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CIK: 0001856155
Total reported value
$1.2B
$1.2B
62 檔
46.1%
According to the latest 13F quarterly dataset, Mane Global Capital Management LP managed an equity portfolio of $1.2B at the end of Q2 2025, spanning 62 distinct U.S. exchange-listed positions.
Mane Global Capital Management LP executed strategic sector rebalancing during Q2 2025, establishing 29 new positions while fully exiting 17 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ROST | Ross Stores Inc | Stock-Consumer Disc | 6.55% | -0.86% | EXIT | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.41% | — | +13446.41% | |
| 3 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 4.17% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.80% | -0.03% | +51.80% | |
| 5 | SE | Sea Ltd-adr | Stock-Comm Services | 3.71% | +2.60% | +23.81% | |
| 6 | APP | Applovin Corp-class A | Stock-Tech | 3.69% | +2.75% | -50.53% | |
| 7 | LYV | Live Nation Entertainment In | Stock-Comm Services | 3.45% | +0.04% | +50.51% | |
| 8 | CPNG | Coupang Inc | Stock-Consumer Disc | 3.45% | +1.50% | +48.31% | |
| 9 | SHAK | Shake Shack Inc - Class A | Stock-Consumer Disc | 3.40% | — | +24.13% | |
| 10 | HAS | Hasbro Inc | Stock-Consumer Disc | 3.28% | -1.86% | EXIT | |
| 11 | CVNA | Carvana Co | Stock-Consumer Disc | 3.17% | +2.22% | -23.93% | |
| 12 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 2.92% | — | +121.35% | |
| 13 | EAT | Brinker International Inc | Stock-Consumer Disc | 2.91% | — | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.75% | -3.08% | EXIT | |
| 15 | TOST | Toast Inc-class A | Stock-Tech | 2.56% | -1.68% | EXIT | |
| 16 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 2.51% | — | -1.51% | |
| 17 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 2.43% | +0.26% | +13826.93% | |
| 18 | MAT | Mattel Inc | Stock-Consumer Disc | 2.40% | — | — | |
| 19 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 2.39% | +2.24% | — | |
| 20 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 2.37% | — | — | |
| 21 | H | Hyatt Hotels CORP - Cl A | Stock-Consumer Disc | 1.99% | +1.03% | NEW | |
| 22 | UPST | Upstart Holdings Inc | Stock-Financials | 1.85% | — | — | |
| 23 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.76% | — | +48.33% | |
| 24 | XYZ | Block Inc | Stock-Financials | 1.73% | — | — | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.70% | +1.09% | +79.21% | |
| 26 | DG | Dollar General CORP | Stock-Consumer Staples | 1.66% | — | — | |
| 27 | GRAB | Grab Holdings Limited | Stock-Tech | 1.56% | — | -8.97% | |
| 28 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 1.52% | -3.92% | EXIT | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | +0.01% | -30.03% | |
| 30 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 1.48% | — | -20.90% | |
| 31 | BURL | Burlington Stores Inc | Stock-Consumer Disc | 1.26% | -2.79% | -39.36% | |
| 32 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.24% | -5.18% | EXIT | |
| 33 | ✓ | On Holding AG | Stock-Other | 1.21% | -0.18% | -21.93% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.04% | EXIT | |
| 35 | FIVE | Five Below | Stock-Consumer Disc | 1.01% | — | — | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.93% | — | — | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.86% | — | -35.80% | |
| 38 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.85% | -0.11% | — | |
| 39 | DAVE | Dave Inc | Stock-Other | 0.85% | — | — | |
| 40 | DT | Dynatrace Inc | Stock-Tech | 0.84% | — | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.79% | — | — | |
| 42 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.76% | — | — | |
| 43 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.74% | +2.27% | NEW | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.65% | +2.18% | — | |
| 45 | BIRK | Birkenstock Holding plc | Stock-Other | 0.62% | — | -36.97% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.59% | — | — | |
| 47 | ROKU | Roku Inc | Stock-Comm Services | 0.45% | — | — | |
| 48 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.44% | — | — | |
| 49 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.42% | — | — | |
| 50 | QXO | Qxo Inc | Stock-Industrials | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ROST | Ross Stores Inc | +6.6% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +5.4% | +13446.41% | Add |
| 3 | DPZ | Domino's Pizza Inc | +4.2% | NEW | New buy |
| 4 | HAS | Hasbro Inc | +3.3% | NEW | New buy |
| 5 | EAT | Brinker International Inc | +2.9% | NEW | New buy |
| 6 | AS | Amer Sports, Inc. | +2.4% | +13826.93% | Add |
| 7 | MAT | Mattel Inc | +2.4% | NEW | New buy |
| 8 | VIK | Viking Holdings Ltd | +2.4% | NEW | New buy |
| 9 | CCL1EUR | Carnival CORP LTD | +2.4% | NEW | New buy |
| 10 | H | Hyatt Hotels CORP - Cl A | +2% | NEW | New buy |
| 11 | UPST | Upstart Holdings Inc | +1.9% | NEW | New buy |
| 12 | XYZ | Block Inc | +1.7% | NEW | New buy |
| 13 | DG | Dollar General CORP | +1.7% | NEW | New buy |
| 14 | BROS | Dutch Bros Inc-class A | +1.5% | NEW | New buy |
| 15 | CELH | Celsius Holdings Inc | +1.1% | +121.35% | Add |
| 16 | FIVE | Five Below | +1% | NEW | New buy |
| 17 | NKE | Nike Inc -cl B | +0.9% | NEW | New buy |
| 18 | AFRM | Affirm Holdings Inc | +0.9% | NEW | New buy |
| 19 | DAVE | Dave Inc | +0.9% | NEW | New buy |
| 20 | DT | Dynatrace Inc | +0.8% | NEW | New buy |
| 21 | ORCL | Oracle CORP | +0.8% | NEW | New buy |
| 22 | DKNG | Draftkings Inc-cl A | +0.8% | NEW | New buy |
| 23 | NVDA | Nvidia CORP | +0.7% | +51.80% | Add |
| 24 | W | Wayfair Inc- Class A | +0.7% | NEW | New buy |
| 25 | SNOW | Snowflake Inc | +0.7% | NEW | New buy |
| 26 | NOW | Servicenow Inc | +0.6% | NEW | New buy |
| 27 | RBLX | Roblox CORP -class A | +0.6% | +48.33% | Add |
| 28 | ROKU | Roku Inc | +0.5% | NEW | New buy |
| 29 | WBD | Warner Bros Discovery Inc | +0.4% | NEW | New buy |
| 30 | BRBR | Bellring Brands Inc | +0.4% | NEW | New buy |
| 31 | CPNG | Coupang Inc | +0.4% | +48.31% | Add |
| 32 | DIS | Walt Disney Co/the | +0.4% | +79.21% | Add |
| 33 | SHAK | Shake Shack Inc - Class A | +0.3% | +24.13% | Add |
| 34 | AVGO | Broadcom Inc | +0.1% | +10.69% | Add |
| 35 | QXO | Qxo Inc | 0% | NEW | New buy |
| 36 | KTOS | Kratos Defense & Security | 0% | NEW | New buy |
| 37 | TTAN | Servicetitan Inc-a | 0% | NEW | New buy |
| 38 | VRT | Vertiv Holdings Co-a | 0% | NEW | New buy |
| 39 | HOOD | Robinhood Markets Inc - A | — | — | Unchanged |
| 40 | RACE | Ferrari N.V. | 0% | — | Unchanged |
| 41 | RDDT | Reddit Inc-cl A | 0% | EXIT | Sold out |
| 42 | SHW | Sherwin-williams Co/the | 0% | EXIT | Sold out |
| 43 | OLLI | Ollie's Bargain Outlet Holdi | 0% | -50.61% | Trim |
| 44 | UL | Unilever PLC | 0% | -29.31% | Trim |
| 45 | MELI | Mercadolibre Inc | 0% | -23.05% | Trim |
| 46 | Z | Zillow Group Inc - C | 0% | — | Unchanged |
| 47 | AAPL | Apple Inc | 0% | EXIT | Sold out |
| 48 | RCL | Royal Caribbean Cruises Ltd. | 0% | EXIT | Sold out |
| 49 | SPOT | Spotify Technology S.A. | 0% | -48.84% | Trim |
| 50 | HLN | Haleon Plc-adr | 0% | -12.40% | Trim |
According to official SEC Form 13F filings, Mane Global Capital Management LP reported a total U.S. public equity portfolio value of $1.2B across 62 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ROST, MSFT, DPZ) accounted for 46.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
ROST
市值: $154.6M
Top Position Liquidated / Trimmed
PRMB
前期市值: $70.9M
During Q2 2025, Mane Global Capital Management LP's top holdings by market value included ROST (6.5%)、MSFT (5.4%)、DPZ (4.2%). The largest single position, ROST, represented 6.5% of total portfolio value.
In Q2 2025, Mane Global Capital Management LP made 76 total portfolio adjustments, initiating 29 new buys, adding to 12 positions, trimming 18 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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