HS Management Partners, LLC
- SEC CIK
- 0001455253
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/6。SEC
- 持股檔數
- 24
- 較 2026 年第 1 季 0
- 總值
- $2.91 億
- 較 2026 年第 1 季 +$528.47 萬 (+1.8%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| GOOGALPHABET INC CAP STK CL C | Stock | 60,093 | $2,123.27 萬 | 7.29% | −11,925−16.6% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 68,740 | $1,638.35 萬 | 5.63% | −28,980−29.7% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 42,766 | $1,595.26 萬 | 5.48% | −1,680−3.8% | 減碼 | 查看 |
| UBERUBER TECHNOLOGIES INC COM | Stock | 220,484 | $1,591.01 萬 | 5.47% | +1,025+0.5% | 加碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 45,119 | $1,526.15 萬 | 5.24% | +10,990+32.2% | 加碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 208,599 | $1,489.4 萬 | 5.12% | +5,345+2.6% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 25,409 | $1,431.26 萬 | 4.92% | −4,015−13.6% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 41,229 | $1,414.53 萬 | 4.86% | +9,650+30.6% | 加碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 51,094 | $1,381.12 萬 | 4.74% | +15,432+43.3% | 加碼 | 查看 |
| DKSDICKS SPORTING GOODS INC COM | Stock | 59,753 | $1,355.26 萬 | 4.66% | −27,925−31.8% | 減碼 | 查看 |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 29,194 | $1,340.38 萬 | 4.60% | +15,875+119.2% | 加碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 162,277 | $1,318.83 萬 | 4.53% | +12,825+8.6% | 加碼 | 查看 |
| KMBKIMBERLY-CLARK CORP COM | Stock | 118,000 | $1,295.29 萬 | 4.45% | +51,975+78.7% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 130,995 | $1,260.83 萬 | 4.33% | −33,850−20.5% | 減碼 | 查看 |
| WSMWILLIAMS SONOMA INC | COM | 46,353 | $1,080.49 萬 | 3.71% | −6,735−12.7% | 減碼 | 查看 |
| BKNGBOOKING HOLDINGS INC COM | Stock | 59,575 | $1,061.86 萬 | 3.65% | +56,505+1,840.6% | 加碼 | 查看 |
| RLRALPH LAUREN CORP | CL A | 25,525 | $1,024.6 萬 | 3.52% | −55−0.2% | 減碼 | 查看 |
| DPZDOMINOS PIZZA INC | COM | 34,262 | $1,014.29 萬 | 3.48% | +3,965+13.1% | 加碼 | 查看 |
| ABNBAIRBNB INC COM CL A | Stock | 67,186 | $961.43 萬 | 3.30% | +12,550+23.0% | 加碼 | 查看 |
| CARTMAPLEBEAR INC | COM | 171,434 | $811.74 萬 | 2.79% | −14,125−7.6% | 減碼 | 查看 |
| GAPGAP INC | COM | 398,957 | $745.25 萬 | 2.56% | −8,900−2.2% | 減碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 20,755 | $731.99 萬 | 2.51% | +11,430+122.6% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 56,808 | $580.52 萬 | 1.99% | −18,775−24.8% | 減碼 | 查看 |
| NKENIKE INC CL B | Stock | 81,572 | $334.85 萬 | 1.15% | −144,025−63.8% | 減碼 | 查看 |