Holders — by stockHoldings — by fund
MANE GLOBAL CAPITAL MANAGEMENT LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1856155
$1.21B
disclosed book value
54
positions
5.7%
largest position share
Positions, as of 2026-06-30
top 54 of 54 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 191,534 | $68.4M | 5.7% |
| 2 | ARMKARAMARK | 1.1M | $60.0M | 5% |
| 3 | LYVLIVE NATION ENTERTAINMENT IN | 314,946 | $57.7M | 4.8% |
| 4 | MDLZMONDELEZ INTL INC | 912,144 | $52.8M | 4.4% |
| 5 | SHWSHERWIN WILLIAMS CO | 148,940 | $51.3M | 4.2% |
| 6 | HDHOME DEPOT INC | 137,444 | $48.5M | 4% |
| 7 | YUMYUM BRANDS INC | 294,217 | $47.0M | 3.9% |
| 8 | CMGCHIPOTLE MEXICAN GRILL INC | 1.3M | $44.7M | 3.7% |
| 9 | TXRHTEXAS ROADHOUSE INC | 215,429 | $41.6M | 3.4% |
| 10 | ASML HLDG NV | 18,906 | $37.6M | 3.1% |
| 11 | INTCINTEL CORP | 260,340 | $36.4M | 3% |
| 12 | SNOWSNOWFLAKE INC | 138,056 | $35.1M | 2.9% |
| 13 | DELLDELL TECHNOLOGIES INC | 80,225 | $34.6M | 2.9% |
| 14 | APPAPPLOVIN CORP | 65,258 | $33.6M | 2.8% |
| 15 | MUMICRON TECHNOLOGY INC | 27,567 | $31.8M | 2.6% |
| 16 | SESEA LTD | 331,298 | $31.7M | 2.6% |
| 17 | AMDADVANCED MICRO DEVICES INC | 53,364 | $31.0M | 2.6% |
| 18 | AMER SPORTS INC | 915,633 | $31.0M | 2.6% |
| 19 | SFMSPROUTS FMRS MKT INC | 366,112 | $31.0M | 2.6% |
| 20 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 111,444 | $27.9M | 2.3% |
| 21 | WWAYFAIR INC | 297,573 | $27.5M | 2.3% |
| 22 | VIKING HOLDINGS LTD | 262,530 | $27.5M | 2.3% |
| 23 | CVNACARVANA CO | 415,857 | $27.4M | 2.3% |
| 24 | AMATAPPLIED MATLS INC | 36,573 | $26.4M | 2.2% |
| 25 | SPOTIFY TECHNOLOGY S A | 53,353 | $24.5M | 2% |
| 26 | OKTAOKTA INC | 148,495 | $20.3M | 1.7% |
| 27 | SPHRSPHERE ENTERTAINMENT CO | 112,463 | $19.5M | 1.6% |
| 28 | ON HLDG AG | 543,622 | $19.3M | 1.6% |
| 29 | CPNGCOUPANG INC | 1.1M | $18.5M | 1.5% |
| 30 | LIONLIONSGATE STUDIOS CORP | 1.0M | $15.3M | 1.3% |
| 31 | ROYAL CARIBBEAN GROUP | 45,447 | $14.4M | 1.2% |
| 32 | AFRMAFFIRM HLDGS INC | 169,763 | $13.8M | 1.1% |
| 33 | BURLBURLINGTON STORES INC | 43,436 | $13.8M | 1.1% |
| 34 | DISDISNEY WALT CO | 142,302 | $13.7M | 1.1% |
| 35 | HHYATT HOTELS CORP | 64,513 | $12.5M | 1% |
| 36 | CIFRCIPHER DIGITAL INC | 502,680 | $12.3M | 1% |
| 37 | SPCXSPACE EXPLORATION TECHN CORP | 70,056 | $12.0M | 1% |
| 38 | WULFTERAWULF INC | 467,738 | $11.6M | 1% |
| 39 | WINGWINGSTOP INC | 66,411 | $11.5M | 1% |
| 40 | TXNTEXAS INSTRS INC | 38,107 | $11.4M | 0.9% |
| 41 | SEAGATE TECHNOLOGY HLDNGS PL | 9,459 | $9.1M | 0.8% |
| 42 | NEBIUS GROUP N.V. | 28,718 | $7.9M | 0.7% |
| 43 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,312 | $1.1M | 0.1% |
| 44 | VVISA INC | 2,075 | $711,912 | 0.1% |
| 45 | AMZNAMAZON COM INC | 2,790 | $664,969 | 0.1% |
| 46 | DASHDOORDASH INC | 3,457 | $637,920 | 0.1% |
| 47 | NVDANVIDIA CORPORATION | 2,589 | $518,033 | 0% |
| 48 | COSTCOSTCO WHOLESALE CORPORATION | 534 | $499,541 | 0% |
| 49 | FWONKLIBERTY MEDIA CORP DEL | 4,524 | $430,413 | 0% |
| 50 | WMTWALMART INC | 3,170 | $359,034 | 0% |
| 51 | CEREBRAS SYSTEMS INC | 1,592 | $351,832 | 0% |
| 52 | FPSFORGENT POWER SOLUTIONS INC | 6,000 | $335,160 | 0% |
| 53 | ARMARM HOLDINGS PLC | 929 | $329,396 | 0% |
| 54 | CAVACAVA GROUP INC | 3,393 | $266,283 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.