Hs Management Partners, LLC Top Holdings and 13F Report (2025) About Hs Management Partners, LLCInvestment ActivityHs Management Partners, LLC has $1.23 billion in total holdings as of June 30, 2025.Hs Management Partners, LLC owns shares of 25 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.67% of the portfolio was purchased this quarter.About 15.99% of the portfolio was sold this quarter.This quarter, Hs Management Partners, LLC has purchased 23 new stocks and bought additional shares in 4 stocks.Hs Management Partners, LLC sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings PayPal $80,183,848Walt Disney $79,729,129Alphabet $75,324,093DICK'S Sporting Goods $70,835,168Microsoft $67,177,708 Largest New Holdings this Quarter 437076102 - Home Depot $29,089,218 Holding565394103 - MAPLEBEAR INC $15,689,232 Holding Largest Purchases this Quarter Home Depot 79,340 shares (about $29.09M)MAPLEBEAR INC 346,800 shares (about $15.69M)Procter & Gamble 50,775 shares (about $8.09M)Amazon.com 33,660 shares (about $7.38M)Williams-Sonoma 44,075 shares (about $7.20M) Largest Sales this Quarter Ralph Lauren 75,895 shares (about $20.82M)CocaCola 270,940 shares (about $19.17M)Booking 3,094 shares (about $17.91M)lululemon athletica 69,325 shares (about $16.47M)PayPal 220,100 shares (about $16.36M) 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 PortfolioSectorPYPLPayPal$80,183,848$16,357,832 ▼-16.9%1,078,9006.5%Business ServicesDISWalt Disney$79,729,129$15,132,320 ▼-16.0%642,9256.5%Consumer DiscretionaryGOOGAlphabet$75,324,093$909,124 ▼-1.2%424,6246.1%Computer and TechnologyDKSDICK'S Sporting Goods$70,835,168$8,890,571 ▼-11.2%358,0975.8%Retail/WholesaleMSFTMicrosoft$67,177,708$9,780,573 ▼-12.7%135,0555.5%Computer and TechnologyKOCocaCola$65,166,056$19,169,005 ▼-22.7%921,0755.3%Consumer StaplesUBERUber Technologies$63,700,575$12,623,490 ▼-16.5%682,7505.2%Computer and TechnologyBKNGBooking$60,543,872$17,911,909 ▼-22.8%10,4584.9%Retail/WholesaleAMZNAmazon.com$60,237,912$7,384,667 ▲14.0%274,5704.9%Retail/WholesaleMETAMeta Platforms$58,733,512$8,772,200 ▼-13.0%79,5754.8%Computer and TechnologyGPSGAP$49,185,912$2,718,071 ▼-5.2%2,255,2004.0%Consumer CyclicalRLRalph Lauren$47,344,568$20,816,481 ▼-30.5%172,6143.9%Consumer DiscretionaryPEPPepsiCo$46,815,574$442,466 ▼-0.9%354,5563.8%Consumer StaplesMATMattel$46,510,113$1,996,157 ▲4.5%2,358,5253.8%Consumer DiscretionaryPGProcter & Gamble$44,274,231$8,089,473 ▲22.4%277,8953.6%Consumer StaplesNKENIKE$42,846,000$11,551,104 ▼-21.2%603,1253.5%Consumer DiscretionaryWSMWilliams-Sonoma$42,199,615$7,200,533 ▲20.6%258,3073.4%Retail/WholesaleABNBAirbnb$37,427,075$3,162,926 ▼-7.8%282,8103.1%Consumer DiscretionaryDOMINO'S PIZZA, INC.$37,287,150$4,557,819 ▼-10.9%82,7503.0%COMSBUXStarbucks$33,657,440$1,338,714 ▼-3.8%367,3192.7%Retail/WholesaleLULUlululemon athletica$29,824,368$16,470,234 ▼-35.6%125,5342.4%Consumer DiscretionaryHDHome Depot$29,089,218$29,089,218 ▲New Holding79,3402.4%Retail/WholesaleMCDMcDonald's$27,292,768$12,972,348 ▼-32.2%93,4142.2%Retail/WholesaleMAPLEBEAR INC$15,689,232$15,689,232 ▲New Holding346,8001.3%COMVVisa$14,070,632$12,297,157 ▼-46.6%39,6301.1%Business ServicesShowing 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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