Mane Global Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Mane Global Capital Management Lp disclosed 49 stock positions valued at approximately $1.21B as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, ARAMARK, and LIVE NATION ENTERTAINMENT IN.
- Report Period
- June 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $1.21B
Holdings by Sector
Mane Global Capital Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 5.66% | 191,534 | +104,291 | +119.54% | $68,448,506 |
| ARAMARK | ARMK | Industrials | 4.96% | 1,055,248 | +1,055,248 | +100.00% | $60,043,611 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 4.77% | 314,946 | +13,890 | +4.61% | $57,669,762 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 4.36% | 912,144 | +346,053 | +61.13% | $52,758,409 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 4.24% | 148,940 | +147,571 | +10779.47% | $51,283,021 |
| HOME DEPOT INC | HD | Consumer Cyclical | 4.01% | 137,444 | +63,021 | +84.68% | $48,473,750 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 3.89% | 294,217 | -383,818 | -56.61% | $47,033,530 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 3.69% | 1,315,019 | +1,315,019 | +100.00% | $44,710,646 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 3.44% | 215,429 | +78,329 | +57.13% | $41,627,346 |
| ASML HLDG NV | ASML | Other | 3.11% | 18,906 | +18,906 | +100.00% | $37,612,353 |
| INTEL CORP | INTC | Technology | 3.00% | 260,340 | +260,340 | +100.00% | $36,351,274 |
| SNOWFLAKE INC | SNOW | Technology | 2.90% | 138,056 | +91,456 | +196.26% | $35,135,252 |
| DELL TECHNOLOGIES INC | DELL | Technology | 2.86% | 80,225 | +80,225 | +100.00% | $34,613,879 |
| APPLOVIN CORP | APP | Technology | 2.78% | 65,258 | +64,646 | +10563.07% | $33,622,879 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.63% | 27,567 | +27,567 | +100.00% | $31,820,312 |
| SEA LTD | SE | Consumer Cyclical | 2.62% | 331,298 | +328,764 | +12974.11% | $31,748,287 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.56% | 53,364 | +53,364 | +100.00% | $30,999,681 |
| AMER SPORTS INC | AS | Other | 2.56% | 915,633 | +238,104 | +35.14% | $30,985,021 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 2.56% | 366,112 | -17,968 | -4.68% | $30,965,753 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 2.30% | 111,444 | -15,096 | -11.93% | $27,858,771 |
| WAYFAIR INC | W | Consumer Cyclical | 2.27% | 297,573 | +293,573 | +7339.32% | $27,501,697 |
| CARVANA CO | CVNA | Consumer Cyclical | 2.26% | 415,857 | +414,478 | +30056.42% | $27,371,708 |
| APPLIED MATLS INC | AMAT | Technology | 2.19% | 36,573 | +36,573 | +100.00% | $26,442,279 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 2.02% | 53,353 | -22,874 | -30.01% | $24,495,963 |
| OKTA INC | OKTA | Technology | 1.67% | 148,495 | +148,495 | +100.00% | $20,262,143 |
| SPHERE ENTERTAINMENT CO | SPHR | Communication Services | 1.61% | 112,463 | -60,363 | -34.93% | $19,459,473 |
| ON HLDG AG | ONON | Other | 1.59% | 543,622 | +38,306 | +7.58% | $19,255,091 |
| COUPANG INC | CPNG | Consumer Cyclical | 1.53% | 1,064,904 | +1,050,707 | +7400.91% | $18,497,382 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 1.19% | 45,447 | -14,453 | -24.13% | $14,430,786 |
| AFFIRM HLDGS INC | AFRM | Technology | 1.14% | 169,763 | -95,865 | -36.09% | $13,844,173 |
Showing 30 of 49 holdings in the latest reporting period.