HS Management Partners, LLC
- SEC CIK
- 0001455253
- Latest filing
- Aug 6, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 22, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 25
- +2 vs. Q1 2025
- Portfolio value
- $1.23B
- −$11.1M (−0.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 1,078,900 | $80.2M | 6.5% | −220,100−16.9% | Reduced | History |
| DISWalt Disney Co | Stock | 642,925 | $79.7M | 6.5% | −122,025−16.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 424,624 | $75.3M | 6.1% | −5,125−1.2% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 358,097 | $70.8M | 5.8% | −44,945−11.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 135,055 | $67.2M | 5.5% | −19,663−12.7% | Reduced | History |
| KOCoca Cola Co | Stock | 921,075 | $65.2M | 5.3% | −270,940−22.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 682,750 | $63.7M | 5.2% | −135,300−16.5% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 10,458 | $60.5M | 4.9% | −3,094−22.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 274,570 | $60.2M | 4.9% | +33,660+14.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 79,575 | $58.7M | 4.8% | −11,885−13.0% | Reduced | History |
| GAPGap Inc | COM | 2,255,200 | $49.2M | 4.0% | −124,625−5.2% | Reduced | History |
| RLRalph Lauren Corp | CL A | 172,614 | $47.3M | 3.9% | −75,895−30.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 354,556 | $46.8M | 3.8% | −3,351−0.9% | Reduced | History |
| MATMattel Inc | COM | 2,358,525 | $46.5M | 3.8% | +101,225+4.5% | Added | History |
| PGProcter & Gamble Co | Stock | 277,895 | $44.3M | 3.6% | +50,775+22.4% | Added | History |
| NKENIKE, Inc. | Stock | 603,125 | $42.8M | 3.5% | −162,600−21.2% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 258,307 | $42.2M | 3.4% | +44,075+20.6% | Added | History |
| ABNBAirbnb, Inc. | Stock | 282,810 | $37.4M | 3.1% | −23,900−7.8% | Reduced | History |
| DPZDominos Pizza Inc | COM | 82,750 | $37.3M | 3.0% | −10,115−10.9% | Reduced | History |
| SBUXStarbucks Corp | Stock | 367,319 | $33.7M | 2.7% | −14,610−3.8% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 125,534 | $29.8M | 2.4% | −69,325−35.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 79,340 | $29.1M | 2.4% | +79,340 | New | History |
| MCDMcDonalds Corp | Stock | 93,414 | $27.3M | 2.2% | −44,400−32.2% | Reduced | History |
| CARTMaplebear Inc. | COM | 346,800 | $15.7M | 1.3% | +346,800 | New | History |
| VVisa Inc. | Stock | 39,630 | $14.1M | 1.1% | −34,635−46.6% | Reduced | History |