13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000902664-25-003600
Total Value
$2.36B
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 256,569 | $127.6M | 5.41% |
| 2 | ROSS STORES INC | ROST | 900,000 | $114.8M | 4.87% |
| 3 | NVIDIA CORPORATION | NVDA | 567,344 | $89.6M | 3.80% |
| 4 | SEA LTD | SE | 546,882 | $87.5M | 3.71% |
| 5 | APPLOVIN CORP | APP | 248,564 | $87.0M | 3.69% |
| 6 | LIVE NATION ENTERTAINMENT IN | LYV | 538,104 | $81.4M | 3.45% |
| 7 | COUPANG INC | CPNG | 2,716,330 | $81.4M | 3.45% |
| 8 | SHAKE SHACK INC | SHAK | 570,507 | $80.2M | 3.40% |
| 9 | HASBRO INC | HAS | 1,049,454 | $77.5M | 3.28% |
| 10 | CARVANA CO | CVNA | 221,824 | $74.7M | 3.17% |
| 11 | CELSIUS HLDGS INC | CELH | 1,486,418 | $69.0M | 2.92% |
| 12 | BRINKER INTL INC | 109641100 | 380,942 | $68.7M | 2.91% |
| 13 | BROADCOM INC | AVGO | 235,466 | $64.9M | 2.75% |
| 14 | TOAST INC | TOST | 1,366,643 | $60.5M | 2.56% |
| 15 | ULTA BEAUTY INC | ULTA | 126,591 | $59.2M | 2.51% |
| 16 | AMER SPORTS INC | AS | 1,480,433 | $57.4M | 2.43% |
| 17 | MATTEL INC | MAT | 2,871,121 | $56.6M | 2.40% |
| 18 | VIKING HOLDINGS LTD | VIK | 1,056,961 | $56.3M | 2.39% |
| 19 | CARNIVAL CORP | CUKPF | 1,989,775 | $56.0M | 2.37% |
| 20 | DOMINOS PIZZA INC | DPZ | 110,000 | $49.6M | 2.10% |
| 21 | DOMINOS PIZZA INC | DPZ | 108,437 | $48.9M | 2.07% |
| 22 | HYATT HOTELS CORP | H | 336,609 | $47.0M | 1.99% |
| 23 | UPSTART HLDGS INC | UPST | 673,712 | $43.6M | 1.85% |
| 24 | ROBLOX CORP | RBLX | 395,859 | $41.6M | 1.76% |
| 25 | BLOCK INC | BSQKZ | 602,360 | $40.9M | 1.73% |
| 26 | DISNEY WALT CO | 254687106 | 322,780 | $40.0M | 1.70% |
| 27 | ROSS STORES INC | ROST | 311,925 | $39.8M | 1.69% |
| 28 | DOLLAR GEN CORP NEW | 256677105 | 341,564 | $39.1M | 1.66% |
| 29 | GRAB HOLDINGS LIMITED | GRABW | 7,307,146 | $36.8M | 1.56% |
| 30 | DUTCH BROS INC | BROS | 525,616 | $35.9M | 1.52% |
| 31 | AMAZON COM INC | AMZN | 163,444 | $35.9M | 1.52% |
| 32 | FLUTTER ENTMT PLC | G3643J108 | 122,073 | $34.9M | 1.48% |
| 33 | BURLINGTON STORES INC | BURL | 127,400 | $29.6M | 1.26% |
| 34 | CHEWY INC | CHWY | 686,173 | $29.2M | 1.24% |
| 35 | ON HLDG AG | H5919C104 | 547,099 | $28.5M | 1.21% |
| 36 | META PLATFORMS INC | META | 35,006 | $25.8M | 1.09% |
| 37 | FIVE BELOW INC | FIVE | 181,270 | $23.8M | 1.01% |
| 38 | NIKE INC | NKE | 309,430 | $22.0M | 0.93% |
| 39 | PHILIP MORRIS INTL INC | 718172109 | 111,927 | $20.4M | 0.86% |
| 40 | AFFIRM HLDGS INC | AFRM | 290,282 | $20.1M | 0.85% |
| 41 | DAVE INC | 23834J201 | 74,642 | $20.0M | 0.85% |
| 42 | DYNATRACE INC | DT | 359,034 | $19.8M | 0.84% |
| 43 | ORACLE CORP | ORCL-PD | 85,000 | $18.6M | 0.79% |
| 44 | DRAFTKINGS INC NEW | DKNG | 420,000 | $18.0M | 0.76% |
| 45 | WAYFAIR INC | W | 343,272 | $17.6M | 0.74% |
| 46 | SNOWFLAKE INC | SNOW | 68,837 | $15.4M | 0.65% |
| 47 | BIRKENSTOCK HOLDING PLC | BIRK | 296,593 | $14.6M | 0.62% |
| 48 | SERVICENOW INC | NOW | 13,568 | $13.9M | 0.59% |
| 49 | ROKU INC | ROKU | 120,066 | $10.6M | 0.45% |
| 50 | WARNER BROS DISCOVERY INC | WBD | 900,000 | $10.3M | 0.44% |
| 51 | BELLRING BRANDS INC | BRBR | 173,134 | $10.0M | 0.42% |
| 52 | QXO INC | QXO-PB | 45,000 | $969,300 | 0.04% |
| 53 | DOORDASH INC | DASH | 3,742 | $922,440 | 0.04% |
| 54 | FERRARI N V | RACE | 1,685 | $826,897 | 0.04% |
| 55 | ROBINHOOD MKTS INC | 770700102 | 8,103 | $758,684 | 0.03% |
| 56 | HALEON PLC | HLNCF | 56,084 | $581,591 | 0.02% |
| 57 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 12,000 | $557,400 | 0.02% |
| 58 | MERCADOLIBRE INC | MELI | 207 | $541,021 | 0.02% |
| 59 | SERVICETITAN INC | TTAN | 5,000 | $535,900 | 0.02% |
| 60 | ZILLOW GROUP INC | Z | 6,766 | $473,958 | 0.02% |
| 61 | SPOTIFY TECHNOLOGY S A | SPOT | 596 | $457,335 | 0.02% |
| 62 | UNILEVER PLC | UNLYF | 5,174 | $316,494 | 0.01% |
| 63 | VERTIV HOLDINGS CO | VRT | 2,369 | $304,203 | 0.01% |
| 64 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 1,742 | $229,561 | 0.01% |