Mane Global Capital Management LP 13F Holdings · Q2 2026
Mane Global Capital Management LP reported 54 securities worth $1.21B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (5.66%), ARMK (4.96%), LYV (4.77%). Among its top 25 positions this quarter: 10 new, 11 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $68.4M | 5.66% | 191,534 | Added |
| 2 | ARMK | ARAMARK | $60.0M | 4.96% | 1.1M | New |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $57.7M | 4.77% | 314,946 | Added |
| 4 | MDLZ | MONDELEZ INTL INC | $52.8M | 4.36% | 912,144 | Added |
| 5 | SHW | SHERWIN WILLIAMS CO | $51.3M | 4.24% | 148,940 | Added |
| 6 | HD | HOME DEPOT INC | $48.5M | 4.01% | 137,444 | Added |
| 7 | YUM | YUM BRANDS INC | $47.0M | 3.89% | 294,217 | Trimmed |
| 8 | CMG | CHIPOTLE MEXICAN GRILL INC | $44.7M | 3.69% | 1.3M | New |
| 9 | TXRH | TEXAS ROADHOUSE INC | $41.6M | 3.44% | 215,429 | New |
| 10 | ASML | ASML HLDG NV | $37.6M | 3.11% | 18,906 | New |
| 11 | INTC | INTEL CORP | $36.4M | 3.00% | 260,340 | New |
| 12 | SNOW | SNOWFLAKE INC | $35.1M | 2.90% | 138,056 | Added |
| 13 | DELL | DELL TECHNOLOGIES INC | $34.6M | 2.86% | 80,225 | New |
| 14 | APP | APPLOVIN CORP | $33.6M | 2.78% | 65,258 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $31.8M | 2.63% | 27,567 | New |
| 16 | SE | SEA LTD | $31.7M | 2.62% | 331,298 | Added |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $31.0M | 2.56% | 53,364 | New |
| 18 | AS | AMER SPORTS INC | $31.0M | 2.56% | 915,633 | Added |
| 19 | SFM | SPROUTS FMRS MKT INC | $31.0M | 2.56% | 366,112 | Trimmed |
| 20 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $27.9M | 2.30% | 111,444 | Trimmed |
| 21 | VIK | VIKING HOLDINGS LTD | $27.5M | 2.27% | 262,530 | Added |
| 22 | W | WAYFAIR INC | $27.5M | 2.27% | 297,573 | New |
| 23 | CVNA | CARVANA CO | $27.4M | 2.26% | 415,857 | Added |
| 24 | AMAT | APPLIED MATLS INC | $26.4M | 2.19% | 36,573 | New |
| 25 | SPOT | SPOTIFY TECHNOLOGY S A | $24.5M | 2.02% | 53,353 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR