13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000902664-25-000965
Total Value
$2.19B
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 437,073 | $141.5M | 6.47% |
| 2 | AMAZON COM INC | AMZN | 475,001 | $104.2M | 4.77% |
| 3 | ROBINHOOD MKTS INC | 770700102 | 2,269,004 | $84.5M | 3.87% |
| 4 | DARDEN RESTAURANTS INC | DRI | 426,130 | $79.6M | 3.64% |
| 5 | BROADCOM INC | AVGO | 312,157 | $72.4M | 3.31% |
| 6 | SEA LTD | SE | 593,133 | $62.9M | 2.88% |
| 7 | BRINKER INTL INC | 109641100 | 461,279 | $61.0M | 2.79% |
| 8 | WALMART INC | WMT | 675,070 | $61.0M | 2.79% |
| 9 | SHAKE SHACK INC | SHAK | 453,167 | $58.8M | 2.69% |
| 10 | FLUTTER ENTMT PLC | G3643J108 | 226,520 | $58.5M | 2.68% |
| 11 | META PLATFORMS INC | META | 95,418 | $55.9M | 2.55% |
| 12 | RH | RH | 138,793 | $54.6M | 2.50% |
| 13 | CARVANA CO | CVNA | 249,582 | $50.8M | 2.32% |
| 14 | V F CORP | VFC | 2,288,642 | $49.1M | 2.25% |
| 15 | ULTA BEAUTY INC | ULTA | 111,743 | $48.6M | 2.22% |
| 16 | NVIDIA CORPORATION | NVDA | 353,997 | $47.5M | 2.17% |
| 17 | BIRKENSTOCK HOLDING PLC | BIRK | 810,036 | $45.9M | 2.10% |
| 18 | DELTA AIR LINES INC DEL | DAL | 750,983 | $45.4M | 2.08% |
| 19 | TOAST INC | TOST | 1,237,592 | $45.1M | 2.06% |
| 20 | LIVE NATION ENTERTAINMENT IN | LYV | 336,513 | $43.6M | 1.99% |
| 21 | STARBUCKS CORP | SBUX | 476,712 | $43.5M | 1.99% |
| 22 | BILL HOLDINGS INC | BILL | 502,749 | $42.6M | 1.95% |
| 23 | UNITED AIRLS HLDGS INC | UNTCW | 424,295 | $41.2M | 1.88% |
| 24 | CHEWY INC | CHWY | 1,218,852 | $40.8M | 1.87% |
| 25 | BURLINGTON STORES INC | BURL | 138,327 | $39.4M | 1.80% |
| 26 | DOMINOS PIZZA INC | DPZ | 93,688 | $39.3M | 1.80% |
| 27 | PHILIP MORRIS INTL INC | 718172109 | 321,422 | $38.7M | 1.77% |
| 28 | ARISTA NETWORKS INC | ANET | 319,756 | $35.3M | 1.62% |
| 29 | NEBIUS GROUP N.V. | NBIS | 1,224,939 | $33.9M | 1.55% |
| 30 | PLANET FITNESS INC | PLNT | 333,623 | $33.0M | 1.51% |
| 31 | REDDIT INC | RDDT | 199,379 | $32.6M | 1.49% |
| 32 | UBER TECHNOLOGIES INC | UBER | 539,740 | $32.6M | 1.49% |
| 33 | LULULEMON ATHLETICA INC | LULU | 83,324 | $31.9M | 1.46% |
| 34 | COCA COLA CO | KO | 495,000 | $30.8M | 1.41% |
| 35 | SPOTIFY TECHNOLOGY S A | SPOT | 64,508 | $28.9M | 1.32% |
| 36 | ORACLE CORP | ORCL-PD | 170,968 | $28.5M | 1.30% |
| 37 | VAIL RESORTS INC | MTN | 148,569 | $27.8M | 1.27% |
| 38 | LIBERTY MEDIA CORP DEL | FWONB | 274,155 | $25.4M | 1.16% |
| 39 | ZILLOW GROUP INC | Z | 336,891 | $24.9M | 1.14% |
| 40 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 129,270 | $23.8M | 1.09% |
| 41 | NETFLIX INC | NFLX | 26,605 | $23.7M | 1.08% |
| 42 | PENN ENTERTAINMENT INC | PENN | 1,186,823 | $23.5M | 1.08% |
| 43 | DISNEY WALT CO | 254687106 | 210,400 | $23.4M | 1.07% |
| 44 | DOORDASH INC | DASH | 137,768 | $23.1M | 1.06% |
| 45 | HUBSPOT INC | HUBS | 31,538 | $22.0M | 1.00% |
| 46 | NU HLDGS LTD | NU | 1,820,000 | $18.9M | 0.86% |
| 47 | DECKERS OUTDOOR CORP | DECK | 91,443 | $18.6M | 0.85% |
| 48 | MCCORMICK & CO INC | MKC-V | 228,014 | $17.4M | 0.79% |
| 49 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 462,914 | $15.5M | 0.71% |
| 50 | BATH & BODY WORKS INC | BBWI | 384,500 | $14.9M | 0.68% |
| 51 | SHARKNINJA INC | SN | 141,344 | $13.8M | 0.63% |
| 52 | ROYAL CARIBBEAN GROUP | V7780T103 | 52,050 | $12.0M | 0.55% |
| 53 | FRESHPET INC | FRPT | 79,000 | $11.7M | 0.54% |
| 54 | MICROSOFT CORP | MSFT | 890 | $375,135 | 0.02% |
| 55 | UNILEVER PLC | UNLYF | 6,314 | $358,004 | 0.02% |
| 56 | APPLE INC | AAPL | 1,313 | $328,801 | 0.02% |
| 57 | COUPANG INC | CPNG | 14,748 | $324,161 | 0.01% |
| 58 | AMER SPORTS INC | AS | 10,630 | $297,215 | 0.01% |
| 59 | VERTIV HOLDINGS CO | VRT | 2,369 | $269,142 | 0.01% |
| 60 | SHERWIN WILLIAMS CO | SHW | 638 | $216,875 | 0.01% |
| 61 | ON HLDG AG | H5919C104 | 3,748 | $205,278 | 0.01% |