HS Management Partners, LLC
- SEC CIK
- 0001455253
- Latest filing
- Aug 6, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 27, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 24
- 0 vs. Q4 2025
- Portfolio value
- $285.8M
- −$182.8M (−39.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 72,018 | $20.7M | 7.2% | −31,796−30.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 97,720 | $20.4M | 7.1% | −31,675−24.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 203,254 | $19.5M | 6.8% | −37,156−15.5% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 87,678 | $17.4M | 6.1% | −38,707−30.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 29,424 | $16.8M | 5.9% | −10,721−26.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 44,446 | $16.5M | 5.8% | −9,881−18.2% | Reduced | History |
| DISWalt Disney Co | Stock | 164,845 | $15.9M | 5.6% | −89,305−35.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 219,459 | $15.8M | 5.5% | −56,616−20.5% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 3,070 | $12.9M | 4.5% | −1,085−26.1% | Reduced | History |
| NKENIKE, Inc. | Stock | 225,597 | $11.9M | 4.2% | −102,403−31.2% | Reduced | History |
| KOCoca Cola Co | Stock | 149,452 | $11.4M | 4.0% | −155,001−50.9% | Reduced | History |
| MCDMcDonalds Corp | Stock | 35,662 | $11.1M | 3.9% | −46,087−56.4% | Reduced | History |
| DPZDominos Pizza Inc | COM | 30,297 | $10.9M | 3.8% | −2,903−8.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 34,129 | $10.3M | 3.6% | +34,129 | New | History |
| GAPGap Inc | COM | 407,857 | $9.87M | 3.5% | −482,718−54.2% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 53,088 | $9.68M | 3.4% | −28,487−34.9% | Reduced | History |
| VVisa Inc. | Stock | 31,579 | $9.54M | 3.3% | −4,706−13.0% | Reduced | History |
| RLRalph Lauren Corp | CL A | 25,580 | $8.80M | 3.1% | −14,185−35.7% | Reduced | History |
| CARTMaplebear Inc. | COM | 185,559 | $6.95M | 2.4% | −152,541−45.1% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 54,636 | $6.90M | 2.4% | −42,499−43.8% | Reduced | History |
| SBUXStarbucks Corp | Stock | 75,583 | $6.77M | 2.4% | −106,317−58.4% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 13,319 | $6.46M | 2.3% | +13,319 | New | History |
| KMBKimberly Clark Corp | Stock | 66,025 | $6.37M | 2.2% | +66,025 | New | History |
| HDHome Depot, Inc. | Stock | 9,325 | $3.07M | 1.1% | −23,910−71.9% | Reduced | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.