HS Management Partners, LLC
- SEC CIK
- 0001455253
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 24
- 較 2026 年第 1 季 0
- 總值
- $2.91 億
- 較 2026 年第 1 季 +$528.5 萬 (+1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 60,093 | $2,123 萬 | 7.3% | −11,925−16.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 68,740 | $1,638 萬 | 5.6% | −28,980−29.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 42,766 | $1,595 萬 | 5.5% | −1,680−3.8% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 220,484 | $1,591 萬 | 5.5% | +1,025+0.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 45,119 | $1,526 萬 | 5.2% | +10,990+32.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 208,599 | $1,489 萬 | 5.1% | +5,345+2.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 25,409 | $1,431 萬 | 4.9% | −4,015−13.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 41,229 | $1,415 萬 | 4.9% | +9,650+30.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 51,094 | $1,381 萬 | 4.7% | +15,432+43.3% | 加碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 59,753 | $1,355 萬 | 4.7% | −27,925−31.8% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 29,194 | $1,340 萬 | 4.6% | +15,875+119.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 162,277 | $1,319 萬 | 4.5% | +12,825+8.6% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 118,000 | $1,295 萬 | 4.4% | +51,975+78.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 130,995 | $1,261 萬 | 4.3% | −33,850−20.5% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 46,353 | $1,080 萬 | 3.7% | −6,735−12.7% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 59,575 | $1,062 萬 | 3.6% | −17,175−22.4% | 減碼依 25 比 1 拆股換算 | 歷史 |
| RLRalph Lauren Corp | CL A | 25,525 | $1,025 萬 | 3.5% | −55−0.2% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 34,262 | $1,014 萬 | 3.5% | +3,965+13.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 67,186 | $961.4 萬 | 3.3% | +12,550+23.0% | 加碼 | 歷史 |
| CARTMaplebear Inc. | COM | 171,434 | $811.7 萬 | 2.8% | −14,125−7.6% | 減碼 | 歷史 |
| GAPGap Inc | COM | 398,957 | $745.3 萬 | 2.6% | −8,900−2.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,755 | $732.0 萬 | 2.5% | +11,430+122.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 56,808 | $580.5 萬 | 2.0% | −18,775−24.8% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 81,572 | $334.9 萬 | 1.2% | −144,025−63.8% | 減碼 | 歷史 |