Mane Global Capital Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Mane Global Capital Management LP reported 57 stock positions worth $970.7 million. Its top holding was Yum! Brands (YUM) at 10.9% of the portfolio, followed by Chewy Class A (CHWY, 5.2%) and Live Nation Entertainment (LYV, 4.7%). Compared with Q4 2025, it opened 23 new positions, sold out of 28, added to 7 and reduced 27. The biggest buy was Yum! Brands (YUM, shares +88%) and the biggest sale Amazon.com (AMZN, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001856155
- Portfolio Value
- $970.7M (Q1 2026)
- SEC Filing
- 0000902664-26-002486 ↗ filed May 15, 2026
Holdings Value
Holdings 57 stocks · $970.7M
| YUM Yum! Brands Inc. | 10.86% | 678,035 | $105.4M | Add +88.2% |
| CHWY Chewy Inc. Class A | 5.18% | 1,863,963 | $50.3M | Add +8402.3% |
| LYV Live Nation Entertainment Inc. | 4.73% | 301,056 | $45.9M | Reduce -39.0% |
| MAR Marriott International Class A | 4.10% | 121,773 | $39.8M | Add +15.7% |
| BURL Burlington Stores Inc. | 3.93% | 117,281 | $38.2M | New |
| BROS Dutch Bros Inc. Class A | 3.92% | 750,890 | $38.0M | Reduce -22.7% |
| SPOT Spotify Technology SA | 3.81% | 76,227 | $37.0M | Reduce -15.0% |
| V Visa Inc. Class A | 3.60% | 115,712 | $35.0M | New |
| AZO AutoZone Inc. | 3.39% | 9,751 | $32.9M | New |
| MDLZ Mondelez International Inc. Class A | 3.36% | 566,091 | $32.6M | New |
| AVGO Broadcom Inc. | 3.08% | 96,709 | $29.9M | Reduce -53.9% |
| SFM Sprouts Farmers Market Inc. | 3.05% | 384,080 | $29.6M | New |
| CAVA Cava Group Inc. | 2.74% | 328,431 | $26.6M | Add +7.0% |
| KO The Coca-Cola Co. | 2.73% | 348,677 | $26.5M | New |
| GOOGL Alphabet Inc. Class A | 2.58% | 87,243 | $25.1M | Reduce -37.6% |
| TTWO Take-Two Interactive Softwre | 2.57% | 126,540 | $25.0M | New |
| HD Home Depot Inc. | 2.52% | 74,423 | $24.5M | New |
| ABNB Airbnb Inc. Class A | 2.43% | 187,020 | $23.6M | Add +40.7% |
| HLT Hilton Worldwide Holdings Inc. | 2.33% | 74,274 | $22.6M | New |
| STZ Constellation Brands Inc. Class A | 2.32% | 150,404 | $22.6M | Reduce -19.2% |
| AS Amer Sports Inc. | 2.30% | 677,529 | $22.3M | Reduce -47.1% |
| FWONK Liberty Media Corp. Class C | 2.15% | 244,978 | $20.8M | Reduce -22.0% |
| SPHR Sphere Entertainment Co. | 2.09% | 172,826 | $20.3M | Reduce -38.4% |
| HAS Hasbro Inc. | 1.86% | 192,708 | $18.0M | Reduce -67.1% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.77% | 505,316 | $17.2M | Reduce -30.6% |
| BABA Alibaba Group Holding-SP ADR | 1.71% | 132,410 | $16.6M | Add +4859.2% |
| TOST Toast Inc. Class A | 1.68% | 616,146 | $16.3M | Reduce -34.1% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.49% | 146,607 | $14.4M | New |
| AAPL Apple Inc. | 1.42% | 54,200 | $13.8M | Add +2352.5% |
| NFLX Netflix Inc. | 1.28% | 129,000 | $12.4M | New |
| AFRM Affirm Holdings Inc. | 1.25% | 265,628 | $12.2M | Reduce -50.4% |
| CART Maplebear Inc. | 1.25% | 323,036 | $12.1M | Reduce -52.4% |
| CHD Church & Dwight Co. Inc. | 1.08% | 112,000 | $10.5M | New |
| BOOT Boot Barn Holdings Inc. | 1.06% | 70,459 | $10.3M | New |
| DASH DoorDash Inc. Class A | 0.95% | 61,415 | $9.2M | Reduce -61.4% |
| ROST Ross Stores Inc. | 0.86% | 38,753 | $8.4M | New |
| YUMC Yum China Holdings Inc. | 0.82% | 162,190 | $7.9M | New |
| SNOW Snowflake Inc. | 0.72% | 46,600 | $7.0M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 3,565 | $2.3M | New |
| RACE Ferrari NV | 0.08% | 2,306 | $780K | New |
| WM Waste Management Inc. | 0.08% | 3,207 | $737K | New |
| NVDA Nvidia Corp. | 0.07% | 3,746 | $653K | Reduce -98.9% |
| FPS Forgent Power Solutions Class A | 0.05% | 15,829 | $463K | New |
| AMZN Amazon.com Inc. | 0.05% | 2,137 | $445K | Reduce -99.5% |
| SHW The Sherwin-Williams Co. | 0.05% | 1,369 | $439K | Reduce -98.3% |
| CVNA Carvana Co. | 0.04% | 1,379 | $434K | Reduce -99.2% |
| COST Costco Wholesale Corp. | 0.04% | 402 | $401K | New |
| WMT Walmart Inc. | 0.04% | 3,170 | $394K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 4,079 | $393K | Reduce -97.5% |
| META Meta Platforms Inc. Class A | 0.04% | 674 | $386K | Reduce -1.5% |
| CL Colgate-Palmolive Co. | 0.03% | 3,798 | $324K | Reduce -99.2% |
| MDLN Medline Inc. Class A | 0.03% | 7,055 | $314K | Reduce -72.9% |
| VIK Viking Holdings Ltd. | 0.03% | 3,912 | $287K | Reduce -99.0% |
| CPNG Coupang Inc. | 0.03% | 14,197 | $268K | Reduce -37.4% |
| FANG Diamondback Energy Inc. | 0.03% | 1,250 | $247K | New |
| APP AppLovin Corp. Class A | 0.03% | 612 | $244K | Reduce -99.3% |
| SE Sea Ltd.-ADR | 0.02% | 2,534 | $210K | Reduce -98.8% |
Portfolio Sells Q4 2025 → Q1 2026
| AMZN Amazon.com Inc. | Reduce -99.5% | 0.05% | −5.99 |
| CVNA Carvana Co. | Reduce -99.2% | 0.04% | −4.08 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −3.95 |
| NVDA Nvidia Corp. | Reduce -98.9% | 0.07% | −3.28 |
| APP AppLovin Corp. Class A | Reduce -99.3% | 0.03% | −3.01 |
| EAT Brinker International Inc. | Sold out | 0.00% | −3.01 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −2.41 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −2.12 |
| CL Colgate-Palmolive Co. | Reduce -99.2% | 0.03% | −2.10 |
| PLNT Planet Fitness Inc. Class A | Sold out | 0.00% | −1.87 |
| MDB Mongodb Inc. | Sold out | 0.00% | −1.86 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −1.75 |
| H Hyatt Hotels Corp. Class A | Sold out | 0.00% | −1.63 |
| KMX Carmax Inc. | Sold out | 0.00% | −1.59 |
| SE Sea Ltd.-ADR | Reduce -98.8% | 0.02% | −1.50 |
| VIK Viking Holdings Ltd. | Reduce -99.0% | 0.03% | −1.44 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −1.43 |
| SHW The Sherwin-Williams Co. | Reduce -98.3% | 0.05% | −1.41 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −1.41 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −1.37 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −1.32 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −1.25 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −1.22 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −1.17 |
| DAVE Dave Inc. | Sold out | 0.00% | −1.13 |
| DASH DoorDash Inc. Class A | Reduce -61.4% | 0.95% | −1.02 |
| DIS The Walt Disney Co. | Reduce -97.5% | 0.04% | −0.96 |
| AFRM Affirm Holdings Inc. | Reduce -50.4% | 1.25% | −0.93 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.91 |
| AVGO Broadcom Inc. | Reduce -53.9% | 3.08% | −0.89 |
| HAS Hasbro Inc. | Reduce -67.1% | 1.86% | −0.77 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.74 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.47 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.46 |
| CART Maplebear Inc. | Reduce -52.4% | 1.25% | −0.42 |
| AS Amer Sports Inc. | Reduce -47.1% | 2.30% | −0.32 |
| TOST Toast Inc. Class A | Reduce -34.1% | 1.68% | −0.13 |
| BRCB Black Rock Coffee Bar Inc. Class A | Sold out | 0.00% | −0.10 |
| ONON On Holding AG Class A | Reduce -30.6% | 1.77% | −0.08 |
| MDLN Medline Inc. Class A | Reduce -72.9% | 0.03% | −0.03 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.02 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.02 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.02 |
| PM Philip Morris International | Sold out | 0.00% | −0.01 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.01 |
| CPNG Coupang Inc. | Reduce -37.4% | 0.03% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 0.04% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -37.6% | 2.58% | +0.19 |
| FWONK Liberty Media Corp. Class C | Reduce -22.0% | 2.15% | +0.45 |
Portfolio Buys Q4 2025 → Q1 2026
| YUM Yum! Brands Inc. | Add +88.2% | 10.86% | +7.88 |
| CHWY Chewy Inc. Class A | Add +8402.3% | 5.18% | +5.15 |
| BURL Burlington Stores Inc. | New | 3.93% | +3.93 |
| V Visa Inc. Class A | New | 3.60% | +3.60 |
| AZO AutoZone Inc. | New | 3.39% | +3.39 |
| MDLZ Mondelez International Inc. Class A | New | 3.36% | +3.36 |
| SFM Sprouts Farmers Market Inc. | New | 3.05% | +3.05 |
| KO The Coca-Cola Co. | New | 2.73% | +2.73 |
| TTWO Take-Two Interactive Softwre | New | 2.57% | +2.57 |
| HD Home Depot Inc. | New | 2.52% | +2.52 |
| HLT Hilton Worldwide Holdings Inc. | New | 2.33% | +2.33 |
| MAR Marriott International Class A | Add +15.7% | 4.10% | +2.32 |
| CAVA Cava Group Inc. | Add +7.0% | 2.74% | +1.75 |
| BABA Alibaba Group Holding-SP ADR | Add +4859.2% | 1.71% | +1.69 |
| BJ Bj's Wholesale Club Holdings | New | 1.49% | +1.49 |
| ABNB Airbnb Inc. Class A | Add +40.7% | 2.43% | +1.45 |
| AAPL Apple Inc. | Add +2352.5% | 1.42% | +1.38 |
| NFLX Netflix Inc. | New | 1.28% | +1.28 |
| CHD Church & Dwight Co. Inc. | New | 1.08% | +1.08 |
| BOOT Boot Barn Holdings Inc. | New | 1.06% | +1.06 |
| ROST Ross Stores Inc. | New | 0.86% | +0.86 |
| YUMC Yum China Holdings Inc. | New | 0.82% | +0.82 |
| SNOW Snowflake Inc. | New | 0.72% | +0.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.24% | +0.24 |
| RACE Ferrari NV | New | 0.08% | +0.08 |
| WM Waste Management Inc. | New | 0.08% | +0.08 |
| FPS Forgent Power Solutions Class A | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | New | 0.04% | +0.04 |
| WMT Walmart Inc. | New | 0.04% | +0.04 |
| FANG Diamondback Energy Inc. | New | 0.03% | +0.03 |
Options Activity Q4 2025 → Q1 2026
| LYV Live Nation Entertainment Inc. | call | Sold out | 250,000 | $35.6Mbefore 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 |