MANE GLOBAL CAPITAL MANAGEMENT LP
CIK: 0001856155SEC EDGAR →
Portfolio Value
$1.9B
Holdings
62
As of
Q4 2025
New Positions
23
Closed Positions
21
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 477,354 | $110.0M | 5.91% |
| 2 | LYVCall LIVE NATION ENTERTAINMENT IN | 743,400 | $105.0M | 5.64% |
| 3 | CARVANA CO | 178,693 | $75.0M | 4.03% |
| 4 | MICROSOFT CORP | 149,103 | $72.0M | 3.87% |
| 5 | BROADCOM INC | 209,663 | $72.0M | 3.87% |
| 6 | NVIDIA CORPORATION | 327,959 | $61.0M | 3.28% |
| 7 | DUTCH BROS INC | 971,370 | $59.0M | 3.17% |
| 8 | BRINKER INTL INC | 383,364 | $55.0M | 2.95% |
| 9 | APPLOVIN CORP | 82,370 | $55.0M | 2.95% |
| 10 | YUM BRANDS INC | 360,318 | $54.0M | 2.90% |
Quarterly Changes
New Positions (22)
$105.0M · 743K shares
$55.0M · 383K shares
$54.0M · 360K shares
$38.0M · 493K shares
$32.0M · 105K shares
$30.0M · 314K shares
$30.0M · 678K shares
$29.0M · 186K shares
$28.0M · 749K shares
$26.0M · 5K shares
$25.0M · 186K shares
$24.0M · 121K shares
$22.0M · 294K shares
$22.0M · 137K shares
$18.0M · 133K shares
$18.0M · 307K shares
$16.0M · 60K shares
$13.0M · 194K shares
$8.0M · 40K shares
$1.0M · 26K shares
$0 · 31K shares
$0 · 1K shares
Closed Positions (24)
$73.9M · 485K shares
$70.4M · 431K shares
$67.2M · 1.7M shares
$62.1M · 553K shares
$44.9M · 644K shares
$41.8M · 235K shares
$39.6M · 158K shares
$39.4M · 1.6M shares
$39.2M · 542K shares
$36.6M · 67K shares
$34.4M · 222K shares
$33.8M · 133K shares
$30.8M · 7K shares
$21.0M · 75K shares
$19.7M · 195K shares
$14.2M · 63K shares
$13.4M · 130K shares
$12.5M · 740K shares
$10.8M · 147K shares
$6.4M · 320K shares
$3.0M · 130K shares
$527K · 2K shares
$409K · 843 shares
$224K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 26 | $819.0M | 44.7% |
| Technology | 13 | $429.0M | 23.4% |
| Communication Services | 10 | $369.0M | 20.1% |
| Consumer Defensive | 5 | $118.0M | 6.4% |
| Industrials | 2 | $37.0M | 2.0% |
| Basic Materials | 1 | $26.0M | 1.4% |
| Unknown | 2 | $25.0M | 1.4% |
| Financial Services | 1 | $8.0M | 0.4% |
| Healthcare | 2 | $1.0M | 0.1% |