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Mane Global Capital Management Portfolio holdings
AUM
$1.21B
Turnover
62.96%
1-Year Est. Return
74.49%
This Fund
S&P 500
This Quarter Est. Return
+46.48%
1 Year Est. Return
+74.49%
3 Year Est. Return
+423.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.21B
AUM Growth
+$239M
(+25%)
Cap. Flow
+$70.7M
Cap. Flow % of AUM
Cap. Flow %
5.84%
Top 10 Holdings %
Top 10 Hldgs %
42.12%
Holding
81
New
24
Increased
16
Reduced
13
Closed
27
Avg Time Held
0.6
years
Top 10 Avg Time Held
0.2
years
Top 20 Avg Time Held
0.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Aramark
ARMK
|
+$52.1M |
| 2 |
Sherwin-Williams
SHW
|
+$47.1M |
| 3 |
Chipotle Mexican Grill
CMG
|
+$43M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$37.5M |
| 5 |
Texas Roadhouse
TXRH
|
+$36.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Yum! Brands
YUM
|
+$59.4M |
| 2 |
Chewy
CHWY
|
+$50.3M |
| 3 |
Marriott International
MAR
|
+$39.8M |
| 4 |
Dutch Bros
BROS
|
+$38M |
| 5 |
Visa
V
|
+$36.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 34.58% |
| 2 | Technology | 23.83% |
| 3 | Communication Services | 22.22% |
| 4 | Consumer Staples | 6.99% |
| 5 | Industrials | 5.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Alphabet (Google) Class A
GOOGL
$4.2T
| $68.4M | 5.66% |
191,534
+104,291
| +120% | +$37.5M |
2025 Q3
3 quarters
|
|
|
2
Aramark
ARMK
$14.7B
| $60M | 4.96% |
+1,055,248
| New | +$52.1M |
2026 Q2
0 quarters
|
|
3
Live Nation Entertainment
LYV
$40.4B
| $57.7M | 4.77% |
314,946
+13,890
| +5% | +$2.28M |
2024 Q4
6 quarters
|
|
4
Mondelez International
MDLZ
$81.3B
| $52.8M | 4.36% |
912,144
+346,053
| +61% | +$20.8M |
2026 Q1
1 quarter
|
|
|
5
Sherwin-Williams
SHW
$80.3B
| $51.3M | 4.24% |
148,940
+147,571
| +10,779% | +$47.1M |
2025 Q3
3 quarters
|
|
6
Home Depot
HD
$306B
| $48.5M | 4.01% |
137,444
+63,021
| +85% | +$20.5M |
2026 Q1
1 quarter
|
|
|
7
Yum! Brands
YUM
$40.7B
| $47M | 3.89% |
294,217
-383,818
| -57% | -$59.4M |
2025 Q4
2 quarters
|
|
|
8
Chipotle Mexican Grill
CMG
$37.4B
| $44.7M | 3.69% |
+1,315,019
| New | +$43M |
2026 Q2
0 quarters
|
|
|
9
Texas Roadhouse
TXRH
$11B
| $41.6M | 3.44% |
+215,429
| New | +$36.7M |
2026 Q2
0 quarters
|
|
10
ASML
ASML
$643B
| $37.6M | 3.11% |
+18,906
| New | +$30.1M |
2026 Q2
0 quarters
|
|
11
Intel
INTC
$500B
| $36.4M | 3% |
+260,340
| New | +$26.3M |
2026 Q2
0 quarters
|
|
12
Snowflake
SNOW
$111B
| $35.1M | 2.9% |
138,056
+91,456
| +196% | +$16.8M |
2026 Q1
1 quarter
|
|
13
Dell
DELL
$296B
| $34.6M | 2.86% |
+80,225
| New | +$23.2M |
2026 Q2
0 quarters
|
|
14
Applovin
APP
$88.7B
| $33.6M | 2.78% |
65,258
+64,646
| +10,563% | +$31.2M |
2024 Q4
6 quarters
|
|
15
Micron Technology
MU
$1.04T
| $31.8M | 2.63% |
+27,567
| New | +$20.7M |
2026 Q2
0 quarters
|
|
16
Sea Limited
SE
$54.8B
| $31.7M | 2.62% |
331,298
+328,764
| +12,974% | +$28.9M |
2024 Q3
7 quarters
|
|
17
Advanced Micro Devices
AMD
$899B
| $31M | 2.56% |
+53,364
| New | +$21.9M |
2026 Q2
0 quarters
|
|
18
Amer Sports
AS
$17.3B
| $31M | 2.56% |
915,633
+238,104
| +35% | +$8.34M |
2024 Q3
7 quarters
|
|
19
Sprouts Farmers Market
SFM
$6.02B
| $31M | 2.56% |
366,112
-17,968
| -5% | -$1.45M |
2026 Q1
1 quarter
|
|
20
Take-Two Interactive
TTWO
$38.3B
| $27.9M | 2.3% |
111,444
-15,096
| -12% | -$3.33M |
2026 Q1
1 quarter
|
|
21
Wayfair
W
$14.9B
| $27.5M | 2.27% |
+297,573
| New | +$21.9M |
2026 Q2
0 quarters
|
|
22
Viking Holdings
VIK
$38B
| $27.5M | 2.27% |
262,530
+258,618
| +6,611% | +$22.4M |
2025 Q2
4 quarters
|
|
23
Carvana
CVNA
$64.7B
| $27.4M | 2.26% |
415,857
+408,962
| +5,931% | +$28.9M |
2024 Q2
8 quarters
|
|
24
Applied Materials
AMAT
$336B
| $26.4M | 2.19% |
+36,573
| New | +$16.9M |
2026 Q2
0 quarters
|
|
25
Spotify
SPOT
$107B
| $24.5M | 2.02% |
53,353
-22,874
| -30% | -$10.9M |
2023 Q3
11 quarters
|
|
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Mane Global Capital Management's Q2 2026 Portfolio in Review
As of Q2 2026, Mane Global Capital Management held 81 positions worth $1.21B, up 25% from $971M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Mane Global Capital Management deployed $70.7M of net new capital in Q2 2026, opening 24 new positions and adding to 16 existing holdings. Its largest new stake was Aramark: 1,055,248 shares worth $60M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 35% of assets, down from 54% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Yum! Brands, an estimated $59.4M trimmed.
- Mane Global Capital Management's largest Q2 2026 buy was Aramark: 1,055,248 shares worth $60M.
- Mane Global Capital Management added most to Sherwin-Williams in Q2 2026, an estimated $47.1M increase.
- Mane Global Capital Management's biggest Q2 2026 reduction was Yum! Brands, cutting an estimated $59.4M.
- Mane Global Capital Management fully exited Chewy in Q2 2026, selling an estimated $50.3M.
- Mane Global Capital Management's ten largest holdings make up 42% of its $1.21B portfolio in Q2 2026.
- Mane Global Capital Management opened 24 new positions and closed 27 in Q2 2026.
- Mane Global Capital Management's portfolio value rose 25% quarter-over-quarter to $1.21B.
Based on Mane Global Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.