HS Management Partners, LLC
Net seller this quarter
$291M
24
-$4.23M
53.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $21.2M | 7.29% | Not reported | -16.6% | Q4 2015 |
 AMZN | $16.4M | 5.63% | 0.00% | -29.7% | Q1 2015 |
 MSFT | $16M | 5.48% | 0.00% | -3.8% | Q2 2016 |
 UBER | $15.9M | 5.47% | 0.01% | +0.5% | Q3 2024 |
 AXP | $15.3M | 5.24% | 0.01% | +32.2% | Q1 2019 |
 NFLX | $14.9M | 5.12% | 0.01% | +2.6% | Q2 2021 |
 META | $14.3M | 4.92% | Not reported | -13.7% | Q1 2016 |
 V | $14.1M | 4.86% | 0.00% | +30.6% | Q2 2014 |
 MCD | $13.8M | 4.74% | 0.01% | +43.3% | Q2 2013 |
 DKS | $13.6M | 4.66% | 0.06% | -31.9% | Q3 2013 |
 SPOT | $13.4M | 4.60% | 0.01% | +119.2% | Q1 2026 |
 KO | $13.2M | 4.53% | 0.00% | +8.6% | Q4 2013 |
 KMB | $13M | 4.45% | 0.04% | +78.7% | Q1 2026 |
 DIS | $12.6M | 4.33% | 0.01% | -20.5% | Q2 2013 |
 WSM | $10.8M | 3.71% | 0.04% | -12.7% | Q2 2013 |
 BKNG | $10.6M | 3.65% | 0.01% | -22.4% | Q2 2019 |
 RL | $10.2M | 3.52% | Not reported | -0.2% | Q3 2013 |
 DPZ | $10.1M | 3.48% | 0.10% | +13.1% | Q2 2013 |
 ABNB | $9.61M | 3.30% | Not reported | +23.0% | Q2 2024 |
 CART | $8.12M | 2.79% | 0.07% | -7.6% | Q2 2025 |
 GAP | $7.45M | 2.56% | 0.11% | -2.2% | Q1 2025 |
 HD | $7.32M | 2.51% | 0.00% | +122.6% | Q2 2018 |
 SBUX | $5.81M | 1.99% | 0.01% | -24.8% | Q1 2014 |
 NKE | $3.35M | 1.15% | 0.00% | -63.8% | Q2 2013 |
| Q1 2026 | |||||
| GOOG | $20.7M | 7.23% | Not reported | -30.6% | Q4 2015 |
| AMZN | $20.4M | 7.12% | 0.00% | -24.5% | Q1 2015 |
| NFLX | $19.5M | 6.84% | 0.00% | -15.5% | Q2 2021 |
| DKS | $17.4M | 6.08% | 0.09% | -30.6% | Q3 2013 |
| META | $16.8M | 5.89% | Not reported | -26.7% | Q1 2016 |
| MSFT | $16.5M | 5.76% | 0.00% | -18.2% | Q2 2016 |
| DIS | $15.9M | 5.56% | 0.01% | -35.1% | Q2 2013 |
| UBER | $15.8M | 5.52% | 0.01% | -20.5% | Q3 2024 |
| BKNG | $12.9M | 4.52% | 0.01% | -26.1% | Q2 2019 |
| NKE | $11.9M | 4.17% | 0.01% | -31.2% | Q2 2013 |
| KO | $11.4M | 3.98% | 0.00% | -50.9% | Q4 2013 |
| MCD | $11.1M | 3.88% | 0.01% | -56.4% | Q2 2013 |
| DPZ | $10.9M | 3.80% | 0.09% | -8.7% | Q2 2013 |
| AXP | $10.3M | 3.61% | 0.01% | Not reported | Q1 2019 |
| GAP | $9.87M | 3.45% | 0.11% | -54.2% | Q1 2025 |
| WSM | $9.68M | 3.39% | 0.04% | -34.9% | Q2 2013 |
| V | $9.54M | 3.34% | 0.00% | -13.0% | Q2 2014 |
| RL | $8.8M | 3.08% | Not reported | -35.7% | Q3 2013 |
| CART | $6.95M | 2.43% | 0.08% | -45.1% | Q2 2025 |
| ABNB | $6.9M | 2.41% | Not reported | -43.8% | Q2 2024 |
| SBUX | $6.77M | 2.37% | 0.01% | -58.5% | Q1 2014 |
| SPOT | $6.46M | 2.26% | 0.01% | New | Q1 2026 |
| KMB | $6.37M | 2.23% | 0.02% | New | Q1 2026 |
| HD | $3.07M | 1.07% | 0.00% | -71.9% | Q2 2018 |
| Q4 2025 | |||||
| GOOG | $32.6M | 6.95% | Not reported | -50.6% | Q4 2015 |
| AMZN | $29.9M | 6.37% | 0.00% | -34.7% | Q1 2015 |
| DIS | $28.9M | 6.17% | 0.01% | -40.7% | Q2 2013 |
| META | $26.5M | 5.66% | Not reported | -17.9% | Q1 2016 |
| MSFT | $26.3M | 5.61% | 0.00% | -33.4% | Q2 2016 |
| DKS | $25M | 5.34% | 0.13% | -27.1% | Q3 2013 |
| MCD | $25M | 5.33% | 0.01% | -33.6% | Q2 2013 |
| GAP | $22.8M | 4.87% | 0.24% | -10.6% | Q1 2025 |
| UBER | $22.6M | 4.81% | 0.01% | -34.3% | Q3 2024 |
| NFLX | $22.5M | 4.81% | 0.01% | Not reported | Q2 2021 |
| BKNG | $22.3M | 4.75% | 0.01% | -29.2% | Q2 2019 |
| KO | $21.3M | 4.54% | 0.01% | -45.6% | Q4 2013 |
| NKE | $20.9M | 4.46% | 0.02% | +39.1% | Q2 2013 |
| SBUX | $15.3M | 3.27% | 0.02% | -28.8% | Q1 2014 |
| CART | $15.2M | 3.25% | 0.14% | -45.4% | Q2 2025 |
| WSM | $14.6M | 3.11% | 0.07% | -38.4% | Q2 2013 |
| RL | $14.1M | 3.00% | Not reported | -53.8% | Q3 2013 |
| DPZ | $13.8M | 2.95% | 0.10% | -44.2% | Q2 2013 |
 MAT | $13.6M | 2.89% | 0.22% | -45.9% | Q3 2023 |
| ABNB | $13.2M | 2.81% | Not reported | -45.9% | Q2 2024 |
| V | $12.7M | 2.72% | 0.00% | -34.7% | Q2 2014 |
| HD | $11.4M | 2.44% | 0.00% | -28.3% | Q2 2018 |
 PYPL | $10.1M | 2.15% | 0.02% | -73.9% | Q2 2016 |
 PEP | $8.11M | 1.73% | 0.00% | -69.7% | Q2 2020 |
| Q3 2025 | |||||
| GOOG | $51.2M | 6.65% | Not reported | -50.5% | Q4 2015 |
| DIS | $49.1M | 6.38% | 0.02% | -33.3% | Q2 2013 |
| PYPL | $44.3M | 5.76% | 0.07% | -38.7% | Q2 2016 |
| AMZN | $43.5M | 5.65% | 0.00% | -27.9% | Q1 2015 |
| MSFT | $42.3M | 5.49% | 0.00% | -39.6% | Q2 2016 |
| UBER | $41.1M | 5.35% | 0.02% | -38.5% | Q3 2024 |
| DKS | $38.5M | 5.01% | 0.18% | -51.6% | Q3 2013 |
| MCD | $37.4M | 4.86% | 0.02% | +31.7% | Q2 2013 |
| KO | $37.1M | 4.82% | 0.01% | -39.2% | Q4 2013 |
| META | $35.9M | 4.66% | Not reported | -38.6% | Q1 2016 |
| BKNG | $31.7M | 4.12% | 0.02% | -43.9% | Q2 2019 |
 PG | $31.5M | 4.09% | 0.01% | -26.3% | Q4 2017 |
| RL | $27M | 3.51% | Not reported | -50.1% | Q3 2013 |
| PEP | $26.2M | 3.40% | 0.01% | -47.5% | Q2 2020 |
| WSM | $25.9M | 3.36% | 0.11% | -48.7% | Q2 2013 |
| DPZ | $25.7M | 3.34% | 0.18% | -28.1% | Q2 2013 |
| CART | $22.8M | 2.96% | 0.23% | +78.5% | Q2 2025 |
| ABNB | $21.8M | 2.83% | Not reported | -36.5% | Q2 2024 |
| SBUX | $21.6M | 2.81% | 0.02% | -30.5% | Q1 2014 |
| GAP | $21.3M | 2.77% | 0.27% | -55.8% | Q1 2025 |
| MAT | $21.3M | 2.76% | 0.39% | -46.4% | Q3 2023 |
| V | $19M | 2.47% | 0.00% | +40.2% | Q2 2014 |
| HD | $18.8M | 2.44% | 0.00% | -41.6% | Q2 2018 |
 LULU | $18.3M | 2.38% | 0.09% | -18.2% | Q4 2013 |
| NKE | $16.4M | 2.14% | 0.01% | -60.9% | Q2 2013 |