Arkolith/Funds/Mane Global Capital Management LP

Mane Global Capital Management LP

CIK 1856155Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Mane Global Capital Management LP holds a diversified book of 54 reported positions worth $1.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Aramark and trimmed Yum! Brands Inc. Their largest long position is Alphabet Inc-CL A at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be -5% (-4.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
22
bought for the first time
+19 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
27
exited the position entirely
+24 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
-5.0%
-4.6%/yr · since Aug '25
Their reported book
-11.8%
held from quarter-end
S&P 500
+19.5%
same window
$8K$9K$10K$11K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Mane Global Capital Management LP (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.8 points over this window.

Growth of $10,000 cloning Mane Global Capital Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
42%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Consumer Discretionary
44%
Information Technology
35%
Consumer Staples
7%
Industrials
6%
Communication Services
3%
Financials
3%
Materials
2%

+3 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Mane Global Capital Management LP

Manager / fundShared namesTheir $ in those
M37 Management LP6 / 54$464.0M
Selkirk Management LLC6 / 54$243.0M
Emerald Advisors, LLC9 / 54$599.6M
3G Capital Partners LP11 / 54$273.2M
General Equity Holdings LP5 / 54$121.3M
Dan Sundheim16 / 54$24.5B
Outlook Capital Management, LLC6 / 54$217.9M
BlueSpruce Investments, LP6 / 54$455.8M

Ranked by the share of each fund's own book sitting in the names it shares with Mane Global Capital Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

54 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$68.4M191.5K
5.7%
+120%
Added · +104K sh
2Aramark
COM
$60.0M1.06M
5.0%
New
New position
3Live Nation Entertainment In
COM
$57.7M314.9K
4.8%
+4.6%
Added · +14K sh
4Mondelez Intl Inc
CL A
$52.8M912.1K
4.4%
+61%
Added · +346K sh
5Sherwin Williams Co
COM
$51.3M148.9K
4.2%
109×
Added · +148K sh
6Home Depot Inc
COM
$48.5M137.4K
4.0%
+85%
Added · +63K sh
7Yum Brands Inc
COM
$47.0M294.2K
3.9%
−57%
Reduced · −384K sh
8Chipotle Mexican Grill Inc
COM
$44.7M1.32M
3.7%
New
New position
9Texas Roadhouse Inc
COM
$41.6M215.4K
3.4%
New
New position
10ASML Hldg NV
N Y REGISTRY SHS
$37.6M18.9K
3.1%
New
New position
11Intel Corp
COM
$36.4M260.3K
3.0%
New
New position
12Snowflake Inc
COM SHS
$35.1M138.1K
2.9%
+196%
Added · +91K sh
13Dell Technologies Inc
CL C
$34.6M80.2K
2.9%
New
New position
14Applovin Corp
COM CL A
$33.6M65.3K
2.8%
107×
Added · +65K sh
15Micron Technology Inc
COM
$31.8M27.6K
2.6%
New
New position
16Sea Ltd
SPONSORD ADS
$31.7M331.3K
2.6%
131×
Added · +329K sh
17Advanced Micro Devices Inc
COM
$31.0M53.4K
2.6%
New
New position
18Amer Sports Inc
COM SHS
$31.0M915.6K
2.6%
+35%
Added · +238K sh
19Sprouts FMRS MKT Inc
COM
$31.0M366.1K
2.6%
−4.7%
Reduced · −18K sh
20Take-Two Interactive Softwar
COM
$27.9M111.4K
2.3%
−12%
Reduced · −15K sh
21Wayfair Inc
CL A
$27.5M297.6K
2.3%
New
New position
22Viking Holdings Ltd
ORD SHS
$27.5M262.5K
2.3%
67×
Added · +259K sh
23Carvana Co
CL A
$27.4M415.9K
2.3%
302×
Added · +414K sh
24Applied Matls Inc
COM
$26.4M36.6K
2.2%
New
New position
25Spotify Technology S A
SHS
$24.5M53.4K
2.0%
−30%
Reduced · −23K sh
26Okta Inc
CL A
$20.3M148.5K
1.7%
New
New position
27Sphere Entertainment Co
CL A
$19.5M112.5K
1.6%
−35%
Reduced · −60K sh
28On Hldg AG
NAMEN AKT A
$19.3M543.6K
1.6%
+7.6%
Added · +38K sh
29Coupang Inc
CL A
$18.5M1.06M
1.5%
75×
Added · +1.1M sh
30Lionsgate Studios Corp
COM
$15.3M1.00M
1.3%
New
New position
31Royal Caribbean Group
COM
$14.4M45.4K
1.2%
New
New position
32Affirm Hldgs Inc
COM CL A
$13.8M169.8K
1.1%
−36%
Reduced · −96K sh
33Burlington Stores Inc
COM
$13.8M43.4K
1.1%
−63%
Reduced · −74K sh
34Disney Walt Co
COM
$13.7M142.3K
1.1%
35×
Added · +138K sh
35Hyatt Hotels Corp
COM CL A
$12.5M64.5K
1.0%
New
New position
36Cipher Digital Inc
COM
$12.3M502.7K
1.0%
New
New position
37Space Exploration Techn Corp
CLASS A COM STK
$12.0M70.1K
1.0%
Listed
Newly reportable
38Terawulf Inc
COM
$11.6M467.7K
1.0%
New
New position
39Wingstop Inc
COM
$11.5M66.4K
1.0%
New
New position
40Texas Instrs Inc
COM
$11.4M38.1K
0.9%
New
New position
41Seagate Technology HLDNGS PL
ORD SHS
$9.1M9.5K
0.8%
New
New position
42Nebius Group N.V.
SHS CLASS A
$7.9M28.7K
0.7%
New
New position
43Taiwan Semiconductor Manufac
SPONSORED ADS
$1.1M2.3K
0.1%
New
New position
44Visa Inc
COM CL A
$712K2.1K
0.1%
−98%
Reduced · −114K sh
45Amazon Com Inc
COM
$665K2.8K
0.1%
+31%
Added · +653 sh
46Doordash Inc
CL A
$638K3.5K
0.1%
−94%
Reduced · −58K sh
47Nvidia Corporation
COM
$518K2.6K
<0.1%
−31%
Reduced · −1K sh
48Costco Wholesale Corporation
COM
$500K534
<0.1%
+33%
Added · +132 sh
49Liberty Media Corp Del
COM LBTY ONE S C
$430K4.5K
<0.1%
−98%
Reduced · −240K sh
50Walmart Inc
COM
$359K3.2K
<0.1%
Held
Showing 50 of 54 positions
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Filing history

As-of date vs the date the SEC received each filing

$2.4B · Q2 2025Q2 2025 · $2.4BQ2 2026 · $1.2B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d54$1.2B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d57$970.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d63$1.9B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d66$2.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d64$2.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.