Mane Global Capital Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Mane Global Capital Management LP reported 41 stock positions worth $1.2 billion. Its top holding was Amazon.com (AMZN) at 10.2% of the portfolio, followed by Meta Platforms Class A (META, 6.6%) and Mastercard Class A (MA, 6.2%). Compared with Q4 2023, it opened 21 new positions, sold out of 23, added to 6 and reduced 14. The biggest buy was Amazon.com (AMZN, shares +606%) and the biggest sale an exit from Expedia (EXPE).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001856155
- Portfolio Value
- $1.2B (Q1 2024)
- SEC Filing
- 0000902664-24-003595 ↗ filed May 15, 2024
Holdings Value
Holdings 41 stocks · $1.2B
| AMZN Amazon.com Inc. | 10.22% | 668,052 | $120.5M | Add +606.1% |
| META Meta Platforms Inc. Class A | 6.63% | 160,896 | $78.1M | Add +14.8% |
| MA Mastercard Inc. Class A | 6.24% | 152,892 | $73.6M | New |
| UBER Uber Technologies Inc. | 5.23% | 800,896 | $61.7M | New |
| SE Sea Ltd.-ADR | 3.98% | 873,067 | $46.9M | New |
| SPOT Spotify Technology SA | 3.74% | 166,930 | $44.1M | Reduce -55.8% |
| CMG Chipotle Mexican Grill Inc. | 3.63% | 14,721 | $42.8M | Add +97.2% |
| XYZ Block Inc. | 3.52% | 490,300 | $41.5M | Add +67.1% |
| BROS Dutch Bros Inc. Class A | 3.42% | 1,220,100 | $40.3M | New |
| PM Philip Morris International | 3.17% | 408,117 | $37.4M | Reduce -15.9% |
| TGT Target Corp. | 3.15% | 209,412 | $37.1M | New |
| EQIX Equinix Inc. | 2.94% | 42,050 | $34.7M | Reduce -11.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.75% | 210,294 | $32.4M | New |
| LOW Lowe's Cos Inc. | 2.66% | 123,135 | $31.4M | Reduce -6.3% |
| PDD PDD Holdings Inc. | 2.60% | 264,104 | $30.7M | Reduce -40.8% |
| BURL Burlington Stores Inc. | 2.59% | 131,349 | $30.5M | New |
| WYNN WYNN Resorts Ltd. | 2.53% | 291,578 | $29.8M | Add +146.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.52% | 243,190 | $29.8M | Reduce -2.7% |
| STZ Constellation Brands Inc. Class A | 2.51% | 108,827 | $29.6M | New |
| QSR Restaurant Brands Intern | 2.12% | 314,345 | $25.0M | New |
| DASH DoorDash Inc. Class A | 2.04% | 174,523 | $24.0M | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.97% | 657,012 | $23.2M | New |
| W Wayfair Inc. Class A | 1.92% | 333,436 | $22.6M | Add +46.3% |
| GAP The Gap Inc. | 1.88% | 803,391 | $22.1M | New |
| GO Grocery Outlet Holding Corp. | 1.69% | 694,279 | $20.0M | New |
| SPHR Sphere Entertainment Co. | 1.69% | 405,396 | $19.9M | Reduce -41.6% |
| RCL Royal Caribbean Cruises Ltd. | 1.62% | 137,223 | $19.1M | New |
| WMT Walmart Inc. | 1.58% | 309,556 | $18.6M | New |
| OLLI Ollie's Bargain Outlet Holdi | 1.56% | 230,756 | $18.4M | New |
| FIVE Five Below | 1.42% | 92,414 | $16.8M | New |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 1.37% | 283,468 | $16.1M | Reduce -38.4% |
| BIRK Birkenstock Holding PLC | 1.25% | 311,142 | $14.7M | New |
| SKX Skechers USA Inc. Class A | 0.92% | 177,919 | $10.9M | Reduce -66.6% |
| Z Zillow Group Inc. Class C | 0.79% | 190,000 | $9.3M | Reduce -18.0% |
| RBLX Roblox Corp. Class A | 0.67% | 207,333 | $7.9M | Reduce -56.5% |
| CCL Carnival Corp. | 0.59% | 425,938 | $7.0M | Reduce -31.7% |
| AS Amer Sports Inc. | 0.47% | 337,444 | $5.5M | New |
| SN Sharkninja Inc. | 0.37% | 70,000 | $4.4M | New |
| MSFT Microsoft Corp. | 0.03% | 788 | $332K | Reduce -99.1% |
| UL Unilever PLC | 0.03% | 6,314 | $317K | New |
| MELI MercadoLibre Inc. | 0.02% | 141 | $213K | Reduce -99.4% |
Portfolio Sells Q4 2023 → Q1 2024
| EXPE Expedia Group Inc. | Sold out | 0.00% | −5.33 |
| MELI MercadoLibre Inc. | Reduce -99.4% | 0.02% | −3.81 |
| PDD PDD Holdings Inc. | Reduce -40.8% | 2.60% | −3.69 |
| WING Wingstop Inc. | Sold out | 0.00% | −3.52 |
| CLX Clorox Company | Sold out | 0.00% | −3.34 |
| MSFT Microsoft Corp. | Reduce -99.1% | 0.03% | −3.28 |
| SPOT Spotify Technology SA | Reduce -55.8% | 3.74% | −3.12 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −2.75 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −2.34 |
| SKX Skechers USA Inc. Class A | Reduce -66.6% | 0.92% | −2.28 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −2.06 |
| HD Home Depot Inc. | Sold out | 0.00% | −1.97 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −1.95 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −1.79 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −1.74 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.70 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −1.63 |
| RBLX Roblox Corp. Class A | Reduce -56.5% | 0.67% | −1.43 |
| PVH PVH Corp. | Sold out | 0.00% | −1.32 |
| PENN Penn Entertainment Inc. | Sold out | 0.00% | −1.31 |
| PM Philip Morris International | Reduce -15.9% | 3.17% | −1.23 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −1.21 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −1.20 |
| POOL Pool Corp. | Sold out | 0.00% | −1.17 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −1.14 |
| PLAY Dave & Buster's Entertainmen | Sold out | 0.00% | −1.02 |
| SIG Signet Jewelers Ltd. | Sold out | 0.00% | −1.00 |
| THO Thor Industries Inc. | Sold out | 0.00% | −0.99 |
| SGI Somnigroup International Inc. | Reduce -38.4% | 1.37% | −0.90 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.80 |
| EQIX Equinix Inc. | Reduce -11.4% | 2.94% | −0.75 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.70 |
| SPHR Sphere Entertainment Co. | Reduce -41.6% | 1.69% | −0.59 |
| CCL Carnival Corp. | Reduce -31.7% | 0.59% | −0.53 |
| Z Zillow Group Inc. Class C | Reduce -18.0% | 0.79% | −0.51 |
| LOW Lowe's Cos Inc. | Reduce -6.3% | 2.66% | −0.16 |
| DIS The Walt Disney Co. | Reduce -2.7% | 2.52% | +0.35 |
Portfolio Buys Q4 2023 → Q1 2024
| AMZN Amazon.com Inc. | Add +606.1% | 10.22% | +8.83 |
| MA Mastercard Inc. Class A | New | 6.24% | +6.24 |
| UBER Uber Technologies Inc. | New | 5.23% | +5.23 |
| SE Sea Ltd.-ADR | New | 3.98% | +3.98 |
| BROS Dutch Bros Inc. Class A | New | 3.42% | +3.42 |
| TGT Target Corp. | New | 3.15% | +3.15 |
| EL Estee Lauder Companies Class A | New | 2.75% | +2.75 |
| BURL Burlington Stores Inc. | New | 2.59% | +2.59 |
| STZ Constellation Brands Inc. Class A | New | 2.51% | +2.51 |
| QSR Restaurant Brands Intern | New | 2.12% | +2.12 |
| DASH DoorDash Inc. Class A | New | 2.04% | +2.04 |
| CMG Chipotle Mexican Grill Inc. | Add +97.2% | 3.63% | +1.98 |
| ONON On Holding AG Class A | New | 1.97% | +1.97 |
| GAP The Gap Inc. | New | 1.88% | +1.88 |
| META Meta Platforms Inc. Class A | Add +14.8% | 6.63% | +1.84 |
| GO Grocery Outlet Holding Corp. | New | 1.69% | +1.69 |
| RCL Royal Caribbean Cruises Ltd. | New | 1.62% | +1.62 |
| WMT Walmart Inc. | New | 1.58% | +1.58 |
| OLLI Ollie's Bargain Outlet Holdi | New | 1.56% | +1.56 |
| WYNN WYNN Resorts Ltd. | Add +146.4% | 2.53% | +1.49 |
| FIVE Five Below | New | 1.42% | +1.42 |
| XYZ Block Inc. | Add +67.1% | 3.52% | +1.33 |
| BIRK Birkenstock Holding PLC | New | 1.25% | +1.25 |
| W Wayfair Inc. Class A | Add +46.3% | 1.92% | +0.56 |
| AS Amer Sports Inc. | New | 0.47% | +0.47 |
| SN Sharkninja Inc. | New | 0.37% | +0.37 |
| UL Unilever PLC | New | 0.03% | +0.03 |
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 |