Mane Global Capital Management LP reported 54 positions worth $1.21B for the quarter ended Jun 30, 2026, up 25.0% on the prior quarter. It opened 24 new positions, added to 16, trimmed 13 and exited 26. Its largest holding is Alphabet Inc. at 5.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ARMK Aramark | +1.06M | – | $60.04M | 4.96% |
| SHW Sherwin Williams Co | +147.6K | +10,779.5% | $50.81M | 4.24% |
| CMG Chipotle Mexican Grill Inc | +1.32M | – | $44.71M | 3.69% |
| TXRH Texas Roadhouse, Inc. | +215.4K | – | $41.63M | 3.44% |
| ASML Asml Holding Nv | +18.9K | – | $37.61M | 3.11% |
| GOOGL Alphabet Inc. | +104.3K | +119.5% | $37.27M | 5.66% |
| INTC Intel Corp | +260.3K | – | $36.35M | 3% |
| DELL Dell Technologies Inc. | +80.2K | – | $34.61M | 2.86% |
| APP AppLovin Corp | +64.6K | +10,563.1% | $33.31M | 2.78% |
| MU Micron Technology Inc | +27.6K | – | $31.82M | 2.63% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| YUM Yum Brands Inc | -383.8K | -56.6% | $61.36M | 3.89% |
| CHWY Chewy, Inc. | -1.86M | -100.0% | $50.33M | Exited |
| MAR Marriott International Inc | -121.8K | -100.0% | $39.83M | Exited |
| V Visa Inc. | -113.6K | -98.2% | $38.99M | 0.059% |
| BROS Dutch Bros Inc. | -750.9K | -100.0% | $38.04M | Exited |
| AZO Autozone Inc | -9,751 | -100.0% | $32.94M | Exited |
| AVGO Broadcom Inc. | -96.7K | -100.0% | $29.93M | Exited |
| KO Coca Cola Co | -348.7K | -100.0% | $26.52M | Exited |
| CAVA Cava Group, Inc. | -325.0K | -99.0% | $25.51M | 0.022% |
| ABNB Airbnb, Inc. | -187.0K | -100.0% | $23.62M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ARMK Aramark | +1.06M | $60.04M | 4.96% |
| CMG Chipotle Mexican Grill Inc | +1.32M | $44.71M | 3.69% |
| TXRH Texas Roadhouse, Inc. | +215.4K | $41.63M | 3.44% |
| ASML Asml Holding Nv | +18.9K | $37.61M | 3.11% |
| INTC Intel Corp | +260.3K | $36.35M | 3% |
| DELL Dell Technologies Inc. | +80.2K | $34.61M | 2.86% |
| MU Micron Technology Inc | +27.6K | $31.82M | 2.63% |
| AMD Advanced Micro Devices Inc | +53.4K | $31.00M | 2.56% |
| W Wayfair Inc. | +297.6K | $27.50M | 2.27% |
| AMAT Applied Materials Inc | +36.6K | $26.44M | 2.19% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CHWY Chewy, Inc. | -1.86M | $50.33M | 5.2% |
| MAR Marriott International Inc | -121.8K | $39.83M | 4.11% |
| BROS Dutch Bros Inc. | -750.9K | $38.04M | 3.93% |
| AZO Autozone Inc | -9,751 | $32.94M | 3.4% |
| AVGO Broadcom Inc. | -96.7K | $29.93M | 3.09% |
| KO Coca Cola Co | -348.7K | $26.52M | 2.74% |
| ABNB Airbnb, Inc. | -187.0K | $23.62M | 2.44% |
| HLT Hilton Worldwide Holdings Inc. | -74.3K | $22.59M | 2.33% |
| STZ Constellation Brands, Inc. | -150.4K | $22.56M | 2.33% |
| HAS Hasbro, Inc. | -192.7K | $18.04M | 1.86% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 191.5K | $68.45M | 5.66% | +104.3K | +119.5% | Added | 0% |
| 2 | ARMK Aramark | Industrials | 1.06M | $60.04M | 4.96% | +1.06M | – | New | 0.4% |
| 3 | LYV Live Nation Entertainment, Inc. | Communication Services | 314.9K | $57.67M | 4.77% | +13.9K | +4.6% | Added | 0.13% |
| 4 | MDLZ Mondelez International, Inc. | Consumer Staples | 912.1K | $52.76M | 4.36% | +346.1K | +61.1% | Added | 0.07% |
| 5 | SHW Sherwin Williams Co | Basic Materials | 148.9K | $51.28M | 4.24% | +147.6K | +10,779.5% | Added | 0.06% |
| 6 | HD Home Depot, Inc. | Consumer Discretionary | 137.4K | $48.47M | 4.01% | +63.0K | +84.7% | Added | 0.01% |
| 7 | YUM Yum Brands Inc | Consumer Discretionary | 294.2K | $47.03M | 3.89% | -383.8K | -56.6% | Reduced | 0.11% |
| 8 | CMG Chipotle Mexican Grill Inc | Consumer Discretionary | 1.32M | $44.71M | 3.69% | +1.32M | – | New | 0.1% |
| 9 | TXRH Texas Roadhouse, Inc. | Consumer Discretionary | 215.4K | $41.63M | 3.44% | +215.4K | – | New | 0.33% |
| 10 | ASML Asml Holding Nv | Technology | 18.9K | $37.61M | 3.11% | +18.9K | – | New | 0% |
| 11 | INTC Intel Corp | Technology | 260.3K | $36.35M | 3% | +260.3K | – | New | 0.01% |
| 12 | SNOW Snowflake Inc. | Technology | 138.1K | $35.14M | 2.9% | +91.5K | +196.3% | Added | 0.04% |
| 13 | DELL Dell Technologies Inc. | Technology | 80.2K | $34.61M | 2.86% | +80.2K | – | New | 0.02% |
| 14 | APP AppLovin Corp | Technology | 65.3K | $33.62M | 2.78% | +64.6K | +10,563.1% | Added | 0.02% |
| 15 | MU Micron Technology Inc | Technology | 27.6K | $31.82M | 2.63% | +27.6K | – | New | 0% |
Tip. Select a row to see that position’s full history at Mane Global Capital Management.
As of its Q2 2026 13F filing, Mane Global Capital Management LP’s five largest positions were Alphabet Inc. (GOOGL) at 5.7%, Aramark (ARMK) at 5.0%, Live Nation Entertainment, Inc. (LYV) at 4.8%, Mondelez International, Inc. (MDLZ) at 4.4%, Sherwin Williams Co (SHW) at 4.2% of the reported portfolio.
Mane Global Capital Management LP reported a 13F portfolio worth $1.21B across 54 positions for Q2 2026. That is up 25.0% from the previous quarter.
Its largest purchases by value were Aramark ($60.04M), Sherwin Williams Co ($50.81M), Chipotle Mexican Grill Inc ($44.71M). It opened 24 new positions.
Its largest sales by value were Yum Brands Inc ($61.36M), Chewy, Inc. ($50.33M), Marriott International Inc ($39.83M). It exited 26 positions entirely.
From the Form 13F-HR reports Mane Global Capital Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.