MANE GLOBAL CAPITAL MANAGEMENT LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$2.4T

Holdings

62

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (62 positions)

#StockSharesValue% PortfolioType
1
ROSTROSS STORES INC
1,211,925$154.6B6.55%Call
2
MSFTMICROSOFT CORP
256,569$127.6B5.41%
3
DPZDOMINOS PIZZA INC
218,437$98.4B4.17%Call
4
NVDANVIDIA CORPORATION
567,344$89.6B3.80%
5
SESEA LTD
546,882$87.5B3.71%
6
APPAPPLOVIN CORP
248,564$87.0B3.69%
7
LYVLIVE NATION ENTERTAINMENT IN
538,104$81.4B3.45%
8
CPNGCOUPANG INC
2,716,330$81.4B3.45%
9
SHAKSHAKE SHACK INC
570,507$80.2B3.40%
10
HASHASBRO INC
1,049,454$77.5B3.28%
11
CVNACARVANA CO
221,824$74.7B3.17%
12
CELHCELSIUS HLDGS INC
1,486,418$69.0B2.92%
13
EATBRINKER INTL INC
380,942$68.7B2.91%
14
AVGOBROADCOM INC
235,466$64.9B2.75%
15
TOSTTOAST INC
1,366,643$60.5B2.56%
16
ULTAULTA BEAUTY INC
126,591$59.2B2.51%
17
ASAMER SPORTS INC
1,480,433$57.4B2.43%
18
MATMATTEL INC
2,871,121$56.6B2.40%
19
VIKVIKING HOLDINGS LTD
1,056,961$56.3B2.39%
20
CCLCARNIVAL CORP
1,989,775$56.0B2.37%
21
HHYATT HOTELS CORP
336,609$47.0B1.99%
22
UPSTUPSTART HLDGS INC
673,712$43.6B1.85%
23
RBLXROBLOX CORP
395,859$41.6B1.76%
24
XYZBLOCK INC
602,360$40.9B1.73%
25
DISDISNEY WALT CO
322,780$40.0B1.70%
26
DGDOLLAR GEN CORP NEW
341,564$39.1B1.66%
27
GRABGRAB HOLDINGS LIMITED
7,307,146$36.8B1.56%
28
BROSDUTCH BROS INC
525,616$35.9B1.52%
29
AMZNAMAZON COM INC
163,444$35.9B1.52%
30
FLUTFLUTTER ENTMT PLC
122,073$34.9B1.48%
31
BURLBURLINGTON STORES INC
127,400$29.6B1.26%
32
CHWYCHEWY INC
686,173$29.2B1.24%
33
ONONON HLDG AG
547,099$28.5B1.21%
34
METAMETA PLATFORMS INC
35,006$25.8B1.09%
35
FIVEFIVE BELOW INC
181,270$23.8B1.01%
36
NKENIKE INC
309,430$22.0B0.93%
37
4I1PHILIP MORRIS INTL INC
111,927$20.4B0.86%
38
AFRMAFFIRM HLDGS INC
290,282$20.1B0.85%
39
DAVEDAVE INC
74,642$20.0B0.85%
40
DTDYNATRACE INC
359,034$19.8B0.84%
41
ORCLORACLE CORP
85,000$18.6B0.79%
42
DKNGDRAFTKINGS INC NEW
420,000$18.0B0.76%
43
WWAYFAIR INC
343,272$17.6B0.74%
44
SNOWSNOWFLAKE INC
68,837$15.4B0.65%
45
BIRKBIRKENSTOCK HOLDING PLC
296,593$14.6B0.62%
46
NOWSERVICENOW INC
13,568$13.9B0.59%
47
ROKUROKU INC
120,066$10.6B0.45%
48
WBDWARNER BROS DISCOVERY INC
900,000$10.3B0.44%
49
BRBRBELLRING BRANDS INC
173,134$10.0B0.42%
50
QXOQXO INC
45,000$969.3M0.04%
51
DASHDOORDASH INC
3,742$922.4M0.04%
52
RACEFERRARI N V
1,685$826.9M0.04%
53
HOODROBINHOOD MKTS INC
8,103$758.7M0.03%
54
HLNHALEON PLC
56,084$581.6M0.02%
55
KTOSKRATOS DEFENSE & SEC SOLUTIO
12,000$557.4M0.02%
56
MLB1MERCADOLIBRE INC
207$541.0M0.02%
57
TTANSERVICETITAN INC
5,000$535.9M0.02%
58
ZZILLOW GROUP INC
6,766$474.0M0.02%
59
SPOTSPOTIFY TECHNOLOGY S A
596$457.3M0.02%
60
ULUNILEVER PLC
5,174$316.5M0.01%
61
VRTVERTIV HOLDINGS CO
2,369$304.2M0.01%
62
OLLIOLLIES BARGAIN OUTLET HLDGS
1,742$229.6M0.01%