MANE GLOBAL CAPITAL MANAGEMENT LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.3T
Holdings
50
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 502,443 | $133.1B | 10.07% | Call |
| 2 | PRMBPRIMO BRANDS CORPORATION | 1,996,593 | $70.9B | 5.36% | |
| 3 | CVNACARVANA CO | 291,592 | $61.0B | 4.61% | |
| 4 | SESEA LTD | 441,696 | $57.6B | 4.36% | |
| 5 | CHWYCHEWY INC | 1,742,171 | $56.6B | 4.28% | |
| 6 | DASHDOORDASH INC | 305,036 | $55.8B | 4.22% | |
| 7 | BURLBURLINGTON STORES INC | 210,077 | $50.1B | 3.79% | |
| 8 | ULTAULTA BEAUTY INC | 128,529 | $47.1B | 3.56% | |
| 9 | LYVLIVE NATION ENTERTAINMENT IN | 357,520 | $46.7B | 3.53% | |
| 10 | AMZNAMAZON COM INC | 233,600 | $44.4B | 3.36% | |
| 11 | YUMCYUM CHINA HLDGS INC | 827,870 | $43.1B | 3.26% | |
| 12 | SHAKSHAKE SHACK INC | 459,597 | $40.5B | 3.07% | |
| 13 | NVDANVIDIA CORPORATION | 373,748 | $40.5B | 3.06% | |
| 14 | CPNGCOUPANG INC | 1,831,566 | $40.2B | 3.04% | |
| 15 | GRABGRAB HOLDINGS LIMITED | 8,027,299 | $36.4B | 2.75% | |
| 16 | TOSTTOAST INC | 1,083,074 | $35.9B | 2.72% | |
| 17 | AVGOBROADCOM INC | 212,727 | $35.6B | 2.69% | |
| 18 | METAMETA PLATFORMS INC | 60,359 | $34.8B | 2.63% | |
| 19 | FLUTFLUTTER ENTMT PLC | 154,319 | $34.2B | 2.59% | |
| 20 | PLNTPLANET FITNESS INC | 327,874 | $31.7B | 2.40% | |
| 21 | ONONON HLDG AG | 700,821 | $30.8B | 2.33% | |
| 22 | MNSTMONSTER BEVERAGE CORP NEW | 522,733 | $30.6B | 2.31% | |
| 23 | MCDMCDONALDS CORP | 88,930 | $27.8B | 2.10% | |
| 24 | 4I1PHILIP MORRIS INTL INC | 174,339 | $27.7B | 2.09% | |
| 25 | KMXCARMAX INC | 325,276 | $25.3B | 1.92% | |
| 26 | VVVVALVOLINE INC | 690,149 | $24.0B | 1.82% | |
| 27 | CELHCELSIUS HLDGS INC | 671,528 | $23.9B | 1.81% | |
| 28 | UBERUBER TECHNOLOGIES INC | 326,511 | $23.8B | 1.80% | |
| 29 | BIRKBIRKENSTOCK HOLDING PLC | 470,583 | $21.6B | 1.63% | |
| 30 | DISDISNEY WALT CO | 180,113 | $17.8B | 1.34% | |
| 31 | RBLXROBLOX CORP | 266,874 | $15.6B | 1.18% | |
| 32 | DRIDARDEN RESTAURANTS INC | 74,000 | $15.4B | 1.16% | |
| 33 | AZOAUTOZONE INC | 3,500 | $13.3B | 1.01% | |
| 34 | SGSWEETGREEN INC | 506,865 | $12.7B | 0.96% | |
| 35 | DECKDECKERS OUTDOOR CORP | 75,000 | $8.4B | 0.63% | |
| 36 | RACEFERRARI N V | 1,685 | $721.0M | 0.05% | |
| 37 | MSFTMICROSOFT CORP | 1,894 | $711.0M | 0.05% | |
| 38 | NFLXNETFLIX INC | 710 | $662.1M | 0.05% | |
| 39 | HLNHALEON PLC | 64,024 | $658.8M | 0.05% | |
| 40 | SPOTSPOTIFY TECHNOLOGY S A | 1,165 | $640.8M | 0.05% | |
| 41 | MLB1MERCADOLIBRE INC | 269 | $524.8M | 0.04% | |
| 42 | ZZILLOW GROUP INC | 6,766 | $463.9M | 0.04% | |
| 43 | ULUNILEVER PLC | 7,319 | $435.8M | 0.03% | |
| 44 | AAPLAPPLE INC | 1,886 | $418.9M | 0.03% | |
| 45 | OLLIOLLIES BARGAIN OUTLET HLDGS | 3,527 | $410.4M | 0.03% | |
| 46 | RCLROYAL CARIBBEAN GROUP | 1,650 | $339.0M | 0.03% | |
| 47 | HOODROBINHOOD MKTS INC | 8,103 | $337.2M | 0.03% | |
| 48 | RDDTREDDIT INC | 3,063 | $321.3M | 0.02% | |
| 49 | ASAMER SPORTS INC | 10,630 | $284.1M | 0.02% | |
| 50 | SHWSHERWIN WILLIAMS CO | 638 | $222.8M | 0.02% |