Data as of Q4 2025 (Dec 31, 2025)

MANE GLOBAL CAPITAL MANAGEMENT LP

โ€ขCIK: 1856155โ€ขFiling: Q4 2025

MANE GLOBAL CAPITAL MANAGEMENT LP manages $1.8B across a diversified portfolio of 62 positions. The fund exhibits significant concentration in technology and consumer discretionary sectors, highlighted by top holdings including AMZN at $110.2M and CVNA at $75.4M. Further substantial allocations are directed toward semiconductor and software leaders, notably AVGO ($72.6M) and MSFT ($72.1M). This positioning suggests a conviction in high-growth, market-leading technology names.

Total AUM
$1.8B
QoQ Performance
-13.3%
Positions
62
Top 10 Concentration
37.6%
Latest Filing
Q4 2025

Top Holdings Allocation

AMZN
AMZN6.0%
CVNA4.1%
AVGO4.0%
MSFT3.9%
LYV3.8%
NVDA3.3%
BROS3.3%
APP3.0%

๐Ÿ“ˆ Biggest Buys

AMZN
AMAZON COM INC
+10717.0%
6.0% of portfolio
EAT
BRINKER INTL INC
NEW
3.0% of portfolio
YUM
YUM BRANDS INC
NEW
3.0% of portfolio
GRAB
GRAB HOLDINGS LIMITED
+9948.2%
2.4% of portfolio
CL
COLGATE PALMOLIVE CO
NEW
2.1% of portfolio

๐Ÿ“‰ Biggest Sells

AVGO
BROADCOM INC
-48.5%
4.0% of portfolio
APP
APPLOVIN CORP
-53.3%
3.0% of portfolio
MSFT
MICROSOFT CORP
-46.4%
3.9% of portfolio
META
META PLATFORMS INC
-99.2%
0.0% of portfolio
RBLX
ROBLOX CORP
-99.1%
0.0% of portfolio

Sector Breakdown

Other66.5%
Technology13.7%
Consumer12.8%
Communication5.6%
Materials1.5%

๐Ÿšช Exited Positionssold since Q3 2025

ROST
ROSS STORES INC
SOLD
$73.9M
NBIS
NEBIUS GROUP N.V.
SOLD
$62.1M
WIX
WIX COM LTD
SOLD
$41.8M
LOW
LOWES COS INC
SOLD
$39.6M
NCLH
NORWEGIAN CRUISE LINE HLDG L
SOLD
$39.4M
+18 more exited positions

Changes from Q3 2025

NEW21 new positions
โ†‘16 increased
โ†“23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023