HS Management Partners, LLC 13F Holdings
CIK 0001455253 · NEW YORK, NY
As of Sep 30, 2025, HS Management Partners, LLC reported 25 positions worth $769.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Equity | 210,119 | $51.2M | 6.65% |
| WALT DISNEY CO | DIS | Communication Services | 428,900 | $49.1M | 6.38% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 661,275 | $44.3M | 5.76% |
| AMAZON.COM INC | AMZN | Equity | 198,040 | $43.5M | 5.65% |
| MICROSOFT CORP | MSFT | Technology | 81,595 | $42.3M | 5.49% |
| UBER TECHNOLOGIES INC | UBER | Technology | 420,025 | $41.1M | 5.35% |
| DICK'S SPORTING GOODS INC | DKS | Consumer Cyclical | 173,382 | $38.5M | 5.01% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 123,062 | $37.4M | 4.86% |
| COCA COLA CO | KO | Consumer Defensive | 559,750 | $37.1M | 4.82% |
| META PLATFORMS INC | META | Communication Services | 48,870 | $35.9M | 4.66% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 5,871 | $31.7M | 4.12% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 204,850 | $31.5M | 4.09% |
| RALPH LAUREN CORP | RL | Consumer Cyclical | 86,115 | $27.0M | 3.51% |
| PEPSICO INC | PEP | Consumer Defensive | 186,201 | $26.2M | 3.40% |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 132,417 | $25.9M | 3.36% |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 59,490 | $25.7M | 3.34% |
| INSTACART (MAPLEBEAR INC) | CART | Consumer Cyclical | 618,900 | $22.8M | 2.96% |
| AIRBNB INC | ABNB | Industrials | 179,585 | $21.8M | 2.83% |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 255,459 | $21.6M | 2.81% |
| GAP INC | GAP | Consumer Cyclical | 996,200 | $21.3M | 2.77% |
| MATTEL INC | MAT | Consumer Cyclical | 1,263,175 | $21.3M | 2.76% |
| VISA INC-CLASS A SHARES | V | Financial Services | 55,575 |