HS Management Partners, LLC
- SEC CIK
- 0001455253
- 最新申報
- 2026/8/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 25
- 較 2025 年第 1 季 +2
- 總值
- $12.3 億
- 較 2025 年第 1 季 −$1,114 萬 (−0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 1,078,900 | $8,018 萬 | 6.5% | −220,100−16.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 642,925 | $7,973 萬 | 6.5% | −122,025−16.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 424,624 | $7,532 萬 | 6.1% | −5,125−1.2% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 358,097 | $7,084 萬 | 5.8% | −44,945−11.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 135,055 | $6,718 萬 | 5.5% | −19,663−12.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 921,075 | $6,517 萬 | 5.3% | −270,940−22.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 682,750 | $6,370 萬 | 5.2% | −135,300−16.5% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 10,458 | $6,054 萬 | 4.9% | −3,094−22.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 274,570 | $6,024 萬 | 4.9% | +33,660+14.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 79,575 | $5,873 萬 | 4.8% | −11,885−13.0% | 減碼 | 歷史 |
| GAPGap Inc | COM | 2,255,200 | $4,919 萬 | 4.0% | −124,625−5.2% | 減碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 172,614 | $4,734 萬 | 3.9% | −75,895−30.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 354,556 | $4,682 萬 | 3.8% | −3,351−0.9% | 減碼 | 歷史 |
| MATMattel Inc | COM | 2,358,525 | $4,651 萬 | 3.8% | +101,225+4.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 277,895 | $4,427 萬 | 3.6% | +50,775+22.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 603,125 | $4,285 萬 | 3.5% | −162,600−21.2% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 258,307 | $4,220 萬 | 3.4% | +44,075+20.6% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 282,810 | $3,743 萬 | 3.1% | −23,900−7.8% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 82,750 | $3,729 萬 | 3.0% | −10,115−10.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 367,319 | $3,366 萬 | 2.7% | −14,610−3.8% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 125,534 | $2,982 萬 | 2.4% | −69,325−35.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 79,340 | $2,909 萬 | 2.4% | +79,340 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 93,414 | $2,729 萬 | 2.2% | −44,400−32.2% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 346,800 | $1,569 萬 | 1.3% | +346,800 | 新進 | 歷史 |
| VVisa Inc. | Stock | 39,630 | $1,407 萬 | 1.1% | −34,635−46.6% | 減碼 | 歷史 |