Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HS Management Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

HS Management Partners, LLC (CIK 1455253) reported $291.1M across 24 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($21.2M, 7.29%), AMZN ($16.4M, 5.63%), MSFT ($16.0M, 5.48%), UBER ($15.9M, 5.47%), AXP ($15.3M, 5.24%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGALPHABET INC CL C$21.2M7.29%60,093Trimmed
2AMZNAMAZON.COM INC$16.4M5.63%68,740Trimmed
3MSFTMICROSOFT CORP$16.0M5.48%42,766Trimmed
4UBERUBER TECHNOLOGIES INC$15.9M5.47%220,484Added
5AXPAMERICAN EXPRESS COMPANY$15.3M5.24%45,119Added
6NFLXNETFLIX INC$14.9M5.12%208,599Added
7METAMETA PLATFORMS INC - CL A$14.3M4.92%25,409Trimmed
8VVISA INC CL A COMMON STOCK$14.1M4.86%41,229Added
9MCDMCDONALDS CORP$13.8M4.74%51,094Added
10DKSDICKS SPORTING GOODS INC$13.6M4.66%59,753Trimmed
11SPOTSPOTIFY TECHNOLOGY SA$13.4M4.60%29,194Added
12KOCOCA-COLA CO$13.2M4.53%162,277Added
13KMBKIMBERLY CLARK CORP$13.0M4.45%118,000Added
14DISDISNEY WALT CO COM$12.6M4.33%130,995Trimmed
15WSMWILLIAMS-SONOMA INC$10.8M3.71%46,353Trimmed
16BKNGBOOKING HOLDINGS INC$10.6M3.65%59,575Added
17RLRALPH LAUREN CORP CL A$10.2M3.52%25,525Trimmed
18DPZDOMINO'S PIZZA, INC.$10.1M3.48%34,262Added
19ABNBAIRBNB$9.6M3.30%67,186Added
20CARTMAPLEBEAR INC$8.1M2.79%171,434Trimmed
21GAPGAP INC$7.5M2.56%398,957Trimmed
22HDHOME DEPOT INC$7.3M2.51%20,755Added
23SBUXSTARBUCKS CORP$5.8M1.99%56,808Trimmed
24NKENIKE INC CL B$3.3M1.15%81,572Trimmed

Source: SEC Form 13F filings · as of 2026-06-30