HS Management Partners, LLC
- SEC CIK
- 0001455253
- Latest filing
- Aug 6, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 5, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 23
- 0 vs. Q4 2024
- Portfolio value
- $1.24B
- −$219.0M (−15.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KOCoca Cola Co | Stock | 1,192,015 | $85.4M | 6.9% | −20,350−1.7% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,299,000 | $84.8M | 6.9% | +157,500+13.8% | Added | History |
| DKSDick's Sporting Goods, Inc. | Stock | 403,042 | $81.2M | 6.6% | +78,875+24.3% | Added | History |
| DISWalt Disney Co | Stock | 764,950 | $75.5M | 6.1% | −45,875−5.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 429,749 | $67.1M | 5.4% | −16,975−3.8% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 13,552 | $62.4M | 5.1% | +284+2.1% | Added | History |
| UBERUber Technologies, Inc | Stock | 818,050 | $59.6M | 4.8% | −300,900−26.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 154,718 | $58.1M | 4.7% | +9,680+6.7% | Added | History |
| LULUlululemon athletica inc. | Stock | 194,859 | $55.2M | 4.5% | −29,916−13.3% | Reduced | History |
| RLRalph Lauren Corp | CL A | 248,509 | $54.9M | 4.4% | −14,410−5.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 357,907 | $53.7M | 4.3% | −64,144−15.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 91,460 | $52.7M | 4.3% | −46,915−33.9% | Reduced | History |
| GAPGap Inc | COM | 2,379,825 | $49.0M | 4.0% | +2,379,825 | New | History |
| NKENIKE, Inc. | Stock | 765,725 | $48.6M | 3.9% | −105,600−12.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 240,910 | $45.8M | 3.7% | +56,250+30.5% | Added | History |
| MATMattel Inc | COM | 2,257,300 | $43.9M | 3.5% | −142,400−5.9% | Reduced | History |
| MCDMcDonalds Corp | Stock | 137,814 | $43.0M | 3.5% | −74,136−35.0% | Reduced | History |
| DPZDominos Pizza Inc | COM | 92,865 | $42.7M | 3.5% | −3,275−3.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 227,120 | $38.7M | 3.1% | −4,425−1.9% | Reduced | History |
| SBUXStarbucks Corp | Stock | 381,929 | $37.5M | 3.0% | −191,765−33.4% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 306,710 | $36.6M | 3.0% | −31,815−9.4% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 214,232 | $33.9M | 2.7% | −164,966−43.5% | Reduced | History |
| VVisa Inc. | Stock | 74,265 | $26.0M | 2.1% | −66,055−47.1% | Reduced | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.