HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPOTIFY TECHNOLOGY S A |
378,048 | +216,963 | $71,039 |
| SPOT | 378,048 | +216,963 | $71,039 |
| PDD HOLDINGS INC |
445,899 | +276,143 | $65,239 |
| PDD | 445,899 | +276,143 | $65,239 |
| EXPEDIA GROUP INC |
363,668 | +363,668 | $55,201 |
| EXPE | 363,668 | +363,668 | $55,201 |
| META PLATFORMS INC |
140,180 | -455,347 | $49,618 |
| META | 140,180 | -455,347 | $49,618 |
| PHILIP MORRIS INTL INC |
485,094 | +485,094 | $45,638 |
| PM | 485,094 | +485,094 | $45,638 |
| MERCADOLIBRE INC |
25,246 | +5,861 | $39,675 |
| MELI | 25,246 | +5,861 | $39,675 |
| EQUINIX INC |
47,476 | +47,476 | $38,237 |
| EQIX | 47,476 | +47,476 | $38,237 |
| WINGSTOP INC |
142,063 | +142,063 | $36,451 |
| WING | 142,063 | +142,063 | $36,451 |
| CLOROX CO DEL |
242,407 | +242,407 | $34,565 |
| CLX | 242,407 | +242,407 | $34,565 |
| MICROSOFT CORP |
91,060 | -44,760 | $34,242 |
| MSFT | 91,060 | -44,760 | $34,242 |
| SKECHERS U S A INC |
532,952 | -155,637 | $33,224 |
| SKX | 532,952 | -155,637 | $33,224 |
| LOWES COS INC |
131,474 | +131,474 | $29,260 |
| LOW | 131,474 | +131,474 | $29,260 |
| MONSTER BEVERAGE CORP NEW |
494,060 | +168,287 | $28,463 |
| MNST | 494,060 | +168,287 | $28,463 |
| TAKE TWO INTERACTIVE SOFTWAR |
150,550 | -113,236 | $24,231 |
| TTWO | 150,550 | -113,236 | $24,231 |
| SPHERE ENTERTAINMENT CO |
694,767 | +694,767 | $23,594 |
| SPHR | 694,767 | +694,767 | $23,594 |
| TEMPUR SEALY INTL INC |
460,389 | +250,389 | $23,466 |
| TPX | 460,389 | +250,389 | $23,466 |
| BLOCK INC |
293,383 | +293,383 | $22,693 |
| SQ | 293,383 | +293,383 | $22,693 |
| DISNEY WALT CO |
249,869 | +249,869 | $22,561 |
| DIS | 249,869 | +249,869 | $22,561 |
| ROBLOX CORP |
476,447 | +476,447 | $21,783 |
| RBLX | 476,447 | +476,447 | $21,783 |
| MOHAWK INDS INC |
206,490 | +206,490 | $21,372 |
| MHK | 206,490 | +206,490 | $21,372 |
| HOME DEPOT INC |
58,781 | -10,577 | $20,371 |
| HD | 58,781 | -10,577 | $20,371 |
| VERTIV HOLDINGS CO |
420,000 | +420,000 | $20,173 |
| VRT | 420,000 | +420,000 | $20,173 |
| LAS VEGAS SANDS CORP |
376,286 | -220,848 | $18,517 |
| LVS | 376,286 | -220,848 | $18,517 |
| COLGATE PALMOLIVE CO |
225,537 | -416,617 | $17,978 |
| CL | 225,537 | -416,617 | $17,978 |
| NIKE INC |
162,048 | +162,048 | $17,594 |
| NKE | 162,048 | +162,048 | $17,594 |
| CHIPOTLE MEXICAN GRILL INC |
7,465 | +303 | $17,072 |
| CMG | 7,465 | +303 | $17,072 |
| SHAKE SHACK INC |
227,212 | +227,212 | $16,841 |
| SHAK | 227,212 | +227,212 | $16,841 |
| AMAZON COM INC |
94,611 | -11,005 | $14,375 |
| AMZN | 94,611 | -11,005 | $14,375 |
| WAYFAIR INC |
227,905 | -49,395 | $14,062 |
| W | 227,905 | -49,395 | $14,062 |
| PVH CORPORATION |
112,043 | +112,043 | $13,683 |
| PVH | 112,043 | +112,043 | $13,683 |
| PENN ENTERTAINMENT INC |
521,702 | +521,702 | $13,575 |
| PENN | 521,702 | +521,702 | $13,575 |
| ZILLOW GROUP INC |
231,700 | +231,700 | $13,406 |
| Z | 231,700 | +231,700 | $13,406 |
| TEXAS ROADHOUSE INC |
102,395 | +102,395 | $12,516 |
| TXRH | 102,395 | +102,395 | $12,516 |
| ULTA BEAUTY INC |
25,476 | +25,476 | $12,483 |
| ULTA | 25,476 | +25,476 | $12,483 |
| POOL CORP |
30,400 | +30,400 | $12,121 |
| POOL | 30,400 | +30,400 | $12,121 |
| PINTEREST INC |
318,747 | +318,747 | $11,806 |
| PINS | 318,747 | +318,747 | $11,806 |
| CARNIVAL CORP |
624,000 | +624,000 | $11,569 |
| CCL | 624,000 | +624,000 | $11,569 |
| WYNN RESORTS LTD |
118,320 | -161,626 | $10,780 |
| WYNN | 118,320 | -161,626 | $10,780 |
| DAVE & BUSTERS ENTMT INC |
197,000 | +197,000 | $10,608 |
| PLAY | 197,000 | +197,000 | $10,608 |
| SIGNET JEWELERS LIMITED |
96,258 | +96,258 | $10,325 |
| SIG | 96,258 | +96,258 | $10,325 |
| THOR INDS INC |
86,739 | +86,739 | $10,257 |
| THO | 86,739 | +86,739 | $10,257 |
| ROSS STORES INC |
59,663 | -214,008 | $8,257 |
| ROST | 59,663 | -214,008 | $8,257 |
See Full List: All Stocks Held By Mane Global Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mane Global Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $1,036,176 At 09/30/2023: $1,120,977 Mane Global Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mane Global Capital Management LP 13F filings. Link to 13F filings: SEC filings |
