13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000902664-25-002366
Total Value
$1.32B
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PRIMO BRANDS CORPORATION | PRMB | 1,996,593 | $70.9M | 5.36% |
| 2 | APPLOVIN CORP | APP | 262,443 | $69.5M | 5.26% |
| 3 | APPLOVIN CORP | APP | 240,000 | $63.6M | 4.81% |
| 4 | CARVANA CO | CVNA | 291,592 | $61.0M | 4.61% |
| 5 | SEA LTD | SE | 441,696 | $57.6M | 4.36% |
| 6 | CHEWY INC | CHWY | 1,742,171 | $56.6M | 4.28% |
| 7 | DOORDASH INC | DASH | 305,036 | $55.8M | 4.22% |
| 8 | BURLINGTON STORES INC | BURL | 210,077 | $50.1M | 3.79% |
| 9 | ULTA BEAUTY INC | ULTA | 128,529 | $47.1M | 3.56% |
| 10 | LIVE NATION ENTERTAINMENT IN | LYV | 357,520 | $46.7M | 3.53% |
| 11 | AMAZON COM INC | AMZN | 233,600 | $44.4M | 3.36% |
| 12 | YUM CHINA HLDGS INC | YUMC | 827,870 | $43.1M | 3.26% |
| 13 | SHAKE SHACK INC | SHAK | 459,597 | $40.5M | 3.07% |
| 14 | NVIDIA CORPORATION | NVDA | 373,748 | $40.5M | 3.06% |
| 15 | COUPANG INC | CPNG | 1,831,566 | $40.2M | 3.04% |
| 16 | GRAB HOLDINGS LIMITED | GRABW | 8,027,299 | $36.4M | 2.75% |
| 17 | TOAST INC | TOST | 1,083,074 | $35.9M | 2.72% |
| 18 | BROADCOM INC | AVGO | 212,727 | $35.6M | 2.69% |
| 19 | META PLATFORMS INC | META | 60,359 | $34.8M | 2.63% |
| 20 | FLUTTER ENTMT PLC | G3643J108 | 154,319 | $34.2M | 2.59% |
| 21 | PLANET FITNESS INC | PLNT | 327,874 | $31.7M | 2.40% |
| 22 | ON HLDG AG | H5919C104 | 700,821 | $30.8M | 2.33% |
| 23 | MONSTER BEVERAGE CORP NEW | MNST | 522,733 | $30.6M | 2.31% |
| 24 | MCDONALDS CORP | MCD | 88,930 | $27.8M | 2.10% |
| 25 | PHILIP MORRIS INTL INC | 718172109 | 174,339 | $27.7M | 2.09% |
| 26 | CARMAX INC | KMX | 325,276 | $25.3M | 1.92% |
| 27 | VALVOLINE INC | VVV | 690,149 | $24.0M | 1.82% |
| 28 | CELSIUS HLDGS INC | CELH | 671,528 | $23.9M | 1.81% |
| 29 | UBER TECHNOLOGIES INC | UBER | 326,511 | $23.8M | 1.80% |
| 30 | BIRKENSTOCK HOLDING PLC | BIRK | 470,583 | $21.6M | 1.63% |
| 31 | DISNEY WALT CO | 254687106 | 180,113 | $17.8M | 1.34% |
| 32 | ROBLOX CORP | RBLX | 266,874 | $15.6M | 1.18% |
| 33 | DARDEN RESTAURANTS INC | DRI | 74,000 | $15.4M | 1.16% |
| 34 | AUTOZONE INC | AZO | 3,500 | $13.3M | 1.01% |
| 35 | SWEETGREEN INC | SG | 506,865 | $12.7M | 0.96% |
| 36 | DECKERS OUTDOOR CORP | DECK | 75,000 | $8.4M | 0.63% |
| 37 | FERRARI N V | RACE | 1,685 | $720,978 | 0.05% |
| 38 | MICROSOFT CORP | MSFT | 1,894 | $710,989 | 0.05% |
| 39 | NETFLIX INC | NFLX | 710 | $662,096 | 0.05% |
| 40 | HALEON PLC | HLNCF | 64,024 | $658,807 | 0.05% |
| 41 | SPOTIFY TECHNOLOGY S A | SPOT | 1,165 | $640,785 | 0.05% |
| 42 | MERCADOLIBRE INC | MELI | 269 | $524,784 | 0.04% |
| 43 | ZILLOW GROUP INC | Z | 6,766 | $463,877 | 0.04% |
| 44 | UNILEVER PLC | UNLYF | 7,319 | $435,846 | 0.03% |
| 45 | APPLE INC | AAPL | 1,886 | $418,937 | 0.03% |
| 46 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 3,527 | $410,402 | 0.03% |
| 47 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,650 | $338,976 | 0.03% |
| 48 | ROBINHOOD MKTS INC | 770700102 | 8,103 | $337,247 | 0.03% |
| 49 | REDDIT INC | RDDT | 3,063 | $321,309 | 0.02% |
| 50 | AMER SPORTS INC | AS | 10,630 | $284,140 | 0.02% |
| 51 | SHERWIN WILLIAMS CO | SHW | 638 | $222,783 | 0.02% |