Vault-13

MANE GLOBAL CAPITAL MANAGEMENT LP

NEW YORK, NY · CIK 1856155 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited partnership

As an employer

$1.2bn reported value +24.7% vs Q1 2026
54positions
42.1%in top 10
24 new 16 added 13 reduced 27 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ALPHABET INC CAP STK CL A GOOGL GOOGL 191,534 $68.4m5.66% 5.66% AddedShares held: Q3 2025 138.0k, Q4 2025 139.7k, Q1 2026 87.2k, Q2 2026 191.5k +104.3k +104,291 119.5%
2 ARAMARK COM ARMK ARMK 1,055,248 $60.0m4.96% 4.96% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.1m
3 LIVE NATION ENTERTAINMENT IN COM LYV LYV 314,946 $57.7m4.77% 4.77% AddedShares held: Q3 2025 430.8k, Q4 2025 493.4k, Q1 2026 301.1k, Q2 2026 314.9k +13.9k +13,890 4.6%
4 MONDELEZ INTL INC CL A MDLZ MDLZ 912,144 $52.8m4.36% 4.36% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 566.1k, Q2 2026 912.1k +346.1k +346,053 61.1%
5 SHERWIN WILLIAMS CO COM SHW SHW 148,940 $51.3m4.24% 4.24% AddedShares held: Q3 2025 931, Q4 2025 82.0k, Q1 2026 1.4k, Q2 2026 148.9k +147.6k +147,571 10779.5%
6 HOME DEPOT INC COM HD HD 137,444 $48.5m4.01% 4.01% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 74.4k, Q2 2026 137.4k +63.0k +63,021 84.7%
7 YUM BRANDS INC COM YUM YUM 294,217 $47.0m3.89% 3.89% ReducedShares held: Q3 2025 0, Q4 2025 360.3k, Q1 2026 678.0k, Q2 2026 294.2k -383.8k -383,818 -56.6%
8 CHIPOTLE MEXICAN GRILL INC COM CMG CMG 1,315,019 $44.7m3.69% 3.69% NewShares held: Q3 2025 790.1k, Q4 2025 0, Q1 2026 0, Q2 2026 1.3m
9 TEXAS ROADHOUSE INC COM TXRH TXRH 215,429 $41.6m3.44% 3.44% NewShares held: Q3 2025 0, Q4 2025 137.1k, Q1 2026 0, Q2 2026 215.4k
10 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 18,906 $37.6m3.11% 3.11% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 18.9k
11 INTEL CORP COM INTC INTC 260,340 $36.4m3.00% 3.00% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 260.3k
12 SNOWFLAKE INC CL A SNOW SNOW 138,056 $35.1m2.90% 2.90% AddedShares held: Q3 2025 62.8k, Q4 2025 0, Q1 2026 46.6k, Q2 2026 138.1k +91.5k +91,456 196.3%
13 DELL TECHNOLOGIES INC CL C DELL DELL 80,225 $34.6m2.86% 2.86% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 80.2k
14 APPLOVIN CORP COM CL A APP APP 65,258 $33.6m2.78% 2.78% AddedShares held: Q3 2025 176.3k, Q4 2025 82.4k, Q1 2026 612, Q2 2026 65.3k +64.6k +64,646 10563.1%
15 MICRON TECHNOLOGY INC COM MU MU 27,567 $31.8m2.63% 2.63% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 27.6k
16 SEA LTD SPONSORD ADS SE SE 331,298 $31.7m2.62% 2.62% AddedShares held: Q3 2025 205.4k, Q4 2025 217.5k, Q1 2026 2.5k, Q2 2026 331.3k +328.8k +328,764 12974.1%
17 ADVANCED MICRO DEVICES INC COM AMD AMD 53,364 $31.0m2.56% 2.56% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 53.4k
18 AMER SPORTS INC COM SHS AS AS 915,633 $31.0m2.56% 2.56% AddedShares held: Q3 2025 1.3m, Q4 2025 1.3m, Q1 2026 677.5k, Q2 2026 915.6k +238.1k +238,104 35.1%
19 SPROUTS FMRS MKT INC COM SFM SFM 366,112 $31.0m2.56% 2.56% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 384.1k, Q2 2026 366.1k -18.0k -17,968 -4.7%
20 TAKE-TWO INTERACTIVE SOFTWAR COM TTWO TTWO 111,444 $27.9m2.30% 2.30% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 126.5k, Q2 2026 111.4k -15.1k -15,096 -11.9%
21 WAYFAIR INC CL A W W 297,573 $27.5m2.27% 2.27% NewShares held: Q3 2025 381.1k, Q4 2025 4.0k, Q1 2026 0, Q2 2026 297.6k
22 VIKING HOLDINGS LTD ORD SHS VIK VIK 262,530 $27.5m2.27% 2.27% AddedShares held: Q3 2025 545.9k, Q4 2025 375.6k, Q1 2026 3.9k, Q2 2026 262.5k +258.6k +258,618 6610.9%
23 CARVANA CO CL A CVNA CVNA 415,857 $27.4m2.26% 2.26% AddedShares held: Q3 2025 1.4m, Q4 2025 893.5k, Q1 2026 6.9k, Q2 2026 415.9k +409.0k +408,962 5931.3%
24 APPLIED MATLS INC COM AMAT AMAT 36,573 $26.4m2.19% 2.19% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 36.6k
25 SPOTIFY TECHNOLOGY S A SHS SPOT SPOT 53,353 $24.5m2.02% 2.02% ReducedShares held: Q3 2025 62.0k, Q4 2025 89.7k, Q1 2026 76.2k, Q2 2026 53.4k -22.9k -22,874 -30.0%
26 OKTA INC CL A OKTA OKTA 148,495 $20.3m1.67% 1.67% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 148.5k
27 SPHERE ENTERTAINMENT CO CL A SPHR SPHR 112,463 $19.5m1.61% 1.61% ReducedShares held: Q3 2025 356.5k, Q4 2025 280.5k, Q1 2026 172.8k, Q2 2026 112.5k -60.4k -60,363 -34.9%
28 ON HLDG AG NAMEN AKT A ONON ONON 543,622 $19.3m1.59% 1.59% AddedShares held: Q3 2025 253.4k, Q4 2025 728.2k, Q1 2026 505.3k, Q2 2026 543.6k +38.3k +38,306 7.6%
29 COUPANG INC CL A CPNG CPNG 1,064,904 $18.5m1.53% 1.53% AddedShares held: Q3 2025 25.2k, Q4 2025 22.7k, Q1 2026 14.2k, Q2 2026 1.1m +1.1m +1,050,707 7400.9%
30 LIONSGATE STUDIOS CORP COM LION LION 1,000,000 $15.3m1.27% 1.27% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.0m
31 ROYAL CARIBBEAN GROUP COM RCL RCL 45,447 $14.4m1.19% 1.19% NewShares held: Q3 2025 0, Q4 2025 59.9k, Q1 2026 0, Q2 2026 45.4k
32 AFFIRM HLDGS INC COM CL A AFRM AFRM 169,763 $13.8m1.14% 1.14% ReducedShares held: Q3 2025 500.3k, Q4 2025 535.6k, Q1 2026 265.6k, Q2 2026 169.8k -95.9k -95,865 -36.1%
33 BURLINGTON STORES INC COM BURL BURL 43,436 $13.8m1.14% 1.14% ReducedShares held: Q3 2025 133.0k, Q4 2025 0, Q1 2026 117.3k, Q2 2026 43.4k -73.8k -73,845 -63.0%
34 DISNEY WALT CO COM DIS DIS 142,302 $13.7m1.13% 1.13% AddedShares held: Q3 2025 225.6k, Q4 2025 161.1k, Q1 2026 4.1k, Q2 2026 142.3k +138.2k +138,223 3388.7%
35 HYATT HOTELS CORP COM CL A H H 64,513 $12.5m1.03% 1.03% NewShares held: Q3 2025 0, Q4 2025 185.9k, Q1 2026 0, Q2 2026 64.5k
36 CIPHER MINING INC COM CIFR CIFR 502,680 $12.3m1.02% 1.02% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 502.7k
37 SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX SPCX 70,056 $12.0m0.99% 0.99% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 70.1k
38 TERAWULF INC COM WULF WULF 467,738 $11.6m0.95% 0.95% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 467.7k
39 WINGSTOP INC COM WING WING 66,411 $11.5m0.95% 0.95% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 66.4k
40 TEXAS INSTRS INC COM TXN TXN 38,107 $11.4m0.94% 0.94% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 38.1k
41 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 9,459 $9.1m0.75% 0.75% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 9.5k
42 NEBIUS GROUP N.V. SHS CLASS A NBIS NBIS 28,718 $7.9m0.66% 0.66% NewShares held: Q3 2025 553.3k, Q4 2025 0, Q1 2026 0, Q2 2026 28.7k
43 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 2,312 $1.1m0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.3k
44 VISA INC COM CL A V V 2,075 $711.9k0.06% 0.06% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 115.7k, Q2 2026 2.1k -113.6k -113,637 -98.2%
45 AMAZON COM INC COM AMZN AMZN 2,790 $665.0k0.05% 0.05% AddedShares held: Q3 2025 4.4k, Q4 2025 477.4k, Q1 2026 2.1k, Q2 2026 2.8k +653 +653 30.6%
46 DOORDASH INC CL A DASH DASH 3,457 $637.9k0.05% 0.05% ReducedShares held: Q3 2025 4.4k, Q4 2025 159.1k, Q1 2026 61.4k, Q2 2026 3.5k -58.0k -57,958 -94.4%
47 NVIDIA CORPORATION COM NVDA NVDA 2,589 $518.0k0.04% 0.04% ReducedShares held: Q3 2025 445.2k, Q4 2025 328.0k, Q1 2026 3.7k, Q2 2026 2.6k -1.2k -1,157 -30.9%
48 COSTCO WHSL CORP NEW COM COST COST 534 $499.5k0.04% 0.04% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 402, Q2 2026 534 +132 +132 32.8%
49 LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK FWONK 4,524 $430.4k0.04% 0.04% ReducedShares held: Q3 2025 0, Q4 2025 314.2k, Q1 2026 245.0k, Q2 2026 4.5k -240.5k -240,454 -98.2%
50 WALMART INC COM WMT WMT 3,170 $359.0k0.03% 0.03% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 3.2k, Q2 2026 3.2k
51 CEREBRAS SYSTEMS INC COM CL A CBRS CBRS 1,592 $351.8k0.03% 0.03% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.6k
52 FORGENT POWER SOLUTIONS INC COM SHS CL A FPS FPS 6,000 $335.2k0.03% 0.03% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 15.8k, Q2 2026 6.0k -9.8k -9,829 -62.1%
53 ARM HOLDINGS PLC SPONSORED ADS ARM ARM 929 $329.4k0.03% 0.03% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 929
54 CAVA GROUP INC COM CAVA CAVA 3,393 $266.3k0.02% 0.02% ReducedShares held: Q3 2025 0, Q4 2025 307.0k, Q1 2026 328.4k, Q2 2026 3.4k -325.0k -325,038 -99.0%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
CHEWY INC CHWY CHWY 1,863,963 $50.3m1.9m shares
MARRIOTT INTL INC NEW MAR MAR 121,773 $39.8m121.8k shares
DUTCH BROS INC BROS BROS 750,890 $38.0m750.9k shares
AUTOZONE INC AZO AZO 9,751 $32.9m9.8k shares
BROADCOM INC AVGO AVGO 96,709 $29.9m96.7k shares
COCA COLA CO KO KO 348,677 $26.5m348.7k shares
AIRBNB INC ABNB ABNB 187,020 $23.6m187.0k shares
HILTON WORLDWIDE HLDGS INC HLT HLT 74,274 $22.6m74.3k shares
CONSTELLATION BRANDS INC STZ STZ 150,404 $22.6m150.4k shares
HASBRO INC HAS HAS 192,708 $18.0m192.7k shares
ALIBABA GROUP HLDG LTD BABA BABA 132,410 $16.6m132.4k shares
TOAST INC TOST TOST 616,146 $16.3m616.1k shares
BJS WHSL CLUB HLDGS INC BJ BJ 146,607 $14.4m146.6k shares
APPLE INC AAPL AAPL 54,200 $13.8m54.2k shares
NETFLIX INC NFLX NFLX 129,000 $12.4m129.0k shares
MAPLEBEAR INC CART CART 323,036 $12.1m323.0k shares
CHURCH & DWIGHT CO INC CHD CHD 112,000 $10.5m112.0k shares
BOOT BARN HLDGS INC BOOT BOOT 70,459 $10.3m70.5k shares
ROSS STORES INC ROST ROST 38,753 $8.4m38.8k shares
YUM CHINA HLDGS INC YUMC YUMC 162,190 $7.9m162.2k shares
SPDR S&P 500 ETF TR SPY SPY 3,565 $2.3m3.6k shares
FERRARI N V RACE RACE 2,306 $780.5k2.3k shares
WASTE MGMT INC DEL WM WM 3,207 $736.9k3.2k shares
META PLATFORMS INC META META 674 $385.6k674 shares
COLGATE PALMOLIVE CO CL CL 3,798 $323.7k3.8k shares