# HS Management Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1455253. Source: https://holderbook.com/funds/1455253-hs-management-partners-llc/

- Reported value: $291.1M
- Positions: 24
- Weight of the ten largest: 53.4%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $21.2M | 60,093 | 7.3% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $16.4M | 68,740 | 5.6% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $16.0M | 42,766 | 5.5% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $15.9M | 220,484 | 5.5% | 8 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $15.3M | 45,119 | 5.2% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $14.9M | 208,599 | 5.1% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $14.3M | 25,409 | 4.9% | 9 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $14.1M | 41,229 | 4.9% | 17 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $13.8M | 51,094 | 4.7% | 31 |
| DICKS SPORTING GOODS INC | [DKS](https://holderbook.com/stocks/DKS/) | $13.6M | 59,753 | 4.7% | 19 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $13.4M | 29,194 | 4.6% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $13.2M | 162,277 | 4.5% | 31 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $13.0M | 118,000 | 4.4% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $12.6M | 130,995 | 4.3% | 9 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $10.8M | 46,353 | 3.7% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $10.6M | 59,575 | 3.6% | 10 |
| RALPH LAUREN CORP | [RL](https://holderbook.com/stocks/RL/) | $10.2M | 25,525 | 3.5% | 20 |
| DOMINOS PIZZA INC | [DPZ](https://holderbook.com/stocks/DPZ/) | $10.1M | 34,262 | 3.5% | 8 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $9.6M | 67,186 | 3.3% | 9 |
| MAPLEBEAR INC | [CART](https://holderbook.com/stocks/CART/) | $8.1M | 171,434 | 2.8% | 5 |
| GAP INC | [GAP](https://holderbook.com/stocks/GAP/) | $7.5M | 398,957 | 2.6% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.3M | 20,755 | 2.5% | 5 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $5.8M | 56,808 | 2.0% | 19 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $3.3M | 81,572 | 1.2% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +3.3% | +14.8% | -11.5% | 100% |
| Q1 2026 | -8.8% | -4.6% | -4.2% | 100% |
| Q4 2025 | +1.2% | +2.4% | -1.2% | 100% |
| Q3 2025 | +1.2% | +7.8% | -6.7% | 100% |
| Q2 2025 | +9.3% | +10.5% | -1.1% | 100% |
| Q1 2025 | -5.9% | -4.6% | -1.3% | 100% |
| Q4 2024 | +5.0% | +2.1% | +2.9% | 100% |
| Q3 2024 | +6.0% | +5.4% | +0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $291.1M | 24 |
| Q1 2026 | $285.8M | 24 |
| Q4 2025 | $468.5M | 24 |
| Q3 2025 | $769.6M | 25 |
| Q2 2025 | $1.2B | 25 |
| Q1 2025 | $1.2B | 23 |
| Q4 2024 | $1.5B | 23 |
| Q3 2024 | $1.6B | 23 |
| Q2 2024 | $1.8B | 22 |
| Q1 2024 | $2.2B | 23 |
| Q4 2023 | $2.2B | 21 |
| Q3 2023 | $2.1B | 22 |