MANE GLOBAL CAPITAL MANAGEMENT LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.0T
Holdings
43
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 378,048 | $71.0B | 6.86% | |
| 2 | PDDPDD HOLDINGS INC | 445,899 | $65.2B | 6.30% | |
| 3 | EXPEEXPEDIA GROUP INC | 363,668 | $55.2B | 5.33% | |
| 4 | METAMETA PLATFORMS INC | 140,180 | $49.6B | 4.79% | |
| 5 | 4I1PHILIP MORRIS INTL INC | 485,094 | $45.6B | 4.40% | |
| 6 | MLB1MERCADOLIBRE INC | 25,246 | $39.7B | 3.83% | |
| 7 | EQIXEQUINIX INC | 47,476 | $38.2B | 3.69% | |
| 8 | WINGWINGSTOP INC | 142,063 | $36.5B | 3.52% | |
| 9 | CLXCLOROX CO DEL | 242,407 | $34.6B | 3.34% | |
| 10 | MSFTMICROSOFT CORP | 91,060 | $34.2B | 3.30% | |
| 11 | SKAASKECHERS U S A INC | 532,952 | $33.2B | 3.21% | |
| 12 | LOWLOWES COS INC | 131,474 | $29.3B | 2.82% | |
| 13 | MNSTMONSTER BEVERAGE CORP NEW | 494,060 | $28.5B | 2.75% | |
| 14 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 150,550 | $24.2B | 2.34% | |
| 15 | SPHRSPHERE ENTERTAINMENT CO | 694,767 | $23.6B | 2.28% | |
| 16 | TPDTEMPUR SEALY INTL INC | 460,389 | $23.5B | 2.26% | |
| 17 | XYZBLOCK INC | 293,383 | $22.7B | 2.19% | |
| 18 | DISDISNEY WALT CO | 249,869 | $22.6B | 2.18% | |
| 19 | RBLXROBLOX CORP | 476,447 | $21.8B | 2.10% | |
| 20 | MHKMOHAWK INDS INC | 206,490 | $21.4B | 2.06% | |
| 21 | HDHOME DEPOT INC | 58,781 | $20.4B | 1.97% | |
| 22 | VRTVERTIV HOLDINGS CO | 420,000 | $20.2B | 1.95% | |
| 23 | LVSLAS VEGAS SANDS CORP | 376,286 | $18.5B | 1.79% | |
| 24 | CLCOLGATE PALMOLIVE CO | 225,537 | $18.0B | 1.73% | |
| 25 | NKENIKE INC | 162,048 | $17.6B | 1.70% | |
| 26 | CMGCHIPOTLE MEXICAN GRILL INC | 7,465 | $17.1B | 1.65% | |
| 27 | SHAKSHAKE SHACK INC | 227,212 | $16.8B | 1.63% | |
| 28 | AMZNAMAZON COM INC | 94,611 | $14.4B | 1.39% | |
| 29 | WWAYFAIR INC | 227,905 | $14.1B | 1.36% | |
| 30 | PVHPVH CORPORATION | 112,043 | $13.7B | 1.32% | |
| 31 | PENNPENN ENTERTAINMENT INC | 521,702 | $13.6B | 1.31% | |
| 32 | ZZILLOW GROUP INC | 231,700 | $13.4B | 1.29% | |
| 33 | TXRHTEXAS ROADHOUSE INC | 102,395 | $12.5B | 1.21% | |
| 34 | ULTAULTA BEAUTY INC | 25,476 | $12.5B | 1.20% | |
| 35 | POOLPOOL CORP | 30,400 | $12.1B | 1.17% | |
| 36 | PINSPINTEREST INC | 318,747 | $11.8B | 1.14% | |
| 37 | CCLCARNIVAL CORP | 624,000 | $11.6B | 1.12% | |
| 38 | WYNNWYNN RESORTS LTD | 118,320 | $10.8B | 1.04% | |
| 39 | PLAYDAVE & BUSTERS ENTMT INC | 197,000 | $10.6B | 1.02% | |
| 40 | SIGSIGNET JEWELERS LIMITED | 96,258 | $10.3B | 1.00% | |
| 41 | THOTHOR INDS INC | 86,739 | $10.3B | 0.99% | |
| 42 | ROSTROSS STORES INC | 59,663 | $8.3B | 0.80% | |
| 43 | CPNGCOUPANG INC | 448,100 | $7.3B | 0.70% |