13F HOLDINGS REPORT
MANE GLOBAL CAPITAL MANAGEMENT LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000902664-25-004961
Total Value
$2.20B
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 278,073 | $144.0M | 6.55% |
| 2 | BROADCOM INC | AVGO | 407,377 | $134.4M | 6.11% |
| 3 | APPLOVIN CORP | APP | 176,319 | $126.7M | 5.76% |
| 4 | CARVANA CO | CVNA | 279,229 | $105.3M | 4.79% |
| 5 | CELSIUS HLDGS INC | CELH | 1,445,780 | $83.1M | 3.78% |
| 6 | NVIDIA CORPORATION | NVDA | 445,216 | $83.1M | 3.78% |
| 7 | ROBLOX CORP | RBLX | 563,688 | $78.1M | 3.55% |
| 8 | ROSS STORES INC | ROST | 484,670 | $73.9M | 3.36% |
| 9 | LIVE NATION ENTERTAINMENT IN | LYV | 430,783 | $70.4M | 3.20% |
| 10 | META PLATFORMS INC | META | 89,648 | $65.8M | 2.99% |
| 11 | NEBIUS GROUP N.V. | NBIS | 553,269 | $62.1M | 2.82% |
| 12 | HASBRO INC | HAS | 711,927 | $54.0M | 2.45% |
| 13 | DUTCH BROS INC | BROS | 873,135 | $45.7M | 2.08% |
| 14 | ZILLOW GROUP INC | Z | 590,413 | $45.5M | 2.07% |
| 15 | AMER SPORTS INC | AS | 1,296,793 | $45.1M | 2.05% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 61,968 | $43.3M | 1.97% |
| 17 | WIX COM LTD | WIX | 235,258 | $41.8M | 1.90% |
| 18 | LOWES COS INC | 548661107 | 157,529 | $39.6M | 1.80% |
| 19 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 1,598,532 | $39.4M | 1.79% |
| 20 | BLOCK INC | BSQKZ | 542,356 | $39.2M | 1.78% |
| 21 | SEA LTD | SE | 205,443 | $36.7M | 1.67% |
| 22 | ULTA BEAUTY INC | ULTA | 66,933 | $36.6M | 1.66% |
| 23 | AFFIRM HLDGS INC | AFRM | 500,313 | $36.6M | 1.66% |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 925,000 | $36.3M | 1.65% |
| 25 | FIVE BELOW INC | FIVE | 222,427 | $34.4M | 1.56% |
| 26 | WAYFAIR INC | W | 381,085 | $34.0M | 1.55% |
| 27 | VIKING HOLDINGS LTD | VIK | 545,919 | $33.9M | 1.54% |
| 28 | MONGODB INC | MDB | 109,144 | $33.9M | 1.54% |
| 29 | BURLINGTON STORES INC | BURL | 132,969 | $33.8M | 1.54% |
| 30 | ALPHABET INC | GOOG | 138,000 | $33.5M | 1.52% |
| 31 | DAVE INC | 23834J201 | 158,027 | $31.5M | 1.43% |
| 32 | CHIPOTLE MEXICAN GRILL INC | CMG | 790,054 | $31.0M | 1.41% |
| 33 | AUTOZONE INC | AZO | 7,175 | $30.8M | 1.40% |
| 34 | ALIBABA GROUP HLDG LTD | BBAAY | 160,057 | $28.6M | 1.30% |
| 35 | DISNEY WALT CO | 254687106 | 225,557 | $25.8M | 1.17% |
| 36 | NIKE INC | NKE | 364,275 | $25.4M | 1.15% |
| 37 | UNITED AIRLS HLDGS INC | UNTCW | 247,252 | $23.9M | 1.08% |
| 38 | CHEWY INC | CHWY | 553,268 | $22.4M | 1.02% |
| 39 | SPHERE ENTERTAINMENT CO | SPHR | 356,456 | $22.1M | 1.01% |
| 40 | ORACLE CORP | ORCL-PD | 74,729 | $21.0M | 0.96% |
| 41 | PLANET FITNESS INC | PLNT | 200,000 | $20.8M | 0.94% |
| 42 | DECKERS OUTDOOR CORP | DECK | 194,786 | $19.7M | 0.90% |
| 43 | NIKE INC | NKE | 280,000 | $19.5M | 0.89% |
| 44 | SHOPIFY INC | SHOP | 96,500 | $14.3M | 0.65% |
| 45 | SNOWFLAKE INC | SNOW | 62,791 | $14.2M | 0.64% |
| 46 | SHARKNINJA INC | SN | 130,000 | $13.4M | 0.61% |
| 47 | STUBHUB HLDGS INC | STUB | 740,000 | $12.5M | 0.57% |
| 48 | REDDIT INC | RDDT | 51,420 | $11.8M | 0.54% |
| 49 | FLOOR & DECOR HLDGS INC | FND | 146,831 | $10.8M | 0.49% |
| 50 | ON HLDG AG | H5919C104 | 253,393 | $10.7M | 0.49% |
| 51 | CAPRI HOLDINGS LIMITED | CPRI | 320,000 | $6.4M | 0.29% |
| 52 | NETSKOPE INC | NTSK | 130,000 | $3.0M | 0.13% |
| 53 | BLACK ROCK COFFEE BAR INC | BRCB | 110,000 | $2.6M | 0.12% |
| 54 | DOORDASH INC | DASH | 4,438 | $1.2M | 0.05% |
| 55 | ROBINHOOD MKTS INC | 770700102 | 8,103 | $1.2M | 0.05% |
| 56 | AMAZON COM INC | AMZN | 4,413 | $968,962 | 0.04% |
| 57 | COUPANG INC | CPNG | 25,168 | $810,410 | 0.04% |
| 58 | APPLE INC | AAPL | 2,210 | $562,732 | 0.03% |
| 59 | GRAB HOLDINGS LIMITED | GRABW | 87,720 | $528,074 | 0.02% |
| 60 | FLUTTER ENTMT PLC | G3643J108 | 2,073 | $526,542 | 0.02% |
| 61 | MERCADOLIBRE INC | MELI | 207 | $483,747 | 0.02% |
| 62 | FERRARI N V | RACE | 843 | $409,040 | 0.02% |
| 63 | SHERWIN WILLIAMS CO | SHW | 931 | $322,368 | 0.01% |
| 64 | TOAST INC | TOST | 7,040 | $257,030 | 0.01% |
| 65 | PHILIP MORRIS INTL INC | 718172109 | 1,552 | $251,734 | 0.01% |
| 66 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 1,742 | $223,673 | 0.01% |