Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1455253) reported $285.8M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($20.7M, 7.23%), AMZN ($20.4M, 7.12%), NFLX ($19.5M, 6.84%), DKS ($17.4M, 6.08%), META ($16.8M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | $20.7M | 7.23% | 72,018 | Trimmed |
| 2 | AMZN | AMAZON.COM INC | $20.4M | 7.12% | 97,720 | Trimmed |
| 3 | NFLX | NETFLIX INC | $19.5M | 6.84% | 203,254 | Trimmed |
| 4 | DKS | DICKS SPORTING GOODS INC | $17.4M | 6.08% | 87,678 | Trimmed |
| 5 | META | META PLATFORMS INC - CL A | $16.8M | 5.89% | 29,424 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $16.5M | 5.76% | 44,446 | Trimmed |
| 7 | DIS | DISNEY WALT CO COM | $15.9M | 5.56% | 164,845 | Trimmed |
| 8 | UBER | UBER TECHNOLOGIES INC | $15.8M | 5.52% | 219,459 | Trimmed |
| 9 | BKNG | BOOKING HOLDINGS INC | $12.9M | 4.52% | 3,070 | Trimmed |
| 10 | NKE | NIKE INC CL B | $11.9M | 4.17% | 225,597 | Trimmed |
| 11 | KO | COCA-COLA CO | $11.4M | 3.98% | 149,452 | Trimmed |
| 12 | MCD | MCDONALDS CORP | $11.1M | 3.88% | 35,662 | Trimmed |
| 13 | DPZ | DOMINO'S PIZZA, INC. | $10.9M | 3.80% | 30,297 | Trimmed |
| 14 | AXP | AMERICAN EXPRESS COMPANY | $10.3M | 3.61% | 34,129 | New |
| 15 | GAP | GAP INC | $9.9M | 3.45% | 407,857 | Trimmed |
| 16 | WSM | WILLIAMS-SONOMA INC | $9.7M | 3.39% | 53,088 | Trimmed |
| 17 | V | VISA INC CL A COMMON STOCK | $9.5M | 3.34% | 31,579 | Trimmed |
| 18 | RL | RALPH LAUREN CORP CL A | $8.8M | 3.08% | 25,580 | Trimmed |
| 19 | CART | MAPLEBEAR INC | $7.0M | 2.43% | 185,559 | Trimmed |
| 20 | ABNB | AIRBNB | $6.9M | 2.41% | 54,636 | Trimmed |
| 21 | SBUX | STARBUCKS CORP | $6.8M | 2.37% | 75,583 | Trimmed |
| 22 | SPOT | SPOTIFY TECHNOLOGY SA | $6.5M | 2.26% | 13,319 | New |
| 23 | KMB | KIMBERLY CLARK CORP | $6.4M | 2.23% | 66,025 | New |
| 24 | HD | HOME DEPOT INC | $3.1M | 1.07% | 9,325 | Trimmed |
| 25 | PYPL | PAYPAL HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31