Q3 2025 · 13F-HR
MANE GLOBAL CAPITAL MANAGEMENT LPholdings as filed
Filed 2025-11-14 · accession 0000902664-25-004961
$2.20B
Reported value
66
Positions
2025-09-30
Period end
The Brief · MANE GLOBAL CAPITAL MANAGEMENT LP · Q3 2025
AI · grounded in 13F
MANE GLOBAL CAPITAL MANAGEMENT LP established a new position in MSFT valued at $144.03M. The fund also initiated new stakes in AVGO for $134.40M and APP for $126.69M. Additional new positions include CVNA at $105.34M, CELH at $83.12M, and NVDA at $83.07M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $144.0M | 6.55% | 278,073 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $134.4M | 6.11% | 407,377 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $126.7M | 5.76% | 176,319 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $105.3M | 4.79% | 279,229 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $83.1M | 3.78% | 1,445,780 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $83.1M | 3.78% | 445,216 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $78.1M | 3.55% | 563,688 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $73.9M | 3.36% | 484,670 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $70.4M | 3.20% | 430,783 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $65.8M | 2.99% | 89,648 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $62.1M | 2.82% | 553,269 | Common | SOLE |
| 418056107 | HAS | HASBRO INC | $54.0M | 2.45% | 711,927 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $45.7M | 2.08% | 873,135 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $45.5M | 2.07% | 590,413 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $45.1M | 2.05% | 1,296,793 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $43.3M | 1.97% | 61,968 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $41.8M | 1.90% | 235,258 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $39.6M | 1.80% | 157,529 | Common | SOLE |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $39.4M | 1.79% | 1,598,532 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $39.2M | 1.78% | 542,356 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $36.7M | 1.67% | 205,443 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $36.6M | 1.66% | 66,933 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $36.6M | 1.66% | 500,313 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $36.3M | 1.65% | 925,000 | CALL | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $34.4M | 1.56% | 222,427 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $34.0M | 1.55% | 381,085 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $33.9M | 1.54% | 545,919 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $33.9M | 1.54% | 109,144 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $33.8M | 1.54% | 132,969 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $33.5M | 1.52% | 138,000 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $31.5M | 1.43% | 158,027 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $31.0M | 1.41% | 790,054 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $30.8M | 1.40% | 7,175 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $28.6M | 1.30% | 160,057 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $25.8M | 1.17% | 225,557 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $25.4M | 1.15% | 364,275 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $23.9M | 1.08% | 247,252 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $22.4M | 1.02% | 553,268 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $22.1M | 1.01% | 356,456 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $21.0M | 0.96% | 74,729 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $20.8M | 0.94% | 200,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $19.7M | 0.90% | 194,786 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $19.5M | 0.89% | 280,000 | CALL | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $14.3M | 0.65% | 96,500 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $14.2M | 0.64% | 62,791 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $13.4M | 0.61% | 130,000 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HLDGS INC | $12.5M | 0.57% | 740,000 | PUT | SOLE |
| 75734B100 | RDDT | REDDIT INC | $11.8M | 0.54% | 51,420 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $10.8M | 0.49% | 146,831 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $10.7M | 0.49% | 253,393 | Common | SOLE |
| G1890L107 | CPRI | CAPRI HOLDINGS LIMITED | $6.4M | 0.29% | 320,000 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $3.0M | 0.13% | 130,000 | Common | SOLE |
| 092244102 | BRCB | BLACK ROCK COFFEE BAR INC | $2.6M | 0.12% | 110,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $1.2M | 0.05% | 4,438 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $1.2M | 0.05% | 8,103 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $968,962 | 0.04% | 4,413 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $810,410 | 0.04% | 25,168 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $562,732 | 0.03% | 2,210 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $528,074 | 0.02% | 87,720 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $526,542 | 0.02% | 2,073 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $483,747 | 0.02% | 207 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $409,040 | 0.02% | 843 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $322,368 | 0.01% | 931 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $257,030 | 0.01% | 7,040 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $251,734 | 0.01% | 1,552 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $223,673 | 0.01% | 1,742 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.