MG
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MANE GLOBAL CAPITAL MANAGEMENT LP13F | |
| MANE GLOBAL CAPITAL MANAGEMENT LP | |
| Last update 2025-05-15 | 51 Stocks (15 new) |
| Value $1.32 Bil | Turnover 36 % |
MANE GLOBAL CAPITAL MANAGEMENT... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRMB | Primo Brands Corp | 1,996,593 | 70,859.1 | New Holding | 5.360 | +5.36% | 0.530 | -13.22% | -5.09% | 10,832.2 | Beverages - Non-Alcoholic | |
APP | AppLovin Corp | 262,443 | 69,539.5 | -39.95% | 5.260 | -2.59% | 0.080 | +52.99% | +12.55% | 123,328.5 | Media - Diversified | |
APP
CALL
| AppLovin Corp | 240,000 | 63,592.8 | 0% | 4.810 | 0% | 0.070 | +52.99% | +12.55% | 123,328.5 | Media - Diversified | |
CVNA | Carvana Co | 291,592 | 60,966.1 | +16.83% | 4.610 | +0.66% | 0.220 | +64.38% | +70.89% | 46,923.3 | Vehicles & Parts | |
SE | Sea Ltd | 441,696 | 57,636.9 | -25.53% | 4.360 | -0.74% | 0.070 | +39.33% | +58.86% | 99,785.0 | Retail - Cyclical | |
CHWY | Chewy Inc | 1,742,171 | 56,638.0 | +42.94% | 4.280 | +1.29% | 0.420 | +11.15% | +16.96% | 16,170.0 | Retail - Cyclical | |
DASH | DoorDash Inc | 305,036 | 55,751.4 | +121.41% | 4.220 | +2.31% | 0.070 | +31.96% | +42.58% | 101,346.9 | Retail - Cyclical | |
BURL | Burlington Stores Inc | 210,077 | 50,067.7 | +51.87% | 3.790 | +1.29% | 0.330 | +17.18% | -6.90% | 16,743.2 | Retail - Cyclical | |
ULTA | Ulta Beauty Inc | 128,529 | 47,111.0 | +15.02% | 3.560 | +0.46% | 0.280 | +37.89% | +13.42% | 22,171.7 | Retail - Cyclical | |
LYV | Live Nation Entertainment Inc | 357,520 | 46,685.0 | +6.24% | 3.530 | +0.21% | 0.150 | +18.29% | +16.21% | 34,879.3 | Media - Diversified |
MANE GLOBAL CAPITAL MANAGEMENT LP's Historical Top Holdings Breakdowns
MANE GLOBAL CAPITAL MANAGEMENT LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PRMB | Primo Brands Corp | 2025-03-31 | New Buy New Buy | +5.36% | 29.89 ($32.66) 35.49 | $29.02 | -11.15% | New holding | 1,996,593 | 1,996,593 | |
HOOD | Robinhood Markets Inc | 2025-03-31 | Reduce Reduce | -3.86% | 35.63 ($47.54) 65.28 | $109.74 | 130.84% | Reduce -99.64% | 8,103 | -2,260,901 | |
YUMC | Yum China Holdings Inc | 2025-03-31 | New Buy New Buy | +3.26% | 42.3 ($47.97) 53.69 | $46.83 | -2.38% | New holding | 827,870 | 827,870 | |
CPNG | Coupang Inc | 2025-03-31 | Add Add | +3.02% | 21.34 ($23.24) 25.52 | $31.49 | 35.50% | Add 12319.08% | 1,831,566 | 1,816,818 | |
DRI | Darden Restaurants Inc | 2025-03-31 | Reduce Reduce | -3.01% | 180.02 ($193.01) 208.56 | $209.54 | 8.56% | Reduce -82.63% | 74,000 | -352,130 | |
EAT | Brinker International Inc | 2025-03-31 | Sold Out Sold Out | -2.79% | 133.46 ($153.8) 189.14 | $161.80 | 5.20% | Sold Out | 0 | -461,279 | |
WMT | Walmart Inc | 2025-03-31 | Sold Out Sold Out | -2.79% | 84.5 ($93.81) 105.05 | $95.05 | 1.32% | Sold Out | 0 | -675,070 | |
GRAB | Grab Holdings Ltd | 2025-03-31 | New Buy New Buy | +2.75% | 4.12 ($4.67) 5.34 | $5.34 | 14.35% | New holding | 8,027,299 | 8,027,299 | |
APP | AppLovin Corp | 2025-03-31 | Reduce Reduce | -2.59% | 238.08 ($344.61) 510.13 | $364.46 | 5.76% | Reduce -39.95% | 262,443 | -174,630 | |
RH | RH | 2025-03-31 | Sold Out Sold Out | -2.50% | 216.63 ($346.2) 454.52 | $195.49 | -43.53% | Sold Out | 0 | -138,793 |
MANE GLOBAL CAPITAL MANAGEMENT LP Total Holding History ($B)
MANE GLOBAL CAPITAL MANAGEMENT LP's Asset Allocation
MANE GLOBAL CAPITAL MANAGEMENT LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MANE GLOBAL CAPITAL MANAGEMENT LP's Hypothetical Growth since 2025-03-31
MANE GLOBAL CAPITAL MANAGEMENT LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MANE GLOBAL CAPITAL MANAGEMENT LP's Holdings Heat Map
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MANE GLOBAL CAPITAL MANAGEMENT LP's Holdings Bubble Chart
MANE GLOBAL CAPITAL MANAGEMENT LP News
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