Mane Global Capital Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Mane Global Capital Management LP reported 61 stock positions worth $2.2 billion. Its top holding was AppLovin Class A (APP) at 6.5% of the portfolio, followed by Amazon.com (AMZN, 4.8%) and Robinhood Markets Class A (HOOD, 3.9%). Compared with Q3 2024, it opened 27 new positions, sold out of 16, added to 16 and reduced 14. The biggest buy was a new position in AppLovin Class A (APP) and the biggest sale Microsoft (MSFT, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001856155
- Portfolio Value
- $2.2B (Q4 2024)
- SEC Filing
- 0000902664-25-000965 ↗ filed Feb 14, 2025
Holdings Value
Holdings 61 stocks · $2.2B
| APP AppLovin Corp. Class A | 6.47% | 437,073 | $141.5M | New |
| AMZN Amazon.com Inc. | 4.77% | 475,001 | $104.2M | New |
| HOOD Robinhood Markets Inc. Class A | 3.87% | 2,269,004 | $84.5M | New |
| DRI Darden Restaurants Inc. | 3.64% | 426,130 | $79.6M | Add +373.5% |
| AVGO Broadcom Inc. | 3.31% | 312,157 | $72.4M | Add +316.2% |
| SE Sea Ltd.-ADR | 2.88% | 593,133 | $62.9M | Add +16.3% |
| EAT Brinker International Inc. | 2.79% | 461,279 | $61.0M | New |
| WMT Walmart Inc. | 2.79% | 675,070 | $61.0M | New |
| SHAK Shake Shack Inc. Class A | 2.69% | 453,167 | $58.8M | Reduce -24.7% |
| FLUT Flutter Entertainment PLC-Di | 2.68% | 226,520 | $58.5M | Reduce -40.5% |
| META Meta Platforms Inc. Class A | 2.55% | 95,418 | $55.9M | Reduce -14.8% |
| RH RH | 2.50% | 138,793 | $54.6M | Add +32.8% |
| CVNA Carvana Co. | 2.32% | 249,582 | $50.8M | Add +5.6% |
| VFC VF Corp. | 2.25% | 2,288,642 | $49.1M | New |
| ULTA Ulta Beauty Inc. | 2.22% | 111,743 | $48.6M | New |
| NVDA Nvidia Corp. | 2.17% | 353,997 | $47.5M | Add +77.1% |
| BIRK Birkenstock Holding PLC | 2.10% | 810,036 | $45.9M | Add +5.6% |
| DAL Delta Air Lines Inc. | 2.08% | 750,983 | $45.4M | New |
| TOST Toast Inc. Class A | 2.06% | 1,237,592 | $45.1M | Add +13.3% |
| LYV Live Nation Entertainment Inc. | 1.99% | 336,513 | $43.6M | New |
| SBUX Starbucks Corp. | 1.99% | 476,712 | $43.5M | Add +69.3% |
| BILL Bill Holdings Inc. | 1.95% | 502,749 | $42.6M | New |
| UAL United Airlines Holdings Inc. | 1.88% | 424,295 | $41.2M | New |
| CHWY Chewy Inc. Class A | 1.87% | 1,218,852 | $40.8M | Add +134.9% |
| BURL Burlington Stores Inc. | 1.80% | 138,327 | $39.4M | Add +38.7% |
| DPZ Domino's Pizza Inc. | 1.80% | 93,688 | $39.3M | New |
| PM Philip Morris International | 1.77% | 321,422 | $38.7M | Add +216.1% |
| ANET Arista Networks Inc. | 1.62% | 319,756 | $35.3M | New |
| NBIS Nebius Group NV | 1.55% | 1,224,939 | $33.9M | New |
| PLNT Planet Fitness Inc. Class A | 1.51% | 333,623 | $33.0M | Add +7.7% |
| RDDT Reddit Inc. Class A | 1.49% | 199,379 | $32.6M | New |
| UBER Uber Technologies Inc. | 1.49% | 539,740 | $32.6M | Add +152.7% |
| LULU Lululemon Athletica Inc. | 1.46% | 83,324 | $31.9M | New |
| KO The Coca-Cola Co. | 1.41% | 495,000 | $30.8M | New |
| SPOT Spotify Technology SA | 1.32% | 64,508 | $28.9M | Reduce -50.4% |
| ORCL Oracle Corp. | 1.30% | 170,968 | $28.5M | Reduce -58.4% |
| MTN Vail Resorts Inc. | 1.27% | 148,569 | $27.8M | New |
| FWONK Liberty Media Corp. Class C | 1.16% | 274,155 | $25.4M | New |
| Z Zillow Group Inc. Class C | 1.14% | 336,891 | $24.9M | Reduce -56.4% |
| TTWO Take-Two Interactive Softwre | 1.09% | 129,270 | $23.8M | Add +0.0% |
| NFLX Netflix Inc. | 1.08% | 26,605 | $23.7M | Reduce -66.7% |
| PENN Penn Entertainment Inc. | 1.08% | 1,186,823 | $23.5M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.07% | 210,400 | $23.4M | New |
| DASH DoorDash Inc. Class A | 1.06% | 137,768 | $23.1M | Reduce -56.2% |
| HUBS HubSpot Inc. | 1.00% | 31,538 | $22.0M | Reduce -38.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.86% | 1,820,000 | $18.9M | New |
| DECK Deckers Outdoor Corp. | 0.85% | 91,443 | $18.6M | Reduce -47.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.79% | 228,014 | $17.4M | New |
| CZR Caesars Entertainment Inc. | 0.71% | 462,914 | $15.5M | New |
| BBWI Bath & Body Works Inc. | 0.68% | 384,500 | $14.9M | New |
| SN Sharkninja Inc. | 0.63% | 141,344 | $13.8M | Add +2726.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.55% | 52,050 | $12.0M | Reduce -74.5% |
| FRPT Freshpet Inc. | 0.54% | 79,000 | $11.7M | New |
| MSFT Microsoft Corp. | 0.02% | 890 | $375K | Reduce -99.4% |
| UL Unilever PLC | 0.02% | 6,314 | $358K | No change |
| AAPL Apple Inc. | 0.01% | 1,313 | $329K | Reduce -98.2% |
| CPNG Coupang Inc. | 0.01% | 14,748 | $324K | Reduce -99.2% |
| AS Amer Sports Inc. | 0.01% | 10,630 | $297K | No change |
| VRT Vertiv Holdings Co. Class A | 0.01% | 2,369 | $269K | No change |
| SHW The Sherwin-Williams Co. | 0.01% | 638 | $217K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.01% | 3,748 | $205K | New |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -99.4% | 0.02% | −4.18 |
| FLUT Flutter Entertainment PLC-Di | Reduce -40.5% | 2.68% | −3.62 |
| ORCL Oracle Corp. | Reduce -58.4% | 1.30% | −3.58 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −3.39 |
| CPNG Coupang Inc. | Reduce -99.2% | 0.01% | −3.12 |
| QSR Restaurant Brands Intern | Sold out | 0.00% | −3.11 |
| NFLX Netflix Inc. | Reduce -66.7% | 1.08% | −2.87 |
| THO Thor Industries Inc. | Sold out | 0.00% | −2.55 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −2.36 |
| Z Zillow Group Inc. Class C | Reduce -56.4% | 1.14% | −2.30 |
| DASH DoorDash Inc. Class A | Reduce -56.2% | 1.06% | −2.07 |
| EQIX Equinix Inc. | Sold out | 0.00% | −2.05 |
| SPOT Spotify Technology SA | Reduce -50.4% | 1.32% | −2.03 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -74.5% | 0.55% | −1.97 |
| META Meta Platforms Inc. Class A | Reduce -14.8% | 2.55% | −1.92 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.70 |
| SHAK Shake Shack Inc. Class A | Reduce -24.7% | 2.69% | −1.65 |
| FIVE Five Below | Sold out | 0.00% | −1.63 |
| AEO American Eagle Outfitters | Sold out | 0.00% | −1.53 |
| KMX Carmax Inc. | Sold out | 0.00% | −1.44 |
| CART Maplebear Inc. | Sold out | 0.00% | −1.32 |
| AAPL Apple Inc. | Reduce -98.2% | 0.01% | −1.20 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −1.17 |
| DECK Deckers Outdoor Corp. | Reduce -47.9% | 0.85% | −1.10 |
| NTNX Nutanix Inc. Class A | Sold out | 0.00% | −1.03 |
| HUBS HubSpot Inc. | Reduce -38.0% | 1.00% | −0.88 |
| SIG Signet Jewelers Ltd. | Sold out | 0.00% | −0.71 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.02 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| APP AppLovin Corp. Class A | New | 6.47% | +6.47 |
| AMZN Amazon.com Inc. | New | 4.77% | +4.77 |
| HOOD Robinhood Markets Inc. Class A | New | 3.87% | +3.87 |
| EAT Brinker International Inc. | New | 2.79% | +2.79 |
| WMT Walmart Inc. | New | 2.79% | +2.79 |
| DRI Darden Restaurants Inc. | Add +373.5% | 3.64% | +2.61 |
| AVGO Broadcom Inc. | Add +316.2% | 3.31% | +2.41 |
| VFC VF Corp. | New | 2.25% | +2.25 |
| ULTA Ulta Beauty Inc. | New | 2.22% | +2.22 |
| DAL Delta Air Lines Inc. | New | 2.08% | +2.08 |
| LYV Live Nation Entertainment Inc. | New | 1.99% | +1.99 |
| BILL Bill Holdings Inc. | New | 1.95% | +1.95 |
| UAL United Airlines Holdings Inc. | New | 1.88% | +1.88 |
| DPZ Domino's Pizza Inc. | New | 1.80% | +1.80 |
| ANET Arista Networks Inc. | New | 1.62% | +1.62 |
| NBIS Nebius Group NV | New | 1.55% | +1.55 |
| RDDT Reddit Inc. Class A | New | 1.49% | +1.49 |
| LULU Lululemon Athletica Inc. | New | 1.46% | +1.46 |
| KO The Coca-Cola Co. | New | 1.41% | +1.41 |
| MTN Vail Resorts Inc. | New | 1.27% | +1.27 |
| FWONK Liberty Media Corp. Class C | New | 1.16% | +1.16 |
| PENN Penn Entertainment Inc. | New | 1.08% | +1.08 |
| DIS The Walt Disney Co. | New | 1.07% | +1.07 |
| PM Philip Morris International | Add +216.1% | 1.77% | +0.91 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.86% | +0.86 |
| CHWY Chewy Inc. Class A | Add +134.9% | 1.87% | +0.81 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.79% | +0.79 |
| CZR Caesars Entertainment Inc. | New | 0.71% | +0.71 |
| BBWI Bath & Body Works Inc. | New | 0.68% | +0.68 |
| SN Sharkninja Inc. | Add +2726.9% | 0.63% | +0.59 |
| FRPT Freshpet Inc. | New | 0.54% | +0.54 |
| NVDA Nvidia Corp. | Add +77.1% | 2.17% | +0.48 |
| UBER Uber Technologies Inc. | Add +152.7% | 1.49% | +0.37 |
| SBUX Starbucks Corp. | Add +69.3% | 1.99% | +0.07 |
| RH RH | Add +32.8% | 2.50% | +0.06 |
| ONON On Holding AG Class A | New | 0.01% | +0.01 |
| BURL Burlington Stores Inc. | Add +38.7% | 1.80% | −0.03 |
| TOST Toast Inc. Class A | Add +13.3% | 2.06% | −0.09 |
| PLNT Planet Fitness Inc. Class A | Add +7.7% | 1.51% | −0.25 |
| TTWO Take-Two Interactive Softwre | Add +0.0% | 1.09% | −0.30 |
| SE Sea Ltd.-ADR | Add +16.3% | 2.88% | −0.48 |
| BIRK Birkenstock Holding PLC | Add +5.6% | 2.10% | −0.54 |
| CVNA Carvana Co. | Add +5.6% | 2.32% | −0.55 |
Options Activity Q3 2024 → Q4 2024
| DPZ Domino's Pizza Inc. | put | Sold out | 238,000 | $102.4Mbefore exit |
| KSS Kohls Corp. | call | Sold out | 1,143,400 | $24.1Mbefore exit |
| PINS Pinterest Inc. Class A | call | Sold out | 380,000 | $12.3Mbefore exit |
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 |