HS Management Partners, LLC 13F Holdings · Q2 2026
HS Management Partners, LLC reported 24 securities worth $291.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOG (7.29%), AMZN (5.63%), MSFT (5.48%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | $21.2M | 7.29% | 60,093 | Trimmed |
| 2 | AMZN | AMAZON.COM INC | $16.4M | 5.63% | 68,740 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $16.0M | 5.48% | 42,766 | Trimmed |
| 4 | UBER | UBER TECHNOLOGIES INC | $15.9M | 5.47% | 220,484 | Added |
| 5 | AXP | AMERICAN EXPRESS COMPANY | $15.3M | 5.24% | 45,119 | Added |
| 6 | NFLX | NETFLIX INC | $14.9M | 5.12% | 208,599 | Added |
| 7 | META | META PLATFORMS INC - CL A | $14.3M | 4.92% | 25,409 | Trimmed |
| 8 | V | VISA INC CL A COMMON STOCK | $14.1M | 4.86% | 41,229 | Added |
| 9 | MCD | MCDONALDS CORP | $13.8M | 4.74% | 51,094 | Added |
| 10 | DKS | DICKS SPORTING GOODS INC | $13.6M | 4.66% | 59,753 | Trimmed |
| 11 | SPOT | SPOTIFY TECHNOLOGY SA | $13.4M | 4.60% | 29,194 | Added |
| 12 | KO | COCA-COLA CO | $13.2M | 4.53% | 162,277 | Added |
| 13 | KMB | KIMBERLY CLARK CORP | $13.0M | 4.45% | 118,000 | Added |
| 14 | DIS | DISNEY WALT CO COM | $12.6M | 4.33% | 130,995 | Trimmed |
| 15 | WSM | WILLIAMS-SONOMA INC | $10.8M | 3.71% | 46,353 | Trimmed |
| 16 | BKNG | BOOKING HOLDINGS INC | $10.6M | 3.65% | 59,575 | Added |
| 17 | RL | RALPH LAUREN CORP CL A | $10.2M | 3.52% | 25,525 | Trimmed |
| 18 | DPZ | DOMINO'S PIZZA, INC. | $10.1M | 3.48% | 34,262 | Added |
| 19 | ABNB | AIRBNB | $9.6M | 3.30% | 67,186 | Added |
| 20 | CART | MAPLEBEAR INC | $8.1M | 2.79% | 171,434 | Trimmed |
| 21 | GAP | GAP INC | $7.5M | 2.56% | 398,957 | Trimmed |
| 22 | HD | HOME DEPOT INC | $7.3M | 2.51% | 20,755 | Added |
| 23 | SBUX | STARBUCKS CORP | $5.8M | 1.99% | 56,808 | Trimmed |
| 24 | NKE | NIKE INC CL B | $3.3M | 1.15% | 81,572 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR