13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000902664-24-005120
Total Value
$1.46B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 653,278 | $126.2M | 8.63% |
| 2 | COUPANG INC | CPNG | 4,223,648 | $88.5M | 6.05% |
| 3 | KIMBERLY-CLARK CORP | KMB | 541,018 | $74.8M | 5.11% |
| 4 | PDD HOLDINGS INC | PDD | 516,927 | $68.7M | 4.70% |
| 5 | MASTERCARD INCORPORATED | MA | 150,628 | $66.5M | 4.54% |
| 6 | DUTCH BROS INC | BROS | 1,604,803 | $66.4M | 4.54% |
| 7 | MICROSOFT CORP | MSFT | 130,605 | $58.4M | 3.99% |
| 8 | TEXAS ROADHOUSE INC | TXRH | 335,907 | $57.7M | 3.94% |
| 9 | APPLE INC | AAPL | 268,353 | $56.5M | 3.86% |
| 10 | NETFLIX INC | NFLX | 73,623 | $49.7M | 3.40% |
| 11 | BIRKENSTOCK HOLDING PLC | BIRK | 812,508 | $44.2M | 3.02% |
| 12 | CARVANA CO | CVNA | 302,824 | $39.0M | 2.66% |
| 13 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 977,725 | $38.9M | 2.66% |
| 14 | OREILLY AUTOMOTIVE INC | 67103H107 | 36,000 | $38.0M | 2.60% |
| 15 | WINGSTOP INC | WING | 89,939 | $38.0M | 2.60% |
| 16 | LIBERTY MEDIA CORP DEL | FWONB | 515,000 | $37.0M | 2.53% |
| 17 | COCA COLA CO | KO | 580,793 | $37.0M | 2.53% |
| 18 | PHILIP MORRIS INTL INC | 718172109 | 335,936 | $34.0M | 2.33% |
| 19 | ROYAL CARIBBEAN GROUP | V7780T103 | 211,401 | $33.7M | 2.30% |
| 20 | BURLINGTON STORES INC | BURL | 133,783 | $32.1M | 2.19% |
| 21 | CARNIVAL CORP | CUKPF | 1,700,000 | $31.8M | 2.18% |
| 22 | SHERWIN WILLIAMS CO | SHW | 106,053 | $31.6M | 2.16% |
| 23 | BOOKING HOLDINGS INC | BKNG | 7,583 | $30.0M | 2.05% |
| 24 | FLUTTER ENTMT PLC | G3643J108 | 148,650 | $27.1M | 1.85% |
| 25 | SPOTIFY TECHNOLOGY S A | SPOT | 79,213 | $24.9M | 1.70% |
| 26 | MGM RESORTS INTERNATIONAL | MGM | 519,650 | $23.1M | 1.58% |
| 27 | VERTIV HOLDINGS CO | VRT | 254,534 | $22.0M | 1.51% |
| 28 | ZILLOW GROUP INC | Z | 466,724 | $21.7M | 1.48% |
| 29 | GAP INC | GAP | 860,037 | $20.5M | 1.40% |
| 30 | NUTANIX INC | NTNX | 286,000 | $16.3M | 1.11% |
| 31 | DISNEY WALT CO | 254687106 | 163,260 | $16.2M | 1.11% |
| 32 | CHEWY INC | CHWY | 586,822 | $16.0M | 1.09% |
| 33 | GROCERY OUTLET HLDG CORP | GO | 703,769 | $15.6M | 1.06% |
| 34 | DOORDASH INC | DASH | 139,624 | $15.2M | 1.04% |
| 35 | NVIDIA CORPORATION | NVDA | 112,600 | $13.9M | 0.95% |
| 36 | THOR INDS INC | 885160101 | 145,748 | $13.6M | 0.93% |
| 37 | BLOCK INC | BSQKZ | 199,403 | $12.9M | 0.88% |
| 38 | HIMS & HERS HEALTH INC | HIMS | 616,851 | $12.5M | 0.85% |
| 39 | AMERICAN EAGLE OUTFITTERS IN | AEO | 613,398 | $12.2M | 0.84% |
| 40 | UNILEVER PLC | UNLYF | 6,314 | $347,207 | 0.02% |
| 41 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 2,752 | $270,164 | 0.02% |