HS Management Partners, LLC
24 holdingsFiling period: 2026-03-31Current AUM: $304.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | 72.0K | $20.7M | $25.7M | 8.44% | -31,796 | 2026-03-31 |
| 2 | AMZN | AMAZON.COM INC | 97.7K | $20.4M | $26.5M | 8.73% | -31,675 | 2026-03-31 |
| 3 | NFLX | NETFLIX INC | 203.3K | $19.5M | $14.6M | 4.79% | -37,156 | 2026-03-31 |
| 4 | DKS | DICKS SPORTING GOODS INC | 87.7K | $17.4M | $17.2M | 5.65% | -38,707 | 2026-03-31 |
| 5 | META | META PLATFORMS INC - CL A | 29.4K | $16.8M | $16.4M | 5.39% | -10,721 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 44.4K | $16.5M | $20.7M | 6.79% | -9,881 | 2026-03-31 |
| 7 | DIS | DISNEY WALT CO COM | 164.8K | $15.9M | $15.9M | 5.21% | -89,305 | 2026-03-31 |
| 8 | UBER | UBER TECHNOLOGIES INC | 219.5K | $15.8M | $15.4M | 5.08% | -56,616 | 2026-03-31 |
| 9 | BKNG | BOOKING HOLDINGS INC | 3.1K | $12.9M | $14.8M | 4.87% | -1,085 | 2026-03-31 |
| 10 | NKE | NIKE INC CL B | 225.6K | $11.9M | $9.4M | 3.09% | -102,403 | 2026-03-31 |
| 11 | KO | COCA-COLA CO | 149.5K | $11.4M | $13.1M | 4.30% | -155,001 | 2026-03-31 |
| 12 | MCD | MCDONALDS CORP | 35.7K | $11.1M | $9.7M | 3.17% | -46,087 | 2026-03-31 |
| 13 | DPZ | DOMINO'S PIZZA, INC. | 30.3K | $10.9M | $10.5M | 3.46% | -2,903 | 2026-03-31 |
| 14 | AXP | AMERICAN EXPRESS COMPANY | 34.1K | $10.3M | $11.5M | 3.77% | -- | 2026-03-31 |
| 15 | GAP | GAP INC | 407.9K | $9.9M | $8.2M | 2.69% | -482,718 | 2026-03-31 |
| 16 | WSM | WILLIAMS-SONOMA INC | 53.1K | $9.7M | $12.1M | 3.99% | -28,487 | 2026-03-31 |
| 17 | V | VISA INC CL A COMMON STOCK | 31.6K | $9.5M | $11.6M | 3.80% | -4,706 | 2026-03-31 |
| 18 | RL | RALPH LAUREN CORP CL A | 25.6K | $8.8M | $9.7M | 3.20% | -14,185 | 2026-03-31 |
| 19 | CART | MAPLEBEAR INC | 185.6K | $7.0M | $8.3M | 2.72% | -152,541 | 2026-03-31 |
| 20 | ABNB | AIRBNB | 54.6K | $6.9M | $8.3M | 2.72% | -42,499 | 2026-03-31 |
| 21 | SBUX | STARBUCKS CORP | 75.6K | $6.8M | $8.0M | 2.62% | -106,317 | 2026-03-31 |
| 22 | — | SPOTIFY TECHNOLOGY SA | 13.3K | $6.5M | $6.5M | 2.12% | -- | 2026-03-31 |
| 23 | KMB | KIMBERLY CLARK CORP | 66.0K | $6.4M | $7.2M | 2.37% | -- | 2026-03-31 |
| 24 | HD | HOME DEPOT INC | 9.3K | $3.1M | $3.1M | 1.02% | -23,910 | 2026-03-31 |
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