Q2 2026 13F · SEC CIK 1856155

Mane Global Capital Management LP

Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 54
Top holdings a year, 3 yrs: +13.5%
Assets under management: $2.9B

Mane Global Capital Management LP is an asset manager that reported 54 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOGL, 5.7%), Aramark (ARMK, 5.0%), Live Nation Entertainment in (LYV, 4.8%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 22.3% for the S&P 500.

Mane Global Capital Management LP holdings largest 50 of 54 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mane Global Capital Management LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.7%	2.6%	191,534	+119.5%	$68.4M
ARMKAramark	5.0%	—	1,055,248	—	$60.0M
LYVLive Nation Entertainment in	4.8%	4.7%	314,946	+4.6%	$57.7M
MDLZMondelez International	4.4%	3.4%	912,144	+61.1%	$52.8M
SHWSherwin Williams Co	4.2%	0.0%	148,940	+10779.5%	$51.3M
HDHome Depot Inc	4.0%	2.5%	137,444	+84.7%	$48.5M
YUMYum Brands Inc	3.9%	10.9%	294,217	-56.6%	$47.0M
CMGChipotle Mexican Grill Inc	3.7%	—	1,315,019	—	$44.7M
TXRHTexas Roadhouse Inc	3.4%	—	215,429	—	$41.6M
ASMLAsml Hldg NV	3.1%	—	18,906	—	$37.6M
INTCIntel Corp	3.0%	—	260,340	—	$36.4M
SNOWSnowflake Inc	2.9%	0.7%	138,056	+196.3%	$35.1M
DELLDell Technologies Inc	2.9%	—	80,225	—	$34.6M
APPApplovin Corp	2.8%	—	65,258	—	$33.6M
MUMicron Technology Inc	2.6%	—	27,567	—	$31.8M
SESea Ltd	2.6%	—	331,298	—	$31.7M
AMDAdvanced Micro Devices Inc	2.6%	—	53,364	—	$31.0M
ASAmer Sports Inc	2.6%	2.3%	915,633	+35.1%	$31.0M
SFMSprouts Fmrs Mkt Inc	2.6%	3.1%	366,112	-4.7%	$31.0M
TTWOTake-Two Interactive Softwar	2.3%	2.6%	111,444	-11.9%	$27.9M
WWayfair Inc	2.3%	—	297,573	—	$27.5M
VIKViking Hldgs Ltd	2.3%	—	262,530	—	$27.5M
CVNACarvana Co	2.3%	0.0%	415,857	+30056.4%	$27.4M
AMATApplied Matls Inc	2.2%	—	36,573	—	$26.4M
SPOTSpotify Technology SA	2.0%	3.8%	53,353	-30.0%	$24.5M
OKTAOkta Inc	1.7%	—	148,495	—	$20.3M
SPHRSphere Entertainment Co	1.6%	2.1%	112,463	-34.9%	$19.5M
ONONOn Hldg AG	1.6%	1.8%	543,622	+7.6%	$19.3M
CPNGCoupang Inc	1.5%	—	1,064,904	—	$18.5M
LIONLionsgate Studios Corp	1.3%	—	1,000,000	—	$15.3M
RCLRoyal Caribbean Group	1.2%	—	45,447	—	$14.4M
AFRMAffirm Hldgs Inc	1.1%	1.3%	169,763	-36.1%	$13.8M
BURLBurlington Stores	1.1%	3.9%	43,436	-63.0%	$13.8M
DISDisney Walt Co	1.1%	0.0%	142,302	+3388.6%	$13.7M
HHyatt Hotels Corp	1.0%	—	64,513	—	$12.5M
CIFRCipher Digital Inc	1.0%	—	502,680	—	$12.3M
SPCXSpace Exploration Techn Corp	1.0%	—	70,056	—	$12.0M
WULFTerawulf Inc	1.0%	—	467,738	—	$11.6M
WINGWingstop Inc	1.0%	—	66,411	—	$11.5M
TXNTexas Instrs Inc	0.9%	—	38,107	—	$11.4M
STXSeagate Technology Hldngs Pl	0.8%	—	9,459	—	$9.1M
NBISNebius Group N.v.	0.7%	—	28,718	—	$7.9M
TSMTaiwan Semiconductor Manufac	0.1%	—	2,312	—	$1.1M
VVisa Inc	0.1%	3.6%	2,075	-98.2%	$712K
AMZNAmazon Com Inc	0.1%	0.0%	2,790	+30.6%	$665K
DASHDoordash Inc	0.1%	0.9%	3,457	-94.4%	$638K
NVDANvidia Corporation	0.0%	0.1%	2,589	-30.9%	$518K
COSTCostco Wholesale Corporation	0.0%	0.0%	534	+32.8%	$500K
FWONKLiberty Media Corp Del	0.0%	2.1%	4,524	-98.2%	$430K
WMTWalmart Inc	0.0%	0.0%	3,170	+0.0%	$359K

What Mane Global Capital Management LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CVNA Carvana Co+30056.4% shares
SHW Sherwin Williams Co+10779.5% shares
DIS Disney Walt Co+3388.6% shares
SNOW Snowflake Inc+196.3% shares
GOOGL Alphabet Inc+119.5% shares
HD Home Depot Inc+84.7% shares
MDLZ Mondelez International+61.1% shares
AS Amer Sports Inc+35.1% shares

Reduced

V Visa Inc-98.2% shares
FWONK Liberty Media Corp Del-98.2% shares
DASH Doordash Inc-94.4% shares
BURL Burlington Stores-63.0% shares
YUM Yum Brands Inc-56.6% shares
AFRM Affirm Hldgs Inc-36.1% shares
SPHR Sphere Entertainment Co-34.9% shares
NVDA Nvidia Corporation-30.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -13.2% /yr; S&P 500 +11.7%
3 years: +13.5% /yr; S&P 500 +22.3%
5 years: +6.0% /yr; S&P 500 +12.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	54
Q1 2026	$970.7M	57
Q4 2025	$1.8B	62
Q3 2025	$2.1B	63
Q2 2025	$2.2B	62
Q1 2025	$1.3B	50
Q4 2024	$2.2B	61
Q3 2024	$1.4B	50
Q2 2024	$1.4B	40
Q1 2024	$1.2B	41
Q4 2023	$1.0B	43
Q3 2023	$1.1B	42

Questions about Mane Global Capital Management LP's portfolio

What stocks does Mane Global Capital Management LP own?

Mane Global Capital Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 54 positions worth $1.2B. The largest are Alphabet Inc (GOOGL) at 5.7%, Aramark (ARMK) at 5.0%, Live Nation Entertainment in (LYV) at 4.8%, Mondelez International (MDLZ) at 4.4% and Sherwin Williams Co (SHW) at 4.2%.

What did Mane Global Capital Management LP buy last quarter?

In Q2 2026, Mane Global Capital Management LP added Carvana Co (CVNA) (+30056.4% shares), Sherwin Williams Co (SHW) (+10779.5% shares) and Disney Walt Co (DIS) (+3388.6% shares), compared with its Q1 2026 filing.

What did Mane Global Capital Management LP sell last quarter?

In Q2 2026, Mane Global Capital Management LP cut from its top 50 Chewy Inc (CHWY), cut from its top 50 Marriott Intl Inc New (MAR), cut from its top 50 Dutch Bros Inc Class A (BROS), cut from its top 50 Autozone Inc (AZO), cut from its top 50 Broadcom Inc (AVGO), Visa Inc (V) (-98.2% shares), Liberty Media Corp Del (FWONK) (-98.2% shares) and Doordash Inc (DASH) (-94.4% shares), compared with its Q1 2026 filing.

How has Mane Global Capital Management LP's portfolio performed?

A portfolio copying Mane Global Capital Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -13.2% against +11.7%. Over 5 years: +6.0% a year against +12.0%.

When is Mane Global Capital Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mane Global Capital Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mane Global Capital Management LP manage?

Mane Global Capital Management LP reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.