HS Management Partners, LLC
- SEC CIK
- 0001455253
- Latest filing
- Aug 6, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 23, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 25
- 0 vs. Q2 2025
- Portfolio value
- $769.6M
- −$455.6M (−37.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 210,119 | $51.2M | 6.6% | −214,505−50.5% | Reduced | History |
| DISWalt Disney Co | Stock | 428,900 | $49.1M | 6.4% | −214,025−33.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 661,275 | $44.3M | 5.8% | −417,625−38.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 198,040 | $43.5M | 5.7% | −76,530−27.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 81,595 | $42.3M | 5.5% | −53,460−39.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 420,025 | $41.1M | 5.3% | −262,725−38.5% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 173,382 | $38.5M | 5.0% | −184,715−51.6% | Reduced | History |
| MCDMcDonalds Corp | Stock | 123,062 | $37.4M | 4.9% | +29,648+31.7% | Added | History |
| KOCoca Cola Co | Stock | 559,750 | $37.1M | 4.8% | −361,325−39.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 48,870 | $35.9M | 4.7% | −30,705−38.6% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 5,871 | $31.7M | 4.1% | −4,587−43.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 204,850 | $31.5M | 4.1% | −73,045−26.3% | Reduced | History |
| RLRalph Lauren Corp | CL A | 86,115 | $27.0M | 3.5% | −86,499−50.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 186,201 | $26.2M | 3.4% | −168,355−47.5% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 132,417 | $25.9M | 3.4% | −125,890−48.7% | Reduced | History |
| DPZDominos Pizza Inc | COM | 59,490 | $25.7M | 3.3% | −23,260−28.1% | Reduced | History |
| CARTMaplebear Inc. | COM | 618,900 | $22.8M | 3.0% | +272,100+78.5% | Added | History |
| ABNBAirbnb, Inc. | Stock | 179,585 | $21.8M | 2.8% | −103,225−36.5% | Reduced | History |
| SBUXStarbucks Corp | Stock | 255,459 | $21.6M | 2.8% | −111,860−30.5% | Reduced | History |
| GAPGap Inc | COM | 996,200 | $21.3M | 2.8% | −1,259,000−55.8% | Reduced | History |
| MATMattel Inc | COM | 1,263,175 | $21.3M | 2.8% | −1,095,350−46.4% | Reduced | History |
| VVisa Inc. | Stock | 55,575 | $19.0M | 2.5% | +15,945+40.2% | Added | History |
| HDHome Depot, Inc. | Stock | 46,375 | $18.8M | 2.4% | −32,965−41.5% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 102,750 | $18.3M | 2.4% | −22,784−18.1% | Reduced | History |
| NKENIKE, Inc. | Stock | 235,875 | $16.4M | 2.1% | −367,250−60.9% | Reduced | History |