Mane Global Capital Management LP Portfolio Holdings by Sector
Mane Global Capital Management LP
- $1.19 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
CVNA SE CHWY AMZN CPNG MELI 6 stocks |
$260,373
21.8% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP APP GRAB UBER 4 stocks |
$193,283
16.18% of portfolio
|
2
|
2
|
2
|
- |
1
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUMC SHAK MCD DRI SG 5 stocks |
$139,454
11.67% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH META SPOT Z 4 stocks |
$91,642
7.67% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$76,122
6.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
LYV DIS NFLX 3 stocks |
$65,123
5.45% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA AZO 2 stocks |
$60,455
5.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST CELH 2 stocks |
$54,509
4.56% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BURL 1 stocks |
$50,067
4.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON DECK 2 stocks |
$39,165
3.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
TOST MSFT HOOD 3 stocks |
$36,972
3.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$31,675
2.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$27,672
2.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$25,345
2.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VVV 1 stocks |
$24,024
2.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$15,556
1.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$720
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$658
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$435
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$418
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
OLLI 1 stocks |
$410
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$338
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$222
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|