Mane Global Capital Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Mane Global Capital Management LP reported 50 stock positions worth $1.3 billion. Its top holding was Primo Brands (PRMB) at 5.6% of the portfolio, followed by AppLovin Class A (APP, 5.5%) and Carvana (CVNA, 4.8%). Compared with Q4 2024, it opened 15 new positions, sold out of 26, added to 13 and reduced 20. The biggest buy was a new position in Primo Brands (PRMB) and the biggest sale Robinhood Markets Class A (HOOD, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001856155
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0000902664-25-002366 ↗ filed May 15, 2025
Holdings Value
Holdings 50 stocks · $1.3B
| PRMB Primo Brands Corp. | 5.63% | 1,996,593 | $70.9M | New |
| APP AppLovin Corp. Class A | 5.53% | 262,443 | $69.5M | Reduce -40.0% |
| CVNA Carvana Co. | 4.85% | 291,592 | $61.0M | Add +16.8% |
| SE Sea Ltd.-ADR | 4.58% | 441,696 | $57.6M | Reduce -25.5% |
| CHWY Chewy Inc. Class A | 4.50% | 1,742,171 | $56.6M | Add +42.9% |
| DASH DoorDash Inc. Class A | 4.43% | 305,036 | $55.8M | Add +121.4% |
| BURL Burlington Stores Inc. | 3.98% | 210,077 | $50.1M | Add +51.9% |
| ULTA Ulta Beauty Inc. | 3.74% | 128,529 | $47.1M | Add +15.0% |
| LYV Live Nation Entertainment Inc. | 3.71% | 357,520 | $46.7M | Add +6.2% |
| AMZN Amazon.com Inc. | 3.53% | 233,600 | $44.4M | Reduce -50.8% |
| YUMC Yum China Holdings Inc. | 3.43% | 827,870 | $43.1M | New |
| SHAK Shake Shack Inc. Class A | 3.22% | 459,597 | $40.5M | Add +1.4% |
| NVDA Nvidia Corp. | 3.22% | 373,748 | $40.5M | Add +5.6% |
| CPNG Coupang Inc. | 3.19% | 1,831,566 | $40.2M | Add +12319.1% |
| GRAB Grab Holdings Ltd. Class A | 2.89% | 8,027,299 | $36.4M | New |
| TOST Toast Inc. Class A | 2.86% | 1,083,074 | $35.9M | Reduce -12.5% |
| AVGO Broadcom Inc. | 2.83% | 212,727 | $35.6M | Reduce -31.9% |
| META Meta Platforms Inc. Class A | 2.76% | 60,359 | $34.8M | Reduce -36.7% |
| FLUT Flutter Entertainment PLC-Di | 2.72% | 154,319 | $34.2M | Reduce -31.9% |
| PLNT Planet Fitness Inc. Class A | 2.52% | 327,874 | $31.7M | Reduce -1.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.45% | 700,821 | $30.8M | Add +18598.5% |
| MNST Monster Beverage Corp. | 2.43% | 522,733 | $30.6M | New |
| MCD McDonald's Corp. | 2.21% | 88,930 | $27.8M | New |
| PM Philip Morris International | 2.20% | 174,339 | $27.7M | Reduce -45.8% |
| KMX Carmax Inc. | 2.01% | 325,276 | $25.3M | New |
| VVV Valvoline Inc. | 1.91% | 690,149 | $24.0M | New |
| CELH Celsius Holdings Inc. | 1.90% | 671,528 | $23.9M | New |
| UBER Uber Technologies Inc. | 1.89% | 326,511 | $23.8M | Reduce -39.5% |
| BIRK Birkenstock Holding PLC | 1.71% | 470,583 | $21.6M | Reduce -41.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.41% | 180,113 | $17.8M | Reduce -14.4% |
| RBLX Roblox Corp. Class A | 1.24% | 266,874 | $15.6M | New |
| DRI Darden Restaurants Inc. | 1.22% | 74,000 | $15.4M | Reduce -82.6% |
| AZO AutoZone Inc. | 1.06% | 3,500 | $13.3M | New |
| SG Sweetgreen Inc. Class A | 1.01% | 506,865 | $12.7M | New |
| DECK Deckers Outdoor Corp. | 0.67% | 75,000 | $8.4M | Reduce -18.0% |
| RACE Ferrari NV | 0.06% | 1,685 | $721K | New |
| MSFT Microsoft Corp. | 0.06% | 1,894 | $711K | Add +112.8% |
| NFLX Netflix Inc. | 0.05% | 710 | $662K | Reduce -97.3% |
| HLN Haleon PLC-ADR | 0.05% | 64,024 | $659K | New |
| SPOT Spotify Technology SA | 0.05% | 1,165 | $641K | Reduce -98.2% |
| MELI MercadoLibre Inc. | 0.04% | 269 | $525K | New |
| Z Zillow Group Inc. Class C | 0.04% | 6,766 | $464K | Reduce -98.0% |
| UL Unilever PLC | 0.03% | 7,319 | $436K | Add +15.9% |
| AAPL Apple Inc. | 0.03% | 1,886 | $419K | Add +43.6% |
| OLLI Ollie's Bargain Outlet Holdi | 0.03% | 3,527 | $410K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.03% | 1,650 | $339K | Reduce -96.8% |
| HOOD Robinhood Markets Inc. Class A | 0.03% | 8,103 | $337K | Reduce -99.6% |
| RDDT Reddit Inc. Class A | 0.03% | 3,063 | $321K | Reduce -98.5% |
| AS Amer Sports Inc. | 0.02% | 10,630 | $284K | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 638 | $223K | No change |
Options reported separately and not counted above: APP calls ($63.6M).
Portfolio Sells Q4 2024 → Q1 2025
| HOOD Robinhood Markets Inc. Class A | Reduce -99.6% | 0.03% | −3.84 |
| EAT Brinker International Inc. | Sold out | 0.00% | −2.79 |
| WMT Walmart Inc. | Sold out | 0.00% | −2.79 |
| RH RH | Sold out | 0.00% | −2.50 |
| DRI Darden Restaurants Inc. | Reduce -82.6% | 1.22% | −2.42 |
| VFC VF Corp. | Sold out | 0.00% | −2.25 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −2.08 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −1.99 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −1.95 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −1.88 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −1.80 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −1.62 |
| NBIS Nebius Group NV | Sold out | 0.00% | −1.55 |
| RDDT Reddit Inc. Class A | Reduce -98.5% | 0.03% | −1.46 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −1.46 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −1.41 |
| ORCL Oracle Corp. | Sold out | 0.00% | −1.30 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −1.27 |
| SPOT Spotify Technology SA | Reduce -98.2% | 0.05% | −1.27 |
| AMZN Amazon.com Inc. | Reduce -50.8% | 3.53% | −1.23 |
| FWONK Liberty Media Corp. Class C | Sold out | 0.00% | −1.16 |
| Z Zillow Group Inc. Class C | Reduce -98.0% | 0.04% | −1.10 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −1.09 |
| PENN Penn Entertainment Inc. | Sold out | 0.00% | −1.08 |
| NFLX Netflix Inc. | Reduce -97.3% | 0.05% | −1.03 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −1.00 |
| APP AppLovin Corp. Class A | Reduce -40.0% | 5.53% | −0.95 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.86 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.79 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.71 |
| BBWI Bath & Body Works Inc. | Sold out | 0.00% | −0.68 |
| SN Sharkninja Inc. | Sold out | 0.00% | −0.63 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.54 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -96.8% | 0.03% | −0.52 |
| AVGO Broadcom Inc. | Reduce -31.9% | 2.83% | −0.48 |
| BIRK Birkenstock Holding PLC | Reduce -41.9% | 1.71% | −0.38 |
| DECK Deckers Outdoor Corp. | Reduce -18.0% | 0.67% | −0.18 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.01 |
| FLUT Flutter Entertainment PLC-Di | Reduce -31.9% | 2.72% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -36.7% | 2.76% | +0.21 |
| DIS The Walt Disney Co. | Reduce -14.4% | 1.41% | +0.34 |
| UBER Uber Technologies Inc. | Reduce -39.5% | 1.89% | +0.40 |
| PM Philip Morris International | Reduce -45.8% | 2.20% | +0.43 |
| TOST Toast Inc. Class A | Reduce -12.5% | 2.86% | +0.79 |
| PLNT Planet Fitness Inc. Class A | Reduce -1.7% | 2.52% | +1.01 |
| SE Sea Ltd.-ADR | Reduce -25.5% | 4.58% | +1.70 |
Portfolio Buys Q4 2024 → Q1 2025
| PRMB Primo Brands Corp. | New | 5.63% | +5.63 |
| YUMC Yum China Holdings Inc. | New | 3.43% | +3.43 |
| DASH DoorDash Inc. Class A | Add +121.4% | 4.43% | +3.37 |
| CPNG Coupang Inc. | Add +12319.1% | 3.19% | +3.18 |
| GRAB Grab Holdings Ltd. Class A | New | 2.89% | +2.89 |
| CHWY Chewy Inc. Class A | Add +42.9% | 4.50% | +2.63 |
| CVNA Carvana Co. | Add +16.8% | 4.85% | +2.52 |
| ONON On Holding AG Class A | Add +18598.5% | 2.45% | +2.44 |
| MNST Monster Beverage Corp. | New | 2.43% | +2.43 |
| MCD McDonald's Corp. | New | 2.21% | +2.21 |
| BURL Burlington Stores Inc. | Add +51.9% | 3.98% | +2.18 |
| KMX Carmax Inc. | New | 2.01% | +2.01 |
| VVV Valvoline Inc. | New | 1.91% | +1.91 |
| CELH Celsius Holdings Inc. | New | 1.90% | +1.90 |
| LYV Live Nation Entertainment Inc. | Add +6.2% | 3.71% | +1.72 |
| ULTA Ulta Beauty Inc. | Add +15.0% | 3.74% | +1.52 |
| RBLX Roblox Corp. Class A | New | 1.24% | +1.24 |
| AZO AutoZone Inc. | New | 1.06% | +1.06 |
| NVDA Nvidia Corp. | Add +5.6% | 3.22% | +1.05 |
| SG Sweetgreen Inc. Class A | New | 1.01% | +1.01 |
| SHAK Shake Shack Inc. Class A | Add +1.4% | 3.22% | +0.53 |
| RACE Ferrari NV | New | 0.06% | +0.06 |
| HLN Haleon PLC-ADR | New | 0.05% | +0.05 |
| MELI MercadoLibre Inc. | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +112.8% | 0.06% | +0.04 |
| OLLI Ollie's Bargain Outlet Holdi | New | 0.03% | +0.03 |
| AAPL Apple Inc. | Add +43.6% | 0.03% | +0.02 |
| UL Unilever PLC | Add +15.9% | 0.03% | +0.02 |
Options Activity Q4 2024 → Q1 2025
| APP AppLovin Corp. Class A | call | New | 240,000 | $63.6M |
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 |