $2.36 billion in total holdings as of June 30, 2025.
  • Mane Global Capital Management Lp owns shares of 62 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 58.71% of the portfolio was purchased this quarter.
  • About 27.82% of the portfolio was sold this quarter.
  • This quarter, Mane Global Capital Management Lp has purchased 50 new stocks and bought additional shares in 12 stocks.
  • Mane Global Capital Management Lp sold shares of 18 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Ross Stores
$154,617,392
Microsoft
$127,619,986
DOMINOS PIZZA INC
$98,427,712
NVIDIA
$89,634,679
SEA
$87,468,307

Largest New Holdings this Quarter

778296103 - Ross Stores
$154,617,392 Holding
25754A201 - DOMINOS PIZZA INC
$98,427,712 Holding
418056107 - Hasbro
$77,470,694 Holding
109641100 - Brinker International
$68,695,271 Holding
577081102 - Mattel
$56,618,506 Holding

Largest Purchases this Quarter

Ross Stores
1,211,925 shares (about $154.62M)
Microsoft
254,675 shares (about $126.68M)
DOMINOS PIZZA INC
218,437 shares (about $98.43M)
Hasbro
1,049,454 shares (about $77.47M)
Brinker International
380,942 shares (about $68.70M)

Largest Sales this Quarter

APPLOVIN CORP
253,879 shares (about $88.88M)
DOORDASH INC
301,294 shares (about $74.27M)
Chewy
1,055,998 shares (about $45.01M)
Carvana
69,768 shares (about $23.51M)
Burlington Stores
82,677 shares (about $19.23M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMane Global Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Ross Stores, Inc. stock logo
ROST
Ross Stores
$154,617,392$154,617,392 New Holding1,211,9256.6%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$127,619,986$126,677,891 13,446.4%256,5695.4%Computer and Technology
DOMINOS PIZZA INC
$98,427,712$98,427,712 New Holding218,4374.2%COM
NVIDIA Corporation stock logo
NVDA
NVIDIA
$89,634,679$30,586,232 51.8%567,3443.8%Computer and Technology
Sea Limited Sponsored ADR stock logo
SE
SEA
$87,468,307$16,823,449 23.8%546,8823.7%Computer and Technology
APPLOVIN CORP
$87,017,285$88,877,960 -50.5%248,5643.7%COM CL A
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$81,404,373$27,318,747 50.5%538,1043.4%Consumer Discretionary
Coupang, Inc. stock logo
CPNG
Coupang
$81,381,247$26,507,530 48.3%2,716,3303.4%Retail/Wholesale
Shake Shack, Inc. stock logo
SHAK
Shake Shack
$80,213,284$15,593,946 24.1%570,5073.4%Retail/Wholesale
Hasbro, Inc. stock logo
HAS
Hasbro
$77,470,694$77,470,694 New Holding1,049,4543.3%Consumer Discretionary
Carvana Co. stock logo
CVNA
Carvana
$74,745,815$23,509,025 -23.9%221,8243.2%Retail/Wholesale
Celsius Holdings Inc. stock logo
CELH
Celsius
$68,954,931$37,802,747 121.3%1,486,4182.9%Consumer Staples
Brinker International, Inc. stock logo
EAT
Brinker International
$68,695,271$68,695,271 New Holding380,9422.9%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$64,906,203$6,268,005 10.7%235,4662.8%Computer and Technology
Toast, Inc. stock logo
TOST
Toast
$60,528,618$12,559,271 26.2%1,366,6432.6%Computer and Technology
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$59,221,802$906,635 -1.5%126,5912.5%Retail/Wholesale
AMER SPORTS INC
$57,381,583$56,969,564 13,826.9%1,480,4332.4%COM SHS
Mattel, Inc. stock logo
MAT
Mattel
$56,618,506$56,618,506 New Holding2,871,1212.4%Consumer Discretionary
VIKING HOLDINGS LTD
$56,325,452$56,325,452 New Holding1,056,9612.4%ORD SHS
Carnival Corporation stock logo
CCL
Carnival
$55,952,473$55,952,473 New Holding1,989,7752.4%Consumer Discretionary
Hyatt Hotels Corporation stock logo
H
Hyatt Hotels
$47,007,447$47,007,447 New Holding336,6092.0%Consumer Discretionary
Upstart Holdings, Inc. stock logo
UPST
Upstart
$43,575,692$43,575,692 New Holding673,7121.8%Finance
Roblox Corporation stock logo
RBLX
Roblox
$41,644,367$13,569,222 48.3%395,8591.8%Consumer Discretionary
BLOCK INC
$40,918,315$40,918,315 New Holding602,3601.7%CL A
The Walt Disney Company stock logo
DIS
Walt Disney
$40,027,948$17,692,135 79.2%322,7801.7%Consumer Discretionary
Dollar General Corporation stock logo
DG
Dollar General
$39,068,090$39,068,090 New Holding341,5641.7%Retail/Wholesale
Grab Holdings Limited stock logo
GRAB
Grab
$36,754,944$3,622,370 -9.0%7,307,1461.6%Computer and Technology
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$35,936,366$35,936,366 New Holding525,6161.5%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$35,857,979$15,391,525 -30.0%163,4441.5%Retail/Wholesale
FLUTTER ENTMT PLC
$34,883,580$9,214,617 -20.9%122,0731.5%SHS
Burlington Stores, Inc. stock logo
BURL
Burlington Stores
$29,638,336$19,233,977 -39.4%127,4001.3%Retail/Wholesale
Chewy stock logo
CHWY
Chewy
$29,244,693$45,006,634 -60.6%686,1731.2%Retail/Wholesale
On Holding AG stock logo
ONON
ON
$28,476,503$8,001,230 -21.9%547,0991.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$25,837,579$18,712,796 -42.0%35,0061.1%Computer and Technology
Five Below, Inc. stock logo
FIVE
Five Below
$23,778,999$23,778,999 New Holding181,2701.0%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$21,981,907$21,981,907 New Holding309,4300.9%Consumer Discretionary
Philip Morris International Inc. stock logo
PM
Philip Morris International
$20,385,265$11,367,098 -35.8%111,9270.9%Consumer Staples
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$20,070,097$20,070,097 New Holding290,2820.9%Computer and Technology
Dave Inc. stock logo
DAVE
Dave
$20,034,659$20,034,659 New Holding74,6420.8%Business Services
Dynatrace, Inc. stock logo
DT
Dynatrace
$19,822,267$19,822,267 New Holding359,0340.8%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$18,583,550$18,583,550 New Holding85,0000.8%Computer and Technology
DraftKings Inc. stock logo
DKNG
DraftKings
$18,013,800$18,013,800 New Holding420,0000.8%Consumer Discretionary
Wayfair Inc. stock logo
W
Wayfair
$17,554,930$17,554,930 New Holding343,2720.7%Retail/Wholesale
Snowflake Inc. stock logo
SNOW
Snowflake
$15,403,655$15,403,655 New Holding68,8370.7%Computer and Technology
BIRKENSTOCK HOLDING PLC
$14,586,444$8,556,828 -37.0%296,5930.6%COM SHS
ServiceNow, Inc. stock logo
NOW
ServiceNow
$13,948,989$13,948,989 New Holding13,5680.6%Computer and Technology
Roku, Inc. stock logo
ROKU
Roku
$10,552,601$10,552,601 New Holding120,0660.4%Consumer Discretionary
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$10,314,000$10,314,000 New Holding900,0000.4%Consumer Discretionary
BellRing Brands Inc. stock logo
BRBR
BellRing Brands
$10,029,653$10,029,653 New Holding173,1340.4%Consumer Staples
QXO INC
$969,300$969,300 New Holding45,0000.0%COM NEW
DOORDASH INC
$922,440$74,271,950 -98.8%3,7420.0%CL A
Ferrari N.V. stock logo
RACE
Ferrari
$826,8970.0%1,6850.0%Auto/Tires/Trucks
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$758,6840.0%8,1030.0%Finance
Haleon PLC Sponsored ADR stock logo
HLN
Haleon
$581,591$82,338 -12.4%56,0840.0%Medical
Kratos Defense & Security Solutions, Inc. stock logo
KTOS
Kratos Defense & Security Solutions
$557,400$557,400 New Holding12,0000.0%Aerospace
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$541,021$162,045 -23.0%2070.0%Retail/Wholesale
SERVICETITAN INC
$535,900$535,900 New Holding5,0000.0%SHS CL A
Zillow Group, Inc. stock logo
Z
Zillow Group
$473,9580.0%6,7660.0%Computer and Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$457,335$436,617 -48.8%5960.0%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$316,494$131,210 -29.3%5,1740.0%Consumer Staples
Vertiv Holdings Co. stock logo
VRT
Vertiv
$304,203$304,203 New Holding2,3690.0%Computer and Technology
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$229,561$235,228 -50.6%1,7420.0%Consumer Staples
PRIMO BRANDS CORPORATION
$0$70,859,086 -100.0%00.0%CLASS A COM SHS
Yum China stock logo
YUMC
Yum China
$0$43,098,912 -100.0%00.0%Retail/Wholesale
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$0$31,675,907 -100.0%00.0%Consumer Discretionary
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$0$30,590,335 -100.0%00.0%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$0$27,779,064 -100.0%00.0%Retail/Wholesale
CarMax, Inc. stock logo
KMX
CarMax
$0$25,345,506 -100.0%00.0%Retail/Wholesale
Valvoline stock logo
VVV
Valvoline
$0$24,024,087 -100.0%00.0%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$23,789,591 -100.0%00.0%Computer and Technology
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$0$15,374,240 -100.0%00.0%Retail/Wholesale
AutoZone, Inc. stock logo
AZO
AutoZone
$0$13,344,730 -100.0%00.0%Retail/Wholesale
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$0$12,681,762 -100.0%00.0%Retail/Wholesale
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$0$8,385,750 -100.0%00.0%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$0$662,096 -100.0%00.0%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$0$418,937 -100.0%00.0%Computer and Technology
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$0$338,976 -100.0%00.0%Consumer Discretionary
REDDIT INC
$0$321,309 -100.0%00.0%CL A
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$0$222,783 -100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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