HS Management Partners, LLC
24 holdingsFiling period: 2026-06-30Current AUM: $303.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc CL C | 60.1K | $21.2M | $20.2M | 6.66% | -11,925 | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 68.7K | $16.4M | $18.1M | 5.94% | -28,980 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 42.8K | $16.0M | $22.7M | 7.49% | -1,680 | 2026-06-30 |
| 4 | UBER | Uber Technologies Inc | 220.5K | $15.9M | $15.2M | 5.01% | +1.0K | 2026-06-30 |
| 5 | AXP | American Express Company | 45.1K | $15.3M | $14.4M | 4.73% | +11.0K | 2026-06-30 |
| 6 | NFLX | Netflix Inc | 208.6K | $14.9M | $14.3M | 4.72% | +5.3K | 2026-06-30 |
| 7 | META | Meta Platforms Inc - CL A | 25.4K | $14.3M | $17.6M | 5.81% | -4,015 | 2026-06-30 |
| 8 | V | Visa Inc CL A Common Stock | 41.2K | $14.1M | $16.8M | 5.52% | +9.7K | 2026-06-30 |
| 9 | MCD | McDonalds Corp | 51.1K | $13.8M | $12.6M | 4.15% | +15.4K | 2026-06-30 |
| 10 | DKS | Dicks Sporting Goods Inc | 59.8K | $13.6M | $8.5M | 2.82% | -27,925 | 2026-06-30 |
| 11 | — | Spotify Technology SA | 29.2K | $13.4M | $13.4M | 4.41% | +15.9K | 2026-06-30 |
| 12 | KO | Coca-Cola Co | 162.3K | $13.2M | $15.2M | 5.00% | +12.8K | 2026-06-30 |
| 13 | KMB | Kimberly Clark Corp | 118.0K | $13.0M | $12.8M | 4.21% | +52.0K | 2026-06-30 |
| 14 | DIS | Disney Walt Co.com | 131.0K | $12.6M | $14.6M | 4.82% | -33,850 | 2026-06-30 |
| 15 | WSM | Williams-Sonoma Inc | 46.4K | $10.8M | $11.8M | 3.88% | -6,735 | 2026-06-30 |
| 16 | BKNG | Booking Holdings Inc | 59.6K | $10.6M | $9.8M | 3.22% | +56.5K | 2026-06-30 |
| 17 | RL | Ralph Lauren Corp CL A | 25.5K | $10.2M | $9.7M | 3.18% | -55 | 2026-06-30 |
| 18 | DPZ | Domino's Pizza, Inc. | 34.3K | $10.1M | $10.8M | 3.57% | +4.0K | 2026-06-30 |
| 19 | ABNB | Airbnb | 67.2K | $9.6M | $11.9M | 3.91% | +12.6K | 2026-06-30 |
| 20 | CART | Maplebear Inc | 171.4K | $8.1M | $8.7M | 2.87% | -14,125 | 2026-06-30 |
| 21 | GAP | Gap Inc | 399.0K | $7.5M | $9.4M | 3.08% | -8,900 | 2026-06-30 |
| 22 | HD | Home Depot Inc | 20.8K | $7.3M | $6.5M | 2.15% | +11.4K | 2026-06-30 |
| 23 | SBUX | Starbucks Corp | 56.8K | $5.8M | $5.6M | 1.86% | -18,775 | 2026-06-30 |
| 24 | NKE | Nike Inc CL B | 81.6K | $3.3M | $3.1M | 1.02% | -144,025 | 2026-06-30 |
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