HS Management Partners, LLC — 13F Holdings & Portfolio
CIK 1455253 · latest 13F-HR filed 2026-04-27
HS Management Partners, LLC manages $285.8M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOG (7.23%), AMZN (7.12%), NFLX (6.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 0, and trimmed 21.
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.
$285.8M
Long-equity book
24
Distinct positions
2026-03-31
Filed 2026-04-27
+3 / −3 / ↑0 / ↓21
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- MCDONALDS CORP-$13.9M -55.6%
- DISNEY WALT CO COM-$13.0M -45.1%
- GAP INC-$12.9M -56.7%
- ALPHABET INC CL C-$11.9M -36.6%
- COCA-COLA CO-$9.9M -46.6%
New Positions
- AMERICAN EXPRESS COMPANY$10.3M
- SPOTIFY TECHNOLOGY SA$6.5M
- KIMBERLY CLARK CORP$6.4M
Exited Positions
- MATTEL INC COM$13.6M
- PAYPAL HOLDINGS INC$10.1M
- PEPSICO INCORPORATED$8.1M
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 | $20.7M | 7.23% | 72,018 | SH |
| 2 | AMAZON.COM INC | AMZN | 023135106 | $20.4M | 7.12% | 97,720 | SH |
| 3 | NETFLIX INC | NFLX | 64110L106 | $19.5M | 6.84% | 203,254 | SH |
| 4 | DICKS SPORTING GOODS INC | DKS | 253393102 | $17.4M | 6.08% | 87,678 | SH |
| 5 | META PLATFORMS INC - CL A | META | 30303M102 | $16.8M | 5.89% | 29,424 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $16.5M | 5.76% | 44,446 | SH |
| 7 | DISNEY WALT CO COM | DIS | 254687106 | $15.9M | 5.56% | 164,845 | SH |
| 8 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $15.8M | 5.52% | 219,459 | SH |
| 9 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $12.9M | 4.52% | 3,070 | SH |
| 10 | NIKE INC CL B | NKE | 654106103 | $11.9M | 4.17% | 225,597 | SH |
| 11 | COCA-COLA CO | KO | 191216100 | $11.4M | 3.98% | 149,452 | SH |
| 12 | MCDONALDS CORP | MCD | 580135101 | $11.1M | 3.88% | 35,662 | SH |
| 13 | DOMINO'S PIZZA, INC. | DPZ | 25754A201 | $10.9M | 3.80% | 30,297 | SH |
| 14 | AMERICAN EXPRESS COMPANY | AXP | 025816109 | $10.3M | 3.61% | 34,129 | SH |
| 15 | GAP INC | GAP | 364760108 | $9.9M | 3.45% | 407,857 | SH |
| 16 | WILLIAMS-SONOMA INC | WSM | 969904101 | $9.7M | 3.39% | 53,088 | SH |
| 17 | VISA INC CL A COMMON STOCK | V | 92826C839 | $9.5M | 3.34% | 31,579 | SH |
| 18 | RALPH LAUREN CORP CL A | RL | 751212101 | $8.8M | 3.08% | 25,580 | SH |
| 19 | MAPLEBEAR INC | CART | 565394103 | $7.0M | 2.43% | 185,559 | SH |
| 20 | AIRBNB | ABNB | 009066101 | $6.9M | 2.41% | 54,636 | SH |
| 21 | STARBUCKS CORP | SBUX | 855244109 | $6.8M | 2.37% | 75,583 | SH |
| 22 | SPOTIFY TECHNOLOGY SA | SPOT | L8681T102 | $6.5M | 2.26% | 13,319 | SH |
| 23 | KIMBERLY CLARK CORP | KMB | 494368103 | $6.4M | 2.23% | 66,025 | SH |
| 24 | HOME DEPOT INC | HD | 437076102 | $3.1M | 1.07% | 9,325 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $285.8M | 24 | 0001455253-26-000006 |
| 2025-12-31 | 2026-02-09 | $468.5M | 24 | 0001455253-26-000003 |