HS Management Partners, LLC — 13F Holdings & Portfolio
CIK 1455253 · latest 13F-HR filed 2026-08-06
HS Management Partners, LLC manages $291.1M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (7.29%), AMZN (5.63%), MSFT (5.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 11, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NEW YORK, NY 10022
$291.1M
Long-equity book
24
Distinct positions
2026-06-30
Filed 2026-08-06
+0 / −0 / ↑11 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPOTIFY TECHNOLOGY SA$6.9M +107.5%
- KIMBERLY CLARK CORP$6.6M +103.4%
- AMERICAN EXPRESS COMPANY$4.9M +47.8%
- VISA INC CL A COMMON STOCK$4.6M +48.2%
- HOME DEPOT INC$4.3M +138.7%
Top Trims
- NIKE INC CL B-$8.6M -71.9%
- NETFLIX INC-$4.6M -23.8%
- AMAZON.COM INC-$4.0M -19.5%
- DICKS SPORTING GOODS INC-$3.8M -22.0%
- DISNEY WALT CO COM-$3.3M -20.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC CL C | GOOG | 02079K107 | $21.2M | 7.29% | 60,093 | SH |
| 2 | AMAZON.COM INC | AMZN | 023135106 | $16.4M | 5.63% | 68,740 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $16.0M | 5.48% | 42,766 | SH |
| 4 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $15.9M | 5.47% | 220,484 | SH |
| 5 | AMERICAN EXPRESS COMPANY | AXP | 025816109 | $15.3M | 5.24% | 45,119 | SH |
| 6 | NETFLIX INC | NFLX | 64110L106 | $14.9M | 5.12% | 208,599 | SH |
| 7 | META PLATFORMS INC - CL A | META | 30303M102 | $14.3M | 4.92% | 25,409 | SH |
| 8 | VISA INC CL A COMMON STOCK | V | 92826C839 | $14.1M | 4.86% | 41,229 | SH |
| 9 | MCDONALDS CORP | MCD | 580135101 | $13.8M | 4.74% | 51,094 | SH |
| 10 | DICKS SPORTING GOODS INC | DKS | 253393102 | $13.6M | 4.66% | 59,753 | SH |
| 11 | SPOTIFY TECHNOLOGY SA | SPOT | L8681T102 | $13.4M | 4.60% | 29,194 | SH |
| 12 | COCA-COLA CO | KO | 191216100 | $13.2M | 4.53% | 162,277 | SH |
| 13 | KIMBERLY CLARK CORP | KMB | 494368103 | $13.0M | 4.45% | 118,000 | SH |
| 14 | DISNEY WALT CO COM | DIS | 254687106 | $12.6M | 4.33% | 130,995 | SH |
| 15 | WILLIAMS-SONOMA INC | WSM | 969904101 | $10.8M | 3.71% | 46,353 | SH |
| 16 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $10.6M | 3.65% | 59,575 | SH |
| 17 | RALPH LAUREN CORP CL A | RL | 751212101 | $10.2M | 3.52% | 25,525 | SH |
| 18 | DOMINO'S PIZZA, INC. | DPZ | 25754A201 | $10.1M | 3.48% | 34,262 | SH |
| 19 | AIRBNB | ABNB | 009066101 | $9.6M | 3.30% | 67,186 | SH |
| 20 | MAPLEBEAR INC | CART | 565394103 | $8.1M | 2.79% | 171,434 | SH |
| 21 | GAP INC | GAP | 364760108 | $7.5M | 2.56% | 398,957 | SH |
| 22 | HOME DEPOT INC | HD | 437076102 | $7.3M | 2.51% | 20,755 | SH |
| 23 | STARBUCKS CORP | SBUX | 855244109 | $5.8M | 1.99% | 56,808 | SH |
| 24 | NIKE INC CL B | NKE | 654106103 | $3.3M | 1.15% | 81,572 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $291.1M | 24 | 0001455253-26-000012 |
| 2026-03-31 | 2026-04-27 | $285.8M | 24 | 0001455253-26-000006 |
| 2025-12-31 | 2026-02-09 | $468.5M | 24 | 0001455253-26-000003 |