Mane Global Capital Management Lp Portfolio Stock Holdings
Mane Global Capital Management Lp disclosed 57 stock positions valued at approximately $970.7 million in its latest SEC 13F filing. The largest holdings include YUM BRANDS INC, CHEWY INC, and LIVE NATION ENTERTAINMENT IN. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 57
- Portfolio Value
- $970.7M
Holdings by Sector
Mane Global Capital Management Lp Portfolio Holdings in Q1 2026
54 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| YUM BRANDS INC | YUM | Consumer Cyclical | 10.86% | 678,035 | +317,717 | +88.18% | $105,420,882 |
| CHEWY INC | CHWY | Consumer Cyclical | 5.18% | 1,863,963 | +1,842,040 | +8402.32% | $50,327,001 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 4.73% | 301,056 | -192,344 | -38.98% | $45,914,051 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 4.10% | 121,773 | +16,545 | +15.72% | $39,828,295 |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 3.93% | 117,281 | +117,281 | +100.00% | $38,160,892 |
| DUTCH BROS INC | BROS | Consumer Cyclical | 3.92% | 750,890 | -220,480 | -22.70% | $38,040,087 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 3.81% | 76,227 | -13,495 | -15.04% | $36,963,235 |
| VISA INC | V | Financial Services | 3.60% | 115,712 | +115,712 | +100.00% | $34,972,795 |
| AUTOZONE INC | AZO | Consumer Cyclical | 3.39% | 9,751 | +9,751 | +100.00% | $32,936,733 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 3.36% | 566,091 | +566,091 | +100.00% | $32,629,485 |
| BROADCOM INC | AVGO | Technology | 3.08% | 96,709 | -112,954 | -53.87% | $29,932,403 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 3.05% | 384,080 | +384,080 | +100.00% | $29,624,090 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 2.74% | 328,431 | +21,431 | +6.98% | $26,570,068 |
| COCA COLA CO | KO | Consumer Defensive | 2.73% | 348,677 | +348,677 | +100.00% | $26,516,886 |
| ALPHABET INC | GOOGL | Communication Services | 2.58% | 87,243 | -52,471 | -37.56% | $25,087,597 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 2.57% | 126,540 | +126,540 | +100.00% | $24,991,650 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.52% | 74,423 | +74,423 | +100.00% | $24,476,980 |
| AIRBNB INC | ABNB | Consumer Cyclical | 2.43% | 187,020 | +54,063 | +40.66% | $23,616,886 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 2.33% | 74,274 | +74,274 | +100.00% | $22,585,238 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 2.32% | 150,404 | -35,816 | -19.23% | $22,560,600 |
| AMER SPORTS INC | AS | Other | 2.30% | 677,529 | -603,813 | -47.12% | $22,304,255 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 2.15% | 244,978 | -69,182 | -22.02% | $20,828,030 |
| SPHERE ENTERTAINMENT CO | SPHR | Communication Services | 2.09% | 172,826 | -107,631 | -38.38% | $20,289,772 |
| HASBRO INC | HAS | Consumer Cyclical | 1.86% | 192,708 | -393,765 | -67.14% | $18,037,469 |
| ON HLDG AG | ONON | Other | 1.77% | 505,316 | -222,847 | -30.60% | $17,190,850 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 1.71% | 132,410 | +129,740 | +4859.18% | $16,612,159 |
| TOAST INC | TOST | Technology | 1.68% | 616,146 | -318,392 | -34.07% | $16,334,030 |
| BJS WHSL CLUB HLDGS INC | BJ | Consumer Defensive | 1.49% | 146,607 | +146,607 | +100.00% | $14,429,061 |
| APPLE INC | AAPL | Technology | 1.42% | 54,200 | +51,990 | +2352.49% | $13,755,418 |
| NETFLIX INC. | NFLX | Communication Services | 1.28% | 129,000 | +129,000 | +100.00% | $12,403,350 |
| AFFIRM HLDGS INC | AFRM | Technology | 1.25% | 265,628 | -269,949 | -50.40% | $12,171,075 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 1.25% | 323,036 | -354,995 | -52.36% | $12,100,929 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 1.08% | 112,000 | +112,000 | +100.00% | $10,451,840 |
| BOOT BARN HLDGS INC | BOOT | Consumer Cyclical | 1.06% | 70,459 | +70,459 | +100.00% | $10,312,379 |
| DOORDASH INC | DASH | Communication Services | 0.95% | 61,415 | -97,666 | -61.39% | $9,221,462 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.86% | 38,753 | +38,753 | +100.00% | $8,395,062 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 0.82% | 162,190 | +162,190 | +100.00% | $7,911,628 |
| SNOWFLAKE INC | SNOW | Technology | 0.72% | 46,600 | +46,600 | +100.00% | $7,028,212 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.24% | 3,565 | +3,565 | +100.00% | $2,318,462 |
| FERRARI N V | RACE | Other | 0.08% | 2,306 | +2,306 | +100.00% | $780,466 |
| WASTE MGMT INC DEL | WM | Industrials | 0.08% | 3,207 | +3,207 | +100.00% | $736,937 |
| NVIDIA CORPORATION | NVDA | Technology | 0.07% | 3,746 | -324,213 | -98.86% | $653,302 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.05% | 2,137 | -475,217 | -99.55% | $445,073 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.05% | 1,369 | -80,621 | -98.33% | $438,833 |
| CARVANA CO | CVNA | Consumer Cyclical | 0.04% | 1,379 | -177,314 | -99.23% | $433,530 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.04% | 402 | +402 | +100.00% | $400,565 |
| WALMART INC | WMT | Consumer Defensive | 0.04% | 3,170 | +3,170 | +100.00% | $393,968 |
| DISNEY WALT CO | DIS | Communication Services | 0.04% | 4,079 | -157,055 | -97.47% | $393,134 |
| META PLATFORMS INC | META | Communication Services | 0.04% | 674 | -10 | -1.46% | $385,616 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.03% | 3,798 | -489,410 | -99.23% | $323,704 |
| COUPANG INC | CPNG | Consumer Cyclical | 0.03% | 14,197 | -8,471 | -37.37% | $268,039 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.03% | 1,250 | +1,250 | +100.00% | $247,238 |
| APPLOVIN CORP | APP | Technology | 0.03% | 612 | -81,758 | -99.26% | $243,576 |
| SEA LTD | SE | Consumer Cyclical | 0.02% | 2,534 | -214,960 | -98.83% | $209,841 |