Investments: MANE GLOBAL CAPITAL MANAGEMENT LP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: MANE GLOBAL CAPITAL MANAGEMENT LP
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
1.210.055.108 $+472.574.935 $
+2.031,3 %
54968.351.374 $-438.888.829 $
+297,6 %
561.862.035.607 $+191.459.104 $
+1.103,8 %
622.200.084.240 $+430.182.305 $
+458,4 %
64
MICROSOFT CORPMSFT→ 0Neutral72.109.193 $-71.918.717 $
-49,9 %
1144.027.910 $+16.407.924 $
+12,9 %
1
Broadcom Inc.AVGO→ 0Neutral29.932.403 $-42.631.961 $
-58,8 %
172.564.364 $-61.833.382 $
-46,0 %
1134.397.746 $+69.491.543 $
+107,1 %
1
AppLovin CorpAPP→ 0Neutral33.622.879 $+33.379.303 $
+13.703,9 %
1243.576 $-55.258.977 $
-99,6 %
155.502.553 $-71.189.701 $
-56,2 %
1126.692.254 $+39.674.969 $
+45,6 %
1
AMAZON COM INCAMZN→ 0Neutral664.969 $+219.896 $
+49,4 %
1445.073 $-109.737.777 $
-99,6 %
1110.182.850 $+109.213.888 $
+11.271,2 %
1968.962 $-34.889.017 $
-97,3 %
1
Live Nation Entertainment, Inc.LYV→ 0Stark57.669.762 $+11.755.711 $
+25,6 %
145.914.051 $-60.020.449 $
-56,7 %
1105.934.500 $+35.544.558 $
+50,5 %
170.389.942 $-11.014.431 $
-13,5 %
1
YUM BRANDS INCYUM→ 0Neutral47.033.530 $-58.387.352 $
-55,4 %
1105.420.882 $+50.911.975 $
+93,4 %
154.508.907 $+54.508.907 $1
CARVANA CO.CVNA→ 0Neutral27.371.708 $+26.938.178 $
+6.213,7 %
1433.530 $-74.978.490 $
-99,4 %
175.412.020 $-29.924.328 $
-28,4 %
1105.336.348 $+30.590.533 $
+40,9 %
1
Celsius Holdings, Inc.CELH→ 0Schwach32.046.770 $-51.071.122 $
-61,4 %
183.117.892 $+14.162.961 $
+20,5 %
1
NVIDIA CORPNVDA→ 0Neutral518.033 $-135.269 $
-20,7 %
1653.302 $-60.511.052 $
-98,9 %
161.164.354 $-21.904.047 $
-26,4 %
183.068.401 $-6.566.278 $
-7,3 %
1
Roblox CorpRBLX→ 0Schwach420.546 $-77.661.516 $
-99,5 %
178.082.062 $+36.437.695 $
+87,5 %
1
ROSS STORES, INC.ROST→ 0Stark8.395.062 $-65.463.799 $
-88,6 %
173.858.861 $-80.758.531 $
-52,2 %
1
Alphabet Inc.GOOGL→ 0Stark68.448.506 $+43.360.909 $
+172,8 %
125.087.597 $-18.642.885 $
-42,6 %
143.730.482 $+10.182.682 $
+30,4 %
133.547.800 $+33.547.800 $1
CHIPOTLE MEXICAN GRILL INCCMG→ 0Schwach44.710.646 $-22.502.320 $
-33,5 %
167.212.966 $+67.212.966 $1
Meta Platforms, Inc.META→ 0Neutral385.616 $-65.886 $
-14,6 %
1451.502 $-65.384.196 $
-99,3 %
165.835.698 $+39.998.119 $
+154,8 %
1
Nebius Group N.V.NBIS→ 0Neutral7.931.050 $-54.184.461 $
-87,2 %
162.115.511 $+62.115.511 $1
AramarkARMK→ 0Neutral60.043.611 $+60.043.611 $1
Dutch Bros Inc.BROS→ 0Neutral38.040.087 $-21.427.184 $
-36,0 %
159.467.271 $+13.767.385 $
+30,1 %
145.699.886 $+9.763.520 $
+27,2 %
1
BRINKER INTERNATIONAL, INCEAT→ 0Neutral55.020.401 $-13.674.870 $
-19,9 %
1
HASBRO, INC.HAS→ 0Stark18.037.469 $-30.053.317 $
-62,5 %
148.090.786 $-5.908.877 $
-10,9 %
153.999.663 $-23.471.031 $
-30,3 %
1
Mondelez International, Inc.MDLZ→ 0Neutral52.758.409 $+20.128.924 $
+61,7 %
132.629.485 $+32.629.485 $1
Spotify Technology S.A.SPOT→ 0Schwach24.495.963 $-12.467.272 $
-33,7 %
136.963.235 $-15.139.228 $
-29,1 %
152.102.463 $+8.848.799 $
+20,5 %
143.253.664 $+42.796.329 $
+9.357,8 %
1
SHERWIN WILLIAMS COSHW→ 0Neutral51.283.021 $+50.844.188 $
+11.586,2 %
1438.833 $-26.128.387 $
-98,3 %
126.567.220 $+26.244.852 $
+8.141,3 %
1322.368 $+322.368 $1
Chewy, Inc.CHWY→ 0Neutral50.327.001 $+49.602.446 $
+6.845,9 %
1724.555 $-21.655.136 $
-96,8 %
122.379.691 $-6.865.002 $
-23,5 %
1
HOME DEPOT, INC.HD→ 0Neutral48.473.750 $+23.996.770 $
+98,0 %
124.476.980 $+24.476.980 $1
Amer Sports, Inc.AS→ 030.985.021 $+8.680.766 $
+38,9 %
122.304.255 $-25.553.869 $
-53,4 %
147.858.124 $+2.794.567 $
+6,2 %
145.063.557 $-12.318.026 $
-21,5 %
1
ZILLOW GROUP, INC.ZG→ 0Neutral38.769.358 $-6.721.964 $
-14,8 %
145.491.322 $+45.017.364 $
+9.498,2 %
1
NIKE, Inc.NKE→ 0Schwach44.925.296 $+22.943.389 $
+104,4 %
1
Grab Holdings LtdGRAB→ 043.983.108 $+43.455.034 $
+8.229,0 %
1528.074 $-36.226.870 $
-98,6 %
1
Wix.com Ltd.WIX→ 041.788.879 $+41.788.879 $1
Texas Roadhouse, Inc.TXRH→ 0Neutral41.627.346 $+18.868.746 $
+82,9 %
122.758.600 $+22.758.600 $1
Affirm Holdings, Inc.AFRM→ 0Sehr schwach13.844.173 $+1.673.098 $
+13,7 %
112.171.075 $-27.691.921 $
-69,5 %
139.862.996 $+3.300.122 $
+9,0 %
136.562.874 $+16.492.777 $
+82,2 %
1
MARRIOTT INTERNATIONAL INC /MD/MAR→ 0Neutral39.828.295 $+7.182.360 $
+22,0 %
132.645.935 $+32.645.935 $1
LOWES COMPANIES INCLOW→ 0Neutral39.588.613 $+39.588.613 $1
Norwegian Cruise Line Holdings Ltd.NCLH→ 0Neutral39.371.843 $+39.371.843 $1
Block, Inc.XYZ→ 0Neutral39.196.068 $-1.722.247 $
-4,2 %
1
COLGATE PALMOLIVE COCL→ 0Sehr stark323.704 $-38.649.592 $
-99,2 %
138.973.296 $+38.973.296 $1
Burlington Stores, Inc.BURL→ 0Neutral13.760.525 $-24.400.367 $
-63,9 %
138.160.892 $+4.320.281 $
+12,8 %
133.840.611 $+4.202.275 $
+14,2 %
1
ASML HOLDING NVASML→ 0Sehr stark37.612.353 $+37.612.353 $1
Sea LtdSE→ 031.748.287 $+31.538.446 $
+15.029,7 %
1209.841 $-27.535.869 $
-99,2 %
127.745.710 $-8.973.117 $
-24,4 %
136.718.827 $-50.749.480 $
-58,0 %
1
Ulta Beauty, Inc.ULTA→ 0Neutral36.595.618 $-22.626.184 $
-38,2 %
1
INTEL CORPINTC→ 0Neutral36.351.274 $+36.351.274 $1
DoorDash, Inc.DASH→ 0Schwach637.920 $-8.583.542 $
-93,1 %
19.221.462 $-26.807.203 $
-74,4 %
136.028.665 $+34.821.573 $
+2.884,7 %
11.207.092 $+284.652 $
+30,9 %
1
Snowflake Inc.SNOW→ 0Schwach35.135.252 $+28.107.040 $
+399,9 %
17.028.212 $-7.134.298 $
-50,4 %
114.162.510 $-1.241.145 $
-8,1 %
1
VISA INC.V→ 0Neutral711.912 $-34.260.883 $
-98,0 %
134.972.795 $+34.972.795 $1
Dell Technologies Inc.DELL→ 0Stark34.613.879 $+34.613.879 $1
FIVE BELOW, INCFIVE→ 0Neutral34.409.457 $+10.630.458 $
+44,7 %
1
Planet Fitness, Inc.PLNT→ 0Neutral34.206.123 $+13.446.123 $
+64,8 %
120.760.000 $+20.760.000 $1
Wayfair Inc.W→ 0Neutral27.501.697 $+27.100.057 $
+6.747,4 %
1401.640 $-33.640.683 $
-98,8 %
134.042.323 $+16.487.393 $
+93,9 %
1
MongoDB, Inc.MDB→ 0Schwach34.021.330 $+145.215 $
+0,4 %
133.876.115 $+33.876.115 $1
Viking Holdings LtdVIK→ 027.479.015 $+27.191.561 $
+9.459,4 %
1287.454 $-26.533.856 $
-98,9 %
126.821.310 $-7.113.015 $
-21,0 %
133.934.325 $-22.391.127 $
-39,8 %
1
On Holding AGONON→ 019.255.091 $+2.064.241 $
+12,0 %
117.190.850 $-16.654.166 $
-49,2 %
133.845.016 $+23.113.822 $
+215,4 %
110.731.194 $-17.745.309 $
-62,3 %
1
Toast, Inc.TOST→ 0Neutral16.334.030 $-16.851.414 $
-50,8 %
133.185.444 $+32.928.414 $
+12.811,1 %
1257.030 $-60.271.588 $
-99,6 %
1
AUTOZONE INCAZO→ 0Neutral32.936.733 $+2.154.261 $
+7,0 %
130.782.472 $+30.782.472 $1
MICRON TECHNOLOGY INCMU→ 0Stark31.820.312 $+31.820.312 $1
Dave Inc./DEDAVE→ 0Neutral20.612.828 $-10.889.854 $
-34,6 %
131.502.682 $+11.468.023 $
+57,2 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral30.999.681 $+30.999.681 $1
Sprouts Farmers Market, Inc.SFM→ 0Stark30.965.753 $+1.341.663 $
+4,5 %
129.624.090 $+29.624.090 $1
Liberty Media CorpFWONA→ 0Neutral430.413 $-20.397.617 $
-97,9 %
120.828.030 $-10.119.872 $
-32,7 %
130.947.902 $+30.947.902 $1
Maplebear Inc.CART→ 0Neutral12.100.929 $-18.396.905 $
-60,3 %
130.497.834 $+30.497.834 $1
Hyatt Hotels CorpH→ 0Schwach12.505.200 $-17.302.937 $
-58,0 %
129.808.137 $-17.199.310 $
-36,6 %
1
CARMAX INCKMX→ 0Neutral28.958.671 $+28.958.671 $1
Alibaba Group Holding LtdBABA→ 0Schwach16.612.159 $+16.220.790 $
+4.144,6 %
1391.369 $-28.215.619 $
-98,6 %
128.606.988 $+28.606.988 $1
TAKE TWO INTERACTIVE SOFTWARE INCTTWO→ 0Neutral27.858.771 $+2.867.121 $
+11,5 %
124.991.650 $+24.991.650 $1
Sphere Entertainment Co.SPHR→ 0Neutral19.459.473 $-830.299 $
-4,1 %
120.289.772 $-6.376.080 $
-23,9 %
126.665.852 $+4.522.805 $
+20,4 %
122.143.047 $+22.143.047 $1
CAVA GROUP, INC.CAVA→ 0Neutral266.283 $-26.303.785 $
-99,0 %
126.570.068 $+8.552.238 $
+47,5 %
118.017.830 $+18.017.830 $1
COCA COLA COKO→ 0Stark26.516.886 $+26.516.886 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark26.442.279 $+26.442.279 $1
Booking Holdings Inc.BKNG→ 0Neutral26.166.142 $+26.166.142 $1
Walt Disney CoDIS→ 0Neutral13.696.568 $+13.303.434 $
+3.383,9 %
1393.134 $-17.939.081 $
-97,9 %
118.332.215 $-7.494.062 $
-29,0 %
125.826.277 $-14.201.671 $
-35,5 %
1
MERCADOLIBRE INCMELI→ 0Neutral25.701.958 $+25.218.211 $
+5.213,1 %
1483.747 $-57.274 $
-10,6 %
1
CONSTELLATION BRANDS, INC.STZ→ 0Stark22.560.600 $-3.130.311 $
-12,2 %
125.690.911 $+25.690.911 $1
United Airlines Holdings, Inc.UAL→ 0Stark24.937.537 $+1.077.719 $
+4,5 %
123.859.818 $+23.859.818 $1
DICK'S SPORTING GOODS, INC.DKS→ 0Neutral24.048.208 $+24.048.208 $1
Airbnb, Inc.ABNB→ 0Neutral23.616.886 $+5.571.962 $
+30,9 %
118.044.924 $+18.044.924 $1
Hilton Worldwide Holdings Inc.HLT→ 0Neutral22.585.238 $+22.585.238 $1
e.l.f. Beauty, Inc.ELF→ 0Neutral22.369.827 $+22.369.827 $1
Reddit, Inc.RDDT→ 0Schwach21.422.505 $+9.596.419 $
+81,1 %
111.826.086 $+11.826.086 $1
ORACLE CORPORCL→ 0Neutral21.016.784 $+2.433.234 $
+13,1 %
1
Okta, Inc.OKTA→ 0Neutral20.262.143 $+20.262.143 $1
DECKERS OUTDOOR CORPDECK→ 0Sehr stark19.745.457 $+19.745.457 $1
Coupang, Inc.CPNG→ 0Schwach18.497.382 $+18.229.343 $
+6.801,0 %
1268.039 $-266.699 $
-49,9 %
1534.738 $-275.672 $
-34,0 %
1810.410 $-80.570.837 $
-99,0 %
1
ROYAL CARIBBEAN CRUISES LTDRCL→ 0Neutral14.430.786 $-2.276.522 $
-13,6 %
116.707.308 $+16.707.308 $1
Lionsgate Studios Corp.LION→ 0Neutral15.310.000 $+15.310.000 $1
BJ's Wholesale Club Holdings, Inc.BJ→ 0Neutral14.429.061 $+14.429.061 $1
SHOPIFY INC.SHOP→ 0Neutral426.088 $-13.914.777 $
-97,0 %
114.340.865 $+14.340.865 $1
Apple Inc.AAPL→ 0Neutral13.755.418 $+13.154.607 $
+2.189,5 %
1600.811 $+38.079 $
+6,8 %
1562.732 $+562.732 $1
DELTA AIR LINES, INC.DAL→ 0Sehr stark13.463.600 $+13.463.600 $1
SharkNinja, Inc.SN→ 0Neutral13.409.500 $+13.409.500 $1
StubHub Holdings, Inc.STUB→ 0Neutral12.461.600 $+12.461.600 $1
NETFLIX INCNFLX→ 0Stark12.403.350 $+12.403.350 $1
Cipher Digital Inc.CIFR→ 0Sehr schwach12.315.660 $+12.315.660 $1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 011.969.768 $+11.969.768 $1
TERAWULF INC.WULF→ 0Schwach11.553.129 $+11.553.129 $1
Wingstop Inc.WING→ 0Neutral11.516.332 $+11.516.332 $1
TEXAS INSTRUMENTS INCTXN→ 0Neutral11.358.553 $+11.358.553 $1
Floor & Decor Holdings, Inc.FND→ 0Neutral10.821.445 $+10.821.445 $1
CHURCH & DWIGHT CO INC /DE/CHD→ 0Stark10.451.840 $+10.451.840 $1
Boot Barn Holdings, Inc.BOOT→ 0Schwach10.312.379 $+10.312.379 $1
Seagate Technology Holdings plcSTX→ 0Stark9.127.935 $+9.127.935 $1
Robinhood Markets, Inc.HOOD→ 0Schwach8.518.127 $+7.357.939 $
+634,2 %
11.160.188 $+401.504 $
+52,9 %
1
lululemon athletica inc.LULU→ 0Stark8.312.400 $+8.312.400 $1
Yum China Holdings, Inc.YUMC→ 0Stark7.911.628 $+7.911.628 $1
Capri Holdings LtdCPRI→ 0Schwach6.374.400 $+6.374.400 $1
Netskope IncNTSK→ 0Neutral2.954.900 $+2.954.900 $1
Black Rock Coffee Bar, Inc.BRCB→ 0Neutral1.895.188 $-729.412 $
-27,8 %
12.624.600 $+2.624.600 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark1.104.142 $+1.104.142 $1
Medline Inc.MDLN→ 0Neutral313.948 $-778.052 $
-71,3 %
11.092.000 $+1.092.000 $1
Ferrari N.V.RACE→ 0780.466 $+371.426 $
+90,8 %
1409.040 $-417.857 $
-50,5 %
1
WASTE MANAGEMENT INCWM→ 0Sehr stark736.937 $+736.937 $1
Flutter Entertainment plcFLUT→ 0Neutral526.542 $-34.357.038 $
-98,5 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark499.541 $+98.976 $
+24,7 %
1400.565 $+400.565 $1
Forgent Power Solutions, Inc.FPS→ 0335.160 $-128.155 $
-27,7 %
1463.315 $+463.315 $1
Walmart Inc.WMT→ 0Stark359.034 $-34.934 $
-8,9 %
1393.968 $+393.968 $1
Cerebras Systems Inc.CBRS→ 0Sehr schwach351.832 $+351.832 $1
ARM HOLDINGS PLC /UKARM→ 0Neutral329.396 $+329.396 $1
Haleon plcHLN→ 0311.337 $-270.254 $
-46,5 %
1
Philip Morris International Inc.PM→ 0Neutral248.941 $-2.793 $
-1,1 %
1251.734 $-20.133.531 $
-98,8 %
1
Diamondback Energy, Inc.FANG→ 0Sehr stark247.238 $+247.238 $1
Ollie's Bargain Outlet Holdings, Inc.OLLI→ 0Neutral223.673 $-5.888 $
-2,6 %
1
COHERENT CORP.COHR→ 0Neutral203.027 $+203.027 $1
1.210.055.108 $+472.574.935 $
+2.031,3 %
54968.351.374 $-438.888.829 $
+297,6 %
561.862.035.607 $+191.459.104 $
+1.103,8 %
622.200.084.240 $+430.182.305 $
+458,4 %
64
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