Titelia

Holdings of MANE GLOBAL CAPITAL MANAGEMENT LP

52 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.2 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 36.1 %
  • Communication 12.2 %
  • Consumer staples 10.5 %
  • Technology 5.8 %
  • Financials 3.9 %
  • Health care 1.6 %
  • Industrials 0.1 %
  • Unattributed 29.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US52893.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Yum! Brands Inc 678,035105.4M $
2Chewy Inc 1,863,96350.3M $
3Live Nation Entertainment Inc 301,05645.9M $
4Marriott International Inc/MD 121,77339.8M $
5Burlington Stores Inc 117,28138.2M $
6Dutch Bros Inc 750,89038M $
7Visa Inc 115,71235M $
8AutoZone Inc 9,75132.9M $
9Mondelez International Inc 566,09132.6M $
10Broadcom Inc 96,70929.9M $
11Sprouts Farmers Market Inc 384,08029.6M $
12Cava Group Inc 328,43126.6M $
13Coca-Cola Co/The 348,67726.5M $
14Alphabet Inc 87,24325.1M $
15Take-Two Interactive Software Inc 126,54025M $
16Home Depot Inc/The 74,42324.5M $
17Airbnb Inc 187,02023.6M $
18Hilton Worldwide Holdings Inc 74,27422.6M $
19Constellation Brands Inc 150,40422.6M $
20Liberty Media Corp-Liberty Formula One 244,97820.8M $
21Sphere Entertainment Co 172,82620.3M $
22Hasbro Inc 192,70818M $
23Alibaba Group Holding Ltd 132,41016.6M $
24Toast Inc 616,14616.3M $
25BJ's Wholesale Club Holdings Inc 146,60714.4M $
26Apple Inc 54,20013.8M $
27Netflix Inc 129,00012.4M $
28Affirm Holdings Inc 265,62812.2M $
29Maplebear Inc 323,03612.1M $
30Church & Dwight Co Inc 112,00010.5M $
31Boot Barn Holdings Inc 70,45910.3M $
32DoorDash Inc 61,4159.2M $
33Ross Stores Inc 38,7538.4M $
34Yum China Holdings Inc 162,1907.9M $
35Snowflake Inc 46,6007M $
36State Street SPDR S&P 500 ETF Trust 3,5652.3M $
37Waste Management Inc 3,207736.9K $
38NVIDIA Corp 3,746653.3K $
39Forgent Power Solutions Inc 15,829463.3K $
40Amazon.com Inc 2,137445.1K $
41Sherwin-Williams Co/The 1,369438.8K $
42Carvana Co 1,379433.5K $
43Costco Wholesale Corp 402400.6K $
44Walmart Inc 3,170394K $
45Walt Disney Co/The 4,079393.1K $
46Meta Platforms Inc 674385.6K $
47Colgate-Palmolive Co 3,798323.7K $
48Medline Inc 7,055313.9K $
49Coupang Inc 14,197268K $
50Diamondback Energy Inc 1,250247.2K $
51AppLovin Corp 612243.6K $
52Sea Ltd 2,534209.8K $