HS Management Partners, LLC
- SEC CIK
- 0001455253
- Latest filing
- Aug 6, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 24
- 0 vs. Q1 2026
- Portfolio value
- $291.1M
- +$5.28M (+1.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 60,093 | $21.2M | 7.3% | −11,925−16.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 68,740 | $16.4M | 5.6% | −28,980−29.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 42,766 | $16.0M | 5.5% | −1,680−3.8% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 220,484 | $15.9M | 5.5% | +1,025+0.5% | Added | History |
| AXPAmerican Express Co | Stock | 45,119 | $15.3M | 5.2% | +10,990+32.2% | Added | History |
| NFLXNetflix Inc | Stock | 208,599 | $14.9M | 5.1% | +5,345+2.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 25,409 | $14.3M | 4.9% | −4,015−13.6% | Reduced | History |
| VVisa Inc. | Stock | 41,229 | $14.1M | 4.9% | +9,650+30.6% | Added | History |
| MCDMcDonalds Corp | Stock | 51,094 | $13.8M | 4.7% | +15,432+43.3% | Added | History |
| DKSDick's Sporting Goods, Inc. | Stock | 59,753 | $13.6M | 4.7% | −27,925−31.8% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 29,194 | $13.4M | 4.6% | +15,875+119.2% | Added | History |
| KOCoca Cola Co | Stock | 162,277 | $13.2M | 4.5% | +12,825+8.6% | Added | History |
| KMBKimberly Clark Corp | Stock | 118,000 | $13.0M | 4.4% | +51,975+78.7% | Added | History |
| DISWalt Disney Co | Stock | 130,995 | $12.6M | 4.3% | −33,850−20.5% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 46,353 | $10.8M | 3.7% | −6,735−12.7% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 59,575 | $10.6M | 3.6% | −17,175−22.4% | ReducedConverted for a 25-for-1 split | History |
| RLRalph Lauren Corp | CL A | 25,525 | $10.2M | 3.5% | −55−0.2% | Reduced | History |
| DPZDominos Pizza Inc | COM | 34,262 | $10.1M | 3.5% | +3,965+13.1% | Added | History |
| ABNBAirbnb, Inc. | Stock | 67,186 | $9.61M | 3.3% | +12,550+23.0% | Added | History |
| CARTMaplebear Inc. | COM | 171,434 | $8.12M | 2.8% | −14,125−7.6% | Reduced | History |
| GAPGap Inc | COM | 398,957 | $7.45M | 2.6% | −8,900−2.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 20,755 | $7.32M | 2.5% | +11,430+122.6% | Added | History |
| SBUXStarbucks Corp | Stock | 56,808 | $5.81M | 2.0% | −18,775−24.8% | Reduced | History |
| NKENIKE, Inc. | Stock | 81,572 | $3.35M | 1.2% | −144,025−63.8% | Reduced | History |