Hs Management Partners, LLC Top Holdings and 13F Report (2025) About Hs Management Partners, LLCInvestment ActivityHs Management Partners, LLC has $1.24 billion in total holdings as of March 31, 2025.Hs Management Partners, LLC owns shares of 23 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 7.35% of the portfolio was purchased this quarter.About 18.68% of the portfolio was sold this quarter.This quarter, Hs Management Partners, LLC has purchased 23 new stocks and bought additional shares in 5 stocks.Hs Management Partners, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Coca-Cola $85,372,114PayPal $84,759,750DICK'S Sporting Goods $81,237,146Walt Disney $75,500,565Alphabet $67,139,723 Largest New Holdings this Quarter 364760108 - GAP $49,048,193 Holding Largest Purchases this Quarter GAP 2,379,825 shares (about $49.05M)DICK'S Sporting Goods 78,875 shares (about $15.90M)Amazon.com 56,250 shares (about $10.70M)PayPal 157,500 shares (about $10.28M)Microsoft 9,680 shares (about $3.63M) Largest Sales this Quarter Meta Platforms 46,915 shares (about $27.04M)Williams-Sonoma 164,966 shares (about $26.08M)McDonald's 74,136 shares (about $23.16M)Visa 66,055 shares (about $23.15M)Uber Technologies 300,900 shares (about $21.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHs Management Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKOCoca-Cola$85,372,114$1,457,467 ▼-1.7%1,192,0156.9%Consumer StaplesPYPLPayPal$84,759,750$10,276,875 ▲13.8%1,299,0006.9%Computer and TechnologyDKSDICK'S Sporting Goods$81,237,146$15,898,045 ▲24.3%403,0426.6%Retail/WholesaleDISWalt Disney$75,500,565$4,527,863 ▼-5.7%764,9506.1%Consumer DiscretionaryGOOGAlphabet$67,139,723$2,652,006 ▼-3.8%429,7495.4%Computer and TechnologyBKNGBooking$62,432,844$1,308,362 ▲2.1%13,5525.1%Retail/WholesaleUBERUber Technologies$59,603,123$21,923,574 ▼-26.9%818,0504.8%Computer and TechnologyMSFTMicrosoft$58,079,590$3,633,775 ▲6.7%154,7184.7%Computer and TechnologyLULULululemon Athletica$55,156,789$8,468,023 ▼-13.3%194,8594.5%Consumer DiscretionaryRLRalph Lauren$54,855,877$3,180,863 ▼-5.5%248,5094.4%Consumer DiscretionaryPEPPepsiCo$53,664,576$9,617,751 ▼-15.2%357,9074.3%Consumer StaplesMETAMeta Platforms$52,713,886$27,039,930 ▼-33.9%91,4604.3%Computer and TechnologyGPSGAP$49,048,193$49,048,193 ▲New Holding2,379,8254.0%Consumer CyclicalNKENIKE$48,608,223$6,703,488 ▼-12.1%765,7253.9%Consumer DiscretionaryAMZNAmazon.com$45,835,537$10,702,125 ▲30.5%240,9103.7%Retail/WholesaleMATMattel$43,859,339$2,766,832 ▼-5.9%2,257,3003.5%Consumer DiscretionaryMCDMcDonald's$43,048,959$23,157,862 ▼-35.0%137,8143.5%Retail/WholesaleDOMINO'S PIZZA, INC.$42,666,824$1,504,699 ▼-3.4%92,8653.5%COMPGProcter & Gamble$38,705,790$754,108 ▼-1.9%227,1203.1%Consumer StaplesSBUXStarbucks$37,463,416$18,810,229 ▼-33.4%381,9293.0%Retail/WholesaleABNBAirbnb$36,639,577$3,800,620 ▼-9.4%306,7103.0%Consumer DiscretionaryWSMWilliams-Sonoma$33,870,079$26,081,124 ▼-43.5%214,2322.7%Retail/WholesaleVVisa$26,026,912$23,149,635 ▼-47.1%74,2652.1%Business ServicesBBYBest Buy$0$45,377,475 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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