2026 Q1 Portfolio Activity
In 2026 Q1, MANE GLOBAL CAPITAL MANAGEMENT LP maintained a portfolio of 86 distinct positions. The most significant new addition was BURLINGTON STORES INC, now representing 3.93% of the total fund value. They heavily accumulated shares in YUM BRANDS INC, increasing the position by 88.2%. Conversely, MANE GLOBAL CAPITAL MANAGEMENT LP completely exited their position in AMAZON COM INC.
Position History
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Total Positions
86
Quarter
2026 Q1
Top Holding
YUM (10.9%)
Top 10 Concentration
46.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 86
MANE GLOBAL CAPITAL MANAGEMENT LP Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
YUM
YUM BRANDS INC
|
Consumer Cyclical | 10.86% | 2.93% |
#1
9
Prev: #10
|
9.0 |
—
|
317,717 | 88.2% |
P
S
|
678,035 | $105,420,882 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHWY
CHEWY INC
|
Consumer Cyclical | 5.18% | 0.04% |
#2
51
Prev: #53
|
6.6 |
—
|
1,842,040 | 8402.3% |
P
S
|
1,863,963 | $50,327,001 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LYV
LIVE NATION ENT...
|
Communication Services | 4.73% | 3.78% |
#3
2
Prev: #5
|
2.9 |
—
|
-192,344 | -39.0% |
P
S
|
301,056 | $45,914,051 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 4.10% | 1.75% |
#4
21
Prev: #25
|
4.1 |
—
|
16,545 | 15.7% |
P
S
|
121,773 | $39,828,295 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BURL
BURLINGTON STOR...
|
Consumer Cyclical | 3.93% | — |
#5
Prev: #—
|
5.6 |
—
|
117,281 | — |
NEW
|
117,281 | $38,160,892 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BROS
DUTCH BROS INC
|
Consumer Cyclical | 3.92% | 3.19% |
#6
1
Prev: #7
|
1.6 |
—
|
-220,480 | -22.7% |
P
S
|
750,890 | $38,040,087 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 3.81% | 2.80% |
#7
4
Prev: #11
|
2.0 |
—
|
-13,495 | -15.0% |
P
S
|
76,227 | $36,963,235 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 3.60% | — |
#8
Prev: #—
|
4.9 |
—
|
115,712 | — |
NEW
|
115,712 | $34,972,795 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AZO
AUTOZONE INC
|
Consumer Cyclical | 3.39% | — |
#9
Prev: #—
|
4.9 |
—
|
9,751 | — |
NEW
|
9,751 | $32,936,733 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 3.36% | — |
#10
Prev: #—
|
4.8 |
—
|
566,091 | — |
NEW
|
566,091 | $32,629,485 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.08% | 3.90% |
#11
8
Prev: #3
|
1.2 |
—
|
-112,954 | -53.9% |
P
S
|
96,709 | $29,932,403 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 3.05% | — |
#12
Prev: #—
|
4.7 |
—
|
384,080 | — |
NEW
|
384,080 | $29,624,090 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAVA
CAVA GROUP INC
|
Consumer Cyclical | 2.74% | 0.97% |
#13
33
Prev: #46
|
3.1 |
—
|
21,431 | 7.0% |
P
S
|
328,431 | $26,570,068 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 2.73% | — |
#14
Prev: #—
|
4.6 |
—
|
348,677 | — |
NEW
|
348,677 | $26,516,886 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.58% | 2.35% |
#15
Prev: #15
|
1.0 |
—
|
-52,471 | -37.6% |
P
S
|
87,243 | $25,087,597 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 2.57% | — |
#16
Prev: #—
|
4.5 |
—
|
126,540 | — |
NEW
|
126,540 | $24,991,650 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 2.52% | — |
#17
Prev: #—
|
4.5 |
—
|
74,423 | — |
NEW
|
74,423 | $24,476,980 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 2.43% | 0.97% |
#18
27
Prev: #45
|
3.5 |
—
|
54,063 | 40.7% |
P
S
|
187,020 | $23,616,886 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 2.33% | — |
#19
Prev: #—
|
4.4 |
—
|
74,274 | — |
NEW
|
74,274 | $22,585,238 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STZ
CONSTELLATION B...
|
Consumer Defensive | 2.32% | 1.38% |
#20
17
Prev: #37
|
1.4 |
—
|
-35,816 | -19.2% |
P
S
|
150,404 | $22,560,600 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AS
AMER SPORTS INC
|
Consumer Cyclical | 2.30% | 2.57% |
#21
8
Prev: #13
|
0.9 |
—
|
-603,813 | -47.1% |
P
S
|
677,529 | $22,304,255 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 2.15% | 1.66% |
#22
5
Prev: #27
|
0.9 |
—
|
-69,182 | -22.0% |
P
S
|
244,978 | $20,828,030 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPHR
SPHERE ENTERTAI...
|
Communication Services | 2.09% | 1.43% |
#23
10
Prev: #33
|
0.8 |
—
|
-107,631 | -38.4% |
P
S
|
172,826 | $20,289,772 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HAS
HASBRO INC
|
Consumer Cyclical | 1.86% | 2.58% |
#24
12
Prev: #12
|
0.7 |
—
|
-393,765 | -67.1% |
P
S
|
192,708 | $18,037,469 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ONON
ON HLDG AG
|
Consumer Cyclical | 1.77% | 1.82% |
#25
2
Prev: #23
|
0.7 |
—
|
-222,847 | -30.6% |
P
S
|
505,316 | $17,190,850 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 1.71% | 0.02% |
#26
34
Prev: #60
|
3.7 |
—
|
129,740 | 4859.2% |
P
S
|
132,410 | $16,612,159 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TOST
TOAST INC
|
Technology | 1.68% | 1.78% |
#27
3
Prev: #24
|
0.7 |
—
|
-318,392 | -34.1% |
P
S
|
616,146 | $16,334,030 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BJ
BJS WHSL CLUB H...
|
Consumer Defensive | 1.49% | — |
#28
Prev: #—
|
4.1 |
—
|
146,607 | — |
NEW
|
146,607 | $14,429,061 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.42% | 0.03% |
#29
25
Prev: #54
|
3.6 |
—
|
51,990 | 2352.5% |
P
S
|
54,200 | $13,755,418 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
ETF | 1.28% | — |
#30
Prev: #—
|
4.0 |
—
|
129,000 | — |
NEW
|
129,000 | $12,403,350 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 1.25% | 2.14% |
#31
15
Prev: #16
|
0.5 |
—
|
-269,949 | -50.4% |
P
S
|
265,628 | $12,171,075 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 1.25% | 1.64% |
#32
4
Prev: #28
|
0.5 |
—
|
-354,995 | -52.4% |
P
S
|
323,036 | $12,100,929 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 1.08% | — |
#33
Prev: #—
|
3.9 |
—
|
112,000 | — |
NEW
|
112,000 | $10,451,840 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BOOT
BOOT BARN HLDGS...
|
Consumer Cyclical | 1.06% | — |
#34
Prev: #—
|
3.9 |
—
|
70,459 | — |
NEW
|
70,459 | $10,312,379 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.95% | 1.93% |
#35
16
Prev: #19
|
0.4 |
—
|
-97,666 | -61.4% |
P
S
|
61,415 | $9,221,462 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.86% | — |
#36
Prev: #—
|
3.8 |
—
|
38,753 | — |
NEW
|
38,753 | $8,395,062 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
YUMC
YUM CHINA HLDGS...
|
Consumer Cyclical | 0.82% | — |
#37
Prev: #—
|
3.8 |
—
|
162,190 | — |
NEW
|
162,190 | $7,911,628 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.72% | — |
#38
Prev: #—
|
3.8 |
—
|
46,600 | — |
NEW
|
46,600 | $7,028,212 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.24% | — |
#39
Prev: #—
|
3.6 |
—
|
3,565 | — |
NEW
|
3,565 | $2,318,462 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RACE
FERRARI N V
|
Consumer Cyclical | 0.08% | — |
#40
Prev: #—
|
3.5 |
—
|
2,306 | — |
NEW
|
2,306 | $780,466 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.08% | — |
#41
Prev: #—
|
3.5 |
—
|
3,207 | — |
NEW
|
3,207 | $736,937 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.07% | 3.28% |
#42
36
Prev: #6
|
0.0 |
—
|
-324,213 | -98.9% |
P
S
|
3,746 | $653,302 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
FORGENT POWER S...
|
|
Unknown | 0.05% | — |
#43
Prev: #—
|
3.5 |
—
|
15,829 | — |
NEW
|
15,829 | $463,315 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.05% | 5.92% |
#44
43
Prev: #1
|
0.0 |
—
|
-475,217 | -99.6% |
P
S
|
2,137 | $445,073 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.05% | 1.43% |
#45
11
Prev: #34
|
0.0 |
—
|
-80,621 | -98.3% |
P
S
|
1,369 | $438,833 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 0.04% | 4.05% |
#46
44
Prev: #2
|
0.0 |
—
|
-177,314 | -99.2% |
P
S
|
1,379 | $433,530 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.04% | — |
#47
Prev: #—
|
3.5 |
—
|
402 | — |
NEW
|
402 | $400,565 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.04% | — |
#48
Prev: #—
|
3.5 |
—
|
3,170 | — |
NEW
|
3,170 | $393,968 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.04% | 0.98% |
#49
5
Prev: #44
|
0.0 |
—
|
-157,055 | -97.5% |
P
S
|
4,079 | $393,134 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.04% | 0.02% |
#50
6
Prev: #56
|
0.5 |
—
|
-10 | -1.5% |
P
S
|
674 | $385,616 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 86 holdings