Mane Global Capital Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Mane Global Capital Management LP reported 54 stock positions worth $1.2 billion. Its top holding was Alphabet Class A (GOOGL) at 5.7% of the portfolio, followed by Aramark (ARMK, 5.0%) and Live Nation Entertainment (LYV, 4.8%). Compared with Q1 2026, it opened 24 new positions, sold out of 27, added to 16 and reduced 13. The biggest buy was a new position in Aramark (ARMK) and the biggest sale Yum! Brands (YUM, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001856155
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0000902664-26-003473 ↗ filed Aug 14, 2026
Holdings Value
Holdings 54 stocks · $1.2B
| GOOGL Alphabet Inc. Class A | 5.66% | 191,534 | $68.4M | Add +119.5% |
| ARMK Aramark | 4.96% | 1,055,248 | $60.0M | New |
| LYV Live Nation Entertainment Inc. | 4.77% | 314,946 | $57.7M | Add +4.6% |
| MDLZ Mondelez International Inc. Class A | 4.36% | 912,144 | $52.8M | Add +61.1% |
| SHW The Sherwin-Williams Co. | 4.24% | 148,940 | $51.3M | Add +10779.5% |
| HD Home Depot Inc. | 4.01% | 137,444 | $48.5M | Add +84.7% |
| YUM Yum! Brands Inc. | 3.89% | 294,217 | $47.0M | Reduce -56.6% |
| CMG Chipotle Mexican Grill Inc. | 3.69% | 1,315,019 | $44.7M | New |
| TXRH Texas Roadhouse Inc. | 3.44% | 215,429 | $41.6M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.11% | 18,906 | $37.6M | New |
| INTC Intel Corp. | 3.00% | 260,340 | $36.4M | New |
| SNOW Snowflake Inc. | 2.90% | 138,056 | $35.1M | Add +196.3% |
| DELL Dell Technologies -C | 2.86% | 80,225 | $34.6M | New |
| APP AppLovin Corp. Class A | 2.78% | 65,258 | $33.6M | Add +10563.1% |
| MU Micron Technology Inc. | 2.63% | 27,567 | $31.8M | New |
| SE Sea Ltd.-ADR | 2.62% | 331,298 | $31.7M | Add +12974.1% |
| AMD Advanced Micro Devices | 2.56% | 53,364 | $31.0M | New |
| AS Amer Sports Inc. | 2.56% | 915,633 | $31.0M | Add +35.1% |
| SFM Sprouts Farmers Market Inc. | 2.56% | 366,112 | $31.0M | Reduce -4.7% |
| TTWO Take-Two Interactive Softwre | 2.30% | 111,444 | $27.9M | Reduce -11.9% |
| W Wayfair Inc. Class A | 2.27% | 297,573 | $27.5M | New |
| VIK Viking Holdings Ltd. | 2.27% | 262,530 | $27.5M | Add +6610.9% |
| CVNA Carvana Co. | 2.26% | 415,857 | $27.4M | Add +5931.3% |
| AMAT Applied Materials Inc. | 2.19% | 36,573 | $26.4M | New |
| SPOT Spotify Technology SA | 2.02% | 53,353 | $24.5M | Reduce -30.0% |
| OKTA Okta Inc. | 1.67% | 148,495 | $20.3M | New |
| SPHR Sphere Entertainment Co. | 1.61% | 112,463 | $19.5M | Reduce -34.9% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.59% | 543,622 | $19.3M | Add +7.6% |
| CPNG Coupang Inc. | 1.53% | 1,064,904 | $18.5M | Add +7400.9% |
| LION Lionsgate Studios Corp. | 1.27% | 1,000,000 | $15.3M | New |
| RCL Royal Caribbean Cruises Ltd. | 1.19% | 45,447 | $14.4M | New |
| AFRM Affirm Holdings Inc. | 1.14% | 169,763 | $13.8M | Reduce -36.1% |
| BURL Burlington Stores Inc. | 1.14% | 43,436 | $13.8M | Reduce -63.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.13% | 142,302 | $13.7M | Add +3388.7% |
| H Hyatt Hotels Corp. Class A | 1.03% | 64,513 | $12.5M | New |
| CIFR Cipher Digital Inc. | 1.02% | 502,680 | $12.3M | New |
| SPCX Space Exploration Techn Class A | 0.99% | 70,056 | $12.0M | New |
| WULF Terawulf Inc. | 0.95% | 467,738 | $11.6M | New |
| WING Wingstop Inc. | 0.95% | 66,411 | $11.5M | New |
| TXN Texas Instruments Inc. | 0.94% | 38,107 | $11.4M | New |
| STX Seagate Technology Holdings | 0.75% | 9,459 | $9.1M | New |
| NBIS Nebius Group NV | 0.66% | 28,718 | $7.9M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 2,312 | $1.1M | New |
| V Visa Inc. Class A | 0.06% | 2,075 | $712K | Reduce -98.2% |
| AMZN Amazon.com Inc. | 0.06% | 2,790 | $665K | Add +30.6% |
| DASH DoorDash Inc. Class A | 0.05% | 3,457 | $638K | Reduce -94.4% |
| NVDA Nvidia Corp. | 0.04% | 2,589 | $518K | Reduce -30.9% |
| COST Costco Wholesale Corp. | 0.04% | 534 | $500K | Add +32.8% |
| FWONK Liberty Media Corp. Class C | 0.04% | 4,524 | $430K | Reduce -98.2% |
| WMT Walmart Inc. | 0.03% | 3,170 | $359K | No change |
| CBRS Cerebras Systems Inc. Class A | 0.03% | 1,592 | $352K | New |
| FPS Forgent Power Solutions Class A | 0.03% | 6,000 | $335K | Reduce -62.1% |
| ARM Arm Holdings PLC-ADR | 0.03% | 929 | $329K | New |
| CAVA Cava Group Inc. | 0.02% | 3,393 | $266K | Reduce -99.0% |
Portfolio Sells Q1 2026 → Q2 2026
| YUM Yum! Brands Inc. | Reduce -56.6% | 3.89% | −6.97 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −5.18 |
| MAR Marriott International Class A | Sold out | 0.00% | −4.10 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −3.92 |
| V Visa Inc. Class A | Reduce -98.2% | 0.06% | −3.54 |
| AZO AutoZone Inc. | Sold out | 0.00% | −3.39 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −3.08 |
| BURL Burlington Stores Inc. | Reduce -63.0% | 1.14% | −2.79 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −2.73 |
| CAVA Cava Group Inc. | Reduce -99.0% | 0.02% | −2.72 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −2.43 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −2.33 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −2.32 |
| FWONK Liberty Media Corp. Class C | Reduce -98.2% | 0.04% | −2.11 |
| HAS Hasbro Inc. | Sold out | 0.00% | −1.86 |
| SPOT Spotify Technology SA | Reduce -30.0% | 2.02% | −1.78 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −1.71 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −1.68 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −1.49 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.42 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.28 |
| CART Maplebear Inc. | Sold out | 0.00% | −1.25 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −1.08 |
| BOOT Boot Barn Holdings Inc. | Sold out | 0.00% | −1.06 |
| DASH DoorDash Inc. Class A | Reduce -94.4% | 0.05% | −0.90 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.86 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.82 |
| SFM Sprouts Farmers Market Inc. | Reduce -4.7% | 2.56% | −0.49 |
| SPHR Sphere Entertainment Co. | Reduce -34.9% | 1.61% | −0.48 |
| TTWO Take-Two Interactive Softwre | Reduce -11.9% | 2.30% | −0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.24 |
| AFRM Affirm Holdings Inc. | Reduce -36.1% | 1.14% | −0.11 |
| RACE Ferrari NV | Sold out | 0.00% | −0.08 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.03 |
| MDLN Medline Inc. Class A | Sold out | 0.00% | −0.03 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.03 |
| NVDA Nvidia Corp. | Reduce -30.9% | 0.04% | −0.02 |
| FPS Forgent Power Solutions Class A | Reduce -62.1% | 0.03% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| ARMK Aramark | New | 4.96% | +4.96 |
| SHW The Sherwin-Williams Co. | Add +10779.5% | 4.24% | +4.19 |
| CMG Chipotle Mexican Grill Inc. | New | 3.69% | +3.69 |
| TXRH Texas Roadhouse Inc. | New | 3.44% | +3.44 |
| ASML ASML Holding NV-NY Reg SHS | New | 3.11% | +3.11 |
| GOOGL Alphabet Inc. Class A | Add +119.5% | 5.66% | +3.07 |
| INTC Intel Corp. | New | 3.00% | +3.00 |
| DELL Dell Technologies -C | New | 2.86% | +2.86 |
| APP AppLovin Corp. Class A | Add +10563.1% | 2.78% | +2.75 |
| MU Micron Technology Inc. | New | 2.63% | +2.63 |
| SE Sea Ltd.-ADR | Add +12974.1% | 2.62% | +2.60 |
| AMD Advanced Micro Devices | New | 2.56% | +2.56 |
| W Wayfair Inc. Class A | New | 2.27% | +2.27 |
| VIK Viking Holdings Ltd. | Add +6610.9% | 2.27% | +2.24 |
| CVNA Carvana Co. | Add +5931.3% | 2.26% | +2.22 |
| AMAT Applied Materials Inc. | New | 2.19% | +2.19 |
| SNOW Snowflake Inc. | Add +196.3% | 2.90% | +2.18 |
| OKTA Okta Inc. | New | 1.67% | +1.67 |
| CPNG Coupang Inc. | Add +7400.9% | 1.53% | +1.50 |
| HD Home Depot Inc. | Add +84.7% | 4.01% | +1.48 |
| LION Lionsgate Studios Corp. | New | 1.27% | +1.27 |
| RCL Royal Caribbean Cruises Ltd. | New | 1.19% | +1.19 |
| DIS The Walt Disney Co. | Add +3388.7% | 1.13% | +1.09 |
| H Hyatt Hotels Corp. Class A | New | 1.03% | +1.03 |
| CIFR Cipher Digital Inc. | New | 1.02% | +1.02 |
| MDLZ Mondelez International Inc. Class A | Add +61.1% | 4.36% | +1.00 |
| SPCX Space Exploration Techn Class A | New | 0.99% | +0.99 |
| WULF Terawulf Inc. | New | 0.95% | +0.95 |
| WING Wingstop Inc. | New | 0.95% | +0.95 |
| TXN Texas Instruments Inc. | New | 0.94% | +0.94 |
| STX Seagate Technology Holdings | New | 0.75% | +0.75 |
| NBIS Nebius Group NV | New | 0.66% | +0.66 |
| AS Amer Sports Inc. | Add +35.1% | 2.56% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| LYV Live Nation Entertainment Inc. | Add +4.6% | 4.77% | +0.04 |
| CBRS Cerebras Systems Inc. Class A | New | 0.03% | +0.03 |
| ARM Arm Holdings PLC-ADR | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +30.6% | 0.06% | +0.01 |
| COST Costco Wholesale Corp. | Add +32.8% | 0.04% | 0.00 |
| ONON On Holding AG Class A | Add +7.6% | 1.59% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $1.2B | GOOGL, ARMK, LYV, MDLZ, SHW |
| Q1 2026 | 57 | $970.7M | YUM, CHWY, LYV, MAR, BURL |
| Q4 2025 | 62 | $1.8B | AMZN, CVNA, AVGO, MSFT, LYV |
| Q3 2025 | 63 | $2.1B | MSFT, AVGO, APP, CVNA, CELH |
| Q2 2025 | 62 | $2.2B | MSFT, NVDA, SE, APP, LYV |
| Q1 2025 | 50 | $1.3B | PRMB, APP, CVNA, SE, CHWY |
| Q4 2024 | 61 | $2.2B | APP, AMZN, HOOD, DRI, AVGO |
| Q3 2024 | 50 | $1.4B | FLUT, ORCL, META, SHAK, MSFT |
| Q2 2024 | 40 | $1.4B | AMZN, CPNG, KMB, PDD, MA |
| Q1 2024 | 41 | $1.2B | AMZN, META, MA, UBER, SE |