Mane Global Capital Management LP Portfolio Holdings by Sector
Mane Global Capital Management LP
- $1.42 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Restaurants | Consumer Cyclical
DPZ SHAK QSR SBUX MCD DRI WING 7 stocks |
$275,997
19.38% of portfolio
|
6
|
1
|
6
|
- |
0
Calls
1
Puts
|
|
Internet Content & Information | Communication Services
META Z SPOT DASH PINS 5 stocks |
$218,560
15.35% of portfolio
|
5
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL MSFT TOST NTNX 4 stocks |
$175,894
12.35% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
SE CPNG CVNA CHWY 4 stocks |
$149,333
10.49% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
WDAY HUBS UBER 3 stocks |
$91,679
6.44% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL NCLH 2 stocks |
$69,952
4.91% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH FIVE 2 stocks |
$58,328
4.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$56,708
3.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BURL AEO 2 stocks |
$48,198
3.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$37,205
2.61% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
THO 1 stocks |
$36,522
2.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$29,377
2.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$27,950
1.96% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$25,162
1.77% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$24,114
1.69% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$20,699
1.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$19,866
1.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$17,360
1.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$16,769
1.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$12,342
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
SIG 1 stocks |
$10,211
0.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$993
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$410
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$243
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$205
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$139
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|