Mane Global Capital Management LP 13F 持仓 · 2026年Q2
Mane Global Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 12.10 亿美元。前几大持仓：GOOGL（5.66%）、ARMK（4.96%）、LYV（4.77%）。本季前 25 大持仓中：新建仓 10 只、增持 11 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $68.4M | 5.66% | 191,534 | 增持 |
| 2 | ARMK | ARAMARK | $60.0M | 4.96% | 1.1M | 新建仓 |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $57.7M | 4.77% | 314,946 | 增持 |
| 4 | MDLZ | MONDELEZ INTL INC | $52.8M | 4.36% | 912,144 | 增持 |
| 5 | SHW | SHERWIN WILLIAMS CO | $51.3M | 4.24% | 148,940 | 增持 |
| 6 | HD | HOME DEPOT INC | $48.5M | 4.01% | 137,444 | 增持 |
| 7 | YUM | YUM BRANDS INC | $47.0M | 3.89% | 294,217 | 减持 |
| 8 | CMG | CHIPOTLE MEXICAN GRILL INC | $44.7M | 3.69% | 1.3M | 新建仓 |
| 9 | TXRH | TEXAS ROADHOUSE INC | $41.6M | 3.44% | 215,429 | 新建仓 |
| 10 | ASML | ASML HLDG NV | $37.6M | 3.11% | 18,906 | 新建仓 |
| 11 | INTC | INTEL CORP | $36.4M | 3.00% | 260,340 | 新建仓 |
| 12 | SNOW | SNOWFLAKE INC | $35.1M | 2.90% | 138,056 | 增持 |
| 13 | DELL | DELL TECHNOLOGIES INC | $34.6M | 2.86% | 80,225 | 新建仓 |
| 14 | APP | APPLOVIN CORP | $33.6M | 2.78% | 65,258 | 增持 |
| 15 | MU | MICRON TECHNOLOGY INC | $31.8M | 2.63% | 27,567 | 新建仓 |
| 16 | SE | SEA LTD | $31.7M | 2.62% | 331,298 | 增持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $31.0M | 2.56% | 53,364 | 新建仓 |
| 18 | AS | AMER SPORTS INC | $31.0M | 2.56% | 915,633 | 增持 |
| 19 | SFM | SPROUTS FMRS MKT INC | $31.0M | 2.56% | 366,112 | 减持 |
| 20 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $27.9M | 2.30% | 111,444 | 减持 |
| 21 | VIK | VIKING HOLDINGS LTD | $27.5M | 2.27% | 262,530 | 增持 |
| 22 | W | WAYFAIR INC | $27.5M | 2.27% | 297,573 | 新建仓 |
| 23 | CVNA | CARVANA CO | $27.4M | 2.26% | 415,857 | 增持 |
| 24 | AMAT | APPLIED MATLS INC | $26.4M | 2.19% | 36,573 | 新建仓 |
| 25 | SPOT | SPOTIFY TECHNOLOGY S A | $24.5M | 2.02% | 53,353 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR