CIK: 0001856155
Total reported value
$970.7M
Reporting period: 2026-03-31 · Number of holdings: 57
MANE GLOBAL CAPITAL MANAGEMENT LP disclosed 57 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $970.7M and a quarterly turnover rate of 132.7%.
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Mane Global Capital Management LP's disclosed holdings carry a Herfindahl concentration index of 0.038 — mathematically equivalent to about 27 equally-sized positions, well below its 57 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.08), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add YUM
+88.2% $50.9M
Trim AMZN
-99.6% -$109.7M
Add CHWY
+8402.3% $49.6M
Trim CVNA
-99.2% -$75.0M
Trim NVDA
-98.9% -$60.5M
Trim APP
-99.3% -$55.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YUM | Yum! Brands INC | Stock-Consumer Disc | 10.86% | +7.93% | +88.18% | |
| 2 | CHWY | Chewy INC - Class A | Stock-Consumer Disc | 5.18% | +5.14% | +8402.32% | |
| 3 | LYV | Live Nation Entertainment In | Stock-Comm Services | 4.73% | -0.96% | -59.50% | |
| 4 | MAR | Marriott International -cl A | Stock-Consumer Disc | 4.10% | — | +15.72% | |
| 5 | BURL | Burlington Stores INC | Stock-Consumer Disc | 3.93% | +3.93% | NEW | |
| 6 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 3.92% | +0.73% | -22.70% | |
| 7 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.81% | — | -15.04% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.60% | +3.60% | NEW | |
| 9 | AZO | Autozone INC | Stock-Consumer Disc | 3.39% | +3.39% | NEW | |
| 10 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 3.36% | +3.36% | NEW | |
| 11 | AVGO | Broadcom INC | Stock-Tech | 3.08% | -0.82% | -53.87% | |
| 12 | SFM | Sprouts Farmers Market INC | Stock-Consumer Staples | 3.05% | +3.05% | NEW | |
| 13 | CAVA | Cava Group INC | Stock-Consumer Disc | 2.74% | — | +6.98% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.73% | +2.73% | NEW | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.23% | -37.56% | |
| 16 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 2.57% | +2.57% | NEW | |
| 17 | HD | Home Depot INC | Stock-Consumer Disc | 2.52% | +2.52% | NEW | |
| 18 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.43% | — | +40.66% | |
| 19 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 2.33% | +2.33% | NEW | |
| 20 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 2.32% | — | -19.23% | |
| 21 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 2.30% | -0.27% | -47.12% | |
| 22 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 2.15% | — | -22.02% | |
| 23 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 2.09% | — | -38.38% | |
| 24 | HAS | Hasbro INC | Stock-Consumer Disc | 1.86% | -0.72% | -67.14% | |
| 25 | ✓ | On Hldg AG | Stock-Other | 1.77% | -0.05% | -30.60% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.71% | +1.69% | +4859.18% | |
| 27 | TOST | Toast Inc-class A | Stock-Tech | 1.68% | -0.10% | -34.07% | |
| 28 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.49% | — | — | |
| 29 | AAPL | Apple INC | Stock-Tech | 1.42% | — | +2352.49% | |
| 30 | NFLX | Netflix INC | Stock-Comm Services | 1.28% | — | — | |
| 31 | AFRM | Affirm Holdings INC | Stock-Financials | 1.25% | -0.89% | -50.40% | |
| 32 | CART | Maplebear INC | Stock-Consumer Disc | 1.25% | -0.39% | -52.36% | |
| 33 | CHD | Church & Dwight Co INC | Stock-Consumer Staples | 1.08% | — | — | |
| 34 | BOOT | Boot Barn Holdings INC | Stock-Consumer Disc | 1.06% | — | — | |
| 35 | DASH | Doordash INC - A | Stock-Consumer Disc | 0.95% | -0.98% | -61.39% | |
| 36 | ROST | Ross Stores INC | Stock-Consumer Disc | 0.86% | — | — | |
| 37 | YUMC | Yum China Holdings INC | Stock-Consumer Disc | 0.82% | — | — | |
| 38 | SNOW | Snowflake INC | Stock-Tech | 0.72% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | — | |
| 40 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.08% | — | — | |
| 41 | WM | Waste Management INC | Stock-Industrials | 0.08% | — | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | -3.21% | -98.86% | |
| 43 | FPS | Forgent Power Solutions INC | Stock-Other | 0.05% | — | — | |
| 44 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.05% | -5.87% | -99.55% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.05% | -1.38% | -98.33% | |
| 46 | CVNA | Carvana Co | Stock-Consumer Disc | 0.04% | -4.01% | -99.23% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.04% | — | — | |
| 48 | WMT | Walmart INC | Stock-Consumer Staples | 0.04% | — | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.04% | -0.94% | -97.47% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.04% | — | -1.46% |
Performance for Q3 2026
+4.7%
Performance Last 4 Quarters
+5.9%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 57 | $970.7M | 100 | |
| 2025-12-31 | 63 | $1.9B | 100 | |
| 2025-09-30 | 66 | $2.2B | 100 | |
| 2025-06-30 | 64 | $2.4B | 0 | |
| 2025-03-31 | 51 | $1.3B | 0 | |
| 2024-12-31 | 61 | $2.2B | 0 | |
| 2024-09-30 | 53 | $1.6B | 0 | |
| 2024-06-30 | 41 | $1.5B | 0 | |
| 2024-03-31 | 41 | $1.2B | 0 | |
| 2023-12-31 | 43 | $1.0B | 0 | |
| 2023-09-30 | 42 | $1.1B | 0 | |
| 2023-06-30 | 41 | $1.1B | 0 | |
| 2023-03-31 | 39 | $923.8M | 0 | |
| 2022-12-31 | 27 | $423.4M | 0 | |
| 2022-09-30 | 28 | $597.9M | 0 | |
| 2022-06-30 | 25 | $612.7M | 0 | |
| 2022-03-31 | 28 | $533.6M | 0 | |
| 2021-12-31 | 28 | $586.8M | 0 |
Mane Global Capital Management LP's most significant position changes for 2026-03-31: Sold out: Microsoft CORP (MSFT); Sold out: Brinker International INC (EAT); Sold out: Grab Holdings Limited (GRAB); Sold out: Zillow Group INC - C (Z); New buy: Burlington Stores INC (BURL).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | YUM | Yum! Brands INC | +7.9% | +88.18% | Add |
| 2 | CHWY | Chewy INC - Class A | +5.1% | +8402.32% | Add |
| 3 | BABA | Alibaba Group Holding-sp Adr | +1.7% | +4859.18% | Add |
| 4 | BROS | Dutch Bros Inc-class A | +0.7% | -22.70% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -37.56% | Trim |
| 6 | ✓ | On Hldg AG | -0.1% | -30.60% | Trim |
| 7 | TOST | Toast Inc-class A | -0.1% | -34.07% | Trim |
| 8 | AS | Amer Sports, Inc. | -0.3% | -47.12% | Trim |
| 9 | CART | Maplebear INC | -0.4% | -52.36% | Trim |
| 10 | HAS | Hasbro INC | -0.7% | -67.14% | Trim |
| 11 | AVGO | Broadcom INC | -0.8% | -53.87% | Trim |
| 12 | AFRM | Affirm Holdings INC | -0.9% | -50.40% | Trim |
| 13 | DIS | Walt Disney Co/the | -0.9% | -97.47% | Trim |
| 14 | LYV | Live Nation Entertainment In | -1% | -59.50% | Trim |
| 15 | DASH | Doordash INC - A | -1% | -61.39% | Trim |
| 16 | SHW | Sherwin-williams Co/the | -1.4% | -98.33% | Trim |
| 17 | VIK | Viking Holdings Ltd | -1.4% | -98.96% | Trim |
| 18 | SE | Sea Ltd-adr | -1.5% | -98.83% | Trim |
| 19 | CL | Colgate-palmolive Co | -2.1% | -99.23% | Trim |
| 20 | APP | Applovin Corp-class A | -3% | -99.26% | Trim |
| 21 | NVDA | Nvidia CORP | -3.2% | -98.86% | Trim |
| 22 | CVNA | Carvana Co | -4% | -99.23% | Trim |
| 23 | AMZN | Amazon.com INC | -5.9% | -99.55% | Trim |
| 24 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 25 | EAT | Brinker International INC | — | EXIT | Sold out |
| 26 | GRAB | Grab Holdings Limited | — | EXIT | Sold out |
| 27 | Z | Zillow Group INC - C | — | EXIT | Sold out |
| 28 | BURL | Burlington Stores INC | — | NEW | New buy |
| 29 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 30 | PLNT | Planet Fitness INC - Cl A | — | EXIT | Sold out |
| 31 | MDB | Mongodb INC | — | EXIT | Sold out |
| 32 | AZO | Autozone INC | — | NEW | New buy |
| 33 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 34 | CELH | Celsius Holdings INC | — | EXIT | Sold out |
| 35 | H | Hyatt Hotels CORP - Cl A | — | EXIT | Sold out |
| 36 | SFM | Sprouts Farmers Market INC | — | NEW | New buy |
| 37 | KMX | Carmax INC | — | EXIT | Sold out |
| 38 | KO | Coca-cola Co/the | — | NEW | New buy |
| 39 | BKNG | Booking Holdings INC | — | EXIT | Sold out |
| 40 | MELI | Mercadolibre INC | — | EXIT | Sold out |
| 41 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 42 | UAL | United Airlines Holdings INC | — | EXIT | Sold out |
| 43 | HD | Home Depot INC | — | NEW | New buy |
| 44 | DKS | Dick's Sporting Goods INC | — | EXIT | Sold out |
| 45 | TXRH | Texas Roadhouse INC | — | EXIT | Sold out |
| 46 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
| 47 | ELF | Elf Beauty INC | — | EXIT | Sold out |
| 48 | RDDT | Reddit Inc-cl A | — | EXIT | Sold out |
| 49 | DAVE | Dave INC | — | EXIT | Sold out |
| 50 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
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