MANE GLOBAL CAPITAL MANAGEMENT LP
NEW YORK NY · SEC CIK 0001856155
$9.71亿2026Q1 申报市值
57持仓数
46.9%前十大占比 · 第一大 10.9%
18 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CHWY 加仓+$4,973.51万
YUM 加仓+$4,939.86万
V 新建仓+$3,497.28万
MDLZ 新建仓+$3,262.95万
SFM 新建仓+$2,962.41万
2026Q1 卖出最多 按季末市值估算
AMZN 减仓-$9,897.34万
ROST 重新持有-$9,659.90万
MSFT 清仓-$7,210.92万
NVDA 减仓-$5,654.27万
CVNA 减仓-$5,574.40万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| YUM | YUM BRANDS INC | $1.05亿 | 10.86% | 678,035 | 317,717 | 88.2% | $4,939.86万 | 加仓 |
| CHWY | CHEWY INC | $5,032.70万 | 5.18% | 1,863,963 | 1,842,040 | 8,402.3% | $4,973.51万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,591.41万 | 4.73% | 301,056 | -192,344 | -39.0% | -$2,933.44万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $3,982.83万 | 4.10% | 121,773 | 16,545 | 15.7% | $541.14万 | 加仓 |
| BURL | BURLINGTON STORES INC | $3,816.09万 | 3.93% | 117,281 | -15,688 | -11.8% | -$510.46万 | 重新持有 |
| BROS | DUTCH BROS INC | $3,804.01万 | 3.92% | 750,890 | -220,480 | -22.7% | -$1,116.95万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,696.32万 | 3.81% | 76,227 | -13,495 | -15.0% | -$654.39万 | 减仓 |
| V | VISA INC | $3,497.28万 | 3.60% | 115,712 | 115,712 | — | $3,497.28万 | 新建仓 |
| AZO | AUTOZONE INC | $3,293.67万 | 3.39% | 9,751 | 2,576 | 35.9% | $870.12万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $3,262.95万 | 3.36% | 566,091 | 566,091 | — | $3,262.95万 | 新建仓 |
| AVGO | BROADCOM INC | $2,993.24万 | 3.08% | 96,709 | -112,954 | -53.9% | -$3,496.04万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $2,962.41万 | 3.05% | 384,080 | 384,080 | — | $2,962.41万 | 新建仓 |
| CAVA | CAVA GROUP INC | $2,657.01万 | 2.74% | 328,431 | 21,431 | 7.0% | $173.38万 | 加仓 |
| KO | COCA COLA CO | $2,651.69万 | 2.73% | 348,677 | 348,677 | — | $2,651.69万 | 新建仓 |
| GOOGL | ALPHABET INC | $2,508.76万 | 2.58% | 87,243 | -52,471 | -37.6% | -$1,508.86万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,499.16万 | 2.57% | 126,540 | 126,540 | — | $2,499.16万 | 新建仓 |
| HD | HOME DEPOT INC | $2,447.70万 | 2.52% | 74,423 | 74,423 | — | $2,447.70万 | 新建仓 |
| ABNB | AIRBNB INC | $2,361.69万 | 2.43% | 187,020 | 54,063 | 40.7% | $682.71万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,258.52万 | 2.33% | 74,274 | 74,274 | — | $2,258.52万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $2,256.06万 | 2.32% | 150,404 | -35,816 | -19.2% | -$537.24万 | 减仓 |
| AS | AMER SPORTS INC | $2,230.43万 | 2.30% | 677,529 | -603,813 | -47.1% | -$1,987.75万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,082.80万 | 2.15% | 244,978 | -69,182 | -22.0% | -$588.19万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $2,028.98万 | 2.09% | 172,826 | -107,631 | -38.4% | -$1,263.59万 | 减仓 |
| HAS | HASBRO INC | $1,803.75万 | 1.86% | 192,708 | -393,765 | -67.1% | -$3,685.64万 | 减仓 |
| ONON | ON HLDG AG | $1,719.09万 | 1.77% | 505,316 | -222,847 | -30.6% | -$758.13万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,661.22万 | 1.71% | 132,410 | 129,740 | 4,859.2% | $1,627.72万 | 加仓 |
| TOST | TOAST INC | $1,633.40万 | 1.68% | 616,146 | -318,392 | -34.1% | -$844.06万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,442.91万 | 1.49% | 146,607 | 146,607 | — | $1,442.91万 | 新建仓 |
| AAPL | APPLE INC | $1,375.54万 | 1.42% | 54,200 | 51,990 | 2,352.5% | $1,319.45万 | 加仓 |
| NFLX | NETFLIX INC. | $1,240.34万 | 1.28% | 129,000 | 129,000 | — | $1,240.34万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $1,217.11万 | 1.25% | 265,628 | -269,949 | -50.4% | -$1,236.91万 | 减仓 |
| CART | MAPLEBEAR INC | $1,210.09万 | 1.25% | 323,036 | -354,995 | -52.4% | -$1,329.81万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,045.18万 | 1.08% | 112,000 | 112,000 | — | $1,045.18万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $1,031.24万 | 1.06% | 70,459 | 70,459 | — | $1,031.24万 | 新建仓 |
| DASH | DOORDASH INC | $922.15万 | 0.95% | 61,415 | -97,666 | -61.4% | -$1,466.45万 | 减仓 |
| ROST | ROSS STORES INC | $839.51万 | 0.86% | 38,753 | -445,917 | -92.0% | -$9,659.90万 | 重新持有 |
| YUMC | YUM CHINA HLDGS INC | $791.16万 | 0.82% | 162,190 | 162,190 | — | $791.16万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $702.82万 | 0.72% | 46,600 | -16,191 | -25.8% | -$244.19万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $231.85万 | 0.24% | 3,565 | 3,565 | — | $231.85万 | 新建仓 |
| RACE | FERRARI N V | $78.05万 | 0.08% | 2,306 | 1,463 | 173.5% | $49.52万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $73.69万 | 0.08% | 3,207 | 3,207 | — | $73.69万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $65.33万 | 0.07% | 3,746 | -324,213 | -98.9% | -$5,654.27万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $46.33万 | 0.05% | 15,829 | 15,829 | — | $46.33万 | 新建仓 |
| AMZN | AMAZON COM INC | $44.51万 | 0.05% | 2,137 | -475,217 | -99.6% | -$9,897.34万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $43.88万 | 0.05% | 1,369 | -80,621 | -98.3% | -$2,584.31万 | 减仓 |
| CVNA | CARVANA CO | $43.35万 | 0.04% | 1,379 | -177,314 | -99.2% | -$5,574.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.06万 | 0.04% | 402 | 402 | — | $40.06万 | 新建仓 |
| WMT | WALMART INC | $39.40万 | 0.04% | 3,170 | 3,170 | — | $39.40万 | 新建仓 |
| DIS | DISNEY WALT CO | $39.31万 | 0.04% | 4,079 | -157,055 | -97.5% | -$1,513.70万 | 减仓 |
| META | META PLATFORMS INC | $38.56万 | 0.04% | 674 | -10 | -1.5% | -$5,721 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.37万 | 0.03% | 3,798 | -489,410 | -99.2% | -$4,171.25万 | 减仓 |
| MDLN | MEDLINE INC | $31.39万 | 0.03% | 7,055 | -18,945 | -72.9% | -$84.31万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $28.75万 | 0.03% | 3,912 | -371,684 | -99.0% | -$2,731.14万 | 减仓 |
| CPNG | COUPANG INC | $26.80万 | 0.03% | 14,197 | -8,471 | -37.4% | -$15.99万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $24.72万 | 0.03% | 1,250 | 1,250 | — | $24.72万 | 新建仓 |
| APP | APPLOVIN CORP | $24.36万 | 0.03% | 612 | -81,758 | -99.3% | -$3,253.97万 | 减仓 |
| SE | SEA LTD | $20.98万 | 0.02% | 2,534 | -214,960 | -98.8% | -$1,780.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -149,103 | -100.0% | -$7,210.92万 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -383,364 | -100.0% | -$5,502.04万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -8,814,250 | -100.0% | -$4,398.31万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -568,299 | -100.0% | -$3,876.94万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN 看涨期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$3,562.50万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -315,351 | -100.0% | -$3,420.61万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -81,063 | -100.0% | -$3,402.13万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -700,629 | -100.0% | -$3,204.68万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -749,448 | -100.0% | -$2,895.87万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -4,886 | -100.0% | -$2,616.61万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -12,760 | -100.0% | -$2,570.20万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -223,015 | -100.0% | -$2,493.75万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -121,474 | -100.0% | -$2,404.82万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -294,185 | -100.0% | -$2,236.98万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -93,194 | -100.0% | -$2,142.25万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -93,098 | -100.0% | -$2,061.28万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -194,000 | -100.0% | -$1,346.36万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -75,315 | -100.0% | -$851.81万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$831.24万 | 清仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $0 | 0.00% | 0 | -85,177 | -100.0% | -$189.52万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,647 | -100.0% | -$42.61万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -5,190 | -100.0% | -$42.05万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -30,795 | -100.0% | -$31.13万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,552 | -100.0% | -$24.89万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.30万 | 清仓 |