Mane Global Capital Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Mane Global Capital Management LP reported 63 stock positions worth $2.1 billion. Its top holding was Microsoft (MSFT) at 6.8% of the portfolio, followed by Broadcom (AVGO, 6.3%) and AppLovin Class A (APP, 5.9%). Compared with Q2 2025, it opened 22 new positions, sold out of 21, added to 16 and reduced 22. The biggest buy was Broadcom (AVGO, shares +73%) and the biggest sale Coupang (CPNG, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001856155
- Portfolio Value
- $2.1B (Q3 2025)
- SEC Filing
- 0000902664-25-004961 ↗ filed Nov 14, 2025
Holdings Value
Holdings 63 stocks · $2.1B
| MSFT Microsoft Corp. | 6.76% | 278,073 | $144.0M | Add +8.4% |
| AVGO Broadcom Inc. | 6.30% | 407,377 | $134.4M | Add +73.0% |
| APP AppLovin Corp. Class A | 5.94% | 176,319 | $126.7M | Reduce -29.1% |
| CVNA Carvana Co. | 4.94% | 279,229 | $105.3M | Add +25.9% |
| CELH Celsius Holdings Inc. | 3.90% | 1,445,780 | $83.1M | Reduce -2.7% |
| NVDA Nvidia Corp. | 3.90% | 445,216 | $83.1M | Reduce -21.5% |
| RBLX Roblox Corp. Class A | 3.66% | 563,688 | $78.1M | Add +42.4% |
| ROST Ross Stores Inc. | 3.46% | 484,670 | $73.9M | Add +55.4% |
| LYV Live Nation Entertainment Inc. | 3.30% | 430,783 | $70.4M | Reduce -19.9% |
| META Meta Platforms Inc. Class A | 3.09% | 89,648 | $65.8M | Add +156.1% |
| NBIS Nebius Group NV | 2.91% | 553,269 | $62.1M | New |
| HAS Hasbro Inc. | 2.53% | 711,927 | $54.0M | Reduce -32.2% |
| BROS Dutch Bros Inc. Class A | 2.14% | 873,135 | $45.7M | Add +66.1% |
| Z Zillow Group Inc. Class C | 2.13% | 590,413 | $45.5M | Add +8626.2% |
| AS Amer Sports Inc. | 2.11% | 1,296,793 | $45.1M | Reduce -12.4% |
| SPOT Spotify Technology SA | 2.03% | 61,968 | $43.3M | Add +10297.3% |
| WIX Wix.com Ltd. | 1.96% | 235,258 | $41.8M | New |
| LOW Lowe's Cos Inc. | 1.86% | 157,529 | $39.6M | New |
| NCLH Norwegian Cruise Line Holdin | 1.85% | 1,598,532 | $39.4M | New |
| XYZ Block Inc. | 1.84% | 542,356 | $39.2M | Reduce -10.0% |
| SE Sea Ltd.-ADR | 1.72% | 205,443 | $36.7M | Reduce -62.4% |
| ULTA Ulta Beauty Inc. | 1.72% | 66,933 | $36.6M | Reduce -47.1% |
| AFRM Affirm Holdings Inc. | 1.72% | 500,313 | $36.6M | Add +72.3% |
| FIVE Five Below | 1.61% | 222,427 | $34.4M | Add +22.7% |
| W Wayfair Inc. Class A | 1.60% | 381,085 | $34.0M | Add +11.0% |
| VIK Viking Holdings Ltd. | 1.59% | 545,919 | $33.9M | Reduce -48.4% |
| MDB Mongodb Inc. | 1.59% | 109,144 | $33.9M | New |
| BURL Burlington Stores Inc. | 1.59% | 132,969 | $33.8M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 1.57% | 138,000 | $33.5M | New |
| DAVE Dave Inc. | 1.48% | 158,027 | $31.5M | Add +111.7% |
| CMG Chipotle Mexican Grill Inc. | 1.45% | 790,054 | $31.0M | New |
| AZO AutoZone Inc. | 1.44% | 7,175 | $30.8M | New |
| BABA Alibaba Group Holding-SP ADR | 1.34% | 160,057 | $28.6M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.21% | 225,557 | $25.8M | Reduce -30.1% |
| NKE Nike Inc. Class B | 1.19% | 364,275 | $25.4M | Add +17.7% |
| UAL United Airlines Holdings Inc. | 1.12% | 247,252 | $23.9M | New |
| CHWY Chewy Inc. Class A | 1.05% | 553,268 | $22.4M | Reduce -19.4% |
| SPHR Sphere Entertainment Co. | 1.04% | 356,456 | $22.1M | New |
| ORCL Oracle Corp. | 0.99% | 74,729 | $21.0M | Reduce -12.1% |
| PLNT Planet Fitness Inc. Class A | 0.97% | 200,000 | $20.8M | New |
| DECK Deckers Outdoor Corp. | 0.93% | 194,786 | $19.7M | New |
| SHOP Shopify Inc. Class A | 0.67% | 96,500 | $14.3M | New |
| SNOW Snowflake Inc. | 0.66% | 62,791 | $14.2M | Reduce -8.8% |
| SN Sharkninja Inc. | 0.63% | 130,000 | $13.4M | New |
| RDDT Reddit Inc. Class A | 0.55% | 51,420 | $11.8M | New |
| FND Floor & Decor Holdings Inc. Class A | 0.51% | 146,831 | $10.8M | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.50% | 253,393 | $10.7M | Reduce -53.7% |
| CPRI Capri Holdings Ltd. | 0.30% | 320,000 | $6.4M | New |
| NTSK Netskope Inc. Class A | 0.14% | 130,000 | $3.0M | New |
| BRCB Black Rock Coffee Bar Inc. Class A | 0.12% | 110,000 | $2.6M | New |
| DASH DoorDash Inc. Class A | 0.06% | 4,438 | $1.2M | Add +18.6% |
| HOOD Robinhood Markets Inc. Class A | 0.05% | 8,103 | $1.2M | No change |
| AMZN Amazon.com Inc. | 0.05% | 4,413 | $969K | Reduce -97.3% |
| CPNG Coupang Inc. | 0.04% | 25,168 | $810K | Reduce -99.1% |
| AAPL Apple Inc. | 0.03% | 2,210 | $563K | New |
| GRAB Grab Holdings Ltd. Class A | 0.02% | 87,720 | $528K | Reduce -98.8% |
| FLUT Flutter Entertainment PLC-Di | 0.02% | 2,073 | $527K | Reduce -98.3% |
| MELI MercadoLibre Inc. | 0.02% | 207 | $484K | No change |
| RACE Ferrari NV | 0.02% | 843 | $409K | Reduce -50.0% |
| SHW The Sherwin-Williams Co. | 0.02% | 931 | $322K | New |
| TOST Toast Inc. Class A | 0.01% | 7,040 | $257K | Reduce -99.5% |
| PM Philip Morris International | 0.01% | 1,552 | $252K | Reduce -98.6% |
| OLLI Ollie's Bargain Outlet Holdi | 0.01% | 1,742 | $224K | No change |
Options reported separately and not counted above: CMG calls ($36.3M), NKE calls ($19.5M), STUB puts ($12.5M).
Portfolio Sells Q2 2025 → Q3 2025
| CPNG Coupang Inc. | Reduce -99.1% | 0.04% | −3.67 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −3.65 |
| EAT Brinker International Inc. | Sold out | 0.00% | −3.13 |
| TOST Toast Inc. Class A | Reduce -99.5% | 0.01% | −2.74 |
| MAT Mattel Inc. | Sold out | 0.00% | −2.58 |
| CCL Carnival Corp. | Sold out | 0.00% | −2.55 |
| SE Sea Ltd.-ADR | Reduce -62.4% | 1.72% | −2.26 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −2.23 |
| H Hyatt Hotels Corp. Class A | Sold out | 0.00% | −2.14 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −1.98 |
| DG Dollar General Corp. | Sold out | 0.00% | −1.78 |
| GRAB Grab Holdings Ltd. Class A | Reduce -98.8% | 0.02% | −1.65 |
| AMZN Amazon.com Inc. | Reduce -97.3% | 0.05% | −1.59 |
| FLUT Flutter Entertainment PLC-Di | Reduce -98.3% | 0.02% | −1.56 |
| HAS Hasbro Inc. | Reduce -32.2% | 2.53% | −1.00 |
| ULTA Ulta Beauty Inc. | Reduce -47.1% | 1.72% | −0.98 |
| VIK Viking Holdings Ltd. | Reduce -48.4% | 1.59% | −0.97 |
| PM Philip Morris International | Reduce -98.6% | 0.01% | −0.92 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.90 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.82 |
| ONON On Holding AG Class A | Reduce -53.7% | 0.50% | −0.79 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.66 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.64 |
| DIS The Walt Disney Co. | Reduce -30.1% | 1.21% | −0.61 |
| AS Amer Sports Inc. | Reduce -12.4% | 2.11% | −0.50 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.48 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.47 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.46 |
| LYV Live Nation Entertainment Inc. | Reduce -19.9% | 3.30% | −0.41 |
| CHWY Chewy Inc. Class A | Reduce -19.4% | 1.05% | −0.28 |
| NVDA Nvidia Corp. | Reduce -21.5% | 3.90% | −0.19 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.04 |
| SNOW Snowflake Inc. | Reduce -8.8% | 0.66% | −0.04 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.03 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.03 |
| XYZ Block Inc. | Reduce -10.0% | 1.84% | −0.03 |
| TTAN Servicetitan Inc. Class A | Sold out | 0.00% | −0.02 |
| RACE Ferrari NV | Reduce -50.0% | 0.02% | −0.02 |
| UL Unilever PLC | Sold out | 0.00% | −0.01 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -12.1% | 0.99% | +0.14 |
| CELH Celsius Holdings Inc. | Reduce -2.7% | 3.90% | +0.76 |
| APP AppLovin Corp. Class A | Reduce -29.1% | 5.94% | +1.98 |
Portfolio Buys Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Add +73.0% | 6.30% | +3.35 |
| NBIS Nebius Group NV | New | 2.91% | +2.91 |
| Z Zillow Group Inc. Class C | Add +8626.2% | 2.13% | +2.11 |
| SPOT Spotify Technology SA | Add +10297.3% | 2.03% | +2.01 |
| WIX Wix.com Ltd. | New | 1.96% | +1.96 |
| META Meta Platforms Inc. Class A | Add +156.1% | 3.09% | +1.91 |
| LOW Lowe's Cos Inc. | New | 1.86% | +1.86 |
| NCLH Norwegian Cruise Line Holdin | New | 1.85% | +1.85 |
| RBLX Roblox Corp. Class A | Add +42.4% | 3.66% | +1.77 |
| ROST Ross Stores Inc. | Add +55.4% | 3.46% | +1.65 |
| MDB Mongodb Inc. | New | 1.59% | +1.59 |
| GOOGL Alphabet Inc. Class A | New | 1.57% | +1.57 |
| CVNA Carvana Co. | Add +25.9% | 4.94% | +1.54 |
| CMG Chipotle Mexican Grill Inc. | New | 1.45% | +1.45 |
| AZO AutoZone Inc. | New | 1.44% | +1.44 |
| BABA Alibaba Group Holding-SP ADR | New | 1.34% | +1.34 |
| UAL United Airlines Holdings Inc. | New | 1.12% | +1.12 |
| SPHR Sphere Entertainment Co. | New | 1.04% | +1.04 |
| PLNT Planet Fitness Inc. Class A | New | 0.97% | +0.97 |
| MSFT Microsoft Corp. | Add +8.4% | 6.76% | +0.94 |
| DECK Deckers Outdoor Corp. | New | 0.93% | +0.93 |
| AFRM Affirm Holdings Inc. | Add +72.3% | 1.72% | +0.80 |
| W Wayfair Inc. Class A | Add +11.0% | 1.60% | +0.80 |
| SHOP Shopify Inc. Class A | New | 0.67% | +0.67 |
| SN Sharkninja Inc. | New | 0.63% | +0.63 |
| DAVE Dave Inc. | Add +111.7% | 1.48% | +0.57 |
| RDDT Reddit Inc. Class A | New | 0.55% | +0.55 |
| FIVE Five Below | Add +22.7% | 1.61% | +0.53 |
| FND Floor & Decor Holdings Inc. Class A | New | 0.51% | +0.51 |
| BROS Dutch Bros Inc. Class A | Add +66.1% | 2.14% | +0.51 |
| CPRI Capri Holdings Ltd. | New | 0.30% | +0.30 |
| BURL Burlington Stores Inc. | Add +4.4% | 1.59% | +0.24 |
| NKE Nike Inc. Class B | Add +17.7% | 1.19% | +0.19 |
| NTSK Netskope Inc. Class A | New | 0.14% | +0.14 |
| BRCB Black Rock Coffee Bar Inc. Class A | New | 0.12% | +0.12 |
| AAPL Apple Inc. | New | 0.03% | +0.03 |
| SHW The Sherwin-Williams Co. | New | 0.02% | +0.02 |
| DASH DoorDash Inc. Class A | Add +18.6% | 0.06% | +0.01 |
Options Activity Q2 2025 → Q3 2025
| ROST Ross Stores Inc. | call | Sold out | 900,000 | $114.8Mbefore exit |
| DPZ Domino's Pizza Inc. | call | Sold out | 110,000 | $49.6Mbefore exit |
| CMG Chipotle Mexican Grill Inc. | call | New | 925,000 | $36.3M |
| NKE Nike Inc. Class B | call | New | 280,000 | $19.5M |
| STUB Stubhub Holdings Inc. Class A | put | New | 740,000 | $12.5M |
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 |