HS Management Partners, LLC
- SEC CIK
- 0001455253
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 6, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 23
- 0 vs. Q3 2024
- Portfolio value
- $1.46B
- −$99.2M (−6.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 1,141,500 | $97.4M | 6.7% | −350,860−23.5% | Reduced | History |
| DISWalt Disney Co | Stock | 810,825 | $90.3M | 6.2% | −173,715−17.6% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 224,775 | $86.0M | 5.9% | −86,765−27.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 446,724 | $85.1M | 5.8% | −104,905−19.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 138,375 | $81.0M | 5.6% | −10,115−6.8% | Reduced | History |
| KOCoca Cola Co | Stock | 1,212,365 | $75.5M | 5.2% | −94,184−7.2% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 324,167 | $74.2M | 5.1% | −9,573−2.9% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 379,198 | $70.2M | 4.8% | −21,907−5.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,118,950 | $67.5M | 4.6% | +670,345+149.4% | Added | History |
| NKENIKE, Inc. | Stock | 871,325 | $65.9M | 4.5% | +221,785+34.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 13,268 | $65.9M | 4.5% | −8,635−39.4% | Reduced | History |
| PEPPepsiCo Inc | Stock | 422,051 | $64.2M | 4.4% | −25,805−5.8% | Reduced | History |
| MCDMcDonalds Corp | Stock | 211,950 | $61.4M | 4.2% | −39,215−15.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 145,038 | $61.1M | 4.2% | −26,290−15.3% | Reduced | History |
| RLRalph Lauren Corp | CL A | 262,919 | $60.7M | 4.2% | −43,960−14.3% | Reduced | History |
| SBUXStarbucks Corp | Stock | 573,694 | $52.3M | 3.6% | −243,558−29.8% | Reduced | History |
| BBYBest Buy Co Inc | Stock | 528,875 | $45.4M | 3.1% | −102,885−16.3% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 338,525 | $44.5M | 3.1% | +40,130+13.4% | Added | History |
| VVisa Inc. | Stock | 140,320 | $44.3M | 3.0% | −88,200−38.6% | Reduced | History |
| MATMattel Inc | COM | 2,399,700 | $42.5M | 2.9% | +284,125+13.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 184,660 | $40.5M | 2.8% | −27,315−12.9% | Reduced | History |
| DPZDominos Pizza Inc | COM | 96,140 | $40.4M | 2.8% | +10,010+11.6% | Added | History |
| PGProcter & Gamble Co | Stock | 231,545 | $38.8M | 2.7% | +91,770+65.7% | Added | History |