HS Management Partners, LLC
- SEC CIK
- 0001455253
- Latest filing
- Aug 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 9, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 24
- −1 vs. Q3 2025
- Portfolio value
- $468.5M
- −$301.0M (−39.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 103,814 | $32.6M | 7.0% | −106,305−50.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 129,395 | $29.9M | 6.4% | −68,645−34.7% | Reduced | History |
| DISWalt Disney Co | Stock | 254,150 | $28.9M | 6.2% | −174,750−40.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 40,145 | $26.5M | 5.7% | −8,725−17.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 54,327 | $26.3M | 5.6% | −27,268−33.4% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 126,385 | $25.0M | 5.3% | −46,997−27.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 81,749 | $25.0M | 5.3% | −41,313−33.6% | Reduced | History |
| GAPGap Inc | COM | 890,575 | $22.8M | 4.9% | −105,625−10.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 276,075 | $22.6M | 4.8% | −143,950−34.3% | Reduced | History |
| NFLXNetflix Inc | Stock | 240,410 | $22.5M | 4.8% | +240,410 | New | History |
| BKNGBooking Holdings Inc. | Stock | 4,155 | $22.3M | 4.7% | −1,716−29.2% | Reduced | History |
| KOCoca Cola Co | Stock | 304,453 | $21.3M | 4.5% | −255,297−45.6% | Reduced | History |
| NKENIKE, Inc. | Stock | 328,000 | $20.9M | 4.5% | +92,125+39.1% | Added | History |
| SBUXStarbucks Corp | Stock | 181,900 | $15.3M | 3.3% | −73,559−28.8% | Reduced | History |
| CARTMaplebear Inc. | COM | 338,100 | $15.2M | 3.2% | −280,800−45.4% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 81,575 | $14.6M | 3.1% | −50,842−38.4% | Reduced | History |
| RLRalph Lauren Corp | CL A | 39,765 | $14.1M | 3.0% | −46,350−53.8% | Reduced | History |
| DPZDominos Pizza Inc | COM | 33,200 | $13.8M | 3.0% | −26,290−44.2% | Reduced | History |
| MATMattel Inc | COM | 683,200 | $13.6M | 2.9% | −579,975−45.9% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 97,135 | $13.2M | 2.8% | −82,450−45.9% | Reduced | History |
| VVisa Inc. | Stock | 36,285 | $12.7M | 2.7% | −19,290−34.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 33,235 | $11.4M | 2.4% | −13,140−28.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 172,725 | $10.1M | 2.2% | −488,550−73.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 56,473 | $8.11M | 1.7% | −129,728−69.7% | Reduced | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.