MANE GLOBAL CAPITAL MANAGEMENT LP
โขCIK: 1856155โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other66.5%
Technology13.7%
Consumer12.8%
Communication5.6%
Materials1.5%
๐ช Exited Positionssold since Q3 2025
+18 more exited positions
Changes from Q3 2025
NEW21 new positions
โ16 increased
โ23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023