# MANE GLOBAL CAPITAL MANAGEMENT LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1856155. Source: https://holderbook.com/funds/1856155-mane-global-capital-management-lp/

- Reported value: $1.2B
- Positions: 54
- Weight of the ten largest: 42.1%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $68.4M | 191,534 | 5.7% | 4 |
| ARAMARK | [ARMK](https://holderbook.com/stocks/ARMK/) | $60.0M | 1,055,248 | 5.0% | 1 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $57.7M | 314,946 | 4.8% | 7 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $52.8M | 912,144 | 4.4% | 2 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $51.3M | 148,940 | 4.2% | 4 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $48.5M | 137,444 | 4.0% | 2 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $47.0M | 294,217 | 3.9% | 3 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $44.7M | 1,315,019 | 3.7% | 1 |
| TEXAS ROADHOUSE INC | [TXRH](https://holderbook.com/stocks/TXRH/) | $41.6M | 215,429 | 3.4% | 1 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $37.6M | 18,906 | 3.1% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $36.4M | 260,340 | 3.0% | 1 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $35.1M | 138,056 | 2.9% | 2 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $34.6M | 80,225 | 2.9% | 1 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $33.6M | 65,258 | 2.8% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $31.8M | 27,567 | 2.6% | 1 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $31.7M | 331,298 | 2.6% | 8 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $31.0M | 53,364 | 2.6% | 1 |
| AMER SPORTS INC | [AS](https://holderbook.com/stocks/AS/) | $31.0M | 915,633 | 2.6% | 8 |
| SPROUTS FMRS MKT INC | [SFM](https://holderbook.com/stocks/SFM/) | $31.0M | 366,112 | 2.6% | 2 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $27.9M | 111,444 | 2.3% | 2 |
| WAYFAIR INC | [W](https://holderbook.com/stocks/W/) | $27.5M | 297,573 | 2.3% | 1 |
| VIKING HOLDINGS LTD | [VIK](https://holderbook.com/stocks/VIK/) | $27.5M | 262,530 | 2.3% | 5 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $27.4M | 415,857 | 2.3% | 9 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $26.4M | 36,573 | 2.2% | 1 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $24.5M | 53,353 | 2.0% | 12 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $20.3M | 148,495 | 1.7% | 1 |
| SPHERE ENTERTAINMENT CO | [SPHR](https://holderbook.com/stocks/SPHR/) | $19.5M | 112,463 | 1.6% | 4 |
| ON HLDG AG | [ONON](https://holderbook.com/stocks/ONON/) | $19.3M | 543,622 | 1.6% | 7 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $18.5M | 1,064,904 | 1.5% | 9 |
| LIONSGATE STUDIOS CORP | [LION](https://holderbook.com/stocks/LION/) | $15.3M | 1,000,000 | 1.3% | 1 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $14.4M | 45,447 | 1.2% | 1 |
| AFFIRM HLDGS INC | [AFRM](https://holderbook.com/stocks/AFRM/) | $13.8M | 169,763 | 1.1% | 5 |
| BURLINGTON STORES INC | [BURL](https://holderbook.com/stocks/BURL/) | $13.8M | 43,436 | 1.1% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $13.7M | 142,302 | 1.1% | 7 |
| HYATT HOTELS CORP | [H](https://holderbook.com/stocks/H/) | $12.5M | 64,513 | 1.0% | 1 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $12.3M | 502,680 | 1.0% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $12.0M | 70,056 | 1.0% | 1 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $11.6M | 467,738 | 1.0% | 1 |
| WINGSTOP INC | [WING](https://holderbook.com/stocks/WING/) | $11.5M | 66,411 | 1.0% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $11.4M | 38,107 | 0.9% | 1 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $9.1M | 9,459 | 0.8% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $7.9M | 28,718 | 0.7% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.1M | 2,312 | 0.1% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $711.9K | 2,075 | 0.1% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $665.0K | 2,790 | 0.1% | 7 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $637.9K | 3,457 | 0.1% | 10 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $518.0K | 2,589 | 0.0% | 9 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $499.5K | 534 | 0.0% | 2 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $430.4K | 4,524 | 0.0% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $359.0K | 3,170 | 0.0% | 2 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $351.8K | 1,592 | 0.0% | 1 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $335.2K | 6,000 | 0.0% | 2 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $329.4K | 929 | 0.0% | 1 |
| CAVA GROUP INC | [CAVA](https://holderbook.com/stocks/CAVA/) | $266.3K | 3,393 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.7% | +14.8% | -7.2% | 100% |
| Q1 2026 | -13.3% | -4.6% | -8.7% | 98% |
| Q4 2025 | -2.7% | +2.4% | -5.1% | 97% |
| Q3 2025 | +6.2% | +7.8% | -1.6% | 93% |
| Q2 2025 | +21.9% | +10.5% | +11.5% | 95% |
| Q1 2025 | -9.4% | -4.6% | -4.8% | 100% |
| Q4 2024 | +9.5% | +2.1% | +7.4% | 100% |
| Q3 2024 | +5.8% | +5.4% | +0.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 54 |
| Q1 2026 | $970.7M | 57 |
| Q4 2025 | $1.9B | 62 |
| Q3 2025 | $2.2B | 64 |
| Q2 2025 | $2.4B | 62 |
| Q1 2025 | $1.3B | 50 |
| Q4 2024 | $2.2B | 61 |
| Q3 2024 | $1.6B | 53 |
| Q2 2024 | $1.5B | 41 |
| Q1 2024 | $1.2B | 41 |
| Q4 2023 | $1.0B | 43 |
| Q3 2023 | $1.1B | 42 |