13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000902664-24-006579
Total Value
$1.57B
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOMINOS PIZZA INC | DPZ | 238,000 | $102.4M | 6.51% |
| 2 | FLUTTER ENTMT PLC | G3643J108 | 380,609 | $90.3M | 5.75% |
| 3 | ORACLE CORP | ORCL-PD | 410,978 | $70.0M | 4.46% |
| 4 | META PLATFORMS INC | META | 112,039 | $64.1M | 4.08% |
| 5 | SHAKE SHACK INC | SHAK | 602,127 | $62.1M | 3.95% |
| 6 | MICROSOFT CORP | MSFT | 139,826 | $60.2M | 3.83% |
| 7 | NETFLIX INC | NFLX | 79,954 | $56.7M | 3.61% |
| 8 | ZILLOW GROUP INC | Z | 772,139 | $49.3M | 3.14% |
| 9 | WORKDAY INC | WDAY | 198,906 | $48.6M | 3.09% |
| 10 | SEA LTD | SE | 510,215 | $48.1M | 3.06% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 130,122 | $48.0M | 3.05% |
| 12 | COUPANG INC | CPNG | 1,829,021 | $44.9M | 2.86% |
| 13 | DOORDASH INC | DASH | 314,426 | $44.9M | 2.85% |
| 14 | RESTAURANT BRANDS INTL INC | 76131D103 | 618,665 | $44.6M | 2.84% |
| 15 | CARVANA CO | CVNA | 236,250 | $41.1M | 2.62% |
| 16 | BIRKENSTOCK HOLDING PLC | BIRK | 767,324 | $37.8M | 2.41% |
| 17 | THOR INDS INC | 885160101 | 332,355 | $36.5M | 2.32% |
| 18 | ROYAL CARIBBEAN GROUP | V7780T103 | 203,809 | $36.1M | 2.30% |
| 19 | RH | RH | 104,546 | $35.0M | 2.22% |
| 20 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 1,648,269 | $33.8M | 2.15% |
| 21 | TOAST INC | TOST | 1,092,042 | $30.9M | 1.97% |
| 22 | EQUINIX INC | EQIX | 33,097 | $29.4M | 1.87% |
| 23 | DECKERS OUTDOOR CORP | DECK | 175,340 | $28.0M | 1.78% |
| 24 | STARBUCKS CORP | SBUX | 281,558 | $27.4M | 1.75% |
| 25 | HUBSPOT INC | HUBS | 50,829 | $27.0M | 1.72% |
| 26 | BURLINGTON STORES INC | BURL | 99,757 | $26.3M | 1.67% |
| 27 | PLANET FITNESS INC | PLNT | 309,806 | $25.2M | 1.60% |
| 28 | MCDONALDS CORP | MCD | 79,950 | $24.3M | 1.55% |
| 29 | NVIDIA CORPORATION | NVDA | 199,843 | $24.3M | 1.54% |
| 30 | KOHLS CORP | KSS | 1,143,400 | $24.1M | 1.53% |
| 31 | FIVE BELOW INC | FIVE | 264,029 | $23.3M | 1.48% |
| 32 | AMERICAN EAGLE OUTFITTERS IN | AEO | 978,277 | $21.9M | 1.39% |
| 33 | CARMAX INC | KMX | 267,500 | $20.7M | 1.32% |
| 34 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 129,249 | $19.9M | 1.26% |
| 35 | MAPLEBEAR INC | CART | 463,335 | $18.9M | 1.20% |
| 36 | APPLE INC | AAPL | 74,542 | $17.4M | 1.10% |
| 37 | FLOOR & DECOR HLDGS INC | FND | 135,063 | $16.8M | 1.07% |
| 38 | UBER TECHNOLOGIES INC | UBER | 213,617 | $16.1M | 1.02% |
| 39 | CHEWY INC | CHWY | 518,804 | $15.2M | 0.97% |
| 40 | NUTANIX INC | NTNX | 250,000 | $14.8M | 0.94% |
| 41 | DARDEN RESTAURANTS INC | DRI | 90,000 | $14.8M | 0.94% |
| 42 | BROADCOM INC | AVGO | 75,000 | $12.9M | 0.82% |
| 43 | PHILIP MORRIS INTL INC | 718172109 | 101,674 | $12.3M | 0.79% |
| 44 | PINTEREST INC | PINS | 380,000 | $12.3M | 0.78% |
| 45 | SIGNET JEWELERS LIMITED | SIG | 99,000 | $10.2M | 0.65% |
| 46 | MONDELEZ INTL INC | 609207105 | 13,492 | $993,956 | 0.06% |
| 47 | SHARKNINJA INC | SN | 5,000 | $543,550 | 0.03% |
| 48 | UNILEVER PLC | UNLYF | 6,314 | $410,157 | 0.03% |
| 49 | SHERWIN WILLIAMS CO | SHW | 638 | $243,505 | 0.02% |
| 50 | VERTIV HOLDINGS CO | VRT | 2,369 | $235,692 | 0.01% |
| 51 | WINGSTOP INC | WING | 555 | $230,924 | 0.01% |
| 52 | AMER SPORTS INC | AS | 10,630 | $169,549 | 0.01% |
| 53 | HALEON PLC | HLNCF | 13,200 | $139,656 | 0.01% |