HS Management Partners, LLC
- SEC CIK
- 0001455253
- 最新申報
- 2026/8/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/23 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 25
- 較 2025 年第 2 季 0
- 總值
- $7.70 億
- 較 2025 年第 2 季 −$4.56 億 (−37.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 210,119 | $5,117 萬 | 6.6% | −214,505−50.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 428,900 | $4,911 萬 | 6.4% | −214,025−33.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 661,275 | $4,435 萬 | 5.8% | −417,625−38.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 198,040 | $4,348 萬 | 5.7% | −76,530−27.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 81,595 | $4,226 萬 | 5.5% | −53,460−39.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 420,025 | $4,115 萬 | 5.3% | −262,725−38.5% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 173,382 | $3,853 萬 | 5.0% | −184,715−51.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 123,062 | $3,740 萬 | 4.9% | +29,648+31.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 559,750 | $3,712 萬 | 4.8% | −361,325−39.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 48,870 | $3,589 萬 | 4.7% | −30,705−38.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 5,871 | $3,170 萬 | 4.1% | −4,587−43.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 204,850 | $3,148 萬 | 4.1% | −73,045−26.3% | 減碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 86,115 | $2,700 萬 | 3.5% | −86,499−50.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 186,201 | $2,615 萬 | 3.4% | −168,355−47.5% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 132,417 | $2,588 萬 | 3.4% | −125,890−48.7% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 59,490 | $2,568 萬 | 3.3% | −23,260−28.1% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 618,900 | $2,275 萬 | 3.0% | +272,100+78.5% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 179,585 | $2,181 萬 | 2.8% | −103,225−36.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 255,459 | $2,161 萬 | 2.8% | −111,860−30.5% | 減碼 | 歷史 |
| GAPGap Inc | COM | 996,200 | $2,131 萬 | 2.8% | −1,259,000−55.8% | 減碼 | 歷史 |
| MATMattel Inc | COM | 1,263,175 | $2,126 萬 | 2.8% | −1,095,350−46.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 55,575 | $1,897 萬 | 2.5% | +15,945+40.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 46,375 | $1,879 萬 | 2.4% | −32,965−41.5% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 102,750 | $1,828 萬 | 2.4% | −22,784−18.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 235,875 | $1,645 萬 | 2.1% | −367,250−60.9% | 減碼 | 歷史 |