MANE GLOBAL CAPITAL MANAGEMENT LP
NEW YORK NY · SEC CIK 0001856155
$12.10亿2026Q2 申报市值
54持仓数
42.1%前十大占比 · 第一大 5.7%
20 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ARMK 新建仓+$6,004.36万
SHW 加仓+$5,081.16万
CMG 新建仓+$4,471.06万
ASML 新建仓+$3,761.24万
GOOGL 加仓+$3,727.05万
2026Q2 卖出最多 按季末市值估算
YUM 减仓-$6,135.71万
CHWY 清仓-$5,032.70万
MAR 清仓-$3,982.83万
V 减仓-$3,898.77万
BROS 清仓-$3,804.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $6,844.85万 | 5.66% | 191,534 | 104,291 | 119.5% | $3,727.05万 | 加仓 |
| ARMK | ARAMARK | $6,004.36万 | 4.96% | 1,055,248 | 1,055,248 | — | $6,004.36万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $5,766.98万 | 4.77% | 314,946 | 13,890 | 4.6% | $254.34万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $5,275.84万 | 4.36% | 912,144 | 346,053 | 61.1% | $2,001.57万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $5,128.30万 | 4.24% | 148,940 | 147,571 | 10,779.5% | $5,081.16万 | 加仓 |
| HD | HOME DEPOT INC | $4,847.38万 | 4.01% | 137,444 | 63,021 | 84.7% | $2,222.62万 | 加仓 |
| YUM | YUM BRANDS INC | $4,703.35万 | 3.89% | 294,217 | -383,818 | -56.6% | -$6,135.71万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,471.06万 | 3.69% | 1,315,019 | 1,315,019 | — | $4,471.06万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $4,162.73万 | 3.44% | 215,429 | 78,329 | 57.1% | $1,513.55万 | 重新持有 |
| ASML | ASML HLDG NV | $3,761.24万 | 3.11% | 18,906 | 18,906 | — | $3,761.24万 | 新建仓 |
| INTC | INTEL CORP | $3,635.13万 | 3.00% | 260,340 | 260,340 | — | $3,635.13万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $3,513.53万 | 2.90% | 138,056 | 91,456 | 196.3% | $2,327.56万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,461.39万 | 2.86% | 80,225 | 80,225 | — | $3,461.39万 | 新建仓 |
| APP | APPLOVIN CORP | $3,362.29万 | 2.78% | 65,258 | 64,646 | 10,563.1% | $3,330.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,182.03万 | 2.63% | 27,567 | 27,567 | — | $3,182.03万 | 新建仓 |
| SE | SEA LTD | $3,174.83万 | 2.62% | 331,298 | 328,764 | 12,974.1% | $3,150.55万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,099.97万 | 2.56% | 53,364 | 53,364 | — | $3,099.97万 | 新建仓 |
| AS | AMER SPORTS INC | $3,098.50万 | 2.56% | 915,633 | 238,104 | 35.1% | $805.74万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $3,096.58万 | 2.56% | 366,112 | -17,968 | -4.7% | -$151.97万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,785.88万 | 2.30% | 111,444 | -15,096 | -11.9% | -$377.37万 | 减仓 |
| W | WAYFAIR INC | $2,750.17万 | 2.27% | 297,573 | 293,573 | 7,339.3% | $2,713.20万 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $2,747.90万 | 2.27% | 262,530 | 258,618 | 6,610.9% | $2,706.95万 | 加仓 |
| CVNA | CARVANA CO | $2,737.17万 | 2.26% | 415,857 | 408,962 | 5,931.3% | $2,691.79万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,644.23万 | 2.19% | 36,573 | 36,573 | — | $2,644.23万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,449.60万 | 2.02% | 53,353 | -22,874 | -30.0% | -$1,050.21万 | 减仓 |
| OKTA | OKTA INC | $2,026.21万 | 1.67% | 148,495 | 148,495 | — | $2,026.21万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,945.95万 | 1.61% | 112,463 | -60,363 | -34.9% | -$1,044.46万 | 减仓 |
| ONON | ON HLDG AG | $1,925.51万 | 1.59% | 543,622 | 38,306 | 7.6% | $135.68万 | 加仓 |
| CPNG | COUPANG INC | $1,849.74万 | 1.53% | 1,064,904 | 1,050,707 | 7,400.9% | $1,825.08万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $1,531.00万 | 1.27% | 1,000,000 | 1,000,000 | — | $1,531.00万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,443.08万 | 1.19% | 45,447 | -14,453 | -24.1% | -$458.93万 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $1,384.42万 | 1.14% | 169,763 | -95,865 | -36.1% | -$781.78万 | 减仓 |
| BURL | BURLINGTON STORES INC | $1,376.05万 | 1.14% | 43,436 | -73,845 | -63.0% | -$2,339.41万 | 减仓 |
| DIS | DISNEY WALT CO | $1,369.66万 | 1.13% | 142,302 | 138,223 | 3,388.6% | $1,330.40万 | 加仓 |
| H | HYATT HOTELS CORP | $1,250.52万 | 1.03% | 64,513 | -121,416 | -65.3% | -$2,353.53万 | 重新持有 |
| CIFR | CIPHER DIGITAL INC | $1,231.57万 | 1.02% | 502,680 | 502,680 | — | $1,231.57万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,196.98万 | 0.99% | 70,056 | 70,056 | — | $1,196.98万 | 新建仓 |
| WULF | TERAWULF INC | $1,155.31万 | 0.95% | 467,738 | 467,738 | — | $1,155.31万 | 新建仓 |
| WING | WINGSTOP INC | $1,151.63万 | 0.95% | 66,411 | 66,411 | — | $1,151.63万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $1,135.86万 | 0.94% | 38,107 | 38,107 | — | $1,135.86万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $912.79万 | 0.75% | 9,459 | 9,459 | — | $912.79万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $793.11万 | 0.66% | 28,718 | 28,718 | — | $793.11万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $110.41万 | 0.09% | 2,312 | 2,312 | — | $110.41万 | 新建仓 |
| V | VISA INC | $71.19万 | 0.06% | 2,075 | -113,637 | -98.2% | -$3,898.77万 | 减仓 |
| AMZN | AMAZON COM INC | $66.50万 | 0.05% | 2,790 | 653 | 30.6% | $15.56万 | 加仓 |
| DASH | DOORDASH INC | $63.79万 | 0.05% | 3,457 | -57,958 | -94.4% | -$1,069.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $51.80万 | 0.04% | 2,589 | -1,157 | -30.9% | -$23.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $49.95万 | 0.04% | 534 | 132 | 32.8% | $12.35万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $43.04万 | 0.04% | 4,524 | -240,454 | -98.2% | -$2,287.68万 | 减仓 |
| WMT | WALMART INC | $35.90万 | 0.03% | 3,170 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $35.18万 | 0.03% | 1,592 | 1,592 | — | $35.18万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $33.52万 | 0.03% | 6,000 | -9,829 | -62.1% | -$54.90万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $32.94万 | 0.03% | 929 | 929 | — | $32.94万 | 新建仓 |
| CAVA | CAVA GROUP INC | $26.63万 | 0.02% | 3,393 | -325,038 | -99.0% | -$2,550.90万 | 减仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -1,863,963 | -100.0% | -$5,032.70万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -121,773 | -100.0% | -$3,982.83万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -750,890 | -100.0% | -$3,804.01万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -9,751 | -100.0% | -$3,293.67万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -96,709 | -100.0% | -$2,993.24万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -348,677 | -100.0% | -$2,651.69万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -187,020 | -100.0% | -$2,361.69万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -74,274 | -100.0% | -$2,258.52万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -150,404 | -100.0% | -$2,256.06万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -192,708 | -100.0% | -$1,803.75万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -132,410 | -100.0% | -$1,661.22万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -616,146 | -100.0% | -$1,633.40万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -146,607 | -100.0% | -$1,442.91万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -54,200 | -100.0% | -$1,375.54万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -129,000 | -100.0% | -$1,240.34万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -323,036 | -100.0% | -$1,210.09万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -112,000 | -100.0% | -$1,045.18万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -70,459 | -100.0% | -$1,031.24万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -38,753 | -100.0% | -$839.51万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -162,190 | -100.0% | -$791.16万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -3,565 | -100.0% | -$231.85万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -2,306 | -100.0% | -$78.05万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -3,207 | -100.0% | -$73.69万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -674 | -100.0% | -$38.56万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -3,798 | -100.0% | -$32.37万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -7,055 | -100.0% | -$31.39万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$24.72万 | 清仓 |