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HS Management Partners, LLC 13F holdings

Filed 2026-08-06 · HS Management Partners, LLC · 24 positions · $291.1M

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TickerCompanySharesValue% of portfolio
GOOGALPHABET INC CL C60.1K$21.2M7.3%
AMZNAMAZON.COM INC68.7K$16.4M5.6%
MSFTMICROSOFT CORP42.8K$16.0M5.5%
UBERUBER TECHNOLOGIES INC220.5K$15.9M5.5%
AXPAMERICAN EXPRESS COMPANY45.1K$15.3M5.2%
NFLXNETFLIX INC208.6K$14.9M5.1%
METAMETA PLATFORMS INC - CL A25.4K$14.3M4.9%
VVISA INC CL A COMMON STOCK41.2K$14.1M4.9%
MCDMCDONALDS CORP51.1K$13.8M4.7%
DKSDICKS SPORTING GOODS INC59.8K$13.6M4.7%
SPOTSPOTIFY TECHNOLOGY SA29.2K$13.4M4.6%
KOCOCA-COLA CO162.3K$13.2M4.5%
KMBKIMBERLY CLARK CORP118.0K$13.0M4.4%
DISDISNEY WALT CO COM131.0K$12.6M4.3%
WSMWILLIAMS-SONOMA INC46.4K$10.8M3.7%
BKNGBOOKING HOLDINGS INC59.6K$10.6M3.6%
RLRALPH LAUREN CORP CL A25.5K$10.2M3.5%
DPZDOMINO'S PIZZA, INC.34.3K$10.1M3.5%
ABNBAIRBNB67.2K$9.6M3.3%
CARTMAPLEBEAR INC171.4K$8.1M2.8%
GAPGAP INC399.0K$7.5M2.6%
HDHOME DEPOT INC20.8K$7.3M2.5%
SBUXSTARBUCKS CORP56.8K$5.8M2.0%
NKENIKE INC CL B81.6K$3.3M1.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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