Mane Global Capital Management LP Portfolio Holdings by Sector
Mane Global Capital Management LP
- $2.17 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
SE CPNG CVNA AMZN CHWY W MELI 7 stocks |
$326,790
15.07% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SHAK EAT DPZ DPZ BROS 5 stocks |
$283,271
13.06% of portfolio
|
5
|
- |
4
|
- |
1
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT TOST SQ AFRM ORCL HOOD 6 stocks |
$262,025
12.08% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST ROST BURL 3 stocks |
$184,255
8.5% of portfolio
|
2
|
1
|
2
|
- |
1
Calls
0
Puts
|
|
Software—Application | Technology
APP GRAB DT SNOW NOW 5 stocks |
$172,944
7.97% of portfolio
|
3
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$154,540
7.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
LYV DIS ROKU WBD 4 stocks |
$142,297
6.56% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS MAT 2 stocks |
$134,088
6.18% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA FIVE 2 stocks |
$82,999
3.83% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$68,954
3.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$55,952
2.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON NKE 2 stocks |
$50,457
2.33% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
H 1 stocks |
$47,007
2.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
UPST 1 stocks |
$43,575
2.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$41,644
1.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DG OLLI 2 stocks |
$39,297
1.81% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META DASH Z SPOT 4 stocks |
$27,689
1.28% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$20,385
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$18,013
0.83% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
BRBR 1 stocks |
$10,029
0.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$826
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$581
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
KTOS 1 stocks |
$557
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$316
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$205
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|