Institutional Manager · CIK 0001856155
MANE GLOBAL CAPITAL MANAGEMENT LP
New York, NY · File #028-21982
Latest AUM
$1.86B
Positions
63
Top-10 Concentration
37.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | AMAZON COM INC | AMZN | +472,941 | +$109.2M | +$49,647 |
| EXITED | ROSS STORES INC | 778296103 | -484,670 | -$73.9M | $0 |
| REDUCE | BROADCOM INC | AVGO | -197,714 | -$68.4M | +$6.6M |
| REDUCE | APPLOVIN CORP | APP | -93,949 | -$63.3M | -$7.9M |
| REDUCE | MICROSOFT CORP | MSFT | -128,970 | -$62.4M | -$9.5M |
| EXITED | NEBIUS GROUP N.V. | N97284108 | -553,269 | -$62.1M | $0 |
| REDUCE | META PLATFORMS INC | META | -88,964 | -$58.7M | -$6.7M |
| NEW | BRINKER INTL INC | 109641100 | +383,364 | +$55.0M | $0 |
| NEW | YUM BRANDS INC | YUM | +360,318 | +$54.5M | $0 |
| REDUCE | ROBLOX CORP | RBLX | -558,498 | -$45.3M | -$32.4M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202563 pos · $1.86B
- 13F HOLDINGS REPORTQ/E Sep 202566 pos · $2.20B
- 13F HOLDINGS REPORTQ/E Jun 202564 pos · $2.36B
- 13F HOLDINGS REPORTQ/E Mar 202551 pos · $1.32B
- 13F HOLDINGS REPORTQ/E Dec 202461 pos · $2.19B
- 13F HOLDINGS REPORTQ/E Sep 202453 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Jun 202441 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Mar 202441 pos · $1.18B
- 13F HOLDINGS REPORTQ/E Dec 202342 pos · $1.12B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 477,354 | $110.2M | 5.94% |
| 2 | CARVANA CO | CVNA | 178,693 | $75.4M | 4.07% |
| 3 | BROADCOM INC | AVGO | 209,663 | $72.6M | 3.91% |
| 4 | MICROSOFT CORP | MSFT | 149,103 | $72.1M | 3.89% |
| 5 | LIVE NATION ENTERTAINMENT IN | LYV | 493,400 | $70.3M | 3.79% |
| 6 | NVIDIA CORPORATION | NVDA | 327,959 | $61.2M | 3.30% |
| 7 | DUTCH BROS INC | BROS | 971,370 | $59.5M | 3.21% |
| 8 | APPLOVIN CORP | APP | 82,370 | $55.5M | 2.99% |
| 9 | BRINKER INTL INC | 109641100 | 383,364 | $55.0M | 2.97% |
| 10 | YUM BRANDS INC | YUM | 360,318 | $54.5M | 2.94% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 89,722 | $52.1M | 2.81% |
| 12 | HASBRO INC | HAS | 586,473 | $48.1M | 2.59% |
| 13 | AMER SPORTS INC | AS | 1,281,342 | $47.9M | 2.58% |
| 14 | GRAB HOLDINGS LIMITED | GRABW | 8,814,250 | $44.0M | 2.37% |
| 15 | ALPHABET INC | GOOG | 139,714 | $43.7M | 2.36% |
| 16 | AFFIRM HLDGS INC | AFRM | 535,577 | $39.9M | 2.15% |
| 17 | COLGATE PALMOLIVE CO | CL | 493,208 | $39.0M | 2.10% |
| 18 | ZILLOW GROUP INC | Z | 568,299 | $38.8M | 2.09% |
| 19 | DOORDASH INC | DASH | 159,081 | $36.0M | 1.94% |
| 20 | LIVE NATION ENTERTAINMENT IN | LYV | 250,000 | $35.6M | 1.92% |