Mane Global Capital Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Mane Global Capital Management LP reported 62 stock positions worth $2.2 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Nvidia (NVDA, 4.1%) and Sea Ltd.-ADR (SE, 4.0%). Compared with Q1 2025, it opened 29 new positions, sold out of 17, added to 12 and reduced 18. The biggest buy was Microsoft (MSFT, shares +13446%) and the biggest sale an exit from Primo Brands (PRMB).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001856155
- Portfolio Value
- $2.2B (Q2 2025)
- SEC Filing
- 0000902664-25-003600 ↗ filed Aug 14, 2025
Holdings Value
Holdings 62 stocks · $2.2B
| MSFT Microsoft Corp. | 5.81% | 256,569 | $127.6M | Add +13446.4% |
| NVDA Nvidia Corp. | 4.08% | 567,344 | $89.6M | Add +51.8% |
| SE Sea Ltd.-ADR | 3.98% | 546,882 | $87.5M | Add +23.8% |
| APP AppLovin Corp. Class A | 3.96% | 248,564 | $87.0M | Reduce -5.3% |
| LYV Live Nation Entertainment Inc. | 3.71% | 538,104 | $81.4M | Add +50.5% |
| CPNG Coupang Inc. | 3.71% | 2,716,330 | $81.4M | Add +48.3% |
| SHAK Shake Shack Inc. Class A | 3.65% | 570,507 | $80.2M | Add +24.1% |
| HAS Hasbro Inc. | 3.53% | 1,049,454 | $77.5M | New |
| CVNA Carvana Co. | 3.40% | 221,824 | $74.7M | Reduce -23.9% |
| CELH Celsius Holdings Inc. | 3.14% | 1,486,418 | $69.0M | Add +121.3% |
| EAT Brinker International Inc. | 3.13% | 380,942 | $68.7M | New |
| AVGO Broadcom Inc. | 2.96% | 235,466 | $64.9M | Add +10.7% |
| TOST Toast Inc. Class A | 2.76% | 1,366,643 | $60.5M | Add +26.2% |
| ULTA Ulta Beauty Inc. | 2.70% | 126,591 | $59.2M | Reduce -1.5% |
| AS Amer Sports Inc. | 2.61% | 1,480,433 | $57.4M | Add +13826.9% |
| MAT Mattel Inc. | 2.58% | 2,871,121 | $56.6M | New |
| VIK Viking Holdings Ltd. | 2.57% | 1,056,961 | $56.3M | New |
| CCL Carnival Corp. | 2.55% | 1,989,775 | $56.0M | New |
| DPZ Domino's Pizza Inc. | 2.23% | 108,437 | $48.9M | New |
| H Hyatt Hotels Corp. Class A | 2.14% | 336,609 | $47.0M | New |
| UPST Upstart Holdings Inc. | 1.98% | 673,712 | $43.6M | New |
| RBLX Roblox Corp. Class A | 1.90% | 395,859 | $41.6M | Add +48.3% |
| XYZ Block Inc. | 1.86% | 602,360 | $40.9M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.82% | 322,780 | $40.0M | Add +79.2% |
| ROST Ross Stores Inc. | 1.81% | 311,925 | $39.8M | New |
| DG Dollar General Corp. | 1.78% | 341,564 | $39.1M | New |
| GRAB Grab Holdings Ltd. Class A | 1.67% | 7,307,146 | $36.8M | Reduce -9.0% |
| BROS Dutch Bros Inc. Class A | 1.64% | 525,616 | $35.9M | New |
| AMZN Amazon.com Inc. | 1.63% | 163,444 | $35.9M | Reduce -30.0% |
| FLUT Flutter Entertainment PLC-Di | 1.59% | 122,073 | $34.9M | Reduce -20.9% |
| BURL Burlington Stores Inc. | 1.35% | 127,400 | $29.6M | Reduce -39.4% |
| CHWY Chewy Inc. Class A | 1.33% | 686,173 | $29.2M | Reduce -60.6% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.30% | 547,099 | $28.5M | Reduce -21.9% |
| META Meta Platforms Inc. Class A | 1.18% | 35,006 | $25.8M | Reduce -42.0% |
| FIVE Five Below | 1.08% | 181,270 | $23.8M | New |
| NKE Nike Inc. Class B | 1.00% | 309,430 | $22.0M | New |
| PM Philip Morris International | 0.93% | 111,927 | $20.4M | Reduce -35.8% |
| AFRM Affirm Holdings Inc. | 0.91% | 290,282 | $20.1M | New |
| DAVE Dave Inc. | 0.91% | 74,642 | $20.0M | New |
| DT Dynatrace Inc. | 0.90% | 359,034 | $19.8M | New |
| ORCL Oracle Corp. | 0.85% | 85,000 | $18.6M | New |
| DKNG Draftkings Inc. Class A | 0.82% | 420,000 | $18.0M | New |
| W Wayfair Inc. Class A | 0.80% | 343,272 | $17.6M | New |
| SNOW Snowflake Inc. | 0.70% | 68,837 | $15.4M | New |
| BIRK Birkenstock Holding PLC | 0.66% | 296,593 | $14.6M | Reduce -37.0% |
| NOW ServiceNow Inc. | 0.64% | 13,568 | $13.9M | New |
| ROKU Roku Inc. | 0.48% | 120,066 | $10.6M | New |
| WBD Warner Bros Discovery Inc. | 0.47% | 900,000 | $10.3M | New |
| BRBR Bellring Brands Inc. | 0.46% | 173,134 | $10.0M | New |
| QXO Qxo Inc. | 0.04% | 45,000 | $969K | New |
| DASH DoorDash Inc. Class A | 0.04% | 3,742 | $922K | Reduce -98.8% |
| RACE Ferrari NV | 0.04% | 1,685 | $827K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.03% | 8,103 | $759K | No change |
| HLN Haleon PLC-ADR | 0.03% | 56,084 | $582K | Reduce -12.4% |
| KTOS Kratos Defense & Security | 0.03% | 12,000 | $557K | New |
| MELI MercadoLibre Inc. | 0.02% | 207 | $541K | Reduce -23.1% |
| TTAN Servicetitan Inc. Class A | 0.02% | 5,000 | $536K | New |
| Z Zillow Group Inc. Class C | 0.02% | 6,766 | $474K | No change |
| SPOT Spotify Technology SA | 0.02% | 596 | $457K | Reduce -48.8% |
| UL Unilever PLC | 0.01% | 5,174 | $316K | Reduce -29.3% |
| VRT Vertiv Holdings Co. Class A | 0.01% | 2,369 | $304K | New |
| OLLI Ollie's Bargain Outlet Holdi | 0.01% | 1,742 | $230K | Reduce -50.6% |
Options reported separately and not counted above: ROST calls ($114.8M), DPZ calls ($49.6M).
Portfolio Sells Q1 2025 → Q2 2025
| PRMB Primo Brands Corp. | Sold out | 0.00% | −5.63 |
| DASH DoorDash Inc. Class A | Reduce -98.8% | 0.04% | −4.39 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −3.43 |
| CHWY Chewy Inc. Class A | Reduce -60.6% | 1.33% | −3.17 |
| BURL Burlington Stores Inc. | Reduce -39.4% | 1.35% | −2.63 |
| PLNT Planet Fitness Inc. Class A | Sold out | 0.00% | −2.52 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −2.43 |
| MCD McDonald's Corp. | Sold out | 0.00% | −2.21 |
| KMX Carmax Inc. | Sold out | 0.00% | −2.01 |
| VVV Valvoline Inc. | Sold out | 0.00% | −1.91 |
| AMZN Amazon.com Inc. | Reduce -30.0% | 1.63% | −1.90 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.89 |
| META Meta Platforms Inc. Class A | Reduce -42.0% | 1.18% | −1.59 |
| APP AppLovin Corp. Class A | Reduce -5.3% | 3.96% | −1.56 |
| CVNA Carvana Co. | Reduce -23.9% | 3.40% | −1.44 |
| PM Philip Morris International | Reduce -35.8% | 0.93% | −1.27 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −1.22 |
| GRAB Grab Holdings Ltd. Class A | Reduce -9.0% | 1.67% | −1.22 |
| ONON On Holding AG Class A | Reduce -21.9% | 1.30% | −1.15 |
| FLUT Flutter Entertainment PLC-Di | Reduce -20.9% | 1.59% | −1.13 |
| AZO AutoZone Inc. | Sold out | 0.00% | −1.06 |
| BIRK Birkenstock Holding PLC | Reduce -37.0% | 0.66% | −1.05 |
| ULTA Ulta Beauty Inc. | Reduce -1.5% | 2.70% | −1.05 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −1.01 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.67 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.05 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.03 |
| SPOT Spotify Technology SA | Reduce -48.8% | 0.02% | −0.03 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.03 |
| HLN Haleon PLC-ADR | Reduce -12.4% | 0.03% | −0.03 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.03 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -50.6% | 0.01% | −0.02 |
| UL Unilever PLC | Reduce -29.3% | 0.01% | −0.02 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.02 |
| MELI MercadoLibre Inc. | Reduce -23.1% | 0.02% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +13446.4% | 5.81% | +5.76 |
| HAS Hasbro Inc. | New | 3.53% | +3.53 |
| EAT Brinker International Inc. | New | 3.13% | +3.13 |
| AS Amer Sports Inc. | Add +13826.9% | 2.61% | +2.59 |
| MAT Mattel Inc. | New | 2.58% | +2.58 |
| VIK Viking Holdings Ltd. | New | 2.57% | +2.57 |
| CCL Carnival Corp. | New | 2.55% | +2.55 |
| DPZ Domino's Pizza Inc. | New | 2.23% | +2.23 |
| H Hyatt Hotels Corp. Class A | New | 2.14% | +2.14 |
| UPST Upstart Holdings Inc. | New | 1.98% | +1.98 |
| XYZ Block Inc. | New | 1.86% | +1.86 |
| ROST Ross Stores Inc. | New | 1.81% | +1.81 |
| DG Dollar General Corp. | New | 1.78% | +1.78 |
| BROS Dutch Bros Inc. Class A | New | 1.64% | +1.64 |
| CELH Celsius Holdings Inc. | Add +121.3% | 3.14% | +1.24 |
| FIVE Five Below | New | 1.08% | +1.08 |
| NKE Nike Inc. Class B | New | 1.00% | +1.00 |
| AFRM Affirm Holdings Inc. | New | 0.91% | +0.91 |
| DAVE Dave Inc. | New | 0.91% | +0.91 |
| DT Dynatrace Inc. | New | 0.90% | +0.90 |
| NVDA Nvidia Corp. | Add +51.8% | 4.08% | +0.86 |
| ORCL Oracle Corp. | New | 0.85% | +0.85 |
| DKNG Draftkings Inc. Class A | New | 0.82% | +0.82 |
| W Wayfair Inc. Class A | New | 0.80% | +0.80 |
| SNOW Snowflake Inc. | New | 0.70% | +0.70 |
| RBLX Roblox Corp. Class A | Add +48.3% | 1.90% | +0.66 |
| NOW ServiceNow Inc. | New | 0.64% | +0.64 |
| CPNG Coupang Inc. | Add +48.3% | 3.71% | +0.51 |
| ROKU Roku Inc. | New | 0.48% | +0.48 |
| WBD Warner Bros Discovery Inc. | New | 0.47% | +0.47 |
| BRBR Bellring Brands Inc. | New | 0.46% | +0.46 |
| SHAK Shake Shack Inc. Class A | Add +24.1% | 3.65% | +0.43 |
| DIS The Walt Disney Co. | Add +79.2% | 1.82% | +0.41 |
| AVGO Broadcom Inc. | Add +10.7% | 2.96% | +0.13 |
| QXO Qxo Inc. | New | 0.04% | +0.04 |
| KTOS Kratos Defense & Security | New | 0.03% | +0.03 |
| TTAN Servicetitan Inc. Class A | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| LYV Live Nation Entertainment Inc. | Add +50.5% | 3.71% | −0.00 |
| TOST Toast Inc. Class A | Add +26.2% | 2.76% | −0.10 |
| SE Sea Ltd.-ADR | Add +23.8% | 3.98% | −0.60 |
Options Activity Q1 2025 → Q2 2025
| ROST Ross Stores Inc. | call | New | 900,000 | $114.8M |
| APP AppLovin Corp. Class A | call | Sold out | 240,000 | $63.6Mbefore exit |
| DPZ Domino's Pizza Inc. | call | New | 110,000 | $49.6M |
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 |