Institutions / HS Management Partners, LLC

HS Management Partners, LLC

CIK 1455253 · Institution · as of Dec 31, 2025
Portfolio value
$468.55M
Positions
24
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Alphabet Inc.$32.58M103,8147.0%
Amazon.com Inc$29.87M129,3956.4%
Walt Disney Co$28.91M254,1506.2%
Meta Platforms Inc$26.50M40,1455.7%
Microsoft Corp$26.27M54,3275.6%
Dick's Sporting Goods Inc$25.02M126,3855.3%
Mcdonald'S Corp$24.98M81,7495.3%
Gap Inc$22.80M890,5754.9%
Uber Technologies, Inc$22.56M276,0754.8%
Netflix Inc$22.54M240,4104.8%
Booking Holdings Inc$22.25M4,1554.7%
Coca Cola Co$21.28M304,4534.5%
NIKE, Inc.$20.90M328,0004.5%
Starbucks Corp$15.32M181,9003.3%
Maplebear Inc$15.21M338,1003.2%
Williams Sonoma Inc$14.57M81,5753.1%
Ralph Lauren Corp$14.06M39,7653.0%
Domino's Pizza Inc.$13.84M33,2003.0%
Mattel Inc /De$13.55M683,2002.9%
Airbnb, Inc.$13.18M97,1352.8%
Visa Inc$12.73M36,2852.7%
Home Depot, Inc.$11.44M33,2352.4%
PayPal Holdings, Inc.$10.08M172,7252.2%
Pepsico Inc$8.11M56,4731.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.