13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003066
Total Value
$923.8M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 493,667 | $51.0M | 5.52% |
| 2 | TJX COS INC NEW | 872540109 | 580,697 | $45.5M | 4.93% |
| 3 | NIKE INC | NKE | 369,645 | $45.3M | 4.91% |
| 4 | NETFLIX INC | NFLX | 128,748 | $44.5M | 4.81% |
| 5 | META PLATFORMS INC | META | 198,901 | $42.2M | 4.56% |
| 6 | YUM BRANDS INC | YUM | 296,127 | $39.1M | 4.23% |
| 7 | WYNN RESORTS LTD | WYNN | 319,004 | $35.7M | 3.86% |
| 8 | LAUDER ESTEE COS INC | 518439104 | 143,184 | $35.3M | 3.82% |
| 9 | UBER TECHNOLOGIES INC | UBER | 1,028,727 | $32.6M | 3.53% |
| 10 | CHIPOTLE MEXICAN GRILL INC | CMG | 17,898 | $30.6M | 3.31% |
| 11 | MONSTER BEVERAGE CORP NEW | MNST | 546,198 | $29.5M | 3.19% |
| 12 | BURLINGTON STORES INC | BURL | 145,397 | $29.4M | 3.18% |
| 13 | SKECHERS U S A INC | 830566105 | 589,671 | $28.0M | 3.03% |
| 14 | PLANET FITNESS INC | PLNT | 347,725 | $27.0M | 2.92% |
| 15 | STARBUCKS CORP | SBUX | 259,345 | $27.0M | 2.92% |
| 16 | SEA LTD | SE | 302,965 | $26.2M | 2.84% |
| 17 | MCDONALDS CORP | MCD | 85,216 | $23.8M | 2.58% |
| 18 | WALMART INC | WMT | 154,553 | $22.8M | 2.47% |
| 19 | BOOKING HOLDINGS INC | BKNG | 8,428 | $22.4M | 2.42% |
| 20 | RESTAURANT BRANDS INTL INC | 76131D103 | 320,170 | $21.5M | 2.33% |
| 21 | VALVOLINE INC | VVV | 606,064 | $21.2M | 2.29% |
| 22 | PEPSICO INC | PEP | 112,963 | $20.6M | 2.23% |
| 23 | ACTIVISION BLIZZARD INC | 00507V109 | 232,772 | $19.9M | 2.16% |
| 24 | DOORDASH INC | DASH | 301,241 | $19.1M | 2.07% |
| 25 | CELSIUS HLDGS INC | CELH | 195,902 | $18.2M | 1.97% |
| 26 | LULULEMON ATHLETICA INC | LULU | 49,485 | $18.0M | 1.95% |
| 27 | COLGATE PALMOLIVE CO | CL | 202,928 | $15.3M | 1.65% |
| 28 | HALEON PLC | HLNCF | 1,590,756 | $12.9M | 1.40% |
| 29 | SPOTIFY TECHNOLOGY S A | SPOT | 95,351 | $12.7M | 1.38% |
| 30 | MERCADOLIBRE INC | MELI | 9,520 | $12.5M | 1.36% |
| 31 | TOAST INC | TOST | 678,689 | $12.0M | 1.30% |
| 32 | LIBERTY MEDIA CORP DEL | FWONB | 160,895 | $12.0M | 1.30% |
| 33 | LIVE NATION ENTERTAINMENT IN | LYV | 165,592 | $11.6M | 1.25% |
| 34 | DOLLAR TREE INC | DLTR | 80,159 | $11.5M | 1.25% |
| 35 | ALPHABET INC | GOOG | 105,847 | $11.0M | 1.19% |
| 36 | TAPESTRY INC | TPR | 243,000 | $10.5M | 1.13% |
| 37 | DISNEY WALT CO | 254687106 | 100,000 | $10.0M | 1.08% |
| 38 | DICKS SPORTING GOODS INC | 253393102 | 64,679 | $9.2M | 0.99% |
| 39 | DECKERS OUTDOOR CORP | DECK | 13,500 | $6.1M | 0.66% |