StockDriftsStockDriftsTop 50 Mane Global Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.66% | 191.5K | $68.4M | +119.54%(+104.29K) | $267.64(+28.80%) | 2026-06-30 | |
| ARMK | ARAMARK | 4.96% | 1.06M | $60.0M | new | $48.58(+28.43%) | 2026-06-30 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 4.77% | 314.9K | $57.7M | +4.61%(+13.89K) | $131.17(+41.31%) | 2026-06-30 | |
| MDLZ | MONDELEZ INTL INC | 4.36% | 912.1K | $52.8M | +61.13%(+346.05K) | $56.77(+9.52%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 4.24% | 148.9K | $51.3M | +10779.47%(+147.57K) | $330.15(+6.00%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 4.01% | 137.4K | $48.5M | +84.68%(+63.02K) | $337.23(-0.93%) | 2026-06-30 | |
| YUM | YUM BRANDS INC | 3.89% | 294.2K | $47.0M | -56.61%(-383.82K) | $152.46(-1.05%) | 2026-06-30 | |
| CMG | CHIPOTLE MEXICAN GRILL INC | 3.69% | 1.32M | $44.7M | new | $39.03(-14.17%) | 2026-06-30 | |
| TXRH | TEXAS ROADHOUSE INC | 3.44% | 215.4K | $41.6M | new | $170.33(+21.59%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.11% | 18.9K | $37.6M | new | $1621.70(+15.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.46% | — | — | +24.48% |
| Top 20 Holdings Unweighted | +10.98% | +36.69% | — | — | +20.16% |
Mane Global Capital Management LP reports $1.21B in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.7%), ARMK (5.0%) and LYV (4.8%). The top 20 holdings account for 68.9% of reported assets. Its disclosed equity book has returned +44.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mane Global Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1856155). View Mane Global Capital Management LP’s 13F filings on SEC