13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000902664-23-005498
Total Value
$1.12B
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 595,527 | $178.8M | 15.95% |
| 2 | E L F BEAUTY INC | ELF | 497,090 | $54.6M | 4.87% |
| 3 | COLGATE PALMOLIVE CO | CL | 642,154 | $45.7M | 4.07% |
| 4 | MICROSOFT CORP | MSFT | 135,820 | $42.9M | 3.83% |
| 5 | COUPANG INC | CPNG | 2,342,575 | $39.8M | 3.55% |
| 6 | RESTAURANT BRANDS INTL INC | 76131D103 | 578,862 | $38.6M | 3.44% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 263,786 | $37.0M | 3.30% |
| 8 | SKECHERS U S A INC | 830566105 | 688,589 | $33.7M | 3.01% |
| 9 | UBER TECHNOLOGIES INC | UBER | 675,778 | $31.1M | 2.77% |
| 10 | ROSS STORES INC | ROST | 273,671 | $30.9M | 2.76% |
| 11 | MONDELEZ INTL INC | 609207105 | 427,495 | $29.7M | 2.65% |
| 12 | DOMINOS PIZZA INC | DPZ | 75,619 | $28.6M | 2.56% |
| 13 | LAS VEGAS SANDS CORP | LVS | 597,134 | $27.4M | 2.44% |
| 14 | MATTEL INC | MAT | 1,224,721 | $27.0M | 2.41% |
| 15 | NVIDIA CORPORATION | NVDA | 61,446 | $26.7M | 2.38% |
| 16 | STARBUCKS CORP | SBUX | 286,995 | $26.2M | 2.34% |
| 17 | CONSTELLATION BRANDS INC | STZ | 103,200 | $25.9M | 2.31% |
| 18 | WYNN RESORTS LTD | WYNN | 279,946 | $25.9M | 2.31% |
| 19 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 323,241 | $24.9M | 2.23% |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | 161,085 | $24.9M | 2.22% |
| 21 | MERCADOLIBRE INC | MELI | 19,385 | $24.6M | 2.19% |
| 22 | WALMART INC | WMT | 144,940 | $23.2M | 2.07% |
| 23 | LIBERTY MEDIA CORP DEL | FWONB | 365,356 | $22.8M | 2.03% |
| 24 | ROYAL CARIBBEAN GROUP | V7780T103 | 241,753 | $22.3M | 1.99% |
| 25 | TARGET CORP | TGT | 200,020 | $22.1M | 1.97% |
| 26 | HOME DEPOT INC | HD | 69,358 | $21.0M | 1.87% |
| 27 | MONSTER BEVERAGE CORP NEW | MNST | 325,773 | $17.2M | 1.54% |
| 28 | WAYFAIR INC | W | 277,300 | $16.8M | 1.50% |
| 29 | PDD HOLDINGS INC | PDD | 169,756 | $16.6M | 1.49% |
| 30 | TJX COS INC NEW | 872540109 | 183,075 | $16.3M | 1.45% |
| 31 | AMAZON COM INC | AMZN | 105,616 | $13.4M | 1.20% |
| 32 | CHURCH & DWIGHT CO INC | CHD | 145,010 | $13.3M | 1.19% |
| 33 | CHIPOTLE MEXICAN GRILL INC | CMG | 7,162 | $13.1M | 1.17% |
| 34 | RH | RH | 47,286 | $12.5M | 1.12% |
| 35 | SHOPIFY INC | SHOP | 179,152 | $9.8M | 0.87% |
| 36 | CARMAX INC | KMX | 138,000 | $9.8M | 0.87% |
| 37 | CELSIUS HLDGS INC | CELH | 54,455 | $9.3M | 0.83% |
| 38 | DOORDASH INC | DASH | 114,595 | $9.1M | 0.81% |
| 39 | TEMPUR SEALY INTL INC | SGI | 210,000 | $9.1M | 0.81% |
| 40 | AMERICAN EAGLE OUTFITTERS IN | AEO | 420,000 | $7.0M | 0.62% |
| 41 | GAP INC | GAP | 635,000 | $6.8M | 0.60% |
| 42 | TKO GROUP HOLDINGS INC | TKO | 55,874 | $4.7M | 0.42% |