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Latest MANE GLOBAL CAPITAL MANAGEMENT LP Stock Portfolio

$1.21Billion | No. of Holdings #54

MANE GLOBAL CAPITAL MANAGEMENT LP Performance

2026 Q2+1.53%
YTD-3.67%
2025+17.28%

About MANE GLOBAL CAPITAL MANAGEMENT LP and 13F Hedge Fund Stock Holdings

MANE GLOBAL CAPITAL MANAGEMENT LP is a hedge fund based in New York, NY. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MANE GLOBAL CAPITAL MANAGEMENT LP reported an equity portfolio of $1.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of MANE GLOBAL CAPITAL MANAGEMENT LP are GOOG, ARMK, LYV. The fund has invested 5.7% of it's portfolio in ALPHABET INC and 5% of portfolio in ARAMARK. <br><br> The fund managers got completely rid off CHEWY INC (CHWY), MARRIOTT INTL INC NEW (MAR) and DUTCH BROS INC (BROS) stocks. They significantly reduced their stock positions in CAVA GROUP INC, VISA INC (V) and LIBERTY MEDIA CORP DEL (BATRA). MANE GLOBAL CAPITAL MANAGEMENT LP opened new stock positions in ARAMARK (ARMK), CHIPOTLE MEXICAN GRILL INC (CMG) and TEXAS ROADHOUSE INC (TXRH). The fund showed a lot of confidence in some stocks as they added substantially to CARVANA CO (CVNA), SEA LTD (SE) and SHERWIN WILLIAMS CO (SHW).
MANE GLOBAL CAPITAL MANAGEMENT LP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$1.21Billion
  as of Aug 14, 2026

MANE GLOBAL CAPITAL MANAGEMENT LP Annual Return Estimates Vs S&P 500

Our best estimate is that MANE GLOBAL CAPITAL MANAGEMENT LP made a return of 1.53% in the last quarter. In trailing 12 months, it's portfolio return was 3.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aramark60,043,600
chipotle mexican grill inc44,710,600
texas roadhouse inc41,627,300
asml hldg nv37,612,400
intel corp36,351,300
dell technologies inc34,613,900
micron technology inc31,820,300
advanced micro devices inc30,999,700
New stocks bought by MANE GLOBAL CAPITAL MANAGEMENT LP

Additions

Ticker% Inc.
carvana co30,056
sea ltd12,974
sherwin williams co10,779
applovin corp10,563
coupang inc7,400
viking holdings ltd6,610
disney walt co3,388
snowflake inc196
Additions to existing portfolio by MANE GLOBAL CAPITAL MANAGEMENT LP

Reductions

Ticker% Reduced
cava group inc-98.97
visa inc-98.21
liberty media corp del-98.15
doordash inc-94.37
burlington stores inc-62.96
forgent power solutions inc-62.09
yum brands inc-56.61
affirm hldgs inc-36.09
MANE GLOBAL CAPITAL MANAGEMENT LP reduced stake in above stock

Sold off

Ticker$ Sold
chewy inc-50,327,000
dutch bros inc-38,040,100
toast inc-16,334,000
coca cola co-26,516,900
maplebear inc-12,100,900
hasbro inc-18,037,500
airbnb inc-23,616,900
yum china hldgs inc-7,911,630
MANE GLOBAL CAPITAL MANAGEMENT LP got rid off the above stocks

Sector Distribution

MANE GLOBAL CAPITAL MANAGEMENT LP has about 27.1% of it's holdings in Consumer Cyclical sector.

  • Consumer Cyclical
  • Technology
  • Communication Services
  • Others
  • Consumer Defensive
  • Industrials
  • Basic Materials
  • Financial Services
Sector%
Consumer Cyclical27.1
Technology23.5
Communication Services15.9
Others15.3
Consumer Defensive7
Industrials5
Basic Materials4.2
Financial Services2

Market Cap. Distribution

MANE GLOBAL CAPITAL MANAGEMENT LP has about 73.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP49.3
MEGA-CAP24.1
UNALLOCATED17.3
MID-CAP9.4

Stocks belong to which Index?

About 55.9% of the stocks held by MANE GLOBAL CAPITAL MANAGEMENT LP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50047.5
Others44
RUSSELL 20008.4
Top 5 Winners (%)%
AFRM
affirm hldgs inc
63.9 %
forgent power solutions inc
62.6 %
MSGE
sphere entertainment co
39.1 %
SNOW
snowflake inc
37.5 %
TTWO
take-two interactive softwar
25.0 %
Top 5 Winners ($)$
GOOG
alphabet inc
9.7 M
SNOW
snowflake inc
9.6 M
LYV
live nation entertainment in
9.4 M
MSGE
sphere entertainment co
7.9 M
AFRM
affirm hldgs inc
7.8 M
Top 5 Losers (%)%
CVNA
carvana co
-65.5 %
WMT
walmart inc
-8.9 %
COST
costco wholesale corporation
-5.4 %
SPOT
spotify technology s a
-4.5 %
CPNG
coupang inc
-4.2 %
Top 5 Losers ($)$
CVNA
carvana co
-51.9 M
SPOT
spotify technology s a
-1.7 M
CPNG
coupang inc
-0.8 M
BURL
burlington stores inc
-0.7 M
cava group inc
-0.4 M

MANE GLOBAL CAPITAL MANAGEMENT LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MANE GLOBAL CAPITAL MANAGEMENT LP

MANE GLOBAL CAPITAL MANAGEMENT LP has 54 stocks in it's portfolio. About 42.1% of the portfolio is in top 10 stocks. CVNA proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MANE GLOBAL CAPITAL MANAGEMENT LP last quarter.

$1.21BTotal Value
81.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MANE GLOBAL CAPITAL MANAGEMENT LP, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
MANE GLOBAL CAPITAL MANAGEMENT LP's holding in Asml Hldg Nv over time
3.11%18,906
$37.61M
3.11%
new position
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
MANE GLOBAL CAPITAL MANAGEMENT LP's holding in Alibaba Group Hldg Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BATRA
Liberty Media Corp Del

Liberty Media Corp Del

BATRA
MANE GLOBAL CAPITAL MANAGEMENT LP's holding in Liberty Media Corp Del over time
0.04%4,524
$430.4K
0.04%
decreased 98.15 percentreduced