Mane Global Capital Management LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Mane Global Capital Management LP reported 40 stock positions worth $1.4 billion. Its top holding was Amazon.com (AMZN) at 8.9% of the portfolio, followed by Coupang (CPNG, 6.2%) and Kimberly-Clark (KMB, 5.2%). Compared with Q1 2024, it opened 21 new positions, sold out of 22, added to 10 and reduced 8. The biggest buy was a new position in Coupang (CPNG) and the biggest sale an exit from Meta Platforms Class A (META).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001856155
Portfolio Value
$1.4B (Q2 2024)
SEC Filing
0000902664-24-005120 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.4B $1.4B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $2.2B Q2 2025 Q3 2025: $2.1B Q3 2025 Q4 2025: $1.8B Q4 2025 Q1 2026: $970.7M Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 40 stocks · $1.4B
AMZN Amazon.com Inc. 8.86% 653,278 $126.2M Reduce -2.2%
CPNG Coupang Inc. 6.21% 4,223,648 $88.5M New
KMB Kimberly-Clark Corp. 5.25% 541,018 $74.8M New
PDD PDD Holdings Inc. 4.82% 516,927 $68.7M Add +95.7%
MA Mastercard Inc. Class A 4.66% 150,628 $66.5M Reduce -1.5%
BROS Dutch Bros Inc. Class A 4.66% 1,604,803 $66.4M Add +31.5%
MSFT Microsoft Corp. 4.10% 130,605 $58.4M Add +16474.2%
TXRH Texas Roadhouse Inc. 4.05% 335,907 $57.7M New
AAPL Apple Inc. 3.97% 268,353 $56.5M New
NFLX Netflix Inc. 3.49% 73,623 $49.7M New
BIRK Birkenstock Holding PLC 3.10% 812,508 $44.2M Add +161.1%
CVNA Carvana Co. 2.74% 302,824 $39.0M New
CZR Caesars Entertainment Inc. 2.73% 977,725 $38.9M New
WING Wingstop Inc. 2.67% 89,939 $38.0M New
FWONK Liberty Media Corp. Class C 2.60% 515,000 $37.0M New
KO The Coca-Cola Co. 2.59% 580,793 $37.0M New
PM Philip Morris International 2.39% 335,936 $34.0M Reduce -17.7%
RCL Royal Caribbean Cruises Ltd. 2.37% 211,401 $33.7M Add +54.1%
BURL Burlington Stores Inc. 2.25% 133,783 $32.1M Add +1.9%
CCL Carnival Corp. 2.23% 1,700,000 $31.8M Add +299.1%
SHW The Sherwin-Williams Co. 2.22% 106,053 $31.6M New
BKNG Booking Holdings Inc. 2.11% 7,583 $30.0M New
FLUT Flutter Entertainment PLC-Di 1.90% 148,650 $27.1M New
SPOT Spotify Technology SA 1.74% 79,213 $24.9M Reduce -52.5%
MGM MGM Resorts International 1.62% 519,650 $23.1M New
VRT Vertiv Holdings Co. Class A 1.55% 254,534 $22.0M New
Z Zillow Group Inc. Class C 1.52% 466,724 $21.7M Add +145.6%
GAP The Gap Inc. 1.44% 860,037 $20.5M Add +7.0%
NTNX Nutanix Inc. Class A 1.14% 286,000 $16.3M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.14% 163,260 $16.2M Reduce -32.9%
CHWY Chewy Inc. Class A 1.12% 586,822 $16.0M New
GO Grocery Outlet Holding Corp. 1.09% 703,769 $15.6M Add +1.4%
DASH DoorDash Inc. Class A 1.07% 139,624 $15.2M Reduce -20.0%
NVDA Nvidia Corp. 0.98% 112,600 $13.9M New
THO Thor Industries Inc. 0.96% 145,748 $13.6M New
XYZ Block Inc. 0.90% 199,403 $12.9M Reduce -59.3%
HIMS Hims & Hers Health Inc. 0.87% 616,851 $12.5M New
AEO American Eagle Outfitters 0.86% 613,398 $12.2M New
UL Unilever PLC 0.02% 6,314 $347K No change
OLLI Ollie's Bargain Outlet Holdi 0.02% 2,752 $270K Reduce -98.8%

Options reported separately and not counted above: ORLY puts ($38.0M).

Portfolio Sells Q1 2024 → Q2 2024
META Meta Platforms Inc. Class A Sold out 0.00% −6.63
UBER Uber Technologies Inc. Sold out 0.00% −5.23
SE Sea Ltd.-ADR Sold out 0.00% −3.98
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −3.63
TGT Target Corp. Sold out 0.00% −3.15
EQIX Equinix Inc. Sold out 0.00% −2.94
EL Estee Lauder Companies Class A Sold out 0.00% −2.75
LOW Lowe's Cos Inc. Sold out 0.00% −2.66
XYZ Block Inc. Reduce -59.3% 0.90% −2.61
WYNN WYNN Resorts Ltd. Sold out 0.00% −2.53
STZ Constellation Brands Inc. Class A Sold out 0.00% −2.51
QSR Restaurant Brands Intern Sold out 0.00% −2.12
SPOT Spotify Technology SA Reduce -52.5% 1.74% −1.99
ONON On Holding AG Class A Sold out 0.00% −1.97
W Wayfair Inc. Class A Sold out 0.00% −1.92
SPHR Sphere Entertainment Co. Sold out 0.00% −1.69
MA Mastercard Inc. Class A Reduce -1.5% 4.66% −1.58
WMT Walmart Inc. Sold out 0.00% −1.58
OLLI Ollie's Bargain Outlet Holdi Reduce -98.8% 0.02% −1.54
FIVE Five Below Sold out 0.00% −1.42
DIS The Walt Disney Co. Reduce -32.9% 1.14% −1.39
SGI Somnigroup International Inc. Sold out 0.00% −1.37
AMZN Amazon.com Inc. Reduce -2.2% 8.86% −1.36
DASH DoorDash Inc. Class A Reduce -20.0% 1.07% −0.97
SKX Skechers USA Inc. Class A Sold out 0.00% −0.92
PM Philip Morris International Reduce -17.7% 2.39% −0.78
RBLX Roblox Corp. Class A Sold out 0.00% −0.67
AS Amer Sports Inc. Sold out 0.00% −0.47
SN Sharkninja Inc. Sold out 0.00% −0.37
MELI MercadoLibre Inc. Sold out 0.00% −0.02

Portfolio Buys Q1 2024 → Q2 2024
CPNG Coupang Inc. New 6.21% +6.21
KMB Kimberly-Clark Corp. New 5.25% +5.25
MSFT Microsoft Corp. Add +16474.2% 4.10% +4.07
TXRH Texas Roadhouse Inc. New 4.05% +4.05
AAPL Apple Inc. New 3.97% +3.97
NFLX Netflix Inc. New 3.49% +3.49
CVNA Carvana Co. New 2.74% +2.74
CZR Caesars Entertainment Inc. New 2.73% +2.73
WING Wingstop Inc. New 2.67% +2.67
FWONK Liberty Media Corp. Class C New 2.60% +2.60
KO The Coca-Cola Co. New 2.59% +2.59
SHW The Sherwin-Williams Co. New 2.22% +2.22
PDD PDD Holdings Inc. Add +95.7% 4.82% +2.22
BKNG Booking Holdings Inc. New 2.11% +2.11
FLUT Flutter Entertainment PLC-Di New 1.90% +1.90
BIRK Birkenstock Holding PLC Add +161.1% 3.10% +1.86
CCL Carnival Corp. Add +299.1% 2.23% +1.64
MGM MGM Resorts International New 1.62% +1.62
VRT Vertiv Holdings Co. Class A New 1.55% +1.55
BROS Dutch Bros Inc. Class A Add +31.5% 4.66% +1.25
NTNX Nutanix Inc. Class A New 1.14% +1.14
CHWY Chewy Inc. Class A New 1.12% +1.12
NVDA Nvidia Corp. New 0.98% +0.98
THO Thor Industries Inc. New 0.96% +0.96
HIMS Hims & Hers Health Inc. New 0.87% +0.87
AEO American Eagle Outfitters New 0.86% +0.86
RCL Royal Caribbean Cruises Ltd. Add +54.1% 2.37% +0.75
Z Zillow Group Inc. Class C Add +145.6% 1.52% +0.73
BURL Burlington Stores Inc. Add +1.9% 2.25% −0.33
GAP The Gap Inc. Add +7.0% 1.44% −0.44
GO Grocery Outlet Holding Corp. Add +1.4% 1.09% −0.60

Options Activity Q1 2024 → Q2 2024
ORLY O'reilly Automotive Inc. put New 36,000 $38.0M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 54$1.2BGOOGL, ARMK, LYV, MDLZ, SHW
Q1 2026 57$970.7MYUM, CHWY, LYV, MAR, BURL
Q4 2025 62$1.8BAMZN, CVNA, AVGO, MSFT, LYV
Q3 2025 63$2.1BMSFT, AVGO, APP, CVNA, CELH
Q2 2025 62$2.2BMSFT, NVDA, SE, APP, LYV
Q1 2025 50$1.3BPRMB, APP, CVNA, SE, CHWY
Q4 2024 61$2.2BAPP, AMZN, HOOD, DRI, AVGO
Q3 2024 50$1.4BFLUT, ORCL, META, SHAK, MSFT
Q2 2024 40$1.4BAMZN, CPNG, KMB, PDD, MA
Q1 2024 41$1.2BAMZN, META, MA, UBER, SE