Mane Global Capital Management LP In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Mane Global Capital Management LP reported 50 stock positions worth $1.4 billion . Its top holding was Flutter Entertainment PLC-Di (FLUT) at 6.3% of the portfolio, followed by Oracle (ORCL, 4.9% ) and Meta Platforms Class A (META, 4.5% ). Compared with Q2 2024, it opened 28 new positions, sold out of 18, added to 9 and reduced 12. The biggest buy was a new position in Oracle (ORCL) and the biggest sale an exit from Amazon.com (AMZN).
Location NEW YORK, NY
CIK 0001856155
Portfolio Value $1.4B (Q3 2024) Holdings 50 stocks · $1.4B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2024 FLUT Flutter Entertainment PLC-Di 380,609 $90.3M Add +156.0% ORCL Oracle Corp. 410,978 $70.0M New META Meta Platforms Inc. Class A 112,039 $64.1M New SHAK Shake Shack Inc. Class A 602,127 $62.1M New MSFT Microsoft Corp. 139,826 $60.2M Add +7.1% NFLX Netflix Inc. 79,954 $56.7M Add +8.6% Z Zillow Group Inc. Class C 772,139 $49.3M Add +65.4% WDAY Workday Inc. Class A 198,906 $48.6M New SE Sea Ltd.-ADR 510,215 $48.1M New SPOT Spotify Technology SA 130,122 $48.0M Add +64.3% CPNG Coupang Inc. 1,829,021 $44.9M Reduce -56.7% DASH DoorDash Inc. Class A 314,426 $44.9M Add +125.2% QSR Restaurant Brands Intern 618,665 $44.6M New CVNA Carvana Co. 236,250 $41.1M Reduce -22.0% BIRK Birkenstock Holding PLC 767,324 $37.8M Reduce -5.6% THO Thor Industries Inc. 332,355 $36.5M Add +128.0% RCL Royal Caribbean Cruises Ltd. 203,809 $36.1M Reduce -3.6% RH RH 104,546 $35.0M New NCLH Norwegian Cruise Line Holdin 1,648,269 $33.8M New TOST Toast Inc. Class A 1,092,042 $30.9M New EQIX Equinix Inc. 33,097 $29.4M New DECK Deckers Outdoor Corp. 175,340 $28.0M New SBUX Starbucks Corp. 281,558 $27.4M New HUBS HubSpot Inc. 50,829 $27.0M New BURL Burlington Stores Inc. 99,757 $26.3M Reduce -25.4% PLNT Planet Fitness Inc. Class A 309,806 $25.2M New MCD McDonald's Corp. 79,950 $24.3M New NVDA Nvidia Corp. 199,843 $24.3M Add +77.5% FIVE Five Below 264,029 $23.3M New AEO American Eagle Outfitters 978,277 $21.9M Add +59.5% KMX Carmax Inc. 267,500 $20.7M New TTWO Take-Two Interactive Softwre 129,249 $19.9M New CART Maplebear Inc. 463,335 $18.9M New AAPL Apple Inc. 74,542 $17.4M Reduce -72.2% FND Floor & Decor Holdings Inc. Class A 135,063 $16.8M New UBER Uber Technologies Inc. 213,617 $16.1M New CHWY Chewy Inc. Class A 518,804 $15.2M Reduce -11.6% NTNX Nutanix Inc. Class A 250,000 $14.8M Reduce -12.6% DRI Darden Restaurants Inc. 90,000 $14.8M New AVGO Broadcom Inc. 75,000 $12.9M New PM Philip Morris International 101,674 $12.3M Reduce -69.7% SIG Signet Jewelers Ltd. 99,000 $10.2M New MDLZ Mondelez International Inc. Class A 13,492 $994K New SN Sharkninja Inc. 5,000 $544K New UL Unilever PLC 6,314 $410K No change SHW The Sherwin-Williams Co. 638 $244K Reduce -99.4% VRT Vertiv Holdings Co. Class A 2,369 $236K Reduce -99.1% WING Wingstop Inc. 555 $231K Reduce -99.4% AS Amer Sports Inc. 10,630 $170K New HLN Haleon PLC-ADR 13,200 $140K New
Options reported separately and not counted above: DPZ puts ($102.4M), KSS calls ($24.1M), PINS calls ($12.3M).
Portfolio Sells Q2 2024 → Q3 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▲ AMZN Amazon.com Inc. Sold out 0.00% −8.86 KMB Kimberly-Clark Corp. Sold out 0.00% −5.25 PDD PDD Holdings Inc. Sold out 0.00% −4.82 MA Mastercard Inc. Class A Sold out 0.00% −4.66 BROS Dutch Bros Inc. Class A Sold out 0.00% −4.66 TXRH Texas Roadhouse Inc. Sold out 0.00% −4.05 CPNG Coupang Inc. Reduce -56.7% 3.13% −3.08 AAPL Apple Inc. Reduce -72.2% 1.21% −2.75 CZR Caesars Entertainment Inc. Sold out 0.00% −2.73 WING Wingstop Inc. Reduce -99.4% 0.02% −2.65 FWONK Liberty Media Corp. Class C Sold out 0.00% −2.60 KO The Coca-Cola Co. Sold out 0.00% −2.59 CCL Carnival Corp. Sold out 0.00% −2.23 SHW The Sherwin-Williams Co. Reduce -99.4% 0.02% −2.20 BKNG Booking Holdings Inc. Sold out 0.00% −2.11 MGM MGM Resorts International Sold out 0.00% −1.62 VRT Vertiv Holdings Co. Class A Reduce -99.1% 0.02% −1.53 PM Philip Morris International Reduce -69.7% 0.86% −1.53 GAP The Gap Inc. Sold out 0.00% −1.44 DIS The Walt Disney Co. Sold out 0.00% −1.14 GO Grocery Outlet Holding Corp. Sold out 0.00% −1.09 XYZ Block Inc. Sold out 0.00% −0.90 HIMS Hims & Hers Health Inc. Sold out 0.00% −0.87 BIRK Birkenstock Holding PLC Reduce -5.6% 2.64% −0.46 BURL Burlington Stores Inc. Reduce -25.4% 1.83% −0.42 NTNX Nutanix Inc. Class A Reduce -12.6% 1.03% −0.11 CHWY Chewy Inc. Class A Reduce -11.6% 1.06% −0.06 OLLI Ollie's Bargain Outlet Holdi Sold out 0.00% −0.02 CVNA Carvana Co. Reduce -22.0% 2.87% +0.13 RCL Royal Caribbean Cruises Ltd. Reduce -3.6% 2.52% +0.16
Portfolio Buys Q2 2024 → Q3 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▼ ORCL Oracle Corp. New 4.89% +4.89 META Meta Platforms Inc. Class A New 4.48% +4.48 FLUT Flutter Entertainment PLC-Di Add +156.0% 6.30% +4.40 SHAK Shake Shack Inc. Class A New 4.34% +4.34 WDAY Workday Inc. Class A New 3.39% +3.39 SE Sea Ltd.-ADR New 3.36% +3.36 QSR Restaurant Brands Intern New 3.11% +3.11 RH RH New 2.44% +2.44 NCLH Norwegian Cruise Line Holdin New 2.36% +2.36 TOST Toast Inc. Class A New 2.16% +2.16 DASH DoorDash Inc. Class A Add +125.2% 3.13% +2.07 EQIX Equinix Inc. New 2.05% +2.05 DECK Deckers Outdoor Corp. New 1.95% +1.95 Z Zillow Group Inc. Class C Add +65.4% 3.44% +1.92 SBUX Starbucks Corp. New 1.92% +1.92 HUBS HubSpot Inc. New 1.89% +1.89 PLNT Planet Fitness Inc. Class A New 1.76% +1.76 MCD McDonald's Corp. New 1.70% +1.70 FIVE Five Below New 1.63% +1.63 SPOT Spotify Technology SA Add +64.3% 3.35% +1.60 THO Thor Industries Inc. Add +128.0% 2.55% +1.59 KMX Carmax Inc. New 1.44% +1.44 TTWO Take-Two Interactive Softwre New 1.39% +1.39 CART Maplebear Inc. New 1.32% +1.32 FND Floor & Decor Holdings Inc. Class A New 1.17% +1.17 UBER Uber Technologies Inc. New 1.12% +1.12 DRI Darden Restaurants Inc. New 1.03% +1.03 AVGO Broadcom Inc. New 0.90% +0.90 NVDA Nvidia Corp. Add +77.5% 1.69% +0.72 SIG Signet Jewelers Ltd. New 0.71% +0.71 AEO American Eagle Outfitters Add +59.5% 1.53% +0.67 NFLX Netflix Inc. Add +8.6% 3.96% +0.47 MSFT Microsoft Corp. Add +7.1% 4.20% +0.10 MDLZ Mondelez International Inc. Class A New 0.07% +0.07 SN Sharkninja Inc. New 0.04% +0.04 AS Amer Sports Inc. New 0.01% +0.01 HLN Haleon PLC-ADR New 0.01% +0.01
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ DPZ Domino's Pizza Inc. put New 238,000 $102.4M ORLY O'reilly Automotive Inc. put Sold out 36,000 $38.0Mbefore exit KSS Kohls Corp. call New 1,143,400 $24.1M PINS Pinterest Inc. Class A call New 380,000 $12.3M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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