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CIK: 0001856155
Total reported value
$1.2B
$1.2B
62 檔
36.0%
According to the latest 13F quarterly dataset, Mane Global Capital Management LP managed an equity portfolio of $1.2B at the end of Q4 2025, spanning 62 distinct U.S. exchange-listed positions.
Mane Global Capital Management LP executed strategic sector rebalancing during Q4 2025, establishing 21 new positions while fully exiting 23 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.92% | +0.01% | +10717.00% | |
| 2 | LYV | Live Nation Entertainment In | Stock-Comm Services | 5.69% | +0.04% | +72.57% | |
| 3 | CVNA | Carvana Co | Stock-Consumer Disc | 4.05% | +2.22% | -36.00% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.90% | -3.08% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | — | -46.38% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.28% | -0.03% | -26.34% | |
| 7 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 3.19% | -3.92% | EXIT | |
| 8 | APP | Applovin Corp-class A | Stock-Tech | 2.98% | +2.75% | -53.28% | |
| 9 | EAT | Brinker International Inc | Stock-Consumer Disc | 2.95% | — | — | |
| 10 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 2.93% | -6.97% | — | |
| 11 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.80% | -1.79% | +44.79% | |
| 12 | HAS | Hasbro Inc | Stock-Consumer Disc | 2.58% | -1.86% | EXIT | |
| 13 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 2.57% | +0.26% | -1.19% | |
| 14 | GRAB | Grab Holdings Limited | Stock-Tech | 2.36% | — | +9948.16% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | +3.08% | +1.24% | |
| 16 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.14% | -0.11% | +7.05% | |
| 17 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.09% | -0.03% | EXIT | |
| 18 | Z | Zillow Group Inc - C | Stock-Comm Services | 2.08% | — | -3.75% | |
| 19 | DASH | Doordash Inc - A | Stock-Consumer Disc | 1.93% | -0.90% | +3484.52% | |
| 20 | PLNT | Planet Fitness Inc - Cl A | Stock-Consumer Disc | 1.84% | — | +57.68% | |
| 21 | MDB | Mongodb Inc | Stock-Tech | 1.83% | — | -25.73% | |
| 22 | ✓ | On Holding AG | Stock-Other | 1.82% | -0.18% | +187.37% | |
| 23 | TOST | Toast Inc-class A | Stock-Tech | 1.78% | -1.68% | EXIT | |
| 24 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.75% | -4.10% | EXIT | |
| 25 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.72% | — | -51.54% | |
| 26 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 1.66% | -2.11% | — | |
| 27 | CART | Maplebear Inc | Stock-Consumer Disc | 1.64% | -1.25% | EXIT | |
| 28 | H | Hyatt Hotels CORP - Cl A | Stock-Consumer Disc | 1.60% | +1.03% | NEW | |
| 29 | KMX | Carmax Inc | Stock-Consumer Disc | 1.56% | — | — | |
| 30 | SE | Sea Ltd-adr | Stock-Comm Services | 1.49% | +2.60% | +5.87% | |
| 31 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 1.44% | +2.24% | -31.20% | |
| 32 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 1.43% | -0.48% | -21.32% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.43% | +4.19% | +8706.66% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.41% | — | — | |
| 35 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.38% | — | +6064.25% | |
| 36 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.38% | -2.32% | EXIT | |
| 37 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.34% | — | -9.80% | |
| 38 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.29% | — | — | |
| 39 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 1.22% | +3.44% | NEW | |
| 40 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.20% | — | — | |
| 41 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.15% | — | +81.24% | |
| 42 | DAVE | Dave Inc | Stock-Other | 1.11% | — | -41.09% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.98% | +1.09% | -28.56% | |
| 44 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.97% | -2.43% | EXIT | |
| 45 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.97% | -2.72% | — | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.90% | +1.19% | NEW | |
| 47 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.72% | — | — | |
| 48 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.46% | — | +829.47% | |
| 49 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 50 | BRCB | Black Rock Coffee Bar Inc-a | Stock-Other | 0.10% | — | -22.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +5.9% | +10717.00% | Add |
| 2 | LYV | Live Nation Entertainment In | +2.5% | +72.57% | Add |
| 3 | GRAB | Grab Holdings Limited | +2.3% | +9948.16% | Add |
| 4 | DASH | Doordash Inc - A | +1.9% | +3484.52% | Add |
| 5 | TOST | Toast Inc-class A | +1.8% | +13174.69% | Add |
| 6 | SHW | Sherwin-williams Co/the | +1.4% | +8706.66% | Add |
| 7 | MELI | Mercadolibre Inc | +1.4% | +6064.25% | Add |
| 8 | ✓ | On Holding AG | +1.3% | +187.37% | Add |
| 9 | BROS | Dutch Bros Inc-class A | +1.1% | +11.25% | Add |
| 10 | PLNT | Planet Fitness Inc - Cl A | +0.9% | +57.68% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.8% | +1.24% | Add |
| 12 | SPOT | Spotify Technology S.A. | +0.8% | +44.79% | Add |
| 13 | RDDT | Reddit Inc-cl A | +0.6% | +81.24% | Add |
| 14 | AS | Amer Sports, Inc. | +0.5% | -1.19% | Trim |
| 15 | AFRM | Affirm Holdings Inc | +0.5% | +7.05% | Add |
| 16 | SPHR | Sphere Entertainment Co | +0.4% | -21.32% | Trim |
| 17 | HOOD | Robinhood Markets Inc - A | +0.4% | +829.47% | Add |
| 18 | MDB | Mongodb Inc | +0.3% | -25.73% | Trim |
| 19 | UAL | United Airlines Holdings Inc | +0.3% | -9.80% | Trim |
| 20 | HAS | Hasbro Inc | +0.1% | -17.62% | Trim |
| 21 | Z | Zillow Group Inc - C | 0% | -3.75% | Trim |
| 22 | AAPL | Apple Inc | — | — | Unchanged |
| 23 | PM | Philip Morris International | — | — | Unchanged |
| 24 | CPNG | Coupang Inc | 0% | -9.93% | Trim |
| 25 | BRCB | Black Rock Coffee Bar Inc-a | 0% | -22.57% | Trim |
| 26 | VIK | Viking Holdings Ltd | -0.1% | -31.20% | Trim |
| 27 | SE | Sea Ltd-adr | -0.2% | +5.87% | Add |
| 28 | DIS | Walt Disney Co/the | -0.2% | -28.56% | Trim |
| 29 | DAVE | Dave Inc | -0.3% | -41.09% | Trim |
| 30 | NVDA | Nvidia CORP | -0.5% | -26.34% | Trim |
| 31 | SHOP | Shopify Inc - Class A | -0.6% | -97.26% | Trim |
| 32 | CVNA | Carvana Co | -0.7% | -36.00% | Trim |
| 33 | CHWY | Chewy Inc - Class A | -1% | -96.04% | Trim |
| 34 | BABA | Alibaba Group Holding-sp Adr | -1.3% | -98.33% | Trim |
| 35 | W | Wayfair Inc- Class A | -1.5% | -98.95% | Trim |
| 36 | CELH | Celsius Holdings Inc | -2.1% | -51.54% | Trim |
| 37 | AVGO | Broadcom Inc | -2.2% | -48.53% | Trim |
| 38 | MSFT | Microsoft CORP | -2.7% | -46.38% | Trim |
| 39 | APP | Applovin Corp-class A | -2.8% | -53.28% | Trim |
| 40 | META | Meta Platforms Inc-class A | -3% | -99.24% | Trim |
| 41 | RBLX | Roblox CORP -class A | -3.5% | -99.08% | Trim |
| 42 | ROST | Ross Stores Inc | — | EXIT | Sold out |
| 43 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 44 | NBIS | Nebius Group N.V. | — | EXIT | Sold out |
| 45 | EAT | Brinker International Inc | — | NEW | New buy |
| 46 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 47 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 48 | WIX | Wix.com Ltd. | — | EXIT | Sold out |
| 49 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 50 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | EXIT | Sold out |
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 Q4 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 AMZN, LYV, CVNA) accounted for 36.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
EAT
市值: $55.0M
Top Position Liquidated / Trimmed
ROST
前期市值: $73.9M
During Q4 2025, Mane Global Capital Management LP's top holdings by market value included AMZN (5.9%)、LYV (5.7%)、CVNA (4.0%). The largest single position, AMZN, represented 5.9% of total portfolio value.
In Q4 2025, Mane Global Capital Management LP made 83 total portfolio adjustments, initiating 21 new buys, adding to 16 positions, trimming 23 holdings, and fully liquidating 23 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.
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