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Mane Global Capital Management LP

CIK 1856155 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Mane Global Capital Management LP reported 54 US-listed holdings worth $1.21 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Alphabet Inc. (5.7%), Aramark (5.0%) and Live Nation Entertainment, Inc. (4.8%). Against the quarter before, it opened 24 positions, added to 16, trimmed 13 and sold out of 27.

Reported holdings$1.21B+24.7% on Q1 2026
Positions54-3 on Q1 2026
The largest ten42.1%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
GOOGL5.7%ARMK5.0%LYV4.8%MDLZ4.4%SHW4.2%HD4.0%YUM3.9%CMG3.7%TXRH3.4%ASML3.1%INTC3.0%SNOW2.9%DELL2.9%APP2.8%40 more46.3%

The 14 largest of its 54 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.43 billion in 50 positions$1.43BQ3 24Q4 2024: $2.19 billion in 61 positions$2.19BQ4 24Q1 2025: $1.26 billion in 50 positions$1.26BQ1 25Q2 2025: $2.20 billion in 62 positions$2.20BQ2 25Q3 2025: $2.13 billion in 63 positions$2.13BQ3 25Q4 2025: $1.83 billion in 62 positions$1.83BQ4 25Q1 2026: $970.7 million in 57 positions$971MQ1 26Q2 2026: $1.21 billion in 54 positions$1.21BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 24Added 16Held 1Trimmed 13Sold out 27
Opened: 24Added: 16Held: 1Trimmed: 13Sold out: 27

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 24

  1. Aramark ARMK$60.0 million
  2. Chipotle Mexican Grill Inc. CMG$44.7 million
  3. Texas Roadhouse, Inc. TXRH$41.6 million
  4. ASML Holding N.V. ASML$37.6 million
  5. Intel Corp. INTC$36.4 million
  6. Dell Technologies Inc. DELL$34.6 million
  7. Micron Technology Inc. MU$31.8 million
  8. Advanced Micro Devices Inc. AMD$31.0 million

and 16 more in the table below

Added to 16

  1. Sherwin Williams Co. SHW+147,571 shares · +10779%
  2. Alphabet Inc. GOOGL+104,291 shares · +120%
  3. AppLovin Corp. APP+64,646 shares · +10563%
  4. Sea Limited SE+328,764 shares · +12974%
  5. Carvana Co. CVNA+414,478 shares · +30056%
  6. Viking Holdings Ltd VIK+258,618 shares · +6611%
  7. Snowflake Inc. SNOW+91,456 shares · +196%
  8. Home Depot, Inc. HD+63,021 shares · +85%

and 8 more in the table below

Trimmed 13

  1. Yum! Brands, Inc. YUM-383,818 shares · -57%
  2. Visa Inc. V-113,637 shares · -98%
  3. Cava Group, Inc. CAVA-325,038 shares · -99%
  4. Burlington Stores, Inc. BURL-73,845 shares · -63%
  5. Liberty Media Corp. Del FWONK-240,454 shares · -98%
  6. DoorDash, Inc. DASH-57,958 shares · -94%
  7. Spotify Technology S.A. SPOT-22,874 shares · -30%
  8. Sphere Entertainment Co. SPHR-60,363 shares · -35%

and 5 more in the table below

Sold out of 27

  1. Chewy, Inc. CHWY$50.3 million last quarter
  2. Marriott International Inc. MAR$39.8 million last quarter
  3. Dutch Bros Inc. BROS$38.0 million last quarter
  4. Autozone Inc. AZO$32.9 million last quarter
  5. Broadcom Inc. AVGO$29.9 million last quarter
  6. Coca-Cola Co. KO$26.5 million last quarter
  7. Airbnb, Inc. ABNB$23.6 million last quarter
  8. Hilton Worldwide Holdings Inc. HLT$22.6 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOGL191,534$68.4 million5.66%+104,291
Aramark ARMK1,055,248$60.0 million4.96%new
Live Nation Entertainment, Inc. LYV314,946$57.7 million4.77%+13,890
Mondelez International, Inc. MDLZ912,144$52.8 million4.36%+346,053
Sherwin Williams Co. SHW148,940$51.3 million4.24%+147,571
Home Depot, Inc. HD137,444$48.5 million4.01%+63,021
Yum! Brands, Inc. YUM294,217$47.0 million3.89%-383,818
Chipotle Mexican Grill Inc. CMG1,315,019$44.7 million3.69%new
Texas Roadhouse, Inc. TXRH215,429$41.6 million3.44%new
ASML Holding N.V. ASML18,906$37.6 million3.11%new
Intel Corp. INTC260,340$36.4 million3.00%new
Snowflake Inc. SNOW138,056$35.1 million2.90%+91,456
Dell Technologies Inc. DELL80,225$34.6 million2.86%new
AppLovin Corp. APP65,258$33.6 million2.78%+64,646
Micron Technology Inc. MU27,567$31.8 million2.63%new
Sea Limited SE331,298$31.7 million2.62%+328,764
Advanced Micro Devices Inc. AMD53,364$31.0 million2.56%new
Amer Sports Inc. AS915,633$31.0 million2.56%+238,104
Sprouts Farmers Market, Inc. SFM366,112$31.0 million2.56%-17,968
Take-Two Interactive Software, Inc. TTWO111,444$27.9 million2.30%-15,096
Wayfair Inc. W297,573$27.5 million2.27%new
Viking Holdings Ltd VIK262,530$27.5 million2.27%+258,618
Carvana Co. CVNA415,857$27.4 million2.26%+414,478
Applied Materials Inc. AMAT36,573$26.4 million2.19%new
Spotify Technology S.A. SPOT53,353$24.5 million2.02%-22,874
Okta, Inc. OKTA148,495$20.3 million1.67%new
Sphere Entertainment Co. SPHR112,463$19.5 million1.61%-60,363
On Holding AG ONON543,622$19.3 million1.59%+38,306
Coupang Inc. Class A CPNG1,064,904$18.5 million1.53%+1,050,707
Lionsgate Studios Corp. LION1,000,000$15.3 million1.27%new
Royal Caribbean Cruises Ltd. RCL45,447$14.4 million1.19%new
Affirm Hldgs Inc. AFRM169,763$13.8 million1.14%-95,865
Burlington Stores, Inc. BURL43,436$13.8 million1.14%-73,845
Walt Disney Co. DIS142,302$13.7 million1.13%+138,223
Hyatt Hotels Corp. H64,513$12.5 million1.03%new
Cipher Mining Inc. CIFR502,680$12.3 million1.02%new
Space Exploration Techn Corp. Class A Com STK SPCX70,056$12.0 million0.99%new
Terawulf Inc. WULF467,738$11.6 million0.95%new
Wingstop Inc. WING66,411$11.5 million0.95%new
Texas Instruments Inc. TXN38,107$11.4 million0.94%new
Seagate Technology Holdings plc STX9,459$9.1 million0.75%new
Yandex N V NBIS28,718$7.9 million0.66%new
Taiwan Semiconductor Manufacturing Company Limited TSM2,312$1.1 million0.09%new
Visa Inc. V2,075$711,9120.06%-113,637
Amazon.com Inc. AMZN2,790$664,9690.05%+653
DoorDash, Inc. DASH3,457$637,9200.05%-57,958
NVIDIA Corp. NVDA2,589$518,0330.04%-1,157
Costco Wholesale Corp. COST534$499,5410.04%+132
Liberty Media Corp. Del FWONK4,524$430,4130.04%-240,454
Walmart Inc. WMT3,170$359,0340.03%no change
Cerebras Systems Inc. Com Class A CBRS1,592$351,8320.03%new
Forgent Power Solutions Inc FPS6,000$335,1600.03%-9,829
Arm Holdings plc ARM929$329,3960.03%new
Cava Group, Inc. CAVA3,393$266,2830.02%-325,038
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 27 it sold out of are in the box above.