Q1 2026 · 13F-HR
MANE GLOBAL CAPITAL MANAGEMENT LPholdings as filed
Filed 2026-05-15 · accession 0000902664-26-002486
$970.7M
Reported value
57
Positions
2026-03-31
Period end
The Brief · MANE GLOBAL CAPITAL MANAGEMENT LP · Q1 2026
AI · grounded in 13F
MANE GLOBAL CAPITAL MANAGEMENT LP closed its position in MSFT, reducing its exposure by $72.1M. The fund established several new positions, led by BURL at $38.2M, V at $35M, and AZO at $32.9M. Additionally, the fund trimmed its holdings in AMZN, CVNA, and NVDA, each by over 98%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 988498101 | YUM | YUM BRANDS INC | $105.4M | 10.9% | 678,035 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $50.3M | 5.18% | 1,863,963 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $45.9M | 4.73% | 301,056 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $39.8M | 4.10% | 121,773 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $38.2M | 3.93% | 117,281 | Common | SOLE |
| 26701L100 | BROS | DUTCH BROS INC | $38.0M | 3.92% | 750,890 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $37.0M | 3.81% | 76,227 | Common | SOLE |
| 92826C839 | V | VISA INC | $35.0M | 3.60% | 115,712 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $32.9M | 3.39% | 9,751 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $32.6M | 3.36% | 566,091 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $29.9M | 3.08% | 96,709 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $29.6M | 3.05% | 384,080 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $26.6M | 2.74% | 328,431 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $26.5M | 2.73% | 348,677 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $25.1M | 2.58% | 87,243 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $25.0M | 2.57% | 126,540 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $24.5M | 2.52% | 74,423 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $23.6M | 2.43% | 187,020 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $22.6M | 2.33% | 74,274 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $22.6M | 2.32% | 150,404 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $22.3M | 2.30% | 677,529 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $20.8M | 2.15% | 244,978 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $20.3M | 2.09% | 172,826 | Common | SOLE |
| 418056107 | HAS | HASBRO INC | $18.0M | 1.86% | 192,708 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $17.2M | 1.77% | 505,316 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $16.6M | 1.71% | 132,410 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $16.3M | 1.68% | 616,146 | Common | SOLE |
| 05550J101 | BJ | BJS WHSL CLUB HLDGS INC | $14.4M | 1.49% | 146,607 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $13.8M | 1.42% | 54,200 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $12.4M | 1.28% | 129,000 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $12.2M | 1.25% | 265,628 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $12.1M | 1.25% | 323,036 | Common | SOLE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $10.5M | 1.08% | 112,000 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $10.3M | 1.06% | 70,459 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $9.2M | 0.95% | 61,415 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $8.4M | 0.86% | 38,753 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $7.9M | 0.82% | 162,190 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $7.0M | 0.72% | 46,600 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 0.24% | 3,565 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $780,466 | 0.08% | 2,306 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $736,937 | 0.08% | 3,207 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $653,302 | 0.07% | 3,746 | Common | SOLE |
| 34631F102 | FPS | FORGENT POWER SOLUTIONS INC | $463,315 | 0.05% | 15,829 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $445,073 | 0.05% | 2,137 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $438,833 | 0.05% | 1,369 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $433,530 | 0.04% | 1,379 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $400,565 | 0.04% | 402 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $393,968 | 0.04% | 3,170 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $393,134 | 0.04% | 4,079 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $385,616 | 0.04% | 674 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $323,704 | 0.03% | 3,798 | Common | SOLE |
| 58507V107 | MDLN | MEDLINE INC | $313,948 | 0.03% | 7,055 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $287,454 | 0.03% | 3,912 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $268,039 | 0.03% | 14,197 | Common | SOLE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $247,238 | 0.03% | 1,250 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $243,576 | 0.03% | 612 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $209,841 | 0.02% | 2,534 | 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.