MANE GLOBAL CAPITAL MANAGEMENT LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BROADCOM INC(AVGO) | 235,466 | 407,377 | +171,911 | 64,906,203 | 134,397,746 | 6.30% | +69,491,543 |
| NEBIUS GROUP N.V.(NBIS) | 0 | 553,269 | +553,269 | 0 | 62,115,511 | 2.91% | +62,115,511 |
| ZILLOW GROUP INC(Z) | 6,766 | 590,413 | +583,647 | 473,958 | 45,491,322 | 2.13% | +45,017,364 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 596 | 61,968 | +61,372 | 457,335 | 43,253,664 | 2.03% | +42,796,329 |
| WIX COM LTD | 0 | 235,258 | +235,258 | 0 | 41,788,879 | 1.96% | +41,788,879 |
| META PLATFORMS INC(META) | 35,006 | 89,648 | +54,642 | 25,837,579 | 65,835,698 | 3.09% | +39,998,119 |
| APPLOVIN CORP(APP) | 248,564 | 176,319 | -72,245 | 87,017,285 | 126,692,254 | 5.94% | +39,674,969 |
| LOWES COS INC(LOW) | 0 | 157,529 | +157,529 | 0 | 39,588,613 | 1.86% | +39,588,613 |
| NORWEGIAN CRUISE LINE HLDG L | 0 | 1,598,532 | +1,598,532 | 0 | 39,371,843 | 1.85% | +39,371,843 |
| ROBLOX CORP(RBLX) | 395,859 | 563,688 | +167,829 | 41,644,367 | 78,082,062 | 3.66% | +36,437,695 |
| CHIPOTLE MEXICAN GRILL INC(CMG)(Call) | 0 | 925,000 | +925,000 | 0 | 36,250,750 | — | +36,250,750 |
| ROSS STORES INC(ROST) | 311,925 | 484,670 | +172,745 | 39,795,392 | 73,858,861 | 3.46% | +34,063,469 |
| MONGODB INC(MDB) | 0 | 109,144 | +109,144 | 0 | 33,876,115 | 1.59% | +33,876,115 |
| ALPHABET INC(GOOG) | 0 | 138,000 | +138,000 | 0 | 33,547,800 | 1.57% | +33,547,800 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 0 | 790,054 | +790,054 | 0 | 30,962,216 | 1.45% | +30,962,216 |
| AUTOZONE INC(AZO) | 0 | 7,175 | +7,175 | 0 | 30,782,472 | 1.44% | +30,782,472 |
| CARVANA CO(CVNA) | 221,824 | 279,229 | +57,405 | 74,745,815 | 105,336,348 | 4.94% | +30,590,533 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 160,057 | +160,057 | 0 | 28,606,988 | 1.34% | +28,606,988 |
| UNITED AIRLS HLDGS INC(UAL) | 0 | 247,252 | +247,252 | 0 | 23,859,818 | 1.12% | +23,859,818 |
| SPHERE ENTERTAINMENT CO(SPHR) | 0 | 356,456 | +356,456 | 0 | 22,143,047 | 1.04% | +22,143,047 |
| PLANET FITNESS INC(PLNT) | 0 | 200,000 | +200,000 | 0 | 20,760,000 | 0.97% | +20,760,000 |
| DECKERS OUTDOOR CORP(DECK) | 0 | 194,786 | +194,786 | 0 | 19,745,457 | 0.93% | +19,745,457 |
| NIKE INC(NKE)(Call) | 0 | 280,000 | +280,000 | 0 | 19,524,400 | — | +19,524,400 |
| AFFIRM HLDGS INC(AFRM) | 290,282 | 500,313 | +210,031 | 20,070,097 | 36,562,874 | 1.72% | +16,492,777 |
| WAYFAIR INC(W) | 343,272 | 381,085 | +37,813 | 17,554,930 | 34,042,323 | 1.60% | +16,487,393 |
| MICROSOFT CORP(MSFT) | 256,569 | 278,073 | +21,504 | 127,619,986 | 144,027,910 | 6.76% | +16,407,924 |
| SHOPIFY INC(SHOP) | 0 | 96,500 | +96,500 | 0 | 14,340,865 | 0.67% | +14,340,865 |
| CELSIUS HLDGS INC(CELH) | 1,486,418 | 1,445,780 | -40,638 | 68,954,931 | 83,117,892 | 3.90% | +14,162,961 |
| SNOWFLAKE INC(SNOW) | 0 | 62,791 | +62,791 | 0 | 14,162,510 | 0.66% | +14,162,510 |
| SHARKNINJA INC(SN) | 0 | 130,000 | +130,000 | 0 | 13,409,500 | 0.63% | +13,409,500 |
| STUBHUB HLDGS INC(STUB)(Put) | 0 | 740,000 | +740,000 | 0 | 12,461,600 | — | +12,461,600 |
| REDDIT INC(RDDT) | 0 | 51,420 | +51,420 | 0 | 11,826,086 | 0.55% | +11,826,086 |
| DAVE INC(DAVE) | 74,642 | 158,027 | +83,385 | 20,034,659 | 31,502,682 | 1.48% | +11,468,023 |
| FLOOR & DECOR HLDGS INC(FND) | 0 | 146,831 | +146,831 | 0 | 10,821,445 | 0.51% | +10,821,445 |
| FIVE BELOW INC(FIVE) | 181,270 | 222,427 | +41,157 | 23,778,999 | 34,409,457 | 1.61% | +10,630,458 |
| DUTCH BROS INC(BROS) | 525,616 | 873,135 | +347,519 | 35,936,366 | 45,699,886 | 2.14% | +9,763,520 |
| CAPRI HOLDINGS LIMITED | 0 | 320,000 | +320,000 | 0 | 6,374,400 | 0.30% | +6,374,400 |
| BURLINGTON STORES INC(BURL) | 127,400 | 132,969 | +5,569 | 29,638,336 | 33,840,611 | 1.59% | +4,202,275 |
| NIKE INC(NKE) | 309,430 | 364,275 | +54,845 | 21,981,907 | 25,400,896 | 1.19% | +3,418,989 |
| NETSKOPE INC(NTSK) | 0 | 130,000 | +130,000 | 0 | 2,954,900 | 0.14% | +2,954,900 |
| BLACK ROCK COFFEE BAR INC | 0 | 110,000 | +110,000 | 0 | 2,624,600 | 0.12% | +2,624,600 |
| ORACLE CORP(ORCL) | 85,000 | 74,729 | -10,271 | 18,583,550 | 21,016,784 | 0.99% | +2,433,234 |
| APPLE INC(AAPL) | 0 | 2,210 | +2,210 | 0 | 562,732 | 0.03% | +562,732 |
| ROBINHOOD MKTS INC(HOOD) | 8,103 | 8,103 | 0 | 758,684 | 1,160,188 | 0.05% | +401,504 |
| SHERWIN WILLIAMS CO(SHW) | 0 | 931 | +931 | 0 | 322,368 | 0.02% | +322,368 |
| DOORDASH INC(DASH) | 3,742 | 4,438 | +696 | 922,440 | 1,207,092 | 0.06% | +284,652 |
| OLLIES BARGAIN OUTLET HLDGS(OLLI) | 1,742 | 1,742 | 0 | 229,561 | 223,673 | 0.01% | -5,888 |
| MERCADOLIBRE INC(MELI) | 207 | 207 | 0 | 541,021 | 483,747 | 0.02% | -57,274 |
| VERTIV HOLDINGS CO(VRT) | 2,369 | 0 | -2,369 | 304,203 | 0 | — | -304,203 |
| UNILEVER PLC(UL) | 5,174 | 0 | -5,174 | 316,494 | 0 | — | -316,494 |
| FERRARI N V | 1,685 | 843 | -842 | 826,897 | 409,040 | 0.02% | -417,857 |
| SERVICETITAN INC(TTAN) | 5,000 | 0 | -5,000 | 535,900 | 0 | — | -535,900 |
| KRATOS DEFENSE & SEC SOLUTIO(KTOS) | 12,000 | 0 | -12,000 | 557,400 | 0 | — | -557,400 |
| HALEON PLC(HLN) | 56,084 | 0 | -56,084 | 581,591 | 0 | — | -581,591 |
| QXO INC(QXO) | 45,000 | 0 | -45,000 | 969,300 | 0 | — | -969,300 |
| BLOCK INC(XYZ) | 602,360 | 542,356 | -60,004 | 40,918,315 | 39,196,068 | 1.84% | -1,722,247 |
| NVIDIA CORPORATION(NVDA) | 567,344 | 445,216 | -122,128 | 89,634,679 | 83,068,401 | 3.90% | -6,566,278 |
| CHEWY INC(CHWY) | 686,173 | 553,268 | -132,905 | 29,244,693 | 22,379,691 | 1.05% | -6,865,002 |
| BELLRING BRANDS INC(BRBR) | 173,134 | 0 | -173,134 | 10,029,653 | 0 | — | -10,029,653 |
| WARNER BROS DISCOVERY INC(WBD) | 900,000 | 0 | -900,000 | 10,314,000 | 0 | — | -10,314,000 |
| ROKU INC(ROKU) | 120,066 | 0 | -120,066 | 10,552,601 | 0 | — | -10,552,601 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 538,104 | 430,783 | -107,321 | 81,404,373 | 70,389,942 | 3.30% | -11,014,431 |
| AMER SPORTS INC(AS) | 1,480,433 | 1,296,793 | -183,640 | 57,381,583 | 45,063,557 | 2.11% | -12,318,026 |
| SERVICENOW INC(NOW) | 13,568 | 0 | -13,568 | 13,948,989 | 0 | — | -13,948,989 |
| DISNEY WALT CO(DIS) | 322,780 | 225,557 | -97,223 | 40,027,948 | 25,826,277 | 1.21% | -14,201,671 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 296,593 | 0 | -296,593 | 14,586,444 | 0 | — | -14,586,444 |
| SNOWFLAKE INC(SNOW) | 68,837 | 0 | -68,837 | 15,403,655 | 0 | — | -15,403,655 |
| ON HLDG AG(ONON) | 547,099 | 253,393 | -293,706 | 28,476,503 | 10,731,194 | 0.50% | -17,745,309 |
| DRAFTKINGS INC NEW(DKNG) | 420,000 | 0 | -420,000 | 18,013,800 | 0 | — | -18,013,800 |
| DYNATRACE INC(DT) | 359,034 | 0 | -359,034 | 19,822,267 | 0 | — | -19,822,267 |
| PHILIP MORRIS INTL INC(PM) | 111,927 | 1,552 | -110,375 | 20,385,265 | 251,734 | 0.01% | -20,133,531 |
| VIKING HOLDINGS LTD(VIK) | 1,056,961 | 545,919 | -511,042 | 56,325,452 | 33,934,325 | 1.59% | -22,391,127 |
| ULTA BEAUTY INC(ULTA) | 126,591 | 66,933 | -59,658 | 59,221,802 | 36,595,618 | 1.72% | -22,626,184 |
| HASBRO INC(HAS) | 1,049,454 | 711,927 | -337,527 | 77,470,694 | 53,999,663 | 2.53% | -23,471,031 |
| FLUTTER ENTMT PLC(FLUT) | 122,073 | 2,073 | -120,000 | 34,883,580 | 526,542 | 0.02% | -34,357,038 |
| AMAZON COM INC(AMZN) | 163,444 | 4,413 | -159,031 | 35,857,979 | 968,962 | 0.05% | -34,889,017 |
| GRAB HOLDINGS LIMITED | 7,307,146 | 87,720 | -7,219,426 | 36,754,944 | 528,074 | 0.02% | -36,226,870 |
| DOLLAR GEN CORP NEW(DG) | 341,564 | 0 | -341,564 | 39,068,090 | 0 | — | -39,068,090 |
| UPSTART HLDGS INC(UPST) | 673,712 | 0 | -673,712 | 43,575,692 | 0 | — | -43,575,692 |
| HYATT HOTELS CORP(H) | 336,609 | 0 | -336,609 | 47,007,447 | 0 | — | -47,007,447 |
| DOMINOS PIZZA INC(DPZ) | 108,437 | 0 | -108,437 | 48,861,712 | 0 | — | -48,861,712 |
| DOMINOS PIZZA INC(DPZ)(Call) | 110,000 | 0 | -110,000 | 49,566,000 | 0 | — | -49,566,000 |
| SEA LTD(SE) | 546,882 | 205,443 | -341,439 | 87,468,307 | 36,718,827 | 1.72% | -50,749,480 |
| CARNIVAL CORP | 1,989,775 | 0 | -1,989,775 | 55,952,473 | 0 | — | -55,952,473 |
| MATTEL INC(MAT) | 2,871,121 | 0 | -2,871,121 | 56,618,506 | 0 | — | -56,618,506 |
| TOAST INC(TOST) | 1,366,643 | 7,040 | -1,359,603 | 60,528,618 | 257,030 | 0.01% | -60,271,588 |
| BRINKER INTL INC(EAT) | 380,942 | 0 | -380,942 | 68,695,271 | 0 | — | -68,695,271 |
| SHAKE SHACK INC(SHAK) | 570,507 | 0 | -570,507 | 80,213,284 | 0 | — | -80,213,284 |
| COUPANG INC(CPNG) | 2,716,330 | 25,168 | -2,691,162 | 81,381,247 | 810,410 | 0.04% | -80,570,837 |
| ROSS STORES INC(ROST)(Call) | 900,000 | 0 | -900,000 | 114,822,000 | 0 | — | -114,822,000 |