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Mane Global Capital Management Lp Top Holdings and 13F Report (2026)

About Mane Global Capital Management Lp

Investment Activity

  • Mane Global Capital Management Lp has $1.21 billion in total holdings as of June 30, 2026.
  • Mane Global Capital Management Lp owns shares of 54 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 68.46% of the portfolio was purchased this quarter.
  • About 53.70% of the portfolio was sold this quarter.
  • This quarter, Mane Global Capital Management Lp has purchased 57 new stocks and bought additional shares in 16 stocks.
  • Mane Global Capital Management Lp sold shares of 13 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Alphabet
$68,448,506
Aramark
$60,043,611
Sherwin-Williams
$51,283,021

Largest New Holdings this Quarter

03852U106 - Aramark
$60,043,611 Holding
169656105 - Chipotle Mexican Grill
$44,710,646 Holding
882681109 - Texas Roadhouse
$41,627,346 Holding
N07059210 - ASML
$37,612,353 Holding
458140100 - Intel
$36,351,274 Holding

Largest Purchases this Quarter

Aramark
1,055,248 shares (about $60.04M)
Sherwin-Williams
147,571 shares (about $50.81M)
Chipotle Mexican Grill
1,315,019 shares (about $44.71M)
Texas Roadhouse
215,429 shares (about $41.63M)
ASML
18,906 shares (about $37.61M)

Largest Sales this Quarter

Yum! Brands
383,818 shares (about $61.36M)
Visa
113,637 shares (about $38.99M)
CAVA Group
325,038 shares (about $25.51M)
Burlington Stores
73,845 shares (about $23.39M)

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
Alphabet Inc. stock logo
GOOGL
Alphabet
$68,448,506$37,270,475 119.5%191,5345.7%Communication Services
Aramark stock logo
ARMK
Aramark
$60,043,611$60,043,611 New Holding1,055,2485.0%Consumer Discretionary
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$57,669,762$2,543,398 4.6%314,9464.8%Communication Services
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$52,758,409$20,015,706 61.1%912,1444.4%Consumer Staples
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$51,283,021$50,811,647 10,779.5%148,9404.2%Materials
The Home Depot, Inc. stock logo
HD
Home Depot
$48,473,750$22,226,246 84.7%137,4444.0%Consumer Discretionary
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$47,033,530$61,357,146 -56.6%294,2173.9%Consumer Discretionary
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$44,710,646$44,710,646 New Holding1,315,0193.7%Consumer Discretionary
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$41,627,346$41,627,346 New Holding215,4293.4%Consumer Discretionary
ASML Holding N.V. stock logo
ASML
ASML
$37,612,353$37,612,353 New Holding18,9063.1%Technology
Intel Corporation stock logo
INTC
Intel
$36,351,274$36,351,274 New Holding260,3403.0%Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$35,135,252$23,275,552 196.3%138,0562.9%Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$34,613,879$34,613,879 New Holding80,2252.9%Technology
APPLOVIN CORP
$33,622,879$33,307,558 10,563.1%65,2582.8%COM CL A
Micron Technology, Inc. stock logo
MU
Micron Technology
$31,820,312$31,820,312 New Holding27,5672.6%Technology
Sea Limited Sponsored ADR stock logo
SE
SEA
$31,748,287$31,505,454 12,974.1%331,2982.6%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$30,999,681$30,999,681 New Holding53,3642.6%Technology
AMER SPORTS INC
$30,985,021$8,057,439 35.1%915,6332.6%COM SHS
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$30,965,753$1,519,733 -4.7%366,1122.6%Consumer Staples
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$27,858,771$3,773,698 -11.9%111,4442.3%Communication Services
Wayfair Inc. stock logo
W
Wayfair
$27,501,697$27,501,697 New Holding297,5732.3%Consumer Discretionary
VIKING HOLDINGS LTD
$27,479,015$27,069,546 6,610.9%262,5302.3%ORD SHS
Carvana Co. stock logo
CVNA
Carvana
$27,371,708$27,280,942 30,056.4%415,8572.3%Consumer Discretionary
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$26,442,279$26,442,279 New Holding36,5732.2%Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$24,495,963$10,502,140 -30.0%53,3532.0%Communication Services
Okta, Inc. stock logo
OKTA
Okta
$20,262,143$20,262,143 New Holding148,4951.7%Technology
Sphere Entertainment Co. stock logo
SPHR
Sphere Entertainment
$19,459,473$10,444,610 -34.9%112,4631.6%Communication Services
On Holding AG stock logo
ONON
ON
$19,255,091$1,356,799 7.6%543,6221.6%Consumer Discretionary
Coupang, Inc. stock logo
CPNG
Coupang
$18,497,382$18,250,780 7,400.9%1,064,9041.5%Consumer Discretionary
LIONSGATE STUDIOS CORP
$15,310,000$15,310,000 New Holding1,000,0001.3%COM
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$14,430,786$14,430,786 New Holding45,4471.2%Consumer Discretionary
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$13,844,173$7,817,791 -36.1%169,7631.1%Finance
Burlington Stores, Inc. stock logo
BURL
Burlington Stores
$13,760,525$23,394,096 -63.0%43,4361.1%Consumer Discretionary
The Walt Disney Company stock logo
DIS
Walt Disney
$13,696,568$13,303,964 3,388.6%142,3021.1%Communication Services
Hyatt Hotels Corporation stock logo
H
Hyatt Hotels
$12,505,200$12,505,200 New Holding64,5131.0%Consumer Discretionary
Cipher Mining Inc. stock logo
CIFR
Cipher Mining
$12,315,660$12,315,660 New Holding502,6801.0%Technology
SPACE EXPLORATION TECHN CORP
$11,969,768$11,969,768 New Holding70,0561.0%CLASS A COM STK
TeraWulf Inc. stock logo
WULF
TeraWulf
$11,553,129$11,553,129 New Holding467,7381.0%Technology
Wingstop Inc. stock logo
WING
Wingstop
$11,516,332$11,516,332 New Holding66,4111.0%Consumer Discretionary
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$11,358,553$11,358,553 New Holding38,1070.9%Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$9,127,935$9,127,935 New Holding9,4590.8%Technology
Yandex stock logo
YNDX
Yandex
$7,931,050$7,931,050 New Holding28,7180.7%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,104,142$1,104,142 New Holding2,3120.1%Technology
Visa Inc. stock logo
V
Visa
$711,912$38,987,732 -98.2%2,0750.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$664,969$155,636 30.6%2,7900.1%Consumer Discretionary
DOORDASH INC
$637,920$10,694,986 -94.4%3,4570.1%CL A
NVIDIA Corporation stock logo
NVDA
NVIDIA
$518,033$231,504 -30.9%2,5890.0%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$499,541$123,482 32.8%5340.0%Consumer Staples
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$430,413$22,876,774 -98.2%4,5240.0%Communication Services
WALMART INC
$359,0340.0%3,1700.0%COM
CEREBRAS SYSTEMS INC
$351,832$351,832 New Holding1,5920.0%COM CL A
FORGENT POWER SOLUTIONS INC
$335,160$549,048 -62.1%6,0000.0%COM SHS CL A
ARM HOLDINGS PLC
$329,396$329,396 New Holding9290.0%SPONSORED ADS
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$266,283$25,509,017 -99.0%3,3930.0%Consumer Discretionary
Chewy stock logo
CHWY
Chewy
$0$50,327,001 -100.0%00.0%Consumer Discretionary
Marriott International, Inc. stock logo
MAR
Marriott International
$0$39,828,295 -100.0%00.0%Consumer Discretionary
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$0$38,040,087 -100.0%00.0%Consumer Discretionary
AutoZone, Inc. stock logo
AZO
AutoZone
$0$32,936,733 -100.0%00.0%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$0$29,932,403 -100.0%00.0%Technology
CocaCola Company (The) stock logo
KO
CocaCola
$0$26,516,886 -100.0%00.0%Consumer Staples
Airbnb, Inc. stock logo
ABNB
Airbnb
$0$23,616,886 -100.0%00.0%Consumer Discretionary
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$0$22,585,238 -100.0%00.0%Consumer Discretionary
Constellation Brands Inc stock logo
STZ
Constellation Brands
$0$22,560,600 -100.0%00.0%Consumer Staples
Hasbro, Inc. stock logo
HAS
Hasbro
$0$18,037,469 -100.0%00.0%Consumer Discretionary
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$0$16,612,159 -100.0%00.0%Consumer Discretionary
Toast, Inc. stock logo
TOST
Toast
$0$16,334,030 -100.0%00.0%Finance
BJ's Wholesale Club Holdings, Inc. stock logo
BJ
BJ's Wholesale Club
$0$14,429,061 -100.0%00.0%Consumer Staples
Apple Inc. stock logo
AAPL
Apple
$0$13,755,418 -100.0%00.0%Technology
Netflix, Inc. stock logo
NFLX
Netflix
$0$12,403,350 -100.0%00.0%Communication Services
MAPLEBEAR INC
$0$12,100,929 -100.0%00.0%COM
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$0$10,451,840 -100.0%00.0%Consumer Staples
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$0$10,312,379 -100.0%00.0%Consumer Discretionary
Ross Stores, Inc. stock logo
ROST
Ross Stores
$0$8,395,062 -100.0%00.0%Consumer Discretionary
Yum China stock logo
YUMC
Yum China
$0$7,911,628 -100.0%00.0%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$2,318,462 -100.0%00.0%ETF
Ferrari N.V. stock logo
RACE
Ferrari
$0$780,466 -100.0%00.0%Consumer Discretionary
Waste Management, Inc. stock logo
WM
Waste Management
$0$736,937 -100.0%00.0%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$385,616 -100.0%00.0%Communication Services
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$0$323,704 -100.0%00.0%Consumer Staples
MEDLINE INC
$0$313,948 -100.0%00.0%COM CL A
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$0$247,238 -100.0%00.0%Energy

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