Mane Global Capital Management LP — Q4 2025 13F Holdings

Name: Mane Global Capital Management LP — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001856155

Total reported value

$970.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AMZN	Amazon.com INC	Stock-Consumer Disc	5.92%	-5.87%	+10717.00%
2	LYV	Live Nation Entertainment In	Stock-Comm Services	5.69%	-0.96%	+72.57%
3	CVNA	Carvana Co	Stock-Consumer Disc	4.05%	-4.01%	-36.00%
4	AVGO	Broadcom INC	Stock-Tech	3.90%	-0.82%	-48.53%
5	MSFT	Microsoft CORP	Stock-Tech	3.87%	-3.87%	EXIT
6	NVDA	Nvidia CORP	Stock-Tech	3.28%	-3.21%	-26.34%
7	BROS	Dutch Bros Inc-class A	Stock-Consumer Disc	3.19%	+0.73%	+11.25%
8	APP	Applovin Corp-class A	Stock-Tech	2.98%	-2.95%	-53.28%
9	EAT	Brinker International INC	Stock-Consumer Disc	2.95%	-2.95%	EXIT
10	YUM	Yum! Brands INC	Stock-Consumer Disc	2.93%	+7.93%	—
11	SPOT	Spotify Technology S.A.	Stock-Comm Services	2.80%	—	+44.79%
12	HAS	Hasbro INC	Stock-Consumer Disc	2.58%	-0.72%	-17.62%
13	AS	Amer Sports, Inc.	Stock-Consumer Disc	2.57%	-0.27%	-1.19%
14	GRAB	Grab Holdings Limited	Stock-Tech	2.36%	-2.36%	EXIT
15	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.35%	+0.23%	+1.24%
16	AFRM	Affirm Holdings INC	Stock-Financials	2.14%	-0.89%	+7.05%
17	CL	Colgate-palmolive Co	Stock-Consumer Staples	2.09%	-2.06%	—
18	Z	Zillow Group INC - C	Stock-Comm Services	2.08%	-2.08%	EXIT
19	DASH	Doordash INC - A	Stock-Consumer Disc	1.93%	-0.98%	+3484.52%
20	PLNT	Planet Fitness INC - Cl A	Stock-Consumer Disc	1.84%	-1.84%	EXIT
21	MDB	Mongodb INC	Stock-Tech	1.83%	-1.83%	EXIT
22	✓	On Hldg AG	Stock-Other	1.82%	-0.05%	+187.37%
23	TOST	Toast Inc-class A	Stock-Tech	1.78%	-0.10%	+13174.69%
24	MAR	Marriott International -cl A	Stock-Consumer Disc	1.75%	—	—
25	CELH	Celsius Holdings INC	Stock-Consumer Staples	1.72%	-1.72%	EXIT
26	FWONK	Liberty Media Corp-formula-c	Stock-Comm Services	1.66%	—	—
27	CART	Maplebear INC	Stock-Consumer Disc	1.64%	-0.39%	—
28	H	Hyatt Hotels CORP - Cl A	Stock-Consumer Disc	1.60%	-1.60%	EXIT
29	KMX	Carmax INC	Stock-Consumer Disc	1.56%	-1.56%	EXIT
30	SE	Sea Ltd-adr	Stock-Comm Services	1.49%	-1.47%	+5.87%
31	VIK	Viking Holdings Ltd	Stock-Consumer Disc	1.44%	-1.41%	-31.20%
32	SPHR	Sphere Entertainment Co	Stock-Comm Services	1.43%	—	-21.32%
33	SHW	Sherwin-williams Co/the	Stock-Materials	1.43%	-1.38%	+8706.66%
34	BKNG	Booking Holdings INC	Stock-Consumer Disc	1.41%	-1.41%	EXIT
35	MELI	Mercadolibre INC	Stock-Consumer Disc	1.38%	-1.38%	EXIT
36	STZ	Constellation Brands Inc-a	Stock-Consumer Staples	1.38%	—	—
37	UAL	United Airlines Holdings INC	Stock-Industrials	1.34%	-1.34%	EXIT
38	DKS	Dick's Sporting Goods INC	Stock-Consumer Disc	1.29%	-1.29%	EXIT
39	TXRH	Texas Roadhouse INC	Stock-Consumer Disc	1.22%	-1.22%	EXIT
40	ELF	Elf Beauty INC	Stock-Consumer Staples	1.20%	-1.20%	EXIT
41	RDDT	Reddit Inc-cl A	Stock-Comm Services	1.15%	-1.15%	EXIT
42	DAVE	Dave INC	Stock-Other	1.11%	-1.11%	EXIT
43	DIS	Walt Disney Co/the	Stock-Comm Services	0.98%	-0.94%	-28.56%
44	ABNB	Airbnb Inc-class A	Stock-Consumer Disc	0.97%	—	—
45	CAVA	Cava Group INC	Stock-Consumer Disc	0.97%	—	—
46	RCL	Royal Caribbean Cruises Ltd.	Stock-Consumer Disc	0.90%	-0.90%	EXIT
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%

1–50 of 62

Holding changes this quarter

Position changes disclosed by Mane Global Capital Management LP for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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 Hldg AG	+1.3%	+187.37%	Add
9	NVDA	Nvidia CORP	-0.5%	-26.34%	Trim
10	CVNA	Carvana Co	-0.7%	-36.00%	Trim
11	CHWY	Chewy INC - Class A	-1%	-96.04%	Trim
12	BABA	Alibaba Group Holding-sp Adr	-1.3%	-98.33%	Trim
13	W	Wayfair Inc- Class A	-1.5%	-98.95%	Trim
14	CELH	Celsius Holdings INC	-2.1%	-51.54%	Trim
15	AVGO	Broadcom INC	-2.2%	-48.53%	Trim
16	MSFT	Microsoft CORP	-2.7%	-46.38%	Trim
17	APP	Applovin Corp-class A	-2.8%	-53.28%	Trim
18	META	Meta Platforms Inc-class A	-3%	-99.24%	Trim
19	RBLX	Roblox CORP -class A	-3.5%	-99.08%	Trim
20	ROST	Ross Stores INC	—	EXIT	Sold out
21	CMG	Chipotle Mexican Grill INC	—	EXIT	Sold out
22	NBIS	Nebius Group NV	—	EXIT	Sold out
23	EAT	Brinker International INC	—	NEW	New buy
24	YUM	Yum! Brands INC	—	NEW	New buy
25	NKE	Nike INC -cl B	—	EXIT	Sold out
26	WIX	Wix.com Ltd.	—	EXIT	Sold out
27	LOW	Lowe's Cos INC	—	EXIT	Sold out
28	NCLH	Norwegian Cruise Line Holdings Ltd.	—	EXIT	Sold out
29	XYZ	Block INC	—	EXIT	Sold out
30	CL	Colgate-palmolive Co	—	NEW	New buy
31	ULTA	Ulta Beauty INC	—	EXIT	Sold out
32	FIVE	Five Below	—	EXIT	Sold out
33	BURL	Burlington Stores INC	—	EXIT	Sold out
34	MAR	Marriott International -cl A	—	NEW	New buy
35	FWONK	Liberty Media Corp-formula-c	—	NEW	New buy
36	AZO	Autozone INC	—	EXIT	Sold out
37	CART	Maplebear INC	—	NEW	New buy
38	H	Hyatt Hotels CORP - Cl A	—	NEW	New buy
39	KMX	Carmax INC	—	NEW	New buy
40	BKNG	Booking Holdings INC	—	NEW	New buy
41	STZ	Constellation Brands Inc-a	—	NEW	New buy
42	DKS	Dick's Sporting Goods INC	—	NEW	New buy
43	TXRH	Texas Roadhouse INC	—	NEW	New buy
44	ELF	Elf Beauty INC	—	NEW	New buy
45	ORCL	Oracle CORP	—	EXIT	Sold out
46	DECK	Deckers Outdoor CORP	—	EXIT	Sold out
47	ABNB	Airbnb Inc-class A	—	NEW	New buy
48	CAVA	Cava Group INC	—	NEW	New buy
49	RCL	Royal Caribbean Cruises Ltd.	—	NEW	New buy
50	SNOW	Snowflake INC	—	EXIT	Sold out