MANE GLOBAL CAPITAL MANAGEMENT LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$1,210,055
Net value change ($000)
+239,385 (24.7%)
New positions
24
Sold out positions
27
Turnover %
78.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ARMK 60,044 NEW
SHW 50,844 11581.8%
CMG 44,711 NEW
GOOGL 43,361 172.8%
TXRH 41,627 NEW
ASML 37,612 NEW
INTC 36,351 NEW
DELL 34,614 NEW
APP 33,379 13679.9%
MU 31,820 NEW
Top Reduces (Value $000, Stocks/ETFs)
YUM -58,387 -55.4%
CHWY -50,327 -100.0%
MAR -39,828 -100.0%
BROS -38,040 -100.0%
V -34,261 -98.0%
AZO -32,937 -100.0%
AVGO -29,932 -100.0%
KO -26,517 -100.0%
CAVA -26,304 -99.0%
BURL -24,400 -63.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type