Mane Global Capital Management LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Mane Global Capital Management LP reported 62 stock positions worth $1.8 billion. Its top holding was Amazon.com (AMZN) at 6.0% of the portfolio, followed by Carvana (CVNA, 4.1%) and Broadcom (AVGO, 4.0%). Compared with Q3 2025, it opened 21 new positions, sold out of 22, added to 16 and reduced 23. The biggest buy was Amazon.com (AMZN, shares +10717%) and the biggest sale Roblox Class A (RBLX, shares −99%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001856155
Portfolio Value
$1.8B (Q4 2025)
SEC Filing
0000902664-26-001041 ↗ filed Feb 17, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $2.2B Q2 2025 Q3 2025: $2.1B Q3 2025 Q4 2025: $1.8B $1.8B Q4 2025 Q1 2026: $970.7M Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 62 stocks · $1.8B
AMZN Amazon.com Inc. 6.03% 477,354 $110.2M Add +10717.0%
CVNA Carvana Co. 4.13% 178,693 $75.4M Reduce -36.0%
AVGO Broadcom Inc. 3.97% 209,663 $72.6M Reduce -48.5%
MSFT Microsoft Corp. 3.95% 149,103 $72.1M Reduce -46.4%
LYV Live Nation Entertainment Inc. 3.85% 493,400 $70.3M Add +14.5%
NVDA Nvidia Corp. 3.35% 327,959 $61.2M Reduce -26.3%
BROS Dutch Bros Inc. Class A 3.26% 971,370 $59.5M Add +11.3%
APP AppLovin Corp. Class A 3.04% 82,370 $55.5M Reduce -53.3%
EAT Brinker International Inc. 3.01% 383,364 $55.0M New
YUM Yum! Brands Inc. 2.98% 360,318 $54.5M New
SPOT Spotify Technology SA 2.85% 89,722 $52.1M Add +44.8%
HAS Hasbro Inc. 2.63% 586,473 $48.1M Reduce -17.6%
AS Amer Sports Inc. 2.62% 1,281,342 $47.9M Reduce -1.2%
GRAB Grab Holdings Ltd. Class A 2.41% 8,814,250 $44.0M Add +9948.2%
GOOGL Alphabet Inc. Class A 2.39% 139,714 $43.7M Add +1.2%
AFRM Affirm Holdings Inc. 2.18% 535,577 $39.9M Add +7.0%
CL Colgate-Palmolive Co. 2.13% 493,208 $39.0M New
Z Zillow Group Inc. Class C 2.12% 568,299 $38.8M Reduce -3.8%
DASH DoorDash Inc. Class A 1.97% 159,081 $36.0M Add +3484.5%
PLNT Planet Fitness Inc. Class A 1.87% 315,351 $34.2M Add +57.7%
MDB Mongodb Inc. 1.86% 81,063 $34.0M Reduce -25.7%
ONON On Holding AG Class A filed as ON HLDG AG 1.85% 728,163 $33.8M Add +187.4%
TOST Toast Inc. Class A 1.82% 934,538 $33.2M Add +13174.7%
MAR Marriott International Class A 1.79% 105,228 $32.6M New
CELH Celsius Holdings Inc. 1.75% 700,629 $32.0M Reduce -51.5%
FWONK Liberty Media Corp. Class C 1.69% 314,160 $30.9M New
CART Maplebear Inc. 1.67% 678,031 $30.5M New
H Hyatt Hotels Corp. Class A 1.63% 185,929 $29.8M New
KMX Carmax Inc. 1.59% 749,448 $29.0M New
SE Sea Ltd.-ADR 1.52% 217,494 $27.7M Add +5.9%
VIK Viking Holdings Ltd. 1.47% 375,596 $26.8M Reduce -31.2%
SPHR Sphere Entertainment Co. 1.46% 280,457 $26.7M Reduce -21.3%
SHW The Sherwin-Williams Co. 1.45% 81,990 $26.6M Add +8706.7%
BKNG Booking Holdings Inc. 1.43% 4,886 $26.2M New
MELI MercadoLibre Inc. 1.41% 12,760 $25.7M Add +6064.3%
STZ Constellation Brands Inc. Class A 1.41% 186,220 $25.7M New
UAL United Airlines Holdings Inc. 1.37% 223,015 $24.9M Reduce -9.8%
DKS Dick's Sporting Goods Inc. 1.32% 121,474 $24.0M New
TXRH Texas Roadhouse Inc. 1.25% 137,100 $22.8M New
ELF Elf Beauty Inc. 1.22% 294,185 $22.4M New
RDDT Reddit Inc. Class A 1.17% 93,194 $21.4M Add +81.2%
DAVE Dave Inc. 1.13% 93,098 $20.6M Reduce -41.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.00% 161,134 $18.3M Reduce -28.6%
ABNB Airbnb Inc. Class A 0.99% 132,957 $18.0M New
CAVA Cava Group Inc. 0.99% 307,000 $18.0M New
RCL Royal Caribbean Cruises Ltd. 0.91% 59,900 $16.7M New
DAL Delta Air Lines Inc. 0.74% 194,000 $13.5M New
HOOD Robinhood Markets Inc. Class A 0.47% 75,315 $8.5M Add +829.5%
LULU Lululemon Athletica Inc. 0.46% 40,000 $8.3M New
BRCB Black Rock Coffee Bar Inc. Class A 0.10% 85,177 $1.9M Reduce -22.6%
MDLN Medline Inc. Class A 0.06% 26,000 $1.1M New
CHWY Chewy Inc. Class A 0.04% 21,923 $725K Reduce -96.0%
AAPL Apple Inc. 0.03% 2,210 $601K No change
CPNG Coupang Inc. 0.03% 22,668 $535K Reduce -9.9%
META Meta Platforms Inc. Class A 0.02% 684 $452K Reduce -99.2%
SHOP Shopify Inc. Class A 0.02% 2,647 $426K Reduce -97.3%
RBLX Roblox Corp. Class A 0.02% 5,190 $421K Reduce -99.1%
W Wayfair Inc. Class A 0.02% 4,000 $402K Reduce -99.0%
BABA Alibaba Group Holding-SP ADR 0.02% 2,670 $391K Reduce -98.3%
HLN Haleon PLC-ADR 0.02% 30,795 $311K New
PM Philip Morris International 0.01% 1,552 $249K No change
COHR Coherent Corp. 0.01% 1,100 $203K New

Options reported separately and not counted above: LYV calls ($35.6M).

Portfolio Sells Q3 2025 → Q4 2025
RBLX Roblox Corp. Class A Reduce -99.1% 0.02% −3.64
ROST Ross Stores Inc. Sold out 0.00% −3.46
META Meta Platforms Inc. Class A Reduce -99.2% 0.02% −3.06
NBIS Nebius Group NV Sold out 0.00% −2.91
APP AppLovin Corp. Class A Reduce -53.3% 3.04% −2.90
MSFT Microsoft Corp. Reduce -46.4% 3.95% −2.81
AVGO Broadcom Inc. Reduce -48.5% 3.97% −2.33
CELH Celsius Holdings Inc. Reduce -51.5% 1.75% −2.14
WIX Wix.com Ltd. Sold out 0.00% −1.96
LOW Lowe's Cos Inc. Sold out 0.00% −1.86
NCLH Norwegian Cruise Line Holdin Sold out 0.00% −1.85
XYZ Block Inc. Sold out 0.00% −1.84
ULTA Ulta Beauty Inc. Sold out 0.00% −1.72
FIVE Five Below Sold out 0.00% −1.61
BURL Burlington Stores Inc. Sold out 0.00% −1.59
W Wayfair Inc. Class A Reduce -99.0% 0.02% −1.57
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −1.45
AZO AutoZone Inc. Sold out 0.00% −1.44
BABA Alibaba Group Holding-SP ADR Reduce -98.3% 0.02% −1.32
NKE Nike Inc. Class B Sold out 0.00% −1.19
CHWY Chewy Inc. Class A Reduce -96.0% 0.04% −1.01
ORCL Oracle Corp. Sold out 0.00% −0.99
DECK Deckers Outdoor Corp. Sold out 0.00% −0.93
CVNA Carvana Co. Reduce -36.0% 4.13% −0.81
SNOW Snowflake Inc. Sold out 0.00% −0.66
SHOP Shopify Inc. Class A Reduce -97.3% 0.02% −0.65
SN Sharkninja Inc. Sold out 0.00% −0.63
NVDA Nvidia Corp. Reduce -26.3% 3.35% −0.55
FND Floor & Decor Holdings Inc. Class A Sold out 0.00% −0.51
DAVE Dave Inc. Reduce -41.1% 1.13% −0.35
CPRI Capri Holdings Ltd. Sold out 0.00% −0.30
DIS The Walt Disney Co. Reduce -28.6% 1.00% −0.21
NTSK Netskope Inc. Class A Sold out 0.00% −0.14
VIK Viking Holdings Ltd. Reduce -31.2% 1.47% −0.12
FLUT Flutter Entertainment PLC-Di Sold out 0.00% −0.02
BRCB Black Rock Coffee Bar Inc. Class A Reduce -22.6% 0.10% −0.02
RACE Ferrari NV Sold out 0.00% −0.02
Z Zillow Group Inc. Class C Reduce -3.8% 2.12% −0.01
OLLI Ollie's Bargain Outlet Holdi Sold out 0.00% −0.01
CPNG Coupang Inc. Reduce -9.9% 0.03% −0.01
HAS Hasbro Inc. Reduce -17.6% 2.63% +0.10
UAL United Airlines Holdings Inc. Reduce -9.8% 1.37% +0.25
MDB Mongodb Inc. Reduce -25.7% 1.86% +0.27
SPHR Sphere Entertainment Co. Reduce -21.3% 1.46% +0.42
AS Amer Sports Inc. Reduce -1.2% 2.62% +0.51

Portfolio Buys Q3 2025 → Q4 2025
AMZN Amazon.com Inc. Add +10717.0% 6.03% +5.99
EAT Brinker International Inc. New 3.01% +3.01
YUM Yum! Brands Inc. New 2.98% +2.98
GRAB Grab Holdings Ltd. Class A Add +9948.2% 2.41% +2.38
CL Colgate-Palmolive Co. New 2.13% +2.13
DASH DoorDash Inc. Class A Add +3484.5% 1.97% +1.92
TOST Toast Inc. Class A Add +13174.7% 1.82% +1.80
MAR Marriott International Class A New 1.79% +1.79
FWONK Liberty Media Corp. Class C New 1.69% +1.69
CART Maplebear Inc. New 1.67% +1.67
H Hyatt Hotels Corp. Class A New 1.63% +1.63
KMX Carmax Inc. New 1.59% +1.59
SHW The Sherwin-Williams Co. Add +8706.7% 1.45% +1.44
BKNG Booking Holdings Inc. New 1.43% +1.43
STZ Constellation Brands Inc. Class A New 1.41% +1.41
MELI MercadoLibre Inc. Add +6064.3% 1.41% +1.38
ONON On Holding AG Class A Add +187.4% 1.85% +1.35
DKS Dick's Sporting Goods Inc. New 1.32% +1.32
TXRH Texas Roadhouse Inc. New 1.25% +1.25
ELF Elf Beauty Inc. New 1.22% +1.22
BROS Dutch Bros Inc. Class A Add +11.3% 3.26% +1.11
ABNB Airbnb Inc. Class A New 0.99% +0.99
CAVA Cava Group Inc. New 0.99% +0.99
RCL Royal Caribbean Cruises Ltd. New 0.91% +0.91
PLNT Planet Fitness Inc. Class A Add +57.7% 1.87% +0.90
SPOT Spotify Technology SA Add +44.8% 2.85% +0.82
GOOGL Alphabet Inc. Class A Add +1.2% 2.39% +0.82
DAL Delta Air Lines Inc. New 0.74% +0.74
RDDT Reddit Inc. Class A Add +81.2% 1.17% +0.62
LYV Live Nation Entertainment Inc. Add +14.5% 3.85% +0.55
AFRM Affirm Holdings Inc. Add +7.0% 2.18% +0.47
LULU Lululemon Athletica Inc. New 0.46% +0.46
HOOD Robinhood Markets Inc. Class A Add +829.5% 0.47% +0.41
MDLN Medline Inc. Class A New 0.06% +0.06
HLN Haleon PLC-ADR New 0.02% +0.02
COHR Coherent Corp. New 0.01% +0.01
SE Sea Ltd.-ADR Add +5.9% 1.52% −0.20

Options Activity Q3 2025 → Q4 2025
CMG Chipotle Mexican Grill Inc. call Sold out 925,000 $36.3Mbefore exit
LYV Live Nation Entertainment Inc. call New 250,000 $35.6M
NKE Nike Inc. Class B call Sold out 280,000 $19.5Mbefore exit
STUB Stubhub Holdings Inc. Class A put Sold out 740,000 $12.5Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 54$1.2BGOOGL, ARMK, LYV, MDLZ, SHW
Q1 2026 57$970.7MYUM, CHWY, LYV, MAR, BURL
Q4 2025 62$1.8BAMZN, CVNA, AVGO, MSFT, LYV
Q3 2025 63$2.1BMSFT, AVGO, APP, CVNA, CELH
Q2 2025 62$2.2BMSFT, NVDA, SE, APP, LYV
Q1 2025 50$1.3BPRMB, APP, CVNA, SE, CHWY
Q4 2024 61$2.2BAPP, AMZN, HOOD, DRI, AVGO
Q3 2024 50$1.4BFLUT, ORCL, META, SHAK, MSFT
Q2 2024 40$1.4BAMZN, CPNG, KMB, PDD, MA
Q1 2024 41$1.2BAMZN, META, MA, UBER, SE