13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000902664-24-003595
Total Value
$1.18B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 668,052 | $120.5M | 10.22% |
| 2 | META PLATFORMS INC | META | 160,896 | $78.1M | 6.63% |
| 3 | MASTERCARD INCORPORATED | MA | 152,892 | $73.6M | 6.24% |
| 4 | UBER TECHNOLOGIES INC | UBER | 800,896 | $61.7M | 5.23% |
| 5 | SEA LTD | SE | 873,067 | $46.9M | 3.98% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 166,930 | $44.1M | 3.74% |
| 7 | CHIPOTLE MEXICAN GRILL INC | CMG | 14,721 | $42.8M | 3.63% |
| 8 | BLOCK INC | BSQKZ | 490,300 | $41.5M | 3.52% |
| 9 | DUTCH BROS INC | BROS | 1,220,100 | $40.3M | 3.41% |
| 10 | PHILIP MORRIS INTL INC | 718172109 | 408,117 | $37.4M | 3.17% |
| 11 | TARGET CORP | TGT | 209,412 | $37.1M | 3.15% |
| 12 | EQUINIX INC | EQIX | 42,050 | $34.7M | 2.94% |
| 13 | LAUDER ESTEE COS INC | 518439104 | 210,294 | $32.4M | 2.75% |
| 14 | LOWES COS INC | 548661107 | 123,135 | $31.4M | 2.66% |
| 15 | PDD HOLDINGS INC | PDD | 264,104 | $30.7M | 2.60% |
| 16 | BURLINGTON STORES INC | BURL | 131,349 | $30.5M | 2.59% |
| 17 | WYNN RESORTS LTD | WYNN | 291,578 | $29.8M | 2.53% |
| 18 | DISNEY WALT CO | 254687106 | 243,190 | $29.8M | 2.52% |
| 19 | CONSTELLATION BRANDS INC | STZ | 108,827 | $29.6M | 2.51% |
| 20 | RESTAURANT BRANDS INTL INC | 76131D103 | 314,345 | $25.0M | 2.12% |
| 21 | DOORDASH INC | DASH | 174,523 | $24.0M | 2.04% |
| 22 | ON HLDG AG | H5919C104 | 657,012 | $23.2M | 1.97% |
| 23 | WAYFAIR INC | W | 333,436 | $22.6M | 1.92% |
| 24 | GAP INC | GAP | 803,391 | $22.1M | 1.88% |
| 25 | GROCERY OUTLET HLDG CORP | GO | 694,279 | $20.0M | 1.69% |
| 26 | SPHERE ENTERTAINMENT CO | SPHR | 405,396 | $19.9M | 1.69% |
| 27 | ROYAL CARIBBEAN GROUP | V7780T103 | 137,223 | $19.1M | 1.62% |
| 28 | WALMART INC | WMT | 309,556 | $18.6M | 1.58% |
| 29 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 230,756 | $18.4M | 1.56% |
| 30 | FIVE BELOW INC | FIVE | 92,414 | $16.8M | 1.42% |
| 31 | TEMPUR SEALY INTL INC | SGI | 283,468 | $16.1M | 1.37% |
| 32 | BIRKENSTOCK HOLDING PLC | BIRK | 311,142 | $14.7M | 1.25% |
| 33 | SKECHERS U S A INC | 830566105 | 177,919 | $10.9M | 0.92% |
| 34 | ZILLOW GROUP INC | Z | 190,000 | $9.3M | 0.79% |
| 35 | ROBLOX CORP | RBLX | 207,333 | $7.9M | 0.67% |
| 36 | CARNIVAL CORP | CUKPF | 425,938 | $7.0M | 0.59% |
| 37 | AMER SPORTS INC | AS | 337,444 | $5.5M | 0.47% |
| 38 | SHARKNINJA INC | SN | 70,000 | $4.4M | 0.37% |
| 39 | MICROSOFT CORP | MSFT | 788 | $331,527 | 0.03% |
| 40 | UNILEVER PLC | UNLYF | 6,314 | $316,900 | 0.03% |
| 41 | MERCADOLIBRE INC | MELI | 141 | $213,186 | 0.02% |