Livermore

HS Management Partners, LLC

SEC CIK
0001455253

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 6, 2026.SEC

Positions
24
0 vs. Q1 2026
Total value
$291.08M
+$5.28M (+1.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

HS Management Partners, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
GOOGALPHABET INC CAP STK CL CStock60,093$21.23M7.29%−11,925−16.6%ReducedView
AMZNAMAZON COM INC COMStock68,740$16.38M5.63%−28,980−29.7%ReducedView
MSFTMICROSOFT CORP COMStock42,766$15.95M5.48%−1,680−3.8%ReducedView
UBERUBER TECHNOLOGIES INC COMStock220,484$15.91M5.47%+1,025+0.5%AddedView
AXPAMERICAN EXPRESS CO COMStock45,119$15.26M5.24%+10,990+32.2%AddedView
NFLXNETFLIX INC. COMStock208,599$14.89M5.12%+5,345+2.6%AddedView
METAMETA PLATFORMS INC CL AStock25,409$14.31M4.92%−4,015−13.6%ReducedView
VVISA INC COM CL AStock41,229$14.15M4.86%+9,650+30.6%AddedView
MCDMCDONALDS CORP COMStock51,094$13.81M4.74%+15,432+43.3%AddedView
DKSDICKS SPORTING GOODS INC COMStock59,753$13.55M4.66%−27,925−31.8%ReducedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock29,194$13.4M4.60%+15,875+119.2%AddedView
KOCOCA COLA CO COMStock162,277$13.19M4.53%+12,825+8.6%AddedView
KMBKIMBERLY-CLARK CORP COMStock118,000$12.95M4.45%+51,975+78.7%AddedView
DISDISNEY WALT CO COMStock130,995$12.61M4.33%−33,850−20.5%ReducedView
WSMWILLIAMS SONOMA INCCOM46,353$10.8M3.71%−6,735−12.7%ReducedView
BKNGBOOKING HOLDINGS INC COMStock59,575$10.62M3.65%+56,505+1,840.6%AddedView
RLRALPH LAUREN CORPCL A25,525$10.25M3.52%−55−0.2%ReducedView
DPZDOMINOS PIZZA INCCOM34,262$10.14M3.48%+3,965+13.1%AddedView
ABNBAIRBNB INC COM CL AStock67,186$9.61M3.30%+12,550+23.0%AddedView
CARTMAPLEBEAR INCCOM171,434$8.12M2.79%−14,125−7.6%ReducedView
GAPGAP INCCOM398,957$7.45M2.56%−8,900−2.2%ReducedView
HDHOME DEPOT INC COMStock20,755$7.32M2.51%+11,430+122.6%AddedView
SBUXSTARBUCKS CORP COMStock56,808$5.81M1.99%−18,775−24.8%ReducedView
NKENIKE INC CL BStock81,572$3.35M1.15%−144,025−63.8%ReducedView

13F filings by quarter

HS Management Partners, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 6, 202624$291.08Mvs. Q1 2026SEC
Q1 2026Apr 27, 202624$285.79Mvs. Q4 2025SEC
Q4 2025Feb 9, 202624$468.55Mvs. Q3 2025SEC
Q3 2025Oct 23, 202525$769.58Mvs. Q2 2025SEC
Q2 2025Jul 22, 2025Amended25$1.23Bvs. Q1 2025SEC
Q1 2025May 5, 202523$1.24Bvs. Q4 2024SEC
Q4 2024Feb 6, 202523$1.46Bvs. Q3 2024SEC
Q3 2024Oct 29, 202423$1.55Bvs. Q2 2024SEC
Q2 2024Aug 14, 202422$1.81Bvs. Q1 2024SEC
Q1 2024Apr 16, 202423$2.18Bvs. Q4 2023SEC
Q4 2023Jan 11, 202421$2.16Bvs. Q3 2023SEC
Q3 2023Oct 5, 202322$2.1Bvs. Q2 2023SEC
Q2 2023Aug 11, 202322$2.31Bvs. Q1 2023SEC
Q1 2023May 12, 202322$2.32Bvs. Q4 2022SEC
Q4 2022Feb 13, 202323$2.17Bvs. Q3 2022SEC
Q3 2022Nov 10, 202224$2.21Bvs. Q2 2022SEC
Q2 2022Aug 12, 202224$2.76Bvs. Q1 2022SEC
Q1 2022May 12, 202224$3.47Bvs. Q4 2021SEC
Q4 2021Apr 12, 2022Amended25$3.78Bvs. Q3 2021SEC
Q3 2021Nov 12, 202124$3.52Bvs. Q2 2021SEC
Q2 2021Aug 13, 202124$3.63Bvs. Q1 2021SEC
Q1 2021May 13, 202124$3.39B–SEC