MANE GLOBAL CAPITAL MANAGEMENT LP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$2.2T

Holdings

61

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (61 positions)

#StockSharesValue% PortfolioType
1
APPAPPLOVIN CORP
437,073$141.5B6.47%
2
AMZNAMAZON COM INC
475,001$104.2B4.77%
3
HOODROBINHOOD MKTS INC
2,269,004$84.5B3.87%
4
DRIDARDEN RESTAURANTS INC
426,130$79.6B3.64%
5
AVGOBROADCOM INC
312,157$72.4B3.31%
6
SESEA LTD
593,133$62.9B2.88%
7
EATBRINKER INTL INC
461,279$61.0B2.79%
8
WMTWALMART INC
675,070$61.0B2.79%
9
SHAKSHAKE SHACK INC
453,167$58.8B2.69%
10
FLUTFLUTTER ENTMT PLC
226,520$58.5B2.68%
11
METAMETA PLATFORMS INC
95,418$55.9B2.55%
12
RHRH
138,793$54.6B2.50%
13
CVNACARVANA CO
249,582$50.8B2.32%
14
VFCV F CORP
2,288,642$49.1B2.25%
15
ULTAULTA BEAUTY INC
111,743$48.6B2.22%
16
NVDANVIDIA CORPORATION
353,997$47.5B2.17%
17
BIRKBIRKENSTOCK HOLDING PLC
810,036$45.9B2.10%
18
DALDELTA AIR LINES INC DEL
750,983$45.4B2.08%
19
TOSTTOAST INC
1,237,592$45.1B2.06%
20
LYVLIVE NATION ENTERTAINMENT IN
336,513$43.6B1.99%
21
SBUXSTARBUCKS CORP
476,712$43.5B1.99%
22
BILLBILL HOLDINGS INC
502,749$42.6B1.95%
23
UALUNITED AIRLS HLDGS INC
424,295$41.2B1.88%
24
CHWYCHEWY INC
1,218,852$40.8B1.87%
25
BURLBURLINGTON STORES INC
138,327$39.4B1.80%
26
DPZDOMINOS PIZZA INC
93,688$39.3B1.80%
27
4I1PHILIP MORRIS INTL INC
321,422$38.7B1.77%
28
ANETARISTA NETWORKS INC
319,756$35.3B1.62%
29
NBISNEBIUS GROUP N.V.
1,224,939$33.9B1.55%
30
PLNTPLANET FITNESS INC
333,623$33.0B1.51%
31
RDDTREDDIT INC
199,379$32.6B1.49%
32
UBERUBER TECHNOLOGIES INC
539,740$32.6B1.49%
33
LULULULULEMON ATHLETICA INC
83,324$31.9B1.46%
34
KOCOCA COLA CO
495,000$30.8B1.41%
35
SPOTSPOTIFY TECHNOLOGY S A
64,508$28.9B1.32%
36
ORCLORACLE CORP
170,968$28.5B1.30%
37
MTNVAIL RESORTS INC
148,569$27.8B1.27%
38
FWONALIBERTY MEDIA CORP DEL
274,155$25.4B1.16%
39
ZZILLOW GROUP INC
336,891$24.9B1.14%
40
TTWOTAKE-TWO INTERACTIVE SOFTWAR
129,270$23.8B1.09%
41
NFLXNETFLIX INC
26,605$23.7B1.08%
42
PENNPENN ENTERTAINMENT INC
1,186,823$23.5B1.08%
43
DISDISNEY WALT CO
210,400$23.4B1.07%
44
DASHDOORDASH INC
137,768$23.1B1.06%
45
HUBSHUBSPOT INC
31,538$22.0B1.00%
46
NUNU HLDGS LTD
1,820,000$18.9B0.86%
47
DECKDECKERS OUTDOOR CORP
91,443$18.6B0.85%
48
MCXMCCORMICK & CO INC
228,014$17.4B0.79%
49
CZRCAESARS ENTERTAINMENT INC NE
462,914$15.5B0.71%
50
BBWIBATH & BODY WORKS INC
384,500$14.9B0.68%
51
SNSHARKNINJA INC
141,344$13.8B0.63%
52
RCLROYAL CARIBBEAN GROUP
52,050$12.0B0.55%
53
FRPTFRESHPET INC
79,000$11.7B0.54%
54
MSFTMICROSOFT CORP
890$375.1M0.02%
55
ULUNILEVER PLC
6,314$358.0M0.02%
56
AAPLAPPLE INC
1,313$328.8M0.02%
57
CPNGCOUPANG INC
14,748$324.2M0.01%
58
ASAMER SPORTS INC
10,630$297.2M0.01%
59
VRTVERTIV HOLDINGS CO
2,369$269.1M0.01%
60
SHWSHERWIN WILLIAMS CO
638$216.9M0.01%
61
ONONON HLDG AG
3,748$205.3M0.01%