2026 Q2 Portfolio Activity
In 2026 Q2, MANE GLOBAL CAPITAL MANAGEMENT LP maintained a portfolio of 81 distinct positions. The most significant new addition was ARAMARK, now representing 4.96% of the total fund value. They heavily accumulated shares in SHERWIN WILLIAMS CO, increasing the position by 10779.5%. The fund also reduced its exposure to YUM BRANDS INC by 56.6%.
Position History
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Total Positions
81
Quarter
2026 Q2
Top Holding
GOOGL (5.7%)
Top 10 Concentration
42.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 81
MANE GLOBAL CAPITAL MANAGEMENT LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 5.66% | 2.58% |
#1
14
Prev: #15
|
7.3 |
—
|
104,291 | 119.5% |
P
S
|
191,534 | $68,448,506 |
$233.66
+23.0%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ARMK
ARAMARK
|
Industrials | 4.96% | — |
#2
Prev: #—
|
7.0 |
—
|
1,055,248 | — |
NEW
|
1,055,248 | $60,043,611 |
$56.79
-4.5%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LYV
LIVE NATION ENT...
|
Communication Services | 4.77% | 4.73% |
#3
Prev: #3
|
3.4 |
—
|
13,890 | 4.6% |
P
S
|
314,946 | $57,669,762 |
$116.76
+51.3%
|
2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 4.36% | 3.36% |
#4
6
Prev: #10
|
5.2 |
—
|
346,053 | 61.1% |
P
S
|
912,144 | $52,758,409 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 4.24% | 0.05% |
#5
40
Prev: #45
|
5.2 |
—
|
147,571 | 10779.5% |
P
S
|
148,940 | $51,283,021 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 4.01% | 2.52% |
#6
11
Prev: #17
|
4.6 |
—
|
63,021 | 84.7% |
P
S
|
137,444 | $48,473,750 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
YUM
YUM BRANDS INC
|
Consumer Cyclical | 3.89% | 10.86% |
#7
6
Prev: #1
|
1.6 |
—
|
-383,818 | -56.6% |
P
S
|
294,217 | $47,033,530 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 3.69% | — |
#8
Prev: #—
|
5.0 |
—
|
1,315,019 | — |
NEW
|
1,315,019 | $44,710,646 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TXRH
TEXAS ROADHOUSE...
|
Consumer Cyclical | 3.44% | — |
#9
Prev: #—
|
4.9 |
—
|
215,429 | — |
NEW
|
215,429 | $41,627,346 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASML
ASML HLDG NV
|
Technology | 3.11% | — |
#10
Prev: #—
|
4.7 |
—
|
18,906 | — |
NEW
|
18,906 | $37,612,353 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 3.00% | — |
#11
Prev: #—
|
4.7 |
—
|
260,340 | — |
NEW
|
260,340 | $36,351,274 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 2.90% | 0.72% |
#12
26
Prev: #38
|
4.2 |
—
|
91,456 | 196.3% |
P
S
|
138,056 | $35,135,252 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 2.86% | — |
#13
Prev: #—
|
4.6 |
—
|
80,225 | — |
NEW
|
80,225 | $34,613,879 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 2.78% | 0.03% |
#14
42
Prev: #56
|
4.1 |
—
|
64,646 | 10563.1% |
P
S
|
65,258 | $33,622,879 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.63% | — |
#15
Prev: #—
|
4.6 |
—
|
27,567 | — |
NEW
|
27,567 | $31,820,312 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 2.62% | 0.02% |
#16
41
Prev: #57
|
4.0 |
—
|
328,764 | 12974.1% |
P
S
|
331,298 | $31,748,287 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.56% | — |
#17
Prev: #—
|
4.5 |
—
|
53,364 | — |
NEW
|
53,364 | $30,999,681 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AS
AMER SPORTS INC
|
Consumer Cyclical | 2.56% | 2.30% |
#18
3
Prev: #21
|
3.5 |
—
|
238,104 | 35.1% |
P
S
|
915,633 | $30,985,021 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 2.56% | 3.05% |
#19
7
Prev: #12
|
1.5 |
—
|
-17,968 | -4.7% |
P
S
|
366,112 | $30,965,753 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 2.30% | 2.57% |
#20
4
Prev: #16
|
1.4 |
—
|
-15,096 | -11.9% |
P
S
|
111,444 | $27,858,771 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 2.27% | — |
#21
Prev: #—
|
4.4 |
—
|
297,573 | — |
NEW
|
297,573 | $27,501,697 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VIK
VIKING HOLDINGS...
|
Consumer Cyclical | 2.27% | 0.03% |
#22
31
Prev: #53
|
3.9 |
—
|
258,618 | 6610.9% |
P
S
|
262,530 | $27,479,015 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 2.26% | 0.04% |
#23
23
Prev: #46
|
3.9 |
—
|
414,478 | 30056.4% |
P
S
|
415,857 | $27,371,708 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.19% | — |
#24
Prev: #—
|
4.4 |
—
|
36,573 | — |
NEW
|
36,573 | $26,442,279 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 2.02% | 3.81% |
#25
18
Prev: #7
|
0.8 |
—
|
-22,874 | -30.0% |
P
S
|
53,353 | $24,495,963 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OKTA
OKTA INC
|
Technology | 1.67% | — |
#26
Prev: #—
|
4.2 |
—
|
148,495 | — |
NEW
|
148,495 | $20,262,143 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPHR
SPHERE ENTERTAI...
|
Communication Services | 1.61% | 2.09% |
#27
4
Prev: #23
|
0.6 |
—
|
-60,363 | -34.9% |
P
S
|
112,463 | $19,459,473 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ONON
ON HLDG AG
|
Consumer Cyclical | 1.59% | 1.77% |
#28
3
Prev: #25
|
2.6 |
—
|
38,306 | 7.6% |
P
S
|
543,622 | $19,255,091 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 1.53% | 0.03% |
#29
25
Prev: #54
|
3.6 |
—
|
1,050,707 | 7400.9% |
P
S
|
1,064,904 | $18,497,382 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LION
LIONSGATE STUDI...
|
Unknown | 1.27% | — |
#30
Prev: #—
|
4.0 |
—
|
1,000,000 | — |
NEW
|
1,000,000 | $15,310,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RCL
ROYAL CARIBBEAN...
|
Consumer Cyclical | 1.19% | — |
#31
Prev: #—
|
4.0 |
—
|
45,447 | — |
NEW
|
45,447 | $14,430,786 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 1.14% | 1.25% |
#32
1
Prev: #31
|
0.5 |
—
|
-95,865 | -36.1% |
P
S
|
169,763 | $13,844,173 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BURL
BURLINGTON STOR...
|
Consumer Cyclical | 1.14% | 3.93% |
#33
28
Prev: #5
|
0.5 |
—
|
-73,845 | -63.0% |
P
S
|
43,436 | $13,760,525 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.13% | 0.04% |
#34
15
Prev: #49
|
3.5 |
—
|
138,223 | 3388.6% |
P
S
|
142,302 | $13,696,568 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
H
HYATT HOTELS CO...
|
Consumer Cyclical | 1.03% | — |
#35
Prev: #—
|
3.9 |
—
|
64,513 | — |
NEW
|
64,513 | $12,505,200 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CIFR
CIPHER DIGITAL ...
|
Technology | 1.02% | — |
#36
Prev: #—
|
3.9 |
—
|
502,680 | — |
NEW
|
502,680 | $12,315,660 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPCX
SPACE EXPLORATI...
|
ETF | 0.99% | — |
#37
Prev: #—
|
3.9 |
—
|
70,056 | — |
NEW
|
70,056 | $11,969,768 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WULF
TERAWULF INC
|
Financial Services | 0.95% | — |
#38
Prev: #—
|
3.9 |
—
|
467,738 | — |
NEW
|
467,738 | $11,553,129 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WING
WINGSTOP INC
|
Consumer Cyclical | 0.95% | — |
#39
Prev: #—
|
3.9 |
—
|
66,411 | — |
NEW
|
66,411 | $11,516,332 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.94% | — |
#40
Prev: #—
|
3.9 |
—
|
38,107 | — |
NEW
|
38,107 | $11,358,553 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.75% | — |
#41
Prev: #—
|
3.8 |
—
|
9,459 | — |
NEW
|
9,459 | $9,127,935 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 0.66% | — |
#42
Prev: #—
|
3.8 |
—
|
28,718 | — |
NEW
|
28,718 | $7,931,050 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.09% | — |
#43
Prev: #—
|
3.5 |
—
|
2,312 | — |
NEW
|
2,312 | $1,104,142 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 0.06% | 3.60% |
#44
36
Prev: #8
|
0.0 |
—
|
-113,637 | -98.2% |
P
S
|
2,075 | $711,912 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.05% | 0.05% |
#45
1
Prev: #44
|
2.5 |
—
|
653 | 30.6% |
P
S
|
2,790 | $664,969 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.05% | 0.95% |
#46
11
Prev: #35
|
0.0 |
—
|
-57,958 | -94.4% |
P
S
|
3,457 | $637,920 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.04% | 0.07% |
#47
5
Prev: #42
|
0.0 |
—
|
-1,157 | -30.9% |
P
S
|
2,589 | $518,033 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.04% | 0.04% |
#48
1
Prev: #47
|
2.5 |
—
|
132 | 32.8% |
P
S
|
534 | $499,541 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 0.04% | 2.15% |
#49
27
Prev: #22
|
0.0 |
—
|
-240,454 | -98.2% |
P
S
|
4,524 | $430,413 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.03% | 0.04% |
#50
2
Prev: #48
|
1.0 |
—
|
no change | no change |
P
S
|
3,170 | $359,034 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 81 holdings