MANE GLOBAL CAPITAL MANAGEMENT LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.5T
Holdings
41
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 653,278 | $126.2B | 8.63% | |
| 2 | CPNGCOUPANG INC | 4,223,648 | $88.5B | 6.05% | |
| 3 | KMBKIMBERLY-CLARK CORP | 541,018 | $74.8B | 5.11% | |
| 4 | PDDPDD HOLDINGS INC | 516,927 | $68.7B | 4.70% | |
| 5 | MAMASTERCARD INCORPORATED | 150,628 | $66.5B | 4.54% | |
| 6 | BROSDUTCH BROS INC | 1,604,803 | $66.4B | 4.54% | |
| 7 | MSFTMICROSOFT CORP | 130,605 | $58.4B | 3.99% | |
| 8 | TXRHTEXAS ROADHOUSE INC | 335,907 | $57.7B | 3.94% | |
| 9 | AAPLAPPLE INC | 268,353 | $56.5B | 3.86% | |
| 10 | NFLXNETFLIX INC | 73,623 | $49.7B | 3.40% | |
| 11 | BIRKBIRKENSTOCK HOLDING PLC | 812,508 | $44.2B | 3.02% | |
| 12 | CVNACARVANA CO | 302,824 | $39.0B | 2.66% | |
| 13 | CZRCAESARS ENTERTAINMENT INC NE | 977,725 | $38.9B | 2.66% | |
| 14 | ORLYOREILLY AUTOMOTIVE INC | 36,000 | $38.0B | 2.60% | Put |
| 15 | WINGWINGSTOP INC | 89,939 | $38.0B | 2.60% | |
| 16 | FWONALIBERTY MEDIA CORP DEL | 515,000 | $37.0B | 2.53% | |
| 17 | KOCOCA COLA CO | 580,793 | $37.0B | 2.53% | |
| 18 | 4I1PHILIP MORRIS INTL INC | 335,936 | $34.0B | 2.33% | |
| 19 | RCLROYAL CARIBBEAN GROUP | 211,401 | $33.7B | 2.30% | |
| 20 | BURLBURLINGTON STORES INC | 133,783 | $32.1B | 2.19% | |
| 21 | CCLCARNIVAL CORP | 1,700,000 | $31.8B | 2.18% | |
| 22 | SHWSHERWIN WILLIAMS CO | 106,053 | $31.6B | 2.16% | |
| 23 | BKNGBOOKING HOLDINGS INC | 7,583 | $30.0B | 2.05% | |
| 24 | FLUTFLUTTER ENTMT PLC | 148,650 | $27.1B | 1.85% | |
| 25 | SPOTSPOTIFY TECHNOLOGY S A | 79,213 | $24.9B | 1.70% | |
| 26 | MGMMGM RESORTS INTERNATIONAL | 519,650 | $23.1B | 1.58% | |
| 27 | VRTVERTIV HOLDINGS CO | 254,534 | $22.0B | 1.51% | |
| 28 | ZZILLOW GROUP INC | 466,724 | $21.7B | 1.48% | |
| 29 | GAPGAP INC | 860,037 | $20.5B | 1.40% | |
| 30 | NTNXNUTANIX INC | 286,000 | $16.3B | 1.11% | |
| 31 | DISDISNEY WALT CO | 163,260 | $16.2B | 1.11% | |
| 32 | CHWYCHEWY INC | 586,822 | $16.0B | 1.09% | |
| 33 | GOGROCERY OUTLET HLDG CORP | 703,769 | $15.6B | 1.06% | |
| 34 | DASHDOORDASH INC | 139,624 | $15.2B | 1.04% | |
| 35 | NVDANVIDIA CORPORATION | 112,600 | $13.9B | 0.95% | |
| 36 | THOTHOR INDS INC | 145,748 | $13.6B | 0.93% | |
| 37 | XYZBLOCK INC | 199,403 | $12.9B | 0.88% | |
| 38 | HIMSHIMS & HERS HEALTH INC | 616,851 | $12.5B | 0.85% | |
| 39 | AEOAMERICAN EAGLE OUTFITTERS IN | 613,398 | $12.2B | 0.84% | |
| 40 | ULUNILEVER PLC | 6,314 | $347.2M | 0.02% | |
| 41 | OLLIOLLIES BARGAIN OUTLET HLDGS | 2,752 | $270.2M | 0.02% |