Fund Universe

MANE GLOBAL CAPITAL MANAGEMENT LP

CIK 0001856155 · holdings for 2026Q2 (change vs 2026Q1) turnover_too_high from universe
Quality Q
0.000
AUM ($M)
1,210
Positions
54
Turnover
0.67
Top-10 wt
42%
Herfindahl
0.030
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 81 positions · portfolio value $1,210M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GOOGL funds › ALPHABET INC ADD 5.7% +3.1% 68.4 191,534 +104,291 0
ARMK funds › ARAMARK NEW 5.0% +5.0% 60.0 1,055,248 +1,055,248 0
LYV funds › LIVE NATION ENTERTAINMENT IN ADD 4.8% +0.0% 57.7 314,946 +13,890 0
MDLZ funds › MONDELEZ INTL INC ADD 4.4% +1.0% 52.8 912,144 +346,053 0
SHW funds › SHERWIN WILLIAMS CO ADD 4.2% +4.2% 51.3 148,940 +147,571 0
HD funds › HOME DEPOT INC ADD 4.0% +1.5% 48.5 137,444 +63,021 0
YUM funds › YUM BRANDS INC TRIM 3.9% -7.0% 47.0 294,217 -383,818 0
CMG funds › CHIPOTLE MEXICAN GRILL INC NEW 3.7% +3.7% 44.7 1,315,019 +1,315,019 0
TXRH funds › TEXAS ROADHOUSE INC NEW 3.4% +3.4% 41.6 215,429 +215,429 0
ASML funds › ASML HLDG NV NEW 3.1% +3.1% 37.6 18,906 +18,906 0
INTC funds › INTEL CORP NEW 3.0% +3.0% 36.4 260,340 +260,340 0
SNOW funds › SNOWFLAKE INC ADD 2.9% +2.2% 35.1 138,056 +91,456 0
DELL funds › DELL TECHNOLOGIES INC NEW 2.9% +2.9% 34.6 80,225 +80,225 0
APP funds › APPLOVIN CORP ADD 2.8% +2.8% 33.6 65,258 +64,646 0
MU funds › MICRON TECHNOLOGY INC NEW 2.6% +2.6% 31.8 27,567 +27,567 0
SE funds › SEA LTD ADD 2.6% +2.6% 31.7 331,298 +328,764 0
AMD funds › ADVANCED MICRO DEVICES INC NEW 2.6% +2.6% 31.0 53,364 +53,364 0
AS funds › AMER SPORTS INC ADD 2.6% +0.3% 31.0 915,633 +238,104 0
SFM funds › SPROUTS FMRS MKT INC TRIM 2.6% -0.5% 31.0 366,112 -17,968 0
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR TRIM 2.3% -0.3% 27.9 111,444 -15,096 0
W funds › WAYFAIR INC NEW 2.3% +2.3% 27.5 297,573 +297,573 0
VIK funds › VIKING HOLDINGS LTD ADD 2.3% +2.2% 27.5 262,530 +258,618 0
CVNA funds › CARVANA CO ADD 2.3% +2.2% 27.4 415,857 +414,478 0
AMAT funds › APPLIED MATLS INC NEW 2.2% +2.2% 26.4 36,573 +36,573 0
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 2.0% -1.8% 24.5 53,353 -22,874 0
OKTA funds › OKTA INC NEW 1.7% +1.7% 20.3 148,495 +148,495 0
SPHR funds › SPHERE ENTERTAINMENT CO TRIM 1.6% -0.5% 19.5 112,463 -60,363 0
ONON funds › ON HLDG AG ADD 1.6% -0.2% 19.3 543,622 +38,306 0
CPNG funds › COUPANG INC ADD 1.5% +1.5% 18.5 1,064,904 +1,050,707 0
LION funds › LIONSGATE STUDIOS CORP NEW 1.3% +1.3% 15.3 1,000,000 +1,000,000 0
RCL funds › ROYAL CARIBBEAN GROUP NEW 1.2% +1.2% 14.4 45,447 +45,447 0
AFRM funds › AFFIRM HLDGS INC TRIM 1.1% -0.1% 13.8 169,763 -95,865 0
BURL funds › BURLINGTON STORES INC TRIM 1.1% -2.8% 13.8 43,436 -73,845 0
DIS funds › DISNEY WALT CO ADD 1.1% +1.1% 13.7 142,302 +138,223 0
H funds › HYATT HOTELS CORP NEW 1.0% +1.0% 12.5 64,513 +64,513 0
CIFR funds › CIPHER DIGITAL INC NEW 1.0% +1.0% 12.3 502,680 +502,680 0
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 1.0% +1.0% 12.0 70,056 +70,056 0
WULF funds › TERAWULF INC NEW 1.0% +1.0% 11.6 467,738 +467,738 0
WING funds › WINGSTOP INC NEW 1.0% +1.0% 11.5 66,411 +66,411 0
TXN funds › TEXAS INSTRS INC NEW 0.9% +0.9% 11.4 38,107 +38,107 0
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.8% +0.8% 9.1 9,459 +9,459 0
NBIS funds › NEBIUS GROUP N.V. NEW 0.7% +0.7% 7.9 28,718 +28,718 0
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW 0.1% +0.1% 1.1 2,312 +2,312 0
V funds › VISA INC TRIM 0.1% -3.5% 0.7 2,075 -113,637 0
AMZN funds › AMAZON COM INC ADD 0.1% +0.0% 0.7 2,790 +653 0
DASH funds › DOORDASH INC TRIM 0.1% -0.9% 0.6 3,457 -57,958 0
NVDA funds › NVIDIA CORPORATION TRIM 0.0% -0.0% 0.5 2,589 -1,157 0
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.0% +0.0% 0.5 534 +132 0
FWONK funds › LIBERTY MEDIA CORP DEL TRIM 0.0% -2.1% 0.4 4,524 -240,454 0
WMT funds › WALMART INC HOLD 0.0% -0.0% 0.4 3,170 +0 0
CBRS funds › CEREBRAS SYSTEMS INC NEW 0.0% +0.0% 0.4 1,592 +1,592 0
FPS funds › FORGENT POWER SOLUTIONS INC TRIM 0.0% -0.0% 0.3 6,000 -9,829 0
ARM funds › ARM HOLDINGS PLC NEW 0.0% +0.0% 0.3 929 +929 0
CAVA funds › CAVA GROUP INC TRIM 0.0% -2.7% 0.3 3,393 -325,038 0
TOST funds › TOAST INC EXIT 0.0% -1.7% 0.0 0 -616,146 0
CL funds › COLGATE PALMOLIVE CO EXIT 0.0% -0.0% 0.0 0 -3,798 0
MDLN funds › MEDLINE INC EXIT 0.0% -0.0% 0.0 0 -7,055 0
CHWY funds › CHEWY INC EXIT 0.0% -5.2% 0.0 0 -1,863,963 0
FANG funds › DIAMONDBACK ENERGY INC EXIT 0.0% -0.0% 0.0 0 -1,250 0
HLT funds › HILTON WORLDWIDE HLDGS INC EXIT 0.0% -2.3% 0.0 0 -74,274 0
STZ funds › CONSTELLATION BRANDS INC EXIT 0.0% -2.3% 0.0 0 -150,404 0
AZO funds › AUTOZONE INC EXIT 0.0% -3.4% 0.0 0 -9,751 0
WM funds › WASTE MGMT INC DEL EXIT 0.0% -0.1% 0.0 0 -3,207 0
BJ funds › BJS WHSL CLUB HLDGS INC EXIT 0.0% -1.5% 0.0 0 -146,607 0
RACE funds › FERRARI N V EXIT 0.0% -0.1% 0.0 0 -2,306 0
BROS funds › DUTCH BROS INC EXIT 0.0% -3.9% 0.0 0 -750,890 0
ROST funds › ROSS STORES INC EXIT 0.0% -0.9% 0.0 0 -38,753 0
KO funds › COCA COLA CO EXIT 0.0% -2.7% 0.0 0 -348,677 0
BOOT funds › BOOT BARN HLDGS INC EXIT 0.0% -1.1% 0.0 0 -70,459 0
SPY funds › STATE STR SPDR S&P 500 ETF T EXIT 0.0% -0.2% 0.0 0 -3,565 0
META funds › META PLATFORMS INC EXIT 0.0% -0.0% 0.0 0 -674 0
NFLX funds › NETFLIX INC. EXIT 0.0% -1.3% 0.0 0 -129,000 0
AVGO funds › BROADCOM INC EXIT 0.0% -3.1% 0.0 0 -96,709 0
AAPL funds › APPLE INC EXIT 0.0% -1.4% 0.0 0 -54,200 0
YUMC funds › YUM CHINA HLDGS INC EXIT 0.0% -0.8% 0.0 0 -162,190 0
CART funds › MAPLEBEAR INC EXIT 0.0% -1.2% 0.0 0 -323,036 0
BABA funds › ALIBABA GROUP HLDG LTD EXIT 0.0% -1.7% 0.0 0 -132,410 0
CHD funds › CHURCH & DWIGHT CO INC EXIT 0.0% -1.1% 0.0 0 -112,000 0
MAR funds › MARRIOTT INTL INC NEW EXIT 0.0% -4.1% 0.0 0 -121,773 0
ABNB funds › AIRBNB INC EXIT 0.0% -2.4% 0.0 0 -187,020 0
HAS funds › HASBRO INC EXIT 0.0% -1.9% 0.0 0 -192,708 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,210 54 0.67 42% 0.030 0.000 out
2026Q1 971 57 0.62 47% 0.038 0.000 left
2025Q4 1,826 62 0.51 38% 0.026 0.033 in
2025Q3 2,132 63 0.45 45% 0.031 0.084 in
2025Q2 2,196 62 0.51 39% 0.027 0.051 entered
2025Q1 1,258 50 0.00 44% 0.034 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status