Mane Global Capital Management LP Portfolio Holdings by Sector
Mane Global Capital Management LP
- $1.94 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Restaurants | Consumer Cyclical
DRI EAT SHAK SBUX DPZ 5 stocks |
$282,170
14.53% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE CVNA CHWY CPNG 5 stocks |
$259,038
13.34% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP BILL UBER HUBS 4 stocks |
$238,655
12.29% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
HOOD TOST ORCL MSFT 4 stocks |
$158,518
8.17% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META SPOT Z DASH 4 stocks |
$133,196
6.86% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$119,908
6.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH ULTA BBWI 3 stocks |
$118,134
6.09% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
LYV NFLX DIS 3 stocks |
$90,719
4.67% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL 2 stocks |
$86,633
4.46% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BURL LULU 2 stocks |
$71,294
3.67% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN PENN CZR 3 stocks |
$66,841
3.44% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$60,992
3.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
VFC 1 stocks |
$49,114
2.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$38,683
1.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$32,985
1.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$30,818
1.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC FRPT 2 stocks |
$29,083
1.5% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$23,796
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$18,855
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK ONON 2 stocks |
$18,776
0.97% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$12,007
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$358
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$328
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$216
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$205
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|