EdgeMarket › What Mane Global Capital Management Lp reported owning

What Mane Global Capital Management Lp reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

970.7M

Positions

57

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
YUM
YUM BRANDS INC
105.4M10.9%678.0K152.99+2.4%
CHWY
Chewy, Inc.
50.3M5.2%1.9M24.02-41.3%
LYV
Live Nation Entertainment, Inc.
45.9M4.7%301.1K181.82+12.3%
MAR
MARRIOTT INTERNATIONAL INC /MD/
39.8M4.1%121.8K356.39+35.2%
BURL
Burlington Stores, Inc.
38.2M3.9%117.3K326.50+17.7%
BROS
Dutch Bros Inc.
38.0M3.9%750.9K49.87-20.8%
SPOT
Spotify Technology S.A.
37.0M3.8%76.2K533.72-24.2%
V
VISA INC.
35.0M3.6%115.7K371.04+7.9%
AZO
AUTOZONE INC
32.9M3.4%9.8K2,957.95-28.9%
MDLZ
Mondelez International, Inc.
32.6M3.4%566.1K64.45+2.0%
AVGO
Broadcom Inc.
29.9M3.1%96.7K368.45+26.5%
SFM
Sprouts Farmers Market, Inc.
29.6M3.1%384.1K81.08-46.3%
CAVA
CAVA GROUP, INC.
26.6M2.7%328.4K73.63+7.4%
KO
COCA COLA CO
26.5M2.7%348.7K91.10+28.9%
GOOGL
Alphabet Inc.
25.1M2.6%87.2K344.82+73.0%
TTWO
TAKE TWO INTERACTIVE SOFTWARE INC
25.0M2.6%126.5K239.62+4.8%
HD
HOME DEPOT, INC.
24.5M2.5%74.4K335.61-16.5%
ABNB
Airbnb, Inc.
23.6M2.4%187.0K187.30+49.9%
HLT
Hilton Worldwide Holdings Inc.
22.6M2.3%74.3K326.63+21.0%
STZ
CONSTELLATION BRANDS, INC.
22.6M2.3%150.4K135.66-18.4%
AS
Amer Sports, Inc.
22.3M2.3%677.5K32.63-12.2%
FWONK
Liberty Media Corp
20.8M2.1%245.0K104.94+3.2%
SPHR
Sphere Entertainment Co.
20.3M2.1%172.8K158.36+295.8%
HAS
HASBRO, INC.
18.0M1.9%192.7K93.54+17.4%
ONON
On Holding AG
17.2M1.8%505.3K30.02-33.6%
BABA
Alibaba Group Holding Ltd
16.6M1.7%132.4K119.34-0.1%
TOST
Toast, Inc.
16.3M1.7%616.1K36.64-13.6%
BJ
BJ's Wholesale Club Holdings, Inc.
14.4M1.5%146.6K96.42-10.2%
AAPL
Apple Inc.
13.8M1.4%54.2K309.35+36.9%
NFLX
NETFLIX INC
12.4M1.3%129.0K79.59-34.4%
AFRM
Affirm Holdings, Inc.
12.2M1.3%265.6K77.03+5.5%
CART
Maplebear Inc.
12.1M1.2%323.0K49.83+9.5%
CHD
CHURCH & DWIGHT CO INC /DE/
10.5M1.1%112.0K98.80+4.1%
BOOT
Boot Barn Holdings, Inc.
10.3M1.1%70.5K165.57-1.9%
DASH
DoorDash, Inc.
9.2M1.0%61.4K223.49-8.3%
ROST
ROSS STORES, INC.
8.4M0.9%38.8K239.04+63.3%
YUMC
Yum China Holdings, Inc.
7.9M0.8%162.2K49.52+11.0%
SNOW
Snowflake Inc.
7.0M0.7%46.6K332.78+70.8%
SPY
SPDR S&P 500 ETF TRUST
2.3M0.2%3.6K765.72+20.0%
RACE
Ferrari N.V.
780.5K0.1%2.3K436.54-6.8%
WM
WASTE MANAGEMENT INC
736.9K0.1%3.2K224.06-2.6%
NVDA
NVIDIA CORP
653.3K0.1%3.7K214.72+22.4%
FPS
Forgent Power Solutions, Inc.
463.3K0.0%15.8K33.18
AMZN
AMAZON COM INC
445.1K0.0%2.1K258.63+15.6%
SHW
SHERWIN WILLIAMS CO
438.8K0.0%1.4K346.59-5.6%
CVNA
CARVANA CO.
433.5K0.0%1.4K69.91+3.2%
COST
COSTCO WHOLESALE CORP /NEW
400.6K0.0%402947.74-4.7%
WMT
Walmart Inc.
394.0K0.0%3.2K103.70+1.1%
DIS
Walt Disney Co
393.1K0.0%4.1K107.78-7.9%
META
Meta Platforms, Inc.
385.6K0.0%674549.90-26.5%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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